--- title: The ABCs of Getting Started description: In this guide, we'll go over an initial checklist for getting started with Tradable Bits. --- [Skip to content](https://resources.tradablebits.com/support/abcs-of-getting-started#main-content) English Show submenu for translations ![tradable-bits-long-logo-for-download.png\]](https://resources.tradablebits.com/hs-fs/hubfs/tradable-bits-long-logo-for-download.png?height=40&name=tradable-bits-long-logo-for-download.png) Open main navigation Close main navigation - English Show submenu for translations How can we help? - There are no suggestions because the search field is empty. 1. [Resources](https://resources.tradablebits.com/support?hsLang=en) 2. [Getting started](https://resources.tradablebits.com/support/getting-started?hsLang=en) # The ABCs of Getting Started ## In this guide, we'll go over an initial checklist for getting started with Tradable Bits. ### Add your Team to Tradable Bits Onboarding your team is the very first step towards creating something great. Which is why we’ve tried to make it as easy as possible to invite & manage roles within the Tradable Bits platform. [Invite your Team to Tradable Bits](https://resources.tradablebits.com/support/how-to-add-or-delete-users?hsLang=en)   ### Historical Data Uploads + Ticketing Integrations To understand exactly what your fans want, there’s no better way than to look at what they’ve already purchased. This means building up a quality fan marketing database that centralizes all of your existing ticketing data into the Tradable Bits ecosystem. To get started with your historical data upload, follow along with this guide here: [Importing Sales Data](https://resources.tradablebits.com/support/getting-started-with-sales-import?hsLang=en) Now that you know how to upload your historical data, let’s have a look at the juicy stuff:  real-time ticketing integrations. Depending on your ticketing provider, your steps for this part of the journey might look a little different. Click on the drop-down of your ticketing provider to get more information. Don’t see yours listed? Get in touch with one of us at [support@tradablebits.com](mailto:support@tradablebits.com)!   ### Connect the Rest of Your Tech Stack We know you use a lot of tools to achieve your fan marketing goals beyond ticketing, and we're here to help you streamline that. We have an "out-of-the-box" setup for 25+ CRM, SMS and email integrations so you get a seamless transfer of data directly to the marketing tools you already use. If there's an integration that you want to connect but don't see in the platform already, let us know! [Integrations Set Up Guides](https://resources.tradablebits.com/support/integrations?hsLang=en) ### Create Business Settings We're big fans of unique campaign customization, but some things are best left unchanged. Some elements of your campaign, like brand fonts, colours, default forms or privacy policies, will need to be applied to all of your campaigns. Instead of having to upload or edit your campaigns every time, set up your business settings to apply these elements by default for each new campaign you create.  [Theme Presets](https://resources.tradablebits.com/support/how-do-i-create-default-themes-for-my-campaigns?hsLang=en) [Default Settings](https://resources.tradablebits.com/support/how-do-i-set-up-default-settings-for-all-my-campaigns?hsLang=en) [Custom Fonts](https://resources.tradablebits.com/support/can-i-use-different-fonts-in-my-campaigns?hsLang=en) [Default Form Fields](https://resources.tradablebits.com/support/how-to-setup-default-form-fields-in-campaigns?hsLang=en)   ### Create a Virtual Domain A major step in aligning your brand across engagement campaigns, ad campaigns and UGC is creating a custom virtual domain. This is the URL your fans will see whenever they interact with an ad or engagement campaign launched from the Tradable Bits ecosystem, and it will appear as if it’s coming straight from your website. [Set Up Your Virtual Domain](https://resources.tradablebits.com/support/how-to-setup-a-virtual-domain?hsLang=en) ### Getting Started in the Platform Now that your account is set up, you can begin using features in the platform to engage with your audience, know your fans and market smarter. Here are some helpful guides to get you started: [Getting Started with Engagement Campaigns](https://resources.tradablebits.com/support/how-do-i-start-setting-up-campaigns?hsLang=en) [What is the Fan CRM?](https://resources.tradablebits.com/support/what-is-the-fancrm?hsLang=en) [How do I create a new Idol?](https://resources.tradablebits.com/support/how-do-i-create-a-new-idol-1?hsLang=en) [Getting Started with Email Campaigns](https://resources.tradablebits.com/support/getting-started-with-email-campaigns?hsLang=en) [Getting Started with Ad Projects](https://resources.tradablebits.com/support/ad-projects?hsLang=en) [How do I use Ads Planner for Meta?](https://resources.tradablebits.com/support/how-do-i-use-ads-planner?hsLang=en) [Getting Started with UGC](https://resources.tradablebits.com/support/getting-started-ugc?hsLang=en)   **Still need assistance? Please reach out to your Customer Success Team or contact [support@tradablebits.com](mailto:support@tradablebits.com)** - [Getting started](https://resources.tradablebits.com/support/getting-started?hsLang=en) - [Account](https://resources.tradablebits.com/support/account?hsLang=en#main-content) - [Account Admin](https://resources.tradablebits.com/support/account?hsLang=en#account-admin) - [Security & Data Practices](https://resources.tradablebits.com/support/account?hsLang=en#security-data-practices) - [Engagement Campaigns](https://resources.tradablebits.com/support/engagement-campaigns?hsLang=en#main-content) - [Campaign Basics](https://resources.tradablebits.com/support/engagement-campaigns?hsLang=en#campaign-basics) - [Campaign Setup & Configuration](https://resources.tradablebits.com/support/engagement-campaigns?hsLang=en#campaign-setup-configuration) - [Campaign Styling & Design](https://resources.tradablebits.com/support/engagement-campaigns?hsLang=en#campaign-styling-design) - [Lead Generation Campaigns](https://resources.tradablebits.com/support/engagement-campaigns?hsLang=en#lead-generation-campaigns) - [User-Generated Content Campaigns](https://resources.tradablebits.com/support/engagement-campaigns?hsLang=en#user-generated-content-campaigns) - [Music Campaigns](https://resources.tradablebits.com/support/engagement-campaigns?hsLang=en#music-campaigns) - [Quiz Campaigns](https://resources.tradablebits.com/support/engagement-campaigns?hsLang=en#quiz-campaigns) - [Events/Ticketing Campaigns](https://resources.tradablebits.com/support/engagement-campaigns?hsLang=en#events-ticketing-campaigns) - [Game Campaigns](https://resources.tradablebits.com/support/engagement-campaigns?hsLang=en#game-campaigns) - [Voting/Polling Campaigns](https://resources.tradablebits.com/support/engagement-campaigns?hsLang=en#voting-polling-campaigns) - [Prize Giveaway Campaigns](https://resources.tradablebits.com/support/engagement-campaigns?hsLang=en#prize-giveaway-campaigns) - [Incentivize Campaigns](https://resources.tradablebits.com/support/engagement-campaigns?hsLang=en#incentivize-campaigns) - [Best Practices for Campaigns](https://resources.tradablebits.com/support/engagement-campaigns?hsLang=en#best-practices-for-campaigns) - [Campaign Reporting](https://resources.tradablebits.com/support/engagement-campaigns?hsLang=en#campaign-reporting) - [User-Generated Content (UGC)](https://resources.tradablebits.com/support/user-generated-content-ugc?hsLang=en) - [Fan CRM](https://resources.tradablebits.com/support/fan-crm?hsLang=en#main-content) - [Tags](https://resources.tradablebits.com/support/fan-crm?hsLang=en#tags) - [Filters](https://resources.tradablebits.com/support/fan-crm?hsLang=en#filters) - [Exports](https://resources.tradablebits.com/support/fan-crm?hsLang=en#exports) - [Fan Profiles](https://resources.tradablebits.com/support/fan-crm?hsLang=en#fan-profiles) - [Sales](https://resources.tradablebits.com/support/sales?hsLang=en#main-content) - [Data Library](https://resources.tradablebits.com/support/sales?hsLang=en#data-library) - [Trackers](https://resources.tradablebits.com/support/trackers?hsLang=en) - [Idols](https://resources.tradablebits.com/support/idols?hsLang=en) - [Integrations](https://resources.tradablebits.com/support/integrations?hsLang=en#main-content) - [Outgoing Integrations](https://resources.tradablebits.com/support/integrations?hsLang=en#outgoing-integrations) - [Incoming Integrations](https://resources.tradablebits.com/support/integrations?hsLang=en#incoming-integrations) - [Salesforce Marketing Cloud](https://resources.tradablebits.com/support/integrations?hsLang=en#salesforce-marketing-cloud) - [Ads](https://resources.tradablebits.com/support/ads?hsLang=en#main-content) - [Meta (Facebook & Instagram)](https://resources.tradablebits.com/support/ads?hsLang=en#meta-facebook-instagram) - [Google Ads](https://resources.tradablebits.com/support/ads?hsLang=en#google-ads) - [Snapchat](https://resources.tradablebits.com/support/ads?hsLang=en#snapchat) - [TikTok](https://resources.tradablebits.com/support/ads?hsLang=en#tiktok) - [Spotify & Reddit](https://resources.tradablebits.com/support/ads?hsLang=en#spotify-reddit) - [Messaging](https://resources.tradablebits.com/support/messaging?hsLang=en#main-content) - [SMS](https://resources.tradablebits.com/support/messaging?hsLang=en#sms) - [Email](https://resources.tradablebits.com/support/messaging?hsLang=en#email) - [Push Notifications](https://resources.tradablebits.com/support/messaging?hsLang=en#push-notifications) - [Instagram](https://resources.tradablebits.com/support/messaging?hsLang=en#instagram) - [Automations](https://resources.tradablebits.com/support/messaging?hsLang=en#automations) - [Custom Networks](https://resources.tradablebits.com/support/messaging?hsLang=en#custom-networks) - [Octane](https://resources.tradablebits.com/support/octane?hsLang=en) - [FAQs](https://resources.tradablebits.com/support/faqs?hsLang=en) [![Chill listening crop-3](https://resources.tradablebits.com/hubfs/tbits-logo.svg "Chill listening crop-3")](https://tradablebits.com/) Copyright © 2026, Tradable Bits