Starter Checklist

Account Creation

• Choose your Billing Plan.
• Invite your Team in the Workspace Settings > Members tab.
• Name your Workspace, add a logo.
• Provide your social handles in the Account Settings > Social Handles section.

Start Monitoring

• (Optional) Create a Connection to send your Advite Alerts to apps outside of Advite (i.e. to Slack)
• Create your first Monitor
• Wait 1 Business Day for your Monitor to be Approved.

Note that any Free Trials will be reset once the Monitor is Approved to ensure you get the full trial.

Engage in Alerts

After you’ve received your first matches

• Rate your matches in the Inbox
• Read the Best Engagement Practices guidelines
• Fine Tune your Monitor to your preferences