Getting Started

New to Sherpa? Let's set up your account, start a new campaign, and send and reply to messages.

How To Start A New Campaign
Go to the Campaigns tab. Click “New Campaign” in the top-right corner. Name the campaign. Select the market the campaign is in (if you have more than...
Fri, 7 Aug, 2020 at 9:51 AM
Setting Up Your Account
Just setting up your texting account and not sure where to get started? Just follow these first few steps to start generating leads as soon as possible! ...
Fri, 7 Aug, 2020 at 12:38 PM
Creating new outgoing templates
Go to your template manager Enter your template settings: Outgoing company name (will appear in all initial templates) To create new templates, click “Cr...
Wed, 30 Sep, 2020 at 4:01 PM
Replying To Messages
There are two places where you can find your unread messages. 1) In your campaign, under the Prospects & Messages tab, or 2) in your All Unread tab. ...
Fri, 7 Aug, 2020 at 1:55 PM
Edit or Duplicate Prospect
Occasionally you may have the correct number for a prospect, but the wrong name. You can easily edit the name of the prospect by clicking the edit/pencil ic...
Fri, 7 Aug, 2020 at 2:15 PM
Deactivating and Releasing Numbers
In your number manager, you'll see the option to "deactivate" or "release" each number. If your plan is to eventually release some ...
Mon, 10 Aug, 2020 at 2:54 PM
Prospect Action Buttons - Verified, DNC, Priority, Qualified, Wrong Number
In addition to lead stages, you have access to some of our action buttons which will help you identify lead-types according to the selections. Verified ...
Mon, 10 Aug, 2020 at 12:01 PM
Sherpa 2.0 - New layout and user-friendliness
Just want a quick overview of Sherpa 2.0 and to know what makes it so user-friendly? Watch this quick video.
Wed, 8 Jul, 2020 at 8:57 AM
Uploading prospects to campaign (skip traced outside of Sherpa)
Already have a file of prospects with phone numbers appended? Great! You can upload this direct to a campaign. If you're using Sherpa skip trace, you ...
Thu, 4 Mar, 2021 at 9:42 AM
Required template field: {CompanyName}
Due to carrier requirements and CTIA guidelines, the following merge tag (or dynamic field) is required in all initial outgoing messages: {CompanyName} You...
Wed, 30 Sep, 2020 at 3:58 PM