Welcome to Affordable Care Solutions Onboarding
We’re excited to help you get started with your personalized system. Follow these simple steps to set up your account and unlock the full potential of your Affordable Care Solutions platform. Each step includes a quick overview, and you can watch a detailed video for further guidance.
Step 1: Set Up Account Custom Values
Why it’s important:
Custom Values automatically showcase your branding across emails, SMS, and websites, ensuring a cohesive and professional appearance.
How to do it:
1- Navigate to Settings > Custom Values.
2- Update your business name, logo, and other key fields.
Watch Video Guide
Step 2: Attach Your Account Website
Why it’s important:
Connecting your website ensures that your funnels and online presence are seamlessly integrated with the platform.
How to do it:
1- Purchase or use an existing domain.
2- Go to Settings > Domains and add your domain.
3- Update DNS settings with your domain provider to point to Affordable Care Solutions.
Watch Video Guide
Step 3: Configure User-Assigned Workflows
Why it’s important:
Automated workflows save time by managing communications and processes for leads and
customers.
How to do it:
1- Navigate to Automation > Workflows.
2- Assign workflows to users and customize SMS/email templates under the Snippets tab
(e.g., "WF 1.1" for Workflow Folder 1, Automation 1).
Watch Video Guide
Step 4: Set Up ACA Flow Webhooks
Why it’s important:
Ensure all data submitted through ACA Flow is captured in the CRM for segmentation and
follow-ups.
How to do it:
1- Access the agent portal and copy the webhook URL.
2- Paste it into the ACA Flow webhook configuration settings.
Watch Video Guide
Step 5: Configure Receptionist Webhooks
Why it’s important:
Receive detailed call summaries, including extracted data and statuses, right in the CRM after
a call ends.
How to do it:
1- Go to Settings > Webhooks.
2- Add the Receptionist Webhook URL to capture call data and notes.
Watch Video Guide
Step 6: Submit A2P Campaign
Why it’s important:
Register your phone numbers for compliance and enhanced delivery rates for SMS campaigns.
How to do it:
1- Go to Settings > Trust Center.
2- Submit your A2P Campaign registration form.
Watch Video Guide
Step 7: Add Your Domain
Why it’s important:
Ensure your domain is connected for email and website functionalities.
How to do it:
1- Purchase a domain or use an existing one from providers like GoDaddy or Namecheap.
2- Add DNS records to point the domain to Affordable Care Solutions.
Watch Video Guide
Step 8: Explore the Complete System Overview
Why it’s important:
Understand how to use tags, pipelines, manage leads, and optimize workflows effectively.
How to do it:
1- Learn about using tags to segment contacts.
2- Explore pipelines under Opportunities to track leads.
Watch Video Guide
Step 9: How to Collect Agent Consent and Application Review Consent from Client for Compliance
Why it’s important:
Set up consents to ensure compliance and streamline client feedback.
How to do it:
1- Access "Consents" and configure templates for agent and review consents.
2- Send consent forms directly to clients or agents.
Watch Video Guide
Need Help?
If you encounter any issues during onboarding, don’t hesitate to contact our support team. We’re here to help! With this step-by-step guide, you’re on your way to building a streamlined and effective system. Let’s get started!
For more help contact us at [email protected]
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