Let's get you set up!
All you'll need to do is retrieve your custom Upcall email address from your Client Success Advisor, and add that email into the notification settings of your lead source.
Please follow the detailed instructions:
- Login to your Witly dashboard. Usually, the URL to login is: www.firstlastname.witly.net
2. Select your name in top right corner.
3. Add your custom U email into the "Additional Notifications" field.
4. Click "Update".
Once you have complete these steps, you're good to go.
Let’s test it out!
Once you have added the Upcall email to your source, feel free to test it out by submitting a lead through your website/landing page.
Note: You can find your landing page by clicking the "Marketing" tab, and selecting the funnel that has the highest lead count.
If you see your test appear in your Upcall dashboard, that would indicate the lead has entered our system successfully!
We are here for you!
If at any point you need assistance, our Client Success Team is happy to help! You can reach us easily by clicking on the live chat icon at the bottom right of your screen, or email us directly at firstname.lastname@example.org.