Priority Setup Forms
The main form we need to start your Ylopo account setup is the Client Information form. Please fill this out as soon as you can so we can move forward.
Other forms such as selecting your AI Text preferences and advertising areas can be completed on a later date.
Please don’t forget to schedule a time for us to do a quick screen share (Zoom Call) to review the onboarding PHASES and the various tasks assigned to you.
CRM and DNS Login Information for Ylopo
Please use this form to provide the login credentials needed for the Ylopo integration securely to the Ylopo team.
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Ylopo/Twilio: EIN Submission or Sole Proprietor Registration
Complete your business profile to ensure you are set up to use Ylopo's complimentary Behavioral Texting service.
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Import Your Database for Ylopo Remarketing
These items, the Mass Lead Import, and Seller Experience 2.0 Import are started during the setup process but aren’t required for your account to go live.
To begin, kindly fill out the form/s below: