Step 1: Create your account
Head to joinleadsource.com and click the sign-up link. You'll see the account creation page.
Fill in:
First name
Last name
Work email
Company name
Check the box to agree to the Terms and Privacy Policy, then click Create account.
Step 2: Check your inbox
After submitting, you'll see a "Check your inbox" page confirming we sent a verification link to the email address you provided.
The link expires in 3 days. If you don't see the email within a few minutes, check your spam folder. Still nothing? Email [email protected] and we'll resend it.
Step 3: Click the link in the email
Open the email from LeadSource and click Set Your Password.
Step 4: Set your password
You'll land on the password setup page. Create a password and confirm it.
Password requirements:
At least 8 characters
Mix of letters and numbers recommended
Click Set Password. You're now logged in.
Step 5: Tell us about yourself
The first screen after login is Your Info. Fill in:
First name
Last name
Phone number
Click Continue.
Step 6: Add your company information
Next is the Company Info page. This is the longest part of signup, but it's a one-time thing.
Fill in:
Company details - Company name - Maximum number of leads per day (your hard cap, you can adjust later) - Street address, city, state, postal code - Company website
Primary contact - First name, last name - Email, phone - Title
This person will sign agreements and serve as the main point of contact on your account.
Billing information - If your billing address and contact match the company info, leave the "Same as company address and primary contact" checkbox checked. If billing should go somewhere else, uncheck it and fill in the separate billing details.
Click Continue when you're done.
Step 7: Land on your dashboard
You'll arrive at the LeadSource dashboard with a Getting started checklist showing your progress through five setup steps.
The first two steps (complete your profile, add company information) are already checked off. Three remaining steps:
Sign service agreement - reviewed in the next section
Set up payment info - covered in the Adding a payment method article
Create your first campaign - covered in Creating your first campaign
Step 8: Sign the service agreement
Click Sign Now next to the "Sign service agreement" step. A modal will pop up letting you know your agreement is ready for review and signature.
Click Review & Sign Document. You'll be taken through the IO/MSA agreement where you can review the terms and sign electronically.
Once signed, the checklist updates and you can move on to the next step.
What's next
With your account set up and your service agreement signed, the next step is adding a payment method. You won't be able to launch campaigns without one.