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Guide To Taking Over An Existing Account

Use this resource as a guide if you're newly responsible for managing an existing Aspire account.

Simma Baghbanbashi avatar
Written by Simma Baghbanbashi
Updated over a week ago

We know that it can feel daunting to take over an existing account that’s been up and running for a while, especially if you haven’t used Aspire before. But you don't have to dive in alone - we're here to help! 😊

Let’s begin with the basics.

First, connect the email address you wish to communicate with members from. To do so, click on your initials and select Integration Settings, then select either Gmail or Outlook on the left hand side (depending on your email provider). Follow the prompts to connect your account.

Items to Review

Use the checklist below to review each active project:

  1. Respond to any new messages

  2. Follow up with members “in progress”

  3. Review recent creators in “Completed” to ensure they don’t have any follow-up questions and have submitted all their content.

  4. Look at your Content library and Social Analytics (under Reporting) to see what you’ve received so far and what content is performing well, so you have an idea of where you’re at.

  5. Determine next steps:

    1. Continue to run current project

      1. Make sure to reactive top performers by inviting them to collaborate again

If you need to get up to speed on how to use Aspire, our Help Center is full of articles, video tutorials, and an in-depth Getting Started Guide.

Our Support Team is also available to answer any questions you may have! Click the green bubble in the bottom right corner of your screen to start a chat, or email us directly at [email protected].

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