Onboarding Guide

START HERE

Watch this Video for an overview of our onboarding!

With Mailbox Power,

You Can...

WAIT, PLEASE COMPLETE YOUR ONBOARDING SETUP FORM

1. Onboarding Setup

5 Questions in 5 Minutes or Less

Please take a moment to complete this short onboarding form. This information is used to setup your account and register your digital phone number.

The last question is really important. This ensures that we are able to meet and exceed your expectations.

Email *

Legal Business Name (used to register your #) *

Business Type *

EIN (US) /9 Digit BN (CA) *

If onboarding is successful, what does that look like for you? *

3. Import your Contacts

Now that we have your strategy down, let's populate your prospecting list! This is a breeze! All you need to do is upload your file using the form here. We'll take care of the rest including:

Cleaning Your Data

Segmenting Your Contacts

Informing you of Critical missing data

Full Name *

Email *

You may use our template here.

Your Contacts *

Please load any existing contacts. Include: Name, email, #, address, TYPE: past client/current client/SOI/lead & LEAD TYPE: buyer/seller/renter/vendor/builder/agent plus any additional info you have and would like to include in your database such as birthday, anniversaries, notes, transaction year, etc)

2. Import your Contacts

Whether we are targeting your SOI, Past Clients, Buyers, Sellers, Agent Referrals, or even Recruitment, typically you have a database of contacts that we can leverage for initial outreach or as a DO NOT Contact List. Please upload a CSV file with all the relevant fields you can extract. We'll take of the rest from cleaning to segmentation!

Cleaning Your Data

Segmenting Your Contacts

Informing you of Critical missing data

3. What to expect

Watch this quick video to learn about the onboarding process.

Advanced

Using Our List Builder

Looking to create laser-focused mailing lists? In this video tutorial, we'll guide you through the process of using our list builder to target the exact buyers and sellers you want to reach.

Editing Your Projects

Want to personalize your projects to the next level? Our Design Editor has got you covered. In this video, we'll walk you through how to import your designs, start from scratch, or tweak our existing templates. Your projects, your way.

Installing Designs

Transform ordinary campaigns into extraordinary experiences with the right designs. In this tutorial, you'll learn how to install different designs onto the platform. Whether you’re looking to add visual flair or align with your specific branding, dive deep into this step to learn how to create campaigns that dominate your neighborhood.

Feeling stuck?

Text us at 972.703.2099

On a mission to create unstoppable momentum for realtors, driving them to the top of their MLS with expert marketing strategies and automation that puts their business growth on autopilot, eliminating dependence on time-consuming and costly lead generation techniques.

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