Getting Started: First login + navigating the platform

Logging in for the first time and getting a feel for the platform

Made by Zach Herak with Scribe

This guide walks you through the process of setting up a new campaign on DashApps. Learn how to integrate with HubSpot, create a chatbot, and configure campaign settings for optimal results.



1. Go to your email inbox and click on the First Timers invite. Click "Register Now."

2. On the account creation page, enter in your account credentials, then click "Continue."

3. Click this password field. Enter and save password.

4. You will now be prompted for a code, which gets sent to your email.

5. Return to your email inbox and grab your code.

6. Enter the code and click "Continue."

7. You've now arrived at your dashboard!

8. Click "Campaigns"

9. Click "Create a Campaign"

10. Choose the source of your campaigns--MMS or HubSpot. In this case, let's choose "MMS."

11. Click "Add New Campaign"

12. Below are the various campaign prompts to follow. Explore as you see fit!

13. Next, let's explore the campaign function via HubSpot. Click "Connect to HubSpot Portal."

14. Click "Connect to HubSpot Portal" and follow the instructions.

15. To explore the Chatbot function, go back to the Home screen and click "Create a Chatbot."

16. Follow the prompts to build out your Chatbot.

17. Click "Settings" if you need to adjust them.

18. Click "Logout" when complete with all your tasks.

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