Setup your business account

The first step to setting up a business account is to sign up. To do this, you need to provide your name, contact details and an address where we can send your invoices. You'll also need to give us some basic information about your business - for example, what type of business it is and how many employees you have. Once we've received the information from you, we'll send you a form that you need to complete before signing up. This includes details about the payment methods you will use (such as bank account or credit card). Once we've received this form from you, we'll get back in touch with you once more with confirmation that everything has been completed correctly.



Configure your business

Post creation of business account it's all ready to go live except few basic business setups and software configurations that are needed to be completed in order to see flawless experience. Mandatory settings are SMTP details for email notifications and users roles and permissions.



Publish the link

After the configuration and customization, the unique sub-domain link is ready to use on your website tracking link buttons. Also, you can link the login and registration buttons on your website to the new URL. Note that if you would like to transfer your existing customer base to the system you can do that on customer upload section.



Invite your employees & customers

Last, make sure your tracking software link is updated on your website and your employees are aware of the new link. Bulk email with the new link & details sent to your customers and employees would be the right way to achieve this. Also, update your old tracking software links (if any) with your new link.

Schedule a demo with us today

We'll be happy to schedule a 1-on-1 demo session with you so that we can discuss your goals and requirements. If you have any questions, please contact us at +91 (888) 470 8921.