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Best Practices: First Time Logging In

Top things to do when receiving the login information for the platform.

Judd Bobin avatar
Written by Judd Bobin
Updated over 11 months ago

In order to get the program started on the right foot you need to make sure to take care of the following in the system.

  1. Password - Make sure to change the password from the default

  2. 2FA - Add your cell number to the 2 Factor Authentication

  3. Usage - Add messaging credits to the system

  4. AutoRecharge - Decide if auto-recharge is needed for the account

  5. Users - Add any users that need access

  6. Integrations - Set up all integrations immediately

  7. Keywords - Add any additional keywords that would be needed to the system

  8. Contact Card - Enable the contact card on the account. If you do not have one make sure to request one

  9. Messages - Add any welcome message series or start creating messages to send

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