Onboarding Resources
Your onboarding reference library.
Select any of the 7 steps above to view its instructions/resources.
Step 1 Grant Domain Access
Instructions + (2) Videos
Grant Domain Access (GoDaddy, SquareSpace, Name Cheap, etc..)
Provide us with “Delegate Access” to your domain provider. Below is a how to video for GoDaddy or SquareSpace (was Google Domains), but other platforms should have a similar process for adding a user.
Email to use: admin@customers.plus
Provide us with “Delegate Access” to your domain provider. Below is a how to video for GoDaddy or SquareSpace (was Google Domains), but other platforms should have a similar process for adding a user.
Email to use: admin@customers.plus
Step 2 Grant Website Access
Instructions + (2) Videos
Grant Website Access (WordPress, SquareSpace, Wix, etc..)
* Create an additional user and password for us to be able to access the backend and make edits to your website. This is so we can integrate new forms and apply tracking phone numbers to integrate all of your website leads with Customers Plus.
* Complete the form with your Website Login URL (the link you use to log in to the website) + Our Login Email/Password
Email to use: admin@customers.plus / Password: LetMeIn10!
* If you use a different website builder and need assistance with this step, let us know what platform your website is built on, and we’ll get you specific instructions.
* Create an additional user and password for us to be able to access the backend and make edits to your website. This is so we can integrate new forms and apply tracking phone numbers to integrate all of your website leads with Customers Plus.
* Complete the form with your Website Login URL (the link you use to log in to the website) + Our Login Email/Password
Email to use: admin@customers.plus / Password: LetMeIn10!
* If you use a different website builder and need assistance with this step, let us know what platform your website is built on, and we’ll get you specific instructions.
Step 3 Integrate Google, FB, IG
Instructions + Video
Integrate Google, Facebook, Instagram, Calendar
Connecting your Google (business account) and social media accounts to Customers Plus allows for seamless cross-channel communication in one place and better lead source tracking.
Connecting your Google (business account) and social media accounts to Customers Plus allows for seamless cross-channel communication in one place and better lead source tracking.
Step 4 Create Google Ads Account
Instructions + (2) Videos
Create Google Ads Account
NOTE: Only follow this video if you do NOT already have a Google Ads account. Follow the process shown here to create one and receive $500 in free ad spend (if you've never had an account before).
NOTE: Only follow this video if you do NOT already have a Google Ads account. Follow the process shown here to create one and receive $500 in free ad spend (if you've never had an account before).
Step 5 Share Mobile Tech RX / Zapier API Key
Instructions + Video
Share Your Mobile Tech RX Zapier API Key
Enable your Zapier API key found in your account settings so we can integrate and activate your automation workflows. Once you have it, submit the form below.
Submit Your API Key: [FORM]
Enable your Zapier API key found in your account settings so we can integrate and activate your automation workflows. Once you have it, submit the form below.
Submit Your API Key: [FORM]
Step 6 Upload Contact List(s)
Form
If you have previous contacts that you would like us to import into Customers Plus, ensure the list is in CSV format, and upload the file(s) using the form below.
Step 7 Schedule Onboarding Meeting
Calendar
Schedule your Onboarding Meeting with us
Select the day and time that works for you on the calendar.
Select the day and time that works for you on the calendar.