Account Setup

Setting up your SallyJo account is quick and easy. Follow these steps to get your account ready for your first campaign.

Initial Account Setup

Step 1: Verify Your Email

After signing up, check your email for a verification link from SallyJo. Click the link to verify your email address.

Step 2: Complete Your Profile

1. Navigate to Account Settings in your dashboard
2. Fill in your business information:
   • Business name
   • Industry
   • Contact information
   • Time zone

Step 3: Add Your Branding

Make your campaigns look professional by adding your branding:

• Upload your logo
• Set your brand colors
• Add your business address

Setting Up SMS

Get Your First Phone Number

1. Go to SMS > Phone Numbers in your dashboard
2. Click Register New Number
3. Choose your area code and number type
4. Complete the registration process

Verify Your Business (For Toll-Free Numbers)

If you're using a toll-free number, you'll need to complete business verification:

• Provide business documentation
• Wait for approval (usually 1-3 business days)
• Once approved, your number will be ready for campaigns

Email Setup

Verify Your Sending Domain

To ensure good email deliverability:

1. Go to Email > Verified Identities
2. Add your domain
3. Add the provided DNS records to your domain
4. Wait for verification (usually takes a few minutes)

Create Email Signatures

Set up default email signatures:

1. Go to User Settings > Email Signatures
2. Create your default signature
3. Add any additional signatures for different campaigns

Team Setup (Optional)

If you're working with a team:

1. Go to Team Management
2. Invite team members via email
3. Set appropriate permissions for each member
4. Team members will receive an invitation to join

Next Steps

Once your account is set up:

• Import your first contacts
• Create your first SMS campaign
• Set up email campaigns

💡 Tip: Complete all setup steps before launching your first campaign to ensure the best delivery rates and professional appearance.