Create an account and get started

This article is for company administrators using Docvivo for the first time. It explains how to open a free account and which settings to configure on day one.

Before you start

• Have your company name, your industry and a short description of your business ready.
• The verification code is sent by email, so use an email address you can check right away.

Creating your account

1. Click the Create Free Account button on our website.
2. Fill in the Name, Surname, Phone Number, Email, Firm Name, Sector and Description fields. The Website field is optional.
3. Click Create Your Free Account.
4. A 6-digit verification code is sent to your email address. Enter the code and click Create Your Free Account again. The code is valid for 3 minutes; if it expires, use Resend code. To correct your details, click Edit information.
5. When you see the message "Your account has been created", your sign-in details have been sent to your email address. Click Log in to go to the panel.

Your account opens with sample settings and data suited to the industry you chose, so you get to know each screen through examples rather than a blank page.

Your first day

1. Change your password. Click your name at the bottom of the left menu, open Profile, and set a new password on the Change Password tab.
2. Connect your channels. Connect your WhatsApp, Instagram and Facebook accounts from the Integrations page.
3. Set up chat and potential distribution. Create a Meta Pipeline for each channel, and a pipeline for potentials: Set up pipelines.
4. Add your team. Add your colleagues as users and choose their roles: Add users and manage roles.
5. Bring over your existing records. Import the lists you already have from Excel or Google Contacts: Import your data.

For a look at how Docvivo works overall, see Get to know Docvivo.

Frequently asked questions

I didn't get the email with my sign-in details

Check your spam folder first. If you still can't find it, contact our team.

Can I open a second account with the same email address?

No. Each email address can belong to only one user. To give someone on your team access, add them as a user.

How do I change the interface language?

On the Settings → Theme & Language page, choose Turkish, English or German in the Language field and save. On the same page, you can also pick a light, dark or system theme.

What happens to my data when the trial ends?

When the trial ends, access to the panel is paused. Once you buy a plan and complete payment, your account reopens and you pick up right where you left off.