Getting Started
Set up your account one step at a time. Start with the Quick Start.
11 articles
- Quick Start: From a New Account to Your First Tracked ContactThe steps to set up a new Ellipsend account, in order, with a checklist to run before your team goes live.
- Webhooks: Send Ellipsend Events to Your Own ToolsGet a notification in your own system the moment something happens in Ellipsend: a new message, a label added, a stage change, a follow-up coming due.
- How to Connect Instagram & Facebook to EllipsendConnect your Facebook Page and Instagram account to Ellipsend, step by step, and what to do if something doesn't show up.
- How to Invite Your TeamAdd a team member in four steps, and what to check if they can't reply or the invite didn't arrive.
- Settings Quick StartThe handful of settings every account owner should set before their team starts working the inbox.
- Set Up Your Pipeline and ActivitiesWhat pipeline stages and activities are, how they work together, and how to set yours up before your team starts working the inbox.
- How Tracking Works: Button Links, the Tracking Token, and Logging a SaleHow Ellipsend ties a booking or a sale back to the post it came from, how to send links so they're tracked, and how activities get logged.
- Automation Best PracticesThe recipe we recommend for building an automation, and the reason behind each step.
- Inbox Quick StartThe daily routine for working contacts in the inbox, for setters and anyone else replying to DMs.
- Get the Ellipsend App on iPhone and AndroidWhere to download the Ellipsend app for iPhone and Android, and what you can do in it.
- Get Help, See What's New, and Request a FeatureHow to reach the Ellipsend team, what to send so we can fix things fast, and where to follow new features and request your own.