The 1 on 1 portion of this session will begin with ensuring we understand your initial strategy and what you'd like to initially accomplish with Herefish.
If you don't know what you'd like to accomplish first, we will work with you to figure it out.
After we learn more about your plans, we will jump right into getting everything set up. Prior to this first call we will have already asked that you turn on our integration with your ATS provider. By the time we finish the call you will be done with most settings and on to creating automations!
💡Tip - Be prepared; like your first course in college, this first course can be a lot! Unlike your lecture hall, this is personalized; if we are going too fast, raise your hand ✋🏽and ask us to tap the brakes. There are some things we want to start early, because they rely on other people in your organization getting involved.
Review integration settings
Cover managing ATS Users and Owner Assignment Rules
Setting up your website integration
Adding/Managing Herefish Users (and how that differs from "ATS Users")
Creating your first list from your ATS
How lists connect to Automations
What you can do in an Automation
HF 101 "Homework" and Resources
Update any fields in your ATS integration settings that you'd like synced to Herefish - Integration Settings help article
Disable any ATS Users that you do not want messages sent from - ATS User help article
(NOTE: You must be a registered Herefish User to access the following articles)
Ensure that your Owner Assignment Rules are prioritized as you'd like and the final backup contact is correct - Assignment Rules help article
Create a real list you plan to use in Herefish - Creating a list help article
Add a basic Automation - Creating an automation help article
Add an Email template to your library - Email library help article
Add any additional users - Adding Herefish users help article
(NOTE: You must be a logged in to your Herefish account to access our in-app Walkthroughs)
Take an interactive tour of the Herefish Lists - Lists Tour
Take an interactive tour of Herefish Automations Screen - Automations Tour
View our tutorials that walk you through every step of building automations - Build With Billy
Herefish Technology Setup
The Herefish "Tech Stuff" explains each of the technical setup elements and to whom you'll assign those items.
Add the website tracking code - Website tracking help article
Set up your domain to be ready for Herefish to send mail - Prepping your domain help article