After Signing Up
After signing up, you will immediately be redirected to our client intake form. You will also receive an email with the link for the client intake form should your browser not redirect you.
Your account will be set up within 24 hours of receiving the completed client intake form. Currently our team adds new subscribers twice daily in the morning & afternoon.
Within 24 hours of submitting the client intake form, expect to receive two separate emails:
- This first email will welcome you to the Calibr8 Portal. It will contain a password giving you access to the system.
- The second email will welcome you to the special "Members Only" are a of our website. This is where you can access FAQ docs, add new campaigns, or add users.
Upon accessing the portal or a new campaign for the first time, we strongly recommend taking the following steps:
- Select the setup option from the left navigation bar. You may also need to click the small arrow to expand the campaign setup options.
- Initial Setup - review all client information is accurately entered based on how it should read in directory listings. Also, enter competitors on this page. Click NEXT.
- Keyword Targeting - some keywords may have already been entered for you based on the category. This is where you will enter, update or remove new keywords. NEXT
- Social Profile - if you currently manage your client's social media, this is where you will enter that information. NEXT
- Location Profile - enter details for client. This page will be helpful for creating citations and designing content in the future.
ANY TIME changes are made to your campaign profile, you must REFRESH your reports page in order for them to update the new information.