This step-by-step guide will walk you through each stage of the process, making setup quick, easy, and stress-free. 🚀
Step 1 - Get oriented
Log in and navigate to the Dashboard menu and check out our product tours to get started in six easy steps:
Step 2 - Add a product
Products are where you create and organize all your content. To quickly get started, select one of our product templates. These templates act as the blueprint to quickly build and organize your content.
Go to Products from the side menu
Click the blue add icon button
Select a <product template> that fits your goal
Give it a name and short description. (This information is important because it will display on your users library)
Step 3 - Connect apps (optional)
Connectors are used to sync data with your existing business tools and CustomerHub.
To get started, click on the Connectors menu and then select your specific connector to start the process. In most cases its as easy as logging in and allowing access to CustomerHub.
Are you a Keap user? Learn more about the Keap connector.
Step 4 - Set brand
Configure your brand assets in the branding Center - Learn More
Select and configure a theme - Learn More
Publish and Preview - Coming Soon
(Optional) Add additional site navigation pages - Learn More
Step 5 - Invite users
Manually add a user
Click the blue ADD icon
Enter name and email. An invite email will send immediately inviting the user to complete account creation
Add user to a product
Import users from an existing membership site or CRM
By now you should have connected your other apps. (See Step 3). Find more detailed steps for the following apps.
Keap - Learn More
Active Campaign - Coming Soon
Other - Coming Soon
Step 6 - Add billing info
Add payment info to keep your CustomerHub app active. Choose from a monthly or annual plan and SAVE.
