Onboarding Guide

Recommended setup order

Follow these steps in order. Each step builds on the previous one. The entire process takes about 20–30 minutes for a basic setup.

1. Invite your team

   Go to Settings → Team → Invite User and invite each sales rep. Choose the Manager role for team leads and Staff for limited access.

   Team members receive an email invitation. They set their password on first login.

2. Create your first lead form

   Go to Forms → New Form. Add the fields you want to capture (name, phone, email, any custom fields).

   Click Publish to get the embed code. Paste it onto your landing page or website.

   Every form submission will automatically capture gclid, fbclid, UTMs, landing page URL, and referrer — no configuration needed.

3. Test the form

   Open your landing page and submit a test entry. Within a few seconds the lead will appear on your Kanban board under the New stage.

   Open the lead and click the Attribution tab to confirm click IDs and UTMs were captured.

4. Connect Google Ads (if applicable)

   Go to Settings → Ads Attribution → Google Ads. Enter your Customer ID and OAuth credentials.

   Set the conversion trigger stage — usually “Closed Won”. From that point, every time a lead reaches that stage, an offline conversion is automatically sent to Google Ads.

5. Connect Meta Ads (if applicable)

   Go to Settings → Ads Attribution → Meta Ads. Enter your Pixel ID and Conversions API access token.

   Set the stage that triggers the conversion event. Convertly will dispatch server-side CAPI events when leads reach it.

6. Set up follow-up automations

   Go to Automations → New Automation. Create a rule like:

   • Trigger: Lead status changes to “Contacted”
   • Action: Schedule follow-up in 2 days

   This ensures every lead gets a follow-up scheduled automatically. See Automations for more.

7. Review your dashboard

   Go to Dashboard and confirm your first leads are visible, stages are correct, and your team members can log in and see their assigned leads.

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What to configure first vs. what can wait

Priority	Item	Why
Day 1	Pipeline stages	Everything depends on this
Day 1	Form + embed	Starts capturing real leads
Day 1	Team invites	Reps need access to work leads
Day 1	Test a form submission	Validates the full capture flow
Week 1	Google/Meta ads credentials	Starts closing the attribution loop
Week 1	Basic automations	Prevents leads from slipping through
Later	AI Workspace	Useful once you have lead volume
Later	Custom reporting	Useful once you have historical data

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Key settings to revisit

After your initial setup, come back and configure:

• Notification preferences — decide which events trigger email or in-app notifications
• Automation library — build rules for inactivity reminders, lead assignment, and status changes
• SMTP settings — if you want Convertly to send emails on your behalf from your own domain