Sherpa Support

About Lead Sherpa 5

• Pricing
• Skip Trace Data & Pricing
• Help! Who do I contact for support?
• New User Onboarding Videos
• SMS Compliance Guide - A2P 10DLC (Always up-to-date)

FAQs 33

• Pre-litigator and litigator-associates... What's the difference?
• Can I add new markets to my account?
• How do I reorder my Lead Stage list?
• Why is my list quality score 0 (or really really low)?
• Can I record my calls?

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Getting Started 11

• How To Start A New Campaign
• Setting Up Your Account
• Creating new outgoing templates
• Replying To Messages
• Edit or Duplicate Prospect

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Metrics and KPIs 4

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

Feature Highlights 25

• 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 Lead Sherpa Compliant? 0

Access 2

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

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?

See all 6 articles

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 10

• Troubleshooting Skip Trace Upload Issues
• 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.?
• Skip Trace "Error: Declined"

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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

FAQ 7

• Twilio Benefits & FAQ
• How to create and integrate Twilio into Sherpa
• What does Twilio cost?
• If I use Twilio, do I get a discount with Sherpa?
• Can I use Twilio in more than one market?

See all 7 articles

Direct Mail 7

• How to create a new Direct Mail campaign
• How to view your Direct Mail campaigns
• How to Edit a Direct Mail campaign!
• How to cancel a Direct Mail campaign
• Why use Direct Mail?

See all 7 articles