---
title: First Steps in Starting with Possip
description: Quickly learn the 3 steps for getting started with Possip.
---
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1. [Help Desk](https://helpdesk.possip.com/knowledge?hsLang=en)
2. [Getting Started](https://helpdesk.possip.com/knowledge/getting-started?hsLang=en)
3. [Account Setup and Admin Management](https://helpdesk.possip.com/knowledge/getting-started?hsLang=en#account-setup-and-admin-management)
# First Steps in Starting with Possip
## Quickly learn the 3 steps for getting started with Possip.
1. **Complete your Settings page**
Let us know important information like when you would like to start Pulse Checks®, who will lead Possip in your community, and more.
- Follow **[these instructions](https://helpdesk.possip.com/knowledge/filling-out-your-profile-for-a-school?hsLang=en)** to complete your settings for a single account.
- Follow **[these instructions](https://helpdesk.possip.com/knowledge/choosing-settings-for-a-district?hsLang=en)** to complete your settings for multiple accounts.
When you choose your Pulse Check Start Date, please allow at least two weeks of time for contact imports.
1. **Submit your contact lists**
There are two ways Possip Partners can give us contacts' details:
- OPTION A: **[Sync your Student Information System (SIS)](https://helpdesk.possip.com/knowledge/sis-integration-with-possip?hsLang=en)** - This option will allow automated updates throughout the year as contact information changes. SIS Integration is available for family and student contact lists but not for staff. Please allow 2-3 weeks to complete the sync.
- OPTION B: **[Upload a CSV/Excel file to your Documents tab](https://helpdesk.possip.com/knowledge/importing-contacts-walkthrough-for-possip-partners?hsLang=en).** There are different formatting requirements based on the stakeholder group. Partners can update their contact lists four times throughout the year using this option.
1. **Submit proof of consent to text**
Possip offers the ability to send Pulse Checks or Flexible Surveys via text message. However, phone carriers have tight privacy standards and require proof that people are asked for their consent to be texted.
Read **[this article](https://helpdesk.possip.com/knowledge/submitting-proof-of-consent-for-group-notifications-by-sms?hsLang=en)** about Possip’s process for submitting proof of consent to text.
Documentation should be submitted via the Documents tab in the Possip platform 1-2 weeks prior to your first Pulse Check.
1. **Add admin to your Possip account**
Control who has access to your Possip account from your organization. If you are a "Super Admin", you can add and remove other admins in your account.
Read more **[here](https://helpdesk.possip.com/knowledge/how-to-add-admin-to-your-possip-account?hsLang=en).**
1. **Register Possip Domain**
Possip offers the ability to send Pulse Checks and Flexible Surveys via email. To ensure emails are delivered to stakeholders’ inboxes, please register the Possip domain with your organization.
This only applies to partners who send surveys internally (i.e. staff or students) and have control over organizational spam filters.
Learn how to register the Possip domain**[here](https://helpdesk.possip.com/knowledge/registering-possip-domains?hsLang=en).**
### Email your Customer Relationship Manager or [support@possip.com](mailto:support@possip.com) for questions or support during your onboarding process!
- [Getting Started](https://helpdesk.possip.com/knowledge/getting-started?hsLang=en#main-content)
- [Account Setup and Admin Management](https://helpdesk.possip.com/knowledge/getting-started?hsLang=en#account-setup-and-admin-management)
- [Proof of Consent](https://helpdesk.possip.com/knowledge/getting-started?hsLang=en#proof-of-consent)
- [Managing User Contact Lists](https://helpdesk.possip.com/knowledge/getting-started?hsLang=en#managing-user-contact-lists)
- [Promotional Materials](https://helpdesk.possip.com/knowledge/getting-started?hsLang=en#promotional-materials)
- [Terms, Policies, and Data Security](https://helpdesk.possip.com/knowledge/getting-started?hsLang=en#terms-policies-and-data-security)
- [Account Settings](https://helpdesk.possip.com/knowledge/account-settings?hsLang=en#main-content)
- [Account Management](https://helpdesk.possip.com/knowledge/account-settings?hsLang=en#account-management)
- [Pulse Check™ Settings](https://helpdesk.possip.com/knowledge/account-settings?hsLang=en#pulse-check-settings)
- [How to Use Possip Platform](https://helpdesk.possip.com/knowledge/how-to-use-possip-platform?hsLang=en#main-content)
- [Accessing the Possip Platform](https://helpdesk.possip.com/knowledge/how-to-use-possip-platform?hsLang=en#accessing-the-possip-platform)
- [Report Basics](https://helpdesk.possip.com/knowledge/how-to-use-possip-platform?hsLang=en#report-basics)
- [Report Sections](https://helpdesk.possip.com/knowledge/how-to-use-possip-platform?hsLang=en#report-sections)
- [Reports For Organization/District Leaders](https://helpdesk.possip.com/knowledge/how-to-use-possip-platform?hsLang=en#reports-for-organization-district-leaders)
- [Dashboards](https://helpdesk.possip.com/knowledge/how-to-use-possip-platform?hsLang=en#dashboards)
- [Closing Feedback Loop](https://helpdesk.possip.com/knowledge/how-to-use-possip-platform?hsLang=en#closing-feedback-loop)
- [Exporting Data](https://helpdesk.possip.com/knowledge/how-to-use-possip-platform?hsLang=en#exporting-data)
- [Sharing Praise](https://helpdesk.possip.com/knowledge/how-to-use-possip-platform?hsLang=en#sharing-praise)
- [Social Media & Communications](https://helpdesk.possip.com/knowledge/how-to-use-possip-platform?hsLang=en#social-media-communications)
- [Pulse Checks®️](https://helpdesk.possip.com/knowledge/pulse-checks%EF%B8%8F?hsLang=en#main-content)
- [All About Pulse Checks](https://helpdesk.possip.com/knowledge/pulse-checks%EF%B8%8F?hsLang=en#all-about-pulse-checks)
- [Bonus Questions](https://helpdesk.possip.com/knowledge/pulse-checks%EF%B8%8F?hsLang=en#bonus-questions)
- [Promo Items for Schools or Districts](https://helpdesk.possip.com/knowledge/pulse-checks%EF%B8%8F?hsLang=en#promo-items-for-schools-or-districts)
- [Promo Items for Organizations](https://helpdesk.possip.com/knowledge/pulse-checks%EF%B8%8F?hsLang=en#promo-items-for-organizations)
- [Promo Items for Students](https://helpdesk.possip.com/knowledge/pulse-checks%EF%B8%8F?hsLang=en#promo-items-for-students)
- [Flexible Surveys](https://helpdesk.possip.com/knowledge/flexible-surveys?hsLang=en#main-content)
- [Promotional Materials for Flexible Surveys](https://helpdesk.possip.com/knowledge/flexible-surveys?hsLang=en#promotional-materials-for-flexible-surveys)
- [Templates for Flexible Surveys](https://helpdesk.possip.com/knowledge/flexible-surveys?hsLang=en#templates-for-flexible-surveys)
- [Bonus Questions](https://helpdesk.possip.com/knowledge/bonus-questions?hsLang=en#main-content)
- [Bonus Questions by Topic](https://helpdesk.possip.com/knowledge/bonus-questions?hsLang=en#bonus-questions-by-topic)
- [Bonus Questions for Businesses, Nonprofits, & Organizations](https://helpdesk.possip.com/knowledge/bonus-questions?hsLang=en#bonus-questions-for-businesses-nonprofits-organizations)
- [Bonus Questions for K-12 Schools and Districts](https://helpdesk.possip.com/knowledge/bonus-questions?hsLang=en#bonus-questions-for-k-12-schools-and-districts)
- [Bonus Questions for Higher Education](https://helpdesk.possip.com/knowledge/bonus-questions?hsLang=en#bonus-questions-for-higher-education)
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