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.” Name the campaign—we suggest including the date. Turn on (or off) checking messages for auto dead—not sure what...
Wed, 15 Jul, 2020 at 11:00 AM
Sherpa 2.0 - Quick Start Video
New to Lead Sherpa? Watch this quick start video to get set up and started.
Tue, 2 Jun, 2020 at 10:46 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! ...
Wed, 15 Jul, 2020 at 11:02 AM
Sherpa 2.0 - Turn on Carrier-Approved Templates
Turn on carrier-approved templates to enable the use of messages that have been pre-approved by carriers who have become very strict with messaging regulati...
Tue, 2 Jun, 2020 at 10:46 AM
Sending New Campaign Messages
You’ve uploaded your prospect data into Sherpa and are ready to send some messages! Here’s how: Under your campaign, scroll to “Send Messages” section....
Wed, 29 Jul, 2020 at 2:06 PM
Sherpa 2.0 - Create new templates and send messages
Watch this video to learn how to create your messaging templates and how to send messages to your prospect list!
Tue, 2 Jun, 2020 at 10:50 AM
Replying To Messages
If you have new messages, they will be in your "unread" filter with a blue chat bubble. Follow these steps to work through them: In your cam...
Wed, 29 Jul, 2020 at 1:44 PM
Sherpa 2.0 - Create a new campaign
Watch this video to learn how to create your first campaign and upload prospects for messaging!
Tue, 2 Jun, 2020 at 10:52 AM
Clone Prospect: modify / edit a name and number
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 pencil icon ne...
Thu, 23 May, 2019 at 2:24 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 ...
Fri, 17 Apr, 2020 at 8:07 AM