Welcome to Witly 🥳
Starting today, you are the most important person in real estate, and we want to make sure you achieve the success due to that VIP status!
This article will walk you through how you should spend your first day as a Witly customer to ensure you absolutely crush it in this new journey.
So let's get started!
Check your Onboarding Email
The first step is to confirm you have received your onboarding email. This email was sent from the inbox no-reply@usewitly.com and should look something like this:
If you do not have it, please check your spam folder, and if you still do not have it, please add no-reply@usewitly.com to your address book and let the team know so we can send it again.
This email details out a step-by-step onboarding process that ensures you hit the most important milestones for predicting success with Witly.
Complete your Onboarding in Witly
Onboarding with Witly is incredibly easy. After you have successfully completed your payment details, you will be redirected immediately to your Witly dashboard. Follow the steps in the widget at the bottom left of the screen to complete your onboarding.
Before you begin, follow the steps in this article to ensure your Facebook account is configured correctly for success at Witly.
If your Facebook is not configured correctly, you will almost certainly experience problems onboarding and creating ads with Witly.
All in all, Witly's onboarding process will require you to:
Connect to Meta
Connect your CRM / Zapier
Create a Homes List Ad
Connect to Meta
Once you've connected to Meta, you'll be able to run ads made in Witly through Facebook and Instagram.
Follow the steps here to connect your Meta account to Witly!
Connect your CRM / Zapier
After connecting Meta to Witly, you can integrate your CRM. This will ensure that any new leads created through Witly are entering your database.
Learn how to connect Follow Up Boss here! If you use a separate CRM, check out this article for integrating with Witly via Zapier!
Launch your first Homes List ad
The Homes List ad is the crown jewel of Witly's lead generation strategies. We've been doing it for years, and it works!
Follow the steps in this article to create your first Homes List ad and start generating real estate leads your very first day!
That's it! 🥳
While you sit back and watch the leads roll in, our team will automatically go to work reaching out to your vendor list and inviting them to join you in this new lead sharing journey!
Welcome to Witly! 🙌🏻