Sherpa Support

About Sherpa 3

• Pricing
• Skip Trace Data & Pricing
• Help! Who do I contact for support?

FAQs 17

• Pre-litigator and litigator-associates... What's the difference?
• Can I add new markets to my account?
• Why is my list quality score 0?
• Do I have to match the uploader template exactly?
• Can I export a list of the prospects who have not replied?

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Getting Started 6

• How To Start A New Campaign
• Setting Up Your Account
• Sending New Campaign Messages
• Replying To Messages
• Clone Prospect: modify / edit a name and number

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Metrics and KPIs 5

• Understanding Campaign Stats
• Reading Response Rates
• Messaging Best Practices & Delivery Rates
• Reading the Dashboard
• Splitting text to columns in Excel

Feature Highlights 11

• How To Use Prospect Relay
• What is the "Auto-Dead" feature?
• Pushing Leads to CRM
• Creating Follow Up Campaigns
• Zapier Setup: Connect Sherpa to Podio or other CRM!

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Is Sherpa Compliant? 0

Access 3

• How Do I Access Sherpa’s Software?
• Can I Use Sherpa For The Skip Trace Tool Only?
• Does Sherpa have an app?

Exporting Data 2

• How Do I Export Or Download My Campaign/Prospect Data?
• What is the Golden Address?

Retail Leads 1

• Should I Bother With Retail Leads?

Uploading Data 6

• Is There A Limit On Phone Numbers Per Prospect Upload?
• I mapped my upload data incorrectly, can I fix it?
• What if I only have a physical property address (no mailing address)?
• Do landlines count against my monthly upload limit?
• Can I skip trace an LLC or Trust?

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Buyer Campaigns 1

• May I Use Sherpa For Buyer Campaigns?

Skips 2

• If I add a prospect to the Do Not Call (DNC) list, will they ever be contacted again?
• Can I Download All Of My Skip Traced Data In One Comprehensive Export?

Common Issues 13

• Troubleshooting Skip Trace Upload Issues
• Message Stuck As Unread (Blue Message)
• Auto-Dead Issues: How To Turn It On/Off
• Campaign Call-Forwarding Number Not Working
• Why is Sherpa quoting for more rows/columns than what I actually have in my csv.?

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Webinars 21

• Webinar: Keys To Success With Sherpa
• Webinar: Watch How We Use Sherpa
• Webinar: Tricks For Using Sherpa's Data
• Webinar: What's new with Sherpa, what's coming, and upload demo
• Training + Q&A Webinar -- July 16

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YouTube 1

• YouTube Training Library

Facebook Group 1

• Join Our Facebook Community

Feedback and Testimonials 1

• User tips and lessons learned

Privacy Policy 1

• Information safety and security

Terms of Use 4

• Terms of Use
• Cancel or Pause Your Sherpa Subscription
• Is Sherpa texting legal or compliant in my state?
• Updates to legacy accounts

Sherpa 2.0 Training 14

• Sherpa 2.0 - Integrated Skip Trace
• Sherpa 2.0 - Quick Start Video
• Sherpa 2.0 - Turn on Carrier-Approved Templates
• Sherpa 2.0 - Create new templates and send messages
• Sherpa 2.0 - Create a new campaign

See all 14 articles