Quick Step-by-Step Onboarding Guide with Short GIFs and Videos
Checklists:
Login to Your Sponsor Account
- Access Your Account: Log in to the Sponsor Platform using your email and password.
If it's your first login, check your email for an invitation. If you missed it, visit your platform and click "forgot password" to reset it. For help with your platform URL, contact success@sponsorcloud.io.
Complete Profile Information
- Fill Out Details: Enter your personal and company information to complete your profile.
Go to Settings in the left corner and upload the Personal and Business information, along with the logo, under the My Account and General tabs.
Brand Setup and Website Integration
- Customize Your Sign-Up Page: Adjust the color and background image to match your branding.
- Website Integration: Integrate the portal with your website using Iframe codes for seamless sign-up and login for investors.(Example Website)
- Domain Setup to send Mass Communications through Platform.
Setting up your domain is crucial for effective mass communications with investors. By adding DNS records for your domain email, you enhance credibility and communication. Follow the detailed instructions below to seamlessly integrate your domain with the platform for reliable communication with investors. Click here to access the guide and set up your domain efficiently.
If you require any assistance or support during the process, feel free to schedule a meeting by clicking here or send an email to Success@sponsorcloud.io for further guidance.
👤 For questions or help with the process, email us at success@sponsorcloud.io or Schedule a meeting. An experienced Customer Success Manager will reach out to assist you.