The String knowledge base
  • Welcome to The String 👋
  • About The String Solutions
    • About Us
    • The Challenge We Try to Solve!
    • How Does The String Help?!
  • Getting Started
    • Signing Up
    • Dashboard Navigation
    • Complete Setup Your Business Profile
      • Create a new branch
      • Create a new category
      • Add a new brand
      • Add a new product
      • Add a new service
  • How To?!
    • Manage Leads
      • Add New Lead
      • Import Leads
      • Export Leads
      • Filter Leads
      • Customize Leads List View
      • Quick edit lead Info
      • Convert Lead to Customer
      • Assign Lead to Agent/Team Member
      • Send Bulk SMS/Emails
      • Manage Lead Profile
      • Delete Leads
    • Manage Customers
      • Add New Customers
      • Export Customers
      • Customize Customers list View
      • Assign Customers to Agent / Team
      • Customer Profiles
      • Delete Customers
    • Manage Branches
    • Manage Team
      • Create Departments
      • Add Team Members
      • Assign Roles and Permissions
    • Manage Product & Service
      • Add New Product or Service
      • Customize Product/ Service List view
      • Delete Product or Service
    • Manage Public Forms
      • Create new public form
      • Edit forms
      • Embed form into website
      • Analyze Forms
      • Delete form
    • Manage Email Templates
      • Create a New Email Template
      • Edit an Existing Email Template
      • Delete an Email Template
    • Manage Tasks
    • Manage Media & Files
    • Manage Campaigns
      • Customized Forms
      • WhatsApp Messages "soon"
      • SMS "Soon"
      • Email Marketing
    • Manage Automations
      • Leads Journey
      • Segments
      • Sequences
      • Chat Bot "Soon"
      • API and Third-party Integrations - "Coming Soon"
  • Account Management
    • Create an account
    • Reset & Change password
    • Deleting your account
  • Subscription and Pricing
    • Understanding Different Subscription Plans
    • Upgrade or Downgrade Your Plan
    • Cancelling your Subscription
    • Update your Payment method
  • FAQs
    • General FAQs
    • Technical FAQs
    • Billing FAQs
  • Contact Support
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  1. Account Management

Create an account

Learn how to create an account with The String

PreviousAccount ManagementNextReset & Change password

Last updated 8 months ago

Step-by-step guide on how to sign up for The String platform:

  • Visit the The String

  • Fill Personal Details:

    • Enter your name, email, and phone number.

  • Fill Company Details:

    • Provide your company name, website, , and your role .

  • Email Verification:

    • After filling in your details, an OTP will be sent to your email to verify your account.

    • Enter the OTP to continue the signup process.

  • Select Company Industry:

    • Choose your company's industry to receive a tailored experience.

  • Receive Credentials:

    • Click "Finish" to complete the signup process.

    • You will receive an email with your secure login credentials (company code, email, and password) to log in securely to your account.

  • Login:

    • Use your "company code" and login credentials to access your account.

  • Customize Your Dashboard:

    • For a better experience, customize your dashboard by selecting the objectives you want to achieve with The String platform.

    • Invite your team to collaborate and grow the business together smoothly and effectively.

  • System Customization:

    • Wait a moment while the system customizes your dashboard based on your needs for a perfect experience.

signup page