Getting Started

Hatchbuck Video Overviews
Below are 3 videos that walk through Hatchbuck to help you get acquainted and off on the right foot. Video #1 Covers: - Dashboard Overview - Ac...
Sat, 8 Apr, 2017 at 11:00 AM
Quickstart Checklist
Getting started doesn’t have to be a headache. We’ve compiled a list of ten easy steps to ensure Hatchbuck success. Happy Hatchbucking! Download this...
Wed, 4 Oct, 2017 at 3:19 PM
E-mail Authentication
Authenticating your e-mail domain with Hatchbuck allows you to mask Dyn as your relay point in all of your emails and replace it with your own domain.This d...
Thu, 7 Sep, 2017 at 9:38 AM
Step-by-Step Guide: Connecting to IMAP
A couple of notes on IMAP: Our IMAP integration is fully supported for Google Apps accounts.  Although we can only fully support Google, clients hav...
Mon, 9 Jul, 2018 at 12:12 PM
Step by Step Guide to Importing your Spreadsheet
If you like videos, here's a great one on Importing Contacts into Hatchbuck! Below is a guide to make your import process smooth an...
Tue, 20 Mar, 2018 at 11:31 AM
Guide to Account Settings
You can manage almost everything in Hatchbuck from your Account Settings, below is your complete guide to this area. Select Account Settings, ...
Wed, 13 Dec, 2017 at 2:58 PM
Customizations
Hatchbuck knows your business isn't one size fits all, we let you customize different portions of the database and really make our software fit YOU...
Thu, 19 Oct, 2017 at 4:43 PM
Guide to your Dashboard
--If videos are more your style, you can watch a tutorial on this. The Dashboard is comprised of different blocks that provide great insight int...
Thu, 27 Jul, 2017 at 11:18 AM
Configuring Columns & Sorting
Hatchbuck now allows you to customize your contacts, companies and deal list views; allowing you to decide what data you'd like to be ...
Thu, 3 Aug, 2017 at 2:13 PM
Step by Step Guide to Webpage Tracking
--If videos are more your style, watch a tutorial on this. IMPORTANT: Hatchbuck will be able to track the activity of Contacts and will drop coo...
Tue, 23 Jan, 2018 at 9:10 AM
Step by Step Guide to Creating an Online Form
--If videos are more your style, you can watch a tutorial on this. When a contact fills out a Hatchbuck form, three things will happen: Th...
Tue, 29 Aug, 2017 at 4:48 PM
Step by Step Guide to Creating Emails
--If videos are more your style, you can watch a tutorial on: the Basic Builder, the Drag and Drop Builder, or HTML emails.  To create an email temp...
Thu, 3 Aug, 2017 at 11:24 AM
Sending an Email
If videos are more your style, check out this one.  There are a couple of different ways to send an email from Hatchbuck.  1) From the Contacts tab:...
Mon, 7 Aug, 2017 at 3:45 PM
Step by Step Guide to Building a Campaign
--If videos are your thing, you can watch a tutorial on this. General:  Navigate to the Tools tab at the top of the page, click Ca...
Tue, 29 Aug, 2017 at 4:49 PM
Step by Step Guide to Creating a Deal
If you prefer video, check out this awesome tutorial on Deals. Customizing your Deal Pipeline Stages Navigate to Account Settin...
Tue, 29 Aug, 2017 at 4:49 PM
Inviting a New User
Follow these steps to add a New User to your Hatchbuck Account Navigate to:  Account Settings > Account > Users Select the blue Add New User butt...
Wed, 6 Sep, 2017 at 2:18 PM
Hire a Hatchbuck Partner
Our Hatchbuck Certified Partners are agencies and consultants who have partnered with us so that we can offer more services to make you successful with our ...
Thu, 5 Oct, 2017 at 3:33 PM