How to onboard your account

In this article we will guide you through the onboarding process in Salesflow.
​
Whether you’re setting up your first account, preparing campaigns in advance, or managing multiple team members, the steps below will help you get started quickly and ensure your LinkedIn accounts are properly connected.

Create your account at get.salesflow.io

Once your account is created, you'll be ready to start building your campaigns right away! You don’t need to connect a LinkedIn account yet.

When you’re ready to go live with your campaigns, head to your LinkedIn Account Settings page and connect your LinkedIn profile.
​
​

​
​NOTE: When onboarding additional accounts (after your first one),
you’ll need to connect a LinkedIn account before creating campaigns.

If your LinkedIn account gets onboarded with a "disconnected" status - don't worry! That's absolutely normal; check this article here to know how to connect your LinkedIn account.
​

Once your LinkedIn account is connected, you are ready to start running your campaigns.

It's a good practice to check how your campaigns are doing. To do so, head over to a campaign, and click the statistics tab. There, you will be able to see the amount of invites, messages, or open inmails sent, the amount of connections you have made, as well as how many emails have been sent and how many of them have been opened.

You can filter your progress by date, and export the data as well.

Create your own dedicated domain if you are looking to onboard your team or clients. Learn more on how Team Management works here.
​
During your 7 day trial, you can only review Team Management capabilities by creating your own domain.

We hope this article helped! If you have any questions, please reach out to us via support@salesflow.io or through our support chat.