Your first week with ResaleAI: a day-by-day roadmap

Welcome to ResaleAI! It is normal to feel like there is a lot to learn. The good news: you do not have to do it all at once. This roadmap gives you a simple order to learn things in, so your first week feels manageable.

1. 1

   Day 1: Log in and run onboarding

   Log in at team.resaleai.com in a web browser such as Firefox or Chrome. Click the three dots in the top right of your dashboard and select All settings, then click the blue Start onboarding button at the top of the page. Follow the steps as they appear. Onboarding will help you connect the provider automations in Day 2 below.

   

2. 2

   Day 1 to 2: Set up your team

   Before your staff can use ResaleAI, add them and give each person a PIN.

   • How do I add or edit Employees?
   • How to set a PIN number
   • Different Access Privileges for Team Members
   • How to link DRS Initials in ResaleAI
3. 3

   Day 2: Connect your preferred providers' automations

   ResaleAI works alongside the tools you already use. Connect the ones that fit your store — and if a provider is not on your list yet, you can come back to any of these later.

   • QuickBooks Online integration: step-by-step instructions
   • How to integrate Constant Contact with ResaleAI
   • Fivestars auto points set up guide
   • How can I get an automatic nightly Day Close email?
4. 4

   Day 2 to 3: Check in your first buy and text your customers

   This is the heart of ResaleAI. Practice with a real customer or a test run. Then set up your pre-written messages so your team can text customers their buy is ready without phone calls. (See Texting basics to get oriented.)

   • How do I check in a buy?
   • I have never used Sign to Sell before
   • How to manage buys and text customers their buy is ready
   • How do I create pre-written text messages?
   • Suggested Pre-Written Text Messages
5. 5

   Day 3 to 4: Set your goals

   New store? Set goals manually first

   If you are brand new and have not imported DRS history yet, set goals manually. Magic Goals will become available once you have sales history.

   • How to set Sales Goals
   • How do I import my sales history from DRS, so I can set Magic Goals?
6. 6

   Day 4 to 5: Start using backstock

   Get your behind-the-scenes inventory organized.

   • I'm getting started with backstock, where do I begin?
7. 7

   Day 5 to 7: Explore bounceback campaigns for future promotion

   Bouncebacks bring customers back. Once the basics feel comfortable, try one. (See What is a bounceback? for the concept.)

   • How to set up a new Bounceback campaign

Stuck at any point? Contact ResaleAI Support or watch our help videos.

Thanks for using ResaleAI!