Before you start

Onboarding takes about three minutes if you have the basics ready. Have these handy before you sign up:

• A work email you can open in another tab. Magic links expire 15 minutes after they are sent, and only the most recent link is valid.
• Your company website URL. HighAdvocacy scans it to pre-fill your brand profile, detect your logo and brand color, and find the review and social platforms you are already listed on.
• A desktop browser. Onboarding is built for desktop. If you start on mobile, you will see an “Open on desktop” message with a “Continue Anyway” option, but most steps work better on a larger screen.

Note that if someone at your company has already created a HighAdvocacy workspace using an email on the same custom domain, sign-up is blocked at the email step and you will be asked to request an invite from your existing workspace admin. This is the only way to join an existing workspace.

Sign-up and email verification

Sign-up is a two-step reveal on a single screen. Enter your work email and click Get Started. If you used a corporate email like [email protected], the website field appears pre-filled with your domain. If you used a free email like Gmail or Outlook, the website field appears empty and you enter your company domain manually. Click Continue to send the magic link.

After submitting, the form switches to a waiting state with a mail icon, the email address you entered, and a Resend button (available again after 60 seconds). A “Wrong email? Go back” link returns you to the form. Open your inbox and click the link in the email. The link is single-use, expires after 15 minutes, and is invalidated as soon as a newer link is sent. You can open the link on a different device than the one you signed up on; the session follows the token, not the device.

Once you click the link, HighAdvocacy shows a short branded welcome splash (about two seconds) while it verifies the token, creates your account, creates the workspace named after your company domain, and sets you as the workspace Owner. You are then auto-redirected into the next step.

Company profile step

HighAdvocacy lands you on a two-column Company Profile page after a short scanning animation (“Scanning your website → Finding your review profiles → Reading your logo and brand colors → Preparing your profile”). The header is personalized (for example “Confirm Acme’s brand profile”) with your domain shown in the subtitle.

The left column, Brand Identity, holds your company name, auto-detected logo, website (locked because you confirmed it earlier), description, and brand color. Everything else is editable. The auto-detected logo comes from your favicon or open graph image. The brand color is sampled from the dominant color on your site. The description comes from your site’s meta description.

The right column, Listed Platforms, shows the review and social platforms HighAdvocacy detected for you. Review platforms supported: G2, Capterra, Trustpilot, Google Reviews, Product Hunt. Social platforms supported: LinkedIn, X/Twitter, Reddit. Each row shows the matched URL. You can remove any platform, correct a wrong match, or paste a new URL to add one. You need at least one platform listed before you can continue. When the brand details and platform list look right, click Save & Continue in the sticky footer.

Review and social platform step

The platforms column is where most teams want to slow down. Detection covers G2, Capterra, Trustpilot, Google Reviews, and Product Hunt for review platforms, and LinkedIn, X/Twitter, and Reddit for social. Detection works by matching your domain and company name against each platform. When it works, the matched profile URL is filled in for you. When it does not, the row is missing or shows an empty state, and you can paste the correct URL.

Remove any platform that does not represent your company, for example, an old vendor profile that shares your name. Add any platform that detection missed by clicking the add option in the column and pasting the public URL. The minimum to proceed is one platform. The list you save here drives campaign suggestions on the next step and is editable later from your workspace settings.

Review platforms and social platforms serve different jobs. Review platforms are where you collect structured reviews. Social channels are captured here to set up future amplification campaigns; in V1 they appear on your profile so they are ready when you need them, even if every campaign idea this session focuses on reviews.

Campaign ideas step

After you save your profile, HighAdvocacy generates three campaign ideas tailored to your detected platforms and product description. The page is a single centered column with the HighAdvocacy logo, a title, a subtitle, and a small “AI-curated for Acme” label with a Sparkles icon just above the cards.

Each card shows a category badge (Volume, Coverage, or Retention), a campaign title, a short “Why it works” explanation, the target platforms with favicons, the reward type and cadence, and a Start with this button. The recommended idea is shown first. The default three ideas are:

• Volume Sprint: 10 reviews on your primary platform in 30 days, monetary reward (for example, a $20 account credit).
• Cross-Platform Coverage (usually the recommended pick): reviews across two platforms to build buyer trust, ongoing cadence, plan-perk reward (for example, a 14-day premium extension).
• Always-On Loop: two or more reviews per month to defend your category position, always-on, non-monetary reward (spotlight or early access).

If none of the ideas fit, use None of these fit? Start from scratch → in the sticky footer to jump to a blank campaign.

What happens after onboarding

Choosing Start with this sends you into the campaign creation page with the campaign name, widget headline, widget subtext, target platforms, and reward preset already filled in. Your brand identity (name, logo, brand color) is also pre-applied to the widget design. You can change anything before publishing. Choosing Start from scratch sends you into the same page with no pre-fills.

On your next sign-in, HighAdvocacy lands you on the Campaigns list, not on onboarding. If you abandoned partway through (after the welcome splash, your workspace already exists), your next sign-in resumes at the Company Profile step. Teammates invited through workspace access skip onboarding entirely; their magic link authenticates them and drops them straight into the workspace.

All of the data captured during onboarding is editable later under workspace settings. Brand identity, review and social platforms, and competitor list can all be updated. Owners and Admins can edit; Members are view-only. For the next step, see launch your first campaign.

Troubleshooting

• “An account for this domain already exists. Ask your admin to invite you.” Someone at your company already created the workspace. Ask them to invite you from workspace access. You cannot create a second workspace on the same custom domain.
• Magic link expired. The link is valid for 15 minutes. Use the Resend button on the sign-up screen to get a new one. Each new link invalidates the previous one.
• Magic link already used. Magic links are single-use. Request a new one with Resend.
• Soft warning that another account uses your website. This happens when you sign up with a free email (Gmail, Outlook) and the website you entered already matches an existing HighAdvocacy account. You can continue, but check whether someone on your team has already set up a workspace.
• Detection found nothing for my website. HighAdvocacy falls back to smart defaults: your domain as the company name, a first-letter logo, and a default color. Edit each field manually and add at least one platform URL before saving.
• No platforms were pre-checked. Detection could not match your company to any profile. Paste each profile URL into the Listed Platforms column to add it manually; one platform is enough to continue.
• Got the “Open on desktop” message. Onboarding is desktop-first. Open the same magic link on a laptop, or click Continue Anyway if you must finish on mobile.