{"id":812,"date":"2019-04-04T14:40:37","date_gmt":"2019-04-04T18:40:37","guid":{"rendered":"https:\/\/trustpulse.com\/?post_type=docs&#038;p=812"},"modified":"2024-10-21T07:05:06","modified_gmt":"2024-10-21T11:05:06","slug":"welcome-and-overview-of-trustpulse","status":"publish","type":"docs","link":"https:\/\/trustpulse.com\/docs\/welcome-and-overview-of-trustpulse\/","title":{"rendered":"Welcome and Overview of TrustPulse"},"content":{"rendered":"\r\n<p>Welcome to TrustPulse, the social proof software available for all types of websites! TrustPulse will help you increase your conversions and build your web presence.<\/p>\r\n\r\n\r\n\r\n<p>This overview of TrustPulse is designed to introduce you to the major areas of TrustPulse&#8217;s website and help you get started creating new campaigns quickly.<\/p>\r\n\r\n\r\n\r\n<ol>\r\n<li><a href=\"#dashboard\">The TrustPulse Dashboard<\/a><\/li>\r\n<li><a href=\"#help\">Help<\/a><\/li>\r\n<li><a href=\"#user-icon\">User Icon<\/a>\r\n<ul>\r\n<li><a href=\"#my-account\">My Account<\/a><\/li>\r\n<li><a href=\"#sites\">Sites<\/a><\/li>\r\n<li><a href=\"#billing\">Billing<\/a><\/li>\r\n<li><a href=\"#logout\">Logout<\/a><\/li>\r\n<\/ul>\r\n<\/li>\r\n<li><a href=\"#create\">Create Campaign<\/a><\/li>\r\n<\/ol>\r\n\r\n\r\n<hr class=\"wp-block-separator\" \/>\r\n\r\n\r\n<h3 class=\"wp-block-heading\" id=\"dashboard\"><span class=\"ez-toc-section\" id=\"Step_1_%E2%80%93_Dashboard\"><\/span>Step 1 &#8211; Dashboard<span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n\r\n\r\n<p>You can find a variety of items the moment you log in. We\u2019ll cover each of these items below so that you will know exactly what to do.<\/p>\r\n\r\n\r\n\r\n<p>At any moment while logged into your TrustPulse account, selecting the\u00a0<strong>Dashboard<\/strong>\u00a0button will bring you back to the Dashboard screen.<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"620\" height=\"338\" class=\"wp-image-836\" src=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/01-dashboard.png\" alt=\"Dashboard\" srcset=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/01-dashboard.png 620w, https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/01-dashboard-300x164.png 300w\" sizes=\"(max-width: 620px) 100vw, 620px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>The Dashboard button is your \u201cTrustPulse Home Screen\u201d. In your Dashboard, you will find all of your campaigns. If you are just getting started, it may be a little bare right now, but that will change as soon as you <a href=\"https:\/\/trustpulse.com\/docs\/how-to-create-or-edit-a-campaign\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"create your first campaign (opens in a new tab)\">create your first campaign<\/a>.<\/p>\r\n\r\n\r\n\r\n<p>You\u2019ll also see high-level conversion analytics for each campaign for the past 30 days. You can quickly edit each of your campaigns from this screen.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\" id=\"help\"><span class=\"ez-toc-section\" id=\"Step_2_%E2%80%93_Help\"><\/span>Step 2 &#8211; Help<span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-6186 size-full\" src=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/trustpulse-help-button.png\" alt=\"Finding and Clicking the Help button in the dashboard\" width=\"1689\" height=\"794\" srcset=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/trustpulse-help-button.png 1689w, https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/trustpulse-help-button-300x141.png 300w, https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/trustpulse-help-button-1024x481.png 1024w, https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/trustpulse-help-button-768x361.png 768w, https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/trustpulse-help-button-1536x722.png 1536w\" sizes=\"(max-width: 1689px) 100vw, 1689px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>By clicking the <strong>? Help<\/strong> button, you will have the option to submit a support ticket.<\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-10140 size-full\" src=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/trustpulse_support_form-1.png\" alt=\"fill the support form with the details of your issue, domain and affected campaign\" width=\"1708\" height=\"1786\" srcset=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/trustpulse_support_form-1.png 1708w, https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/trustpulse_support_form-1-287x300.png 287w, https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/trustpulse_support_form-1-979x1024.png 979w, https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/trustpulse_support_form-1-768x803.png 768w, https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/trustpulse_support_form-1-1469x1536.png 1469w\" sizes=\"(max-width: 1708px) 100vw, 1708px\" \/><\/p>\r\n\r\n\r\n\r\n\r\n\r\n<p>You can select your topic and any related campaigns.\u00a0The ticket will come straight to our inbox.<\/p>\r\n\r\n\r\n\r\n<p>Using the support form while you\u2019re logged-in will always speed up your reply time compared to submitting a ticket when you\u2019re logged-out or when you email directly.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\" id=\"user-icon\"><span class=\"ez-toc-section\" id=\"Step_3_%E2%80%93_User_Icon\"><\/span>Step 3 &#8211; User Icon<span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-6197 size-full\" src=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/07\/trustpulse-user-icon-e1627482642962.png\" alt=\"Clicking on user icon to open menu\" width=\"1524\" height=\"678\" srcset=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/07\/trustpulse-user-icon-e1627482642962.png 1524w, https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/07\/trustpulse-user-icon-e1627482642962-300x133.png 300w, https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/07\/trustpulse-user-icon-e1627482642962-1024x456.png 1024w, https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/07\/trustpulse-user-icon-e1627482642962-768x342.png 768w\" sizes=\"(max-width: 1524px) 100vw, 1524px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>If you click the <strong>User Icon<\/strong> with your name beside it, it will provide a drop-down menu with a few sub-menu options:<\/p>\r\n\r\n\r\n\r\n<h5 class=\"wp-block-heading\" id=\"my-account\"><strong>My Account<\/strong><\/h5>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-6363 size-full\" src=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/08\/trustpulse-my-account-user-icon.png\" alt=\"Click on the user icon and click on My Account\" width=\"1721\" height=\"568\" srcset=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/08\/trustpulse-my-account-user-icon.png 1721w, https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/08\/trustpulse-my-account-user-icon-300x99.png 300w, https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/08\/trustpulse-my-account-user-icon-1024x338.png 1024w, https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/08\/trustpulse-my-account-user-icon-768x253.png 768w, https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/08\/trustpulse-my-account-user-icon-1536x507.png 1536w\" sizes=\"(max-width: 1721px) 100vw, 1721px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>If you click on <strong>My Account<\/strong>, it will take you to our Account Page where you will find menus on:<\/p>\r\n\r\n\r\n\r\n<ul>\r\n<li>Account<\/li>\r\n<li>Sites<\/li>\r\n<li>Billing<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<h5 class=\"wp-block-heading\" id=\"sites\"><strong>Sites<\/strong><\/h5>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image\">\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-6501 size-full\" src=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/trustpulse-sites-dropdown-option.png\" alt=\"select Sites from the dropdown\" width=\"1525\" height=\"789\" srcset=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/trustpulse-sites-dropdown-option.png 1525w, https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/trustpulse-sites-dropdown-option-300x155.png 300w, https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/trustpulse-sites-dropdown-option-1024x530.png 1024w, https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/trustpulse-sites-dropdown-option-768x397.png 768w\" sizes=\"(max-width: 1525px) 100vw, 1525px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>The <strong>Sites<\/strong> page allows you to edit and configure the website domains in your account.<\/p>\r\n\r\n\r\n\r\n<h5 class=\"wp-block-heading\" id=\"billing\"><strong>Billing<\/strong><\/h5>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-6359 size-full\" src=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/08\/trust-pulse-billing-option-in-dropdown.png\" alt=\"Click on the user icon and click on Billing\" width=\"1545\" height=\"794\" srcset=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/08\/trust-pulse-billing-option-in-dropdown.png 1545w, https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/08\/trust-pulse-billing-option-in-dropdown-300x154.png 300w, https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/08\/trust-pulse-billing-option-in-dropdown-1024x526.png 1024w, https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/08\/trust-pulse-billing-option-in-dropdown-768x395.png 768w, https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/08\/trust-pulse-billing-option-in-dropdown-1536x789.png 1536w\" sizes=\"(max-width: 1545px) 100vw, 1545px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>The <strong>Billing<\/strong> page allows you to see details about your current subscription as well as generate invoices.<\/p>\r\n\r\n\r\n\r\n<h5 class=\"wp-block-heading\" id=\"logout\"><strong>Logout<\/strong><\/h5>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"620\" height=\"326\" class=\"wp-image-843\" src=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/08-logout.png\" alt=\"Logout\" srcset=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/08-logout.png 620w, https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/08-logout-300x158.png 300w\" sizes=\"(max-width: 620px) 100vw, 620px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>This option is self-explanatory. Once you are finished with your TrustPulse updates, you can log out of your account by clicking <strong>Logout<\/strong>.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\" id=\"create\"><span class=\"ez-toc-section\" id=\"Step_4_%E2%80%93_Create_Campaign\"><\/span>Step 4 &#8211; Create Campaign<span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"620\" height=\"334\" class=\"wp-image-844\" src=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/09-create.png\" alt=\"Create Campaign\" srcset=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/09-create.png 620w, https:\/\/trustpulse.com\/wp-content\/uploads\/2019\/04\/09-create-300x162.png 300w\" sizes=\"(max-width: 620px) 100vw, 620px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>The final major item on the home <strong>Dashboard<\/strong> screen is the <strong>Create Campaign<\/strong> button. Selecting this button allows you to begin <a href=\"https:\/\/trustpulse.com\/docs\/how-to-create-or-edit-a-campaign\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"creating a new campaign (opens in a new tab)\">creating a new campaign<\/a>.<\/p>\r\n\r\n\r\n\r\n<p>We hoped you enjoyed this overview. Please let us know if you have any additional questions by <a href=\"https:\/\/app.trustpulse.com\/account\/support\/\">sending us a support ticket<\/a> if you can\u2019t find an answer in our extensive <a href=\"https:\/\/trustpulse.com\/docs\">documentation<\/a>.<\/p>\r\n\r\n\r\n\r\n<p>If you haven&#8217;t gotten started with social proof then supercharge your website with TrustPulse today!<\/p>\r\n<p><a class=\"docs-cta-link\" href=\"https:\/\/trustpulse.com\/pricing\/?special=supercharge\" data-vars-ga-category=\"cta\" data-vars-ga-action=\"click\" data-vars-ga-label=\"welcome-and-overview\">Get Started with TrustPulse<\/a><\/p>\r\n","protected":false},"template":"","docs-category":[13],"docs-tags":[],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/trustpulse.com\/wp-json\/wp\/v2\/docs\/812"}],"collection":[{"href":"https:\/\/trustpulse.com\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/trustpulse.com\/wp-json\/wp\/v2\/types\/docs"}],"wp:attachment":[{"href":"https:\/\/trustpulse.com\/wp-json\/wp\/v2\/media?parent=812"}],"wp:term":[{"taxonomy":"docs-category","embeddable":true,"href":"https:\/\/trustpulse.com\/wp-json\/wp\/v2\/docs-category?post=812"},{"taxonomy":"docs-tags","embeddable":true,"href":"https:\/\/trustpulse.com\/wp-json\/wp\/v2\/docs-tags?post=812"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}