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Drip Account Creation Steps
Drip Account Creation Steps

This article walks through the steps to setup a YetiText account with Drip.

Levi Butler avatar
Written by Levi Butler
Updated over a week ago

STEP 1: Basic Company Information

Fill out the basic company details for your account. NOTE: the mobile number you put in will be where the password for your account will be sent. 

STEP 2: Billing Information

Input your credit card and billing address for the card that will be used for all billing. 

STEP 3: Connect to Drip

From the platform dropdown, select Drip. after you click Connect you will be redirected to Drip to sign in and approve the OAuth connection. 

Click Authorize from the Drip OAuth page. 

Next you will be asked to provide your Drip account Id which is displayed in the URL when you are logged in. Example: https://www.getdrip.com/ACCOUNT-ID/dashboard

STEP 4: Purchase your YetiText number

Follow this article to learn how the new number purchase works: Phone Number Purchase

STEP 5: Set account fields from Drip

Within Drip, you have the ability to set custom fields for where you want to pull phone numbers from within Drip when you send a text. 

STEP 6: Demo Auto Chat Keyword

We create a demo auto chat for you so you can see how the auto chat functionality works. You may have participated in an auto chat from our main website but this can be as a great lead generation tool to get sms opt-ins. 

STEP 7: Set Credit Billing Recharge

Choose your credit recharge point for your Billing. Here's an overview of how billing works in YetiText: Billing Overview

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