Getting Started

Hit the ground running right from the start. Helpful resources are just a few clicks away.

Lindsey Stroud avatar Erin Posey avatar Support Team avatar
20 articles in this collection
Written by Lindsey Stroud, Erin Posey, and Support Team

Quickstart Checklist

Follow these ten easy steps to database setup!
Support Team avatar
Written by Support Team
Updated over a week ago

Hatchbuck Video Overviews

Watch our overview videos to get acquainted with Hatchbuck and off on the right foot.
Lindsey Stroud avatar
Written by Lindsey Stroud
Updated over a week ago

Email Authentication

Improve your deliverability to the inbox by authenticating your domain with Hatchbuck.
Erin Posey avatar
Written by Erin Posey
Updated over a week ago

Guide to Account Settings

Manage your account, including users and security, email signature, customizations, email sync and integrations.
Erin Posey avatar
Written by Erin Posey
Updated over a week ago

Add and Remove Users

Invite additional users to work in your Hatchbuck database and deactivate users that should no longer have access.
Erin Posey avatar
Written by Erin Posey
Updated over a week ago

Customizations

Customize your database to make Hatchbuck fit your needs.
Erin Posey avatar
Written by Erin Posey
Updated over a week ago

Dashboard: Marketing

The marketing dashboard provides you with a robust view of your most important marketing metrics.
Erin Posey avatar
Written by Erin Posey
Updated over a week ago

Dashboard: Sales

The sales dashboard provides you with a robust view of your most important sales metrics.
Erin Posey avatar
Written by Erin Posey
Updated over a week ago

Step-by-Step Guide: Connecting to IMAP

Sync email correspondence on contact records by connecting to Gmail or other IMAP providers.
Erin Posey avatar
Written by Erin Posey
Updated over a week ago

Step-by-Step Guide to Creating a Form

Capture contacts through online forms and set up automations once they come into your Hatchbuck database.
Erin Posey avatar
Written by Erin Posey
Updated over a week ago

Step-by-Step Guide to Creating Emails

Overview article on creating emails, including basic editor, drag & drop and using your own HTML code.
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Written by Support Team
Updated over a week ago

Step-by-Step Guide to Building a Campaign

Detailed guide on creating and editing regular campaigns, event-based campaigns, and using a pre-built campaign template.
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Written by Support Team
Updated over a week ago

Step-by-Step Guide to Creating a Deal

Check out this complete guide to customizing your deal pipeline and creating a deal for contacts manually or through automation.
Erin Posey avatar
Written by Erin Posey
Updated over a week ago

Step-by-Step Guide to Importing a Spreadsheet

Quickly add contacts and companies from a spreadsheet using our import wizard.
Erin Posey avatar
Written by Erin Posey
Updated over a week ago

Step-by-Step Guide to Webpage Tracking Setup

We walk through accessing the tracking code, bringing your webpages into Hatchbuck, and adding automations to each web page.
Erin Posey avatar
Written by Erin Posey
Updated over a week ago

Sending an Email

Learn how to send an email to one or more contacts.
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Written by Support Team
Updated over a week ago

Customize Columns in List Views

Customize your contact, company and deal list views per user.
Erin Posey avatar
Written by Erin Posey
Updated over a week ago

Hatchbuck Mobile

Hatchbuck Mobile is the perfect companion to accelerate your sales and marketing engine.
Erin Posey avatar
Written by Erin Posey
Updated over a week ago

How does the search bar in Hatchbuck work?

The global search bar in the top right corner of your database is a quick & easy way to find Contact, Company or Deal records in Hatchbuck.
Erin Posey avatar
Written by Erin Posey
Updated over a week ago

Hire a Hatchbuck Partner

Our partners are able to assist with all things Hatchbuck related, as well as offering additional marketing services you may need.
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Written by Erin Posey
Updated over a week ago