Soapbox Engage Orientation
- Automatic Lead Conversion in Salesforce
- Welcome to Soapbox Engage!
- 1. Install your Soapbox Engage for Salesforce Packages
- 2. Customize the standard template with the Template Designer or have your site custom templated
- 3. Add your Salesforce Account Credentials to Your Site
- 4. Add your Payment Gateway Credentials to Your Site
- 5. Add details to the Account Settings view on Your Site
- 6. Review the video training series for each app
- 7. Check out the Knowledge Base for more articles about Soapbox Engage
- 8. Some important reminders as you create Soapbox Engage pages
- 9. Test Your Pages
- Outbound Email Settings in Soapbox and Best Practices to Ensure Deliverability
- Subscribing to Soapbox Engage announcements and system alerts
- Glossary of Terms
- Requesting a custom template
- Updating your credit card information
- Optional Add On: Setting up a custom SSL subdomain for your Soapbox Engage account
- Optional Add On: Agendas for private standard Soapbox Engage App Trainings
- Optional Add On: Soapbox Engage Donations App Training Agenda
- Optional Add On: Soapbox Events App Training Agenda