Setup Guide

Welcome to Alfred! We are pumped you're taking the plunge into social selling. In this guide, I'm going to help you get everything set up and running with your first social selling campaign.

Download and Installation

Alfred is a desktop app. You can start the download here.

The download should start automatically, but just in case it doesn't, you can select your operating system at the bottom of the page and the download will start.

Once the download is finished, install and run the app. The app will appear in the menu bar.

Clicking on the icon will open a dropdown.

If this is your first time using Alfred, you'll be prompted to Login and will be taken through a quick 4-step onboarding process.

Let's get your account set up.

Account Setup

With the drop-down open, click Login.

A new window will open where you can select the Google account you want to use to with Alfred. If you're using Alfred for personal use, you can create an account with your personal email. Otherwise, we highly recommend signing up with your email.

After selecting an account, you'll begin on-boarding.

Step 1. Setting up your team

If you're flying solo, feel free to skip this step to create an individual account. You can always add team members later.

To create a team, enter the name of your organization and click Create Organization.

Step 2. Connecting your Linkedin account with Alfred

After creating your team, you'll need to enter your Linkedin login credentials.

Don't worry, your information is safe with us. Your password is stored in an https encrypted environment and is only used by our bot to log in to your Linkedin account to help run your social sequences.

Note: Your campaigns will not work without your credentials.

Step 3. Invite your team

After you've successfully entered your Linkedin credentials, you'll be able to invite your team to Alfred.

If you're assessing the tool for the team, you can skip this step.

You can always come back to this step after you've made the decision to move forward with Alfred.

Step 4. Billing and payment

To start your 7-day trial, enter your credit card information.

And there you have it, your account is set up and ready to go. In the next guide, I'm going to show you how to set up a Search on a Linkedin campaign.

Cheers! 🎉

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