NOTE: We are discouraging users from using this method in favor of the new method here. Go to: Settings > Form Builder, then the Google Analytics accordion If you’d like Google analytics to track your goals and page loads of your embedded “Smart Form”, “Lightbox” and “Proposal”. Simply enter your Tracking ID from Google into the […]

This is a really critical part of ResponsiBid to get setup because it does so much for you in the background. Most reports that ResponsiBid builds will incorporate in some way how much work your different lead sources are bringing you. So, go to Settings > Form Builder and then to the Lead Generation menu […]

You are going to need to tell ResponsiBid what cities you service. By default ResponsiBid has the city City, State (example) but you will need to load in your own. Ninja Tip: Make sure that if you decide to enter in city and states (or provinces) in manually that you always use [City Name][comma][space][State or […]

When you first sign into ResponsiBid and begin setting up your account, you will need to make a few decisions on how you want ResponsiBid to call things, or how to ask certain questions. One thing that is really important for ResponsiBid is to know how you’d like to ask people about their house sizes. […]

Collecting General Data This is where you tell ResponsiBid what information you want to make available for the customer to enter. You can also require some information. Note: You cannot require a piece of information that you are not requesting. If you save it, it will look like it saved that way, but when you refresh the […]

Watch this video to learn how ResponsiBid handles the client proposal link and how you can go about manually sending that link to the customer however you like after you’ve made edits.

Learn how to clean your CSV list and prepare it to go into ResponsiBid. There are lots of little tricks here that apply to best practices of any CSV import/export. You will learn how to make a dirty csv into a clean csv file and how it all works. Simply go to Settings > Contacts […]

Learn how to use the brand new Google calendar integration to make your life way easier… and ResponsiBid even more powerful! Go to settings > Administrator Setup your time settings first: Make sure you set your company time zone correctly. If you don’t it will mess up virtually everything in your account that deals with […]

Go to: Settings > Administrator When you get into your ResponsiBid account for the first time you will notice that some of your information is already there. Just take a look around and make sure everything is right. Be sure to set your time zone. This will be important for the follow-up features, but there […]

You can change your password in one of 2 scenarios: If you have forgotten your password, simply go to the login screen and then click “Forgot Password?” this will allow you to reset your password through the automated system. If you remember your password, or want to change the password that the automated system gives […]