Getting Started

Your Step-by-step Guide to Implementing DirectLync.


You are getting ready to embark on your digital marketing journey. Digital marketing is a constantly changing and evolving journey for your business. As technology and your customers continue to evolve, you also need to make changes to your strategy and how you communicate with them.

The first step is deciding that you need digital marketing. Great job! You have already checked off that box. Now, it is time to determine your strategy and the right tools to help you achieve your goals.

That's where DirectLync comes in. We help small businesses like you bring their visions to life. We are the solution that helps you execute your digital marketing strategy.

This document is a step-by-step guide that will help you set up your DirectLync account so that you can get the most out of the platform. We are here with you every step of the way. If you need help with onboarding, reach out to our support team. But first, check out our step-by-step guide below.

Set Up Your Account

Congratulations! Choosing the right digital marketing platform can be a monumental task. We are thrilled that you have decided on DirectLync. Our promise to you, is that we will make it easy for you.

The first step to starting with DirectLync is to create your account. We know that every business is different, so we provide you with four different plan options: Basic, Essential, Pro, and Premium. Our most popular plan is the Essential because it gives you the necessary tools to make an impact on your sales and marketing initiatives. You can view and compare each of our pricing plans here.

Once you have selected the plan for you, it is time to create your account! Click the get started button on the plans page and complete the steps to set up your account. Then you are in! *It is important that you bookmark your unique URL in your browser so signing in is always a breeze.

Once you are in your account, the first step is to add your info in the company profile section. Don't skip this step! By adding this info, we are able to provide you with industry benchmark information. And who doesn't want to see how they are performing against their competitors? It also allows you to send emails from DirectLync. By law, you need to include your physical address and an unsubscribe link at the bottom of every email sent from DirectLync. Adding this now will save you time later!

Create Segmentations

Most likely you have been using another platform to keep track of your contacts or even an excel spreadsheet. It is important that you get your contacts into DirectLync in order to track, manage, and analyze their interactions with your brand.


However, before you import your contacts, you need to create a home for them. That is where contact groups come in. Groups are essentially the lists where your contacts live. They are a great way to segment your contacts. You can customize groups in any way you would like (seriously, it's up to you!) Start with the groups you already know. You can always add more later!

Contact Types

Advanced marketers get very granular in their segmentation in order to provide the most personalized content to each of their contacts. Contact types are another way to track your contacts across their journey and understand where they are in your marketing funnel. Contact Types in DirectLync are fully customizable to fit your business. For us, we use Contact Type to track if you are a lead, on a free trial, current customer, and which plan you are on right now. That way, all of our messages to you are appropriate for where you are in your journey.

We recommend deciding on your contact types before you import any contacts. That way, you can add it to your contacts before the import. But don't worry, you are always able add or delete contact types in your DirectLync.

Import Your Contacts

It is time to take the next big step and get your contacts into DirectLync. Before getting your list together, head to the import area and download our template. This will make the import process even easier.

Once you have customized the template, start adding your contacts and their info. To make the upload really easy, create a separate file for each group.

Once you have your file ready, save as a .CSV and import. Follow the import steps and you will now have a database in DirectLync!

The Grand Finale

Congratulations, you are set up with the tools to be a digital marketing all-star! We can't wait to hear how you use DirectLync to grow your business. Keep us in the loop by sending your story into our customer success team. And be sure to sign up for our newsletter to get the latest on DirectLync and the world of digital marketing.

And remember, the power of DirectLync is the integrated reporting and the ability to gain a comprehensive view into how all of your marketing and sales initiatives are performing across channels. Once you start sending emails, posting on social, and adding additional contacts, head to your reporting module to gather actionable insights that will drive your business decisions.

If you have additional questions, check out our FAQ page or write to us at

Additional Resources

DirectLync is made to be user-friendly and intuitive. However, there may be some terms and icons that you don't know. In order to help you easily navigate the platform and get the most out of your time, we have put together the key icons and terms that you need to know when using DirectLync.

DirectLync Icons key: part one DirectLync Icons key: part two

Key Terms

Dashboard: At-a-glance insights that help you quickly visualize results, activity, and trends.

Contacts: A contact is a person you are doing business with currently or a prospective customer. Contact records hold information specific to that person.

Organizations: An organization is a company you are doing business with or where a contact works. Organizations hold information specific to a business.

Groups: Contact Groups in DirectLync are the lists where your contacts live. Groups allow you to segment individuals according to the demographics that matter most to you.

Contact Types: Contact Types help you categorize your contacts and understand where they are in their journey with your organization. Some examples of Contact Types are: Leads, Clients, Employees, Vendors, etc.

Feeds: Feeds are real-time content and data based on your social media platforms and media publications. You will see Feeds in the social media module for Twitter and also your RSS Feed which pulls real-time information based on the publications you follow.

Email Campaigns: This is a one-off email to a group.

A/B Test: An A/B Test email is for testing different variables when you are sending to a group.

Recipients: Recipients are the contacts you send your emails to in DirectLync.

Unsubscribed: When a contact opts out of receiving communications from you, they will show up as unsubscribed. Once someone unsubscribes, you will no longer be able to email this contact from your DirectLync.

Bounced: A contact's email bounces when an email message is returned to the sender because the recipient's address is invalid.

Categories: Categories allow you to group different emails under a specific goal or type. Categorizing your outreaches help provide deeper insight when comparing results of similar goals or types.

Be Integrated

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