Tags: Getting Started, Activity Factory, Steps, Guide

Getting Started with Activity Factory

Pick a subscription type and sign up.

Select the appropriate subscription you want for your team.  Click the signup button and enter your contact details. Our Customer Support will send you a registration form.

Send us the accomplished registration form

Complete the registration form.  Once we receive it we will start the setup process.

Setup: Server and Database Provisioning

Subscription provisioning or setup will take 24-72 hours with the pre-designed workflows already loaded. Meanwhile links to video manuals will be sent to you.  Including download resources like templates.

Company Administrator Account

The company administrator's account indicated on the Registration Form will be created for you.  Use this account to log-in the first time, please do not forget to change your password immediately.  Your company can use this account to add more users as needed.

Payments

Payments will be due on the 1st of the next month.

Ready Notification, Welcome Kit and Support

A ready notification email will be sent out to the Company Administrator's email address when your system is ready to use. 

A welcome email kit will also be sent with instructions on how to get started.  The kit includes instructions on:

  • How to log-in.
  • How to add your users and assign them to groups
  • Starting a workflow
  • Using the dashboard
  • Tracking progress
  • How to delegate tasks
  • Cancelling a workflow
  • Other day-to-day functions

Our customer Support personnel will be supporting you via chat, phone or email for a whole month while you get started.