Welcome to the Ignition family! This article will show you how to get started in the quickest way possible.
We'll need you to log into your account first, so go ahead and login first!
Table of contents:
The quickest way to get started
Now that you've logged into Ignition, click on the Discover tab on the left-hand side of your screen.
This is our Discover page which will teach you everything you need to know in order get you creating proposals and managing your client billing ASAP!
Follow these steps to complete your Discover tasks and get familiar with Ignition.
You will learn:
What the proposal looks like to your clients
The proposal creation process
Connecting your accounting ledger (Xero or QuickBooks)
Setting up Ignition Payments
Managing your client billing after the proposal is accepted
How to showcase your branding
Uploading your engagement letter / terms and conditions (for our team to format)
When you are finished, we suggest exploring Ignition further by watching the on-demand Getting Started Webinar, organizing your own custom brochure for your proposals, and more!
Interactive demonstration
Getting Started Webinar and Resources page
Check out our on-demand webinars, enroll in the free Ignition Certification program and get started with our on-demand training videos if you want to get started ASAP!
AMER - Getting Started with Ignition
APAC - Getting Started with Ignition
EMEA - Getting Started with Ignition
Your own Customer Success Manager
Customers on a Professional or Scale plans will be assigned your very own Customer Success Manager (CSM) in your specific region (APAC, EMEA, AMER) for the first 90 days of your subscription.
They will assist you with account setup and implementation tailored to your business!
Click on the specific link pertaining to your region below and book your introductory call with our Customer Success team.
Please note: The links below are monitored and only applies to brand new accounts.
If you'd like to set up your account yourself, check out our articles so you can get started sending proposals and managing billing ASAP. Although, we do encourage you to book in some time as your dedicated CSM can help answer any questions and assist with any issues!
Preparing for your introductory call
After you book a call, we strongly suggest jumping into the Discover page and completing all the tasks there since it relates to the account setup process.
Performing all the tasks before your call will be extremely beneficial as you and your CSM can then focus on creating proposals and implementing Ignition across your business.
If you'd like some further information while you complete these steps, you can read through our collection of short articles here.
Below are a few recommended articles as you complete the Discover page.
Getting your service list into your account either by adding and editing our example list or importing your own.
Setting up Ignition payments (make sure you have your bank account and the principal's details handy for verification purposes!)
If you have any questions, reach out to our Support team by clicking on the widget in the bottom right-hand corner of this page, or alternatively through email at help@ignitionapp.com!