Articles on: Getting Started & Account Setup

Understanding Your Onboarding Checklist

Understanding Your Onboarding Checklist


When you first sign into the EZmob DSP platform, you'll encounter the onboarding widget. This helpful tool is designed to guide new advertisers through the essential steps necessary for a smooth account setup. Each step in the onboarding process is crucial to ensure that you have full access to the platform's features, allowing you to initiate your advertising campaigns with confidence.



Tracking Your Progress


The onboarding widget features a progress bar that visualizes your completion rate. It's essential to complete all required steps to unlock the platform's full capabilities and optimize your advertising experience.



Onboarding Steps


  1. Email Verification (Required)
  • Visit Profile Settings to verify your email. This step is vital for account security and effective communication.


  1. Phone Verification (Required)
  • Navigate to the same Profile Settings link for phone verification. This adds an extra layer of security to your account.


  1. Profile Completion (Required)
  • Complete your business information at Profile Settings. A complete profile is essential for account transparency and building trust with your audience.


  1. Social Account Connection (Optional)
  • Connect your social accounts for easier login and integration at Social Connections. While optional, this step can significantly enhance your user experience.


  1. Add Funds (Required)
  • Add funds to your account via Funds Management. Keep in mind that funding options may vary, and a minimum deposit is required to start your campaigns.


  1. Create Campaign (Required)
  • Launch your first campaign by visiting Campaigns. This is the final step to kick-start your advertising efforts.



Finishing and Beyond


Once you have completed all onboarding steps, the onboarding widget will disappear, indicating that you now have full access to the platform. If you need to revisit any steps, you can find them in their respective sections within the dashboard.


Tips for Efficient Onboarding:
  • Prepare all necessary business information in advance.
  • Ensure your funding method is supported.
  • Review each step's guide for a smooth setup process.


    • Common Pitfalls:
    • Skipping email and phone verification may restrict account functionalities.
    • Not completing your profile may delay campaign approvals.



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    Completing the six essential onboarding steps in the EZmob DSP platform will unlock full account capabilities and enable you to start your advertising efforts effectively.




    Updated on: 04/11/2025

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