Convertbloom is a powerful yet simple integrated Sales and Marketing automation software. To utilize the omni-channel features available, you should be aware of some critical onboarding steps. We have provided a checklist below:

Onboarding Checklist

• Set Up CRM Work suiteThis is the first step to set up. If you have not set up the CRM then other apps such as landing suite, event suite, contact suite may not work.  Key set up steps:
  1. Activate CRM
  2. Set up Business Details in CRM
  3. Customize Lead Sources
  4. Optionally set up staff, HR details
  5. Enable the Bearer Token* (Imp) – this is mandatory for landing page, events and contact suite set up
  6. Knowledge base
• Set Up Send SuiteWhile not mandatory, we recommend you set up the Senduite next for email marketing.
  1. Set up your lists
  2. Set up your automations
  3. Set up your campaigns
  4. Note and secure your API key
  5. Video tutorial
  6. Knowledge Base
• Set up Landing SuiteYou can set up landing pages. Link it to your CRM suite for centralized lead capture or capture leads in the app locally. You can also link it to sendsuite for email marketing. If your plan allows multiple domains, you can request domain lining from app dashboard. 
  1. Landing page with forms and lead collection
  2. Multiple predesigned blocks and templates
  3. Must Use SSL for eCommerce – digital product sales with Paypal and Stripe
  4. Link Bloom CRM, Sendsuite and external webhooks for lead collection and sync
  5. Knowledge Base
• Social Suite Set UpSocial Suite allows you to set up Facebook Messenger Marketing, Live chat for sales and support, cart abandonment, ecommerce store, scheduled posts etc.
  1. Import facebook, instagram, twitter, medium, reddit accounts
  2. Comment autolike, autoresponse templates
  3. Design chat flows
  4. Live chat from single dashboard
  5. Sync and grow subscribrs
  6. Social commerce
  7. Knowledge Base
• Eventsuite Set UpSet up virtual and physical events. COllect payment and leads. Sync leads with CRM or external webhooks. 
  1. Video Tutorial
• SEO and WebsuiteIt is important to monitor your web assets. SEOsuite allows you to track, monitor your web assets. You can check website health, competition key words, keyword monitoring to refine your search presence. You can also set up your own website with key blocks. You can integrate Javascript, Google analytics and facebook pixel on the website for PPC ads. 
  1. Website tracking and monitoring
  2. SEO keyword analysis, competition research
  3. Site Utilities 
  4. Business Website
  5. Add JAVAscript, google and facebook pixels
  6. Video tutorial