Getting Started
Audience: Marketers and admins
This section takes you from a new account to your first live campaign or showcase. Onboarding reads your website and review profiles, asks you to confirm what it found, and then suggests one starting point: a showcase page, a showcase widget, or a campaign. It builds that first step for you, so most of setup is checking what it built.
If a teammate invited you, you don’t go through onboarding. Accept the invitation and you land on Home in their workspace. See Sign in and join a workspace.
The product in one page: areas, roles, and how proof moves from ask to reuse.
What HighAdvocacy doesSign up with your work email, Google or Microsoft, confirm what we found, and pick your first step.
Sign up and set up your workspaceSign in with a link or code, accept an invitation, or ask to join your company’s workspace.
Sign in and join a workspaceThe sidebar, search, keyboard shortcuts, and favourites.
Find your way aroundSetup steps, what needs you, and how your program is doing.
Your Home pageFinish the campaign onboarding set up, go live, and share it.
Launch your first campaignRecommended order
- Read What HighAdvocacy does to see which parts of the product you’ll use.
- Follow Sign up and set up your workspace. Onboarding creates your workspace and makes you its Owner.
- Skim Find your way around and Your Home page.
- If onboarding set up a campaign, use Launch your first campaign to check it and share it. If it built a showcase, see Publish, share and embed.
What to expect during onboarding
- Work email only. Sign up with your company email, or with Google or Microsoft. Personal and temporary email addresses can’t be used.
- A sign-in link and a 6-digit code. Both expire in 15 minutes.
- A short scan. We read your website for your logo, colours and description, then look for your review profiles. It takes about 30 seconds.
- Nothing is required to continue. If we don’t find any review sites, you can add them yourself or carry on without them.
- One suggested first step. You can take the suggestion or the alternative next to it.
If you leave partway through, your next sign-in takes you back to the step you were on.
After onboarding
When you sign in later, you land on Home in the workspace you used last. Most of what onboarding found (your website, brand, description and review links) can be changed in Settings > Profile. See Workspace profile.