Insider's onboarding process is a step-by-step journey designed to make setting up your account smooth and efficient. Through careful planning, seamless integrations, and thorough testing, you’ll lay the foundation for success. Once your setup is complete, you’ll unlock the full potential of Insider designing impactful campaigns, engaging website visitors in exciting new ways, and tracking campaign performance to drive your business goals forward. This process typically involves collaboration between your Marketing, CRM, Product Management, and IT teams.
Insider Onboarding Process
By the end of this course, you will be able to:
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Learn the fundamentals of the Insider Onboarding Center and explore how to configure general settings to streamline your account setup process.