November 17, 2016

Personas - Coming Soon

Get more opens, better click-through rates and faster conversions with personalized marketing using Personas in SharpSpring. Use Personas with powerful dynamic marketing tools - emails and landing pages - to customize your messages for all customer types and every phase of their customer journey. Coming next month.



Improvements To Lead Scoring - Coming Soon

View a lead score percentile value to quickly see how one lead compares to others in the system. General system improvements will result in lead scores updating faster based on lead behavior. Coming next month.

Access the Customer Success Managers

Your Customer Success Managers are here to ensure that all issues are resolved to your satisfaction, and they are always available to help if you have an unsatisfactory experience with support or otherwise. You can see a photo of the SharpSpring CSMs at the bottom of the Get Support page, or email them at Keep in mind that this is not your primary support resource. The fastest way to get support is to log into SharpSpring, open SpringBoard and select Get Support.


Featured Resources

Rebrandable marketing materials help you pitch marketing automation to your clients. Below are two resources that were recently updated, and you can find more like these in the Partner Portal.

Quick Reference Guide

A short summary of the most valuable features of marketing automation.


Marketing Automation vs. CRM

An easy way to show clients why they need both.


Refer a Partner In-App, Get Rewarded

We want to reward you for referrals. Refer an agency that signs with us, and we’ll send you $500 USD personally and credit $1,000 USD to your agency. To submit and track referrals, open SpringBoard, select Get Support and look for the Referrals tab at the top.

Next on SpringBoard Live

Join us for 30-minute, partners-only training sessions to learn how to turn your marketing automation ideas into action. Your hosts:

Gregg Robinson
Product Trainer


Jeff Fitzgerald
Product Trainer

Topic: Lead Conversion
Skill Level: Advanced
Date: November 18

Webinar: Agency Resolutions For 2017

2016 is coming to a close. What worked? What didn't? What's on tap for 2017? Join a panel discussion featuring three agency partners who will share their marketing automation successes and challenges. Led by SharpSpring CMO Andrew Dod, a former agency principal, this discussion will include real-world examples and actionable tactics for your 2017 planning.


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SharpSpring On the Road

Network, talk shop, and enjoy free food and drink. While these events are geared toward prospective agency partners, we also love to check in with current partners like you while we're in town. Please join us.

IIs there a local agency that you'd like to invite? Please submit referrals in the app using SpringBoard. If you want to make sure a colleague is invited to a specific city event, please email our events team.