This video spends a minute and a half running through the platform's core features, then covers account setup at it's most basic in the next three minutes.
The "account setup" tutorial will teach how how to manage your own account (billing, add more keywords, configure invoices etc), how to create campaigns/projects for each of your customers, and connect and import each of your marketing channels and data sources.
If you're looking for a basic guide on getting started, this video has you covered.
Features referenced in this video
- Update company contact information (used on invoices)
- Update account email
- Change your password
- Configure white labeling
- Change your membership plan
- Purchase additional campaigns or keywords
- Manage billing
- Add your logo
- Customize dashboard colors to match your branding
- Configure a custom login domain
- Create customer projects/campaigns
- Connect marketing channels (we call them "integrations")