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How to setup your Intro Board
How to setup your Intro Board

Get your Intro Board live in less than 5 minutes

Updated over a month ago
  1. Create a free Commsor account

  2. Setup your brand settings

  3. Setup your about

  4. Setup your rules/T&Cs

  5. Upload your intro target list

  6. Setup your campaign

  7. Live!

1. Create a free Commsor account

If you haven't already, create a free Commsor account to setup an Intro Board completely free. You can sign up here.

2. Configure your Intro Board settings

Customize your brand settings

You can define four different options for your Intro Board to keep it on brand:

  • Company name

  • Company logo

  • Brand color

  • Company links (website + LinkedIn)

Define your referral rules (terms & conditions)

Your referral rules are the terms and conditions that must be followed for someone to be eligible to earn a referral reward. We recommend defining the following:

  • What roles are you looking for intros to?

  • What timeframe a demo must be booked within

  • What method the referral reward will be paid out via (cash, paypal, giftcard, etc)

  • External links to any additional terms & conditions you want to apply

Here's a template example you can use as a starting point:

1. Once you submit an intro request, we will confirm via email whether the intro is still available to be made and send you a forwardable message.
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2. The intro must be made to a Founder, CEO, VP, or higher.
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3. To qualify for payment, the demo meeting must be both booked and completed.
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4. Payment will be made via PayPal within 45 days of the demo.
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5. Additional terms and conditions available here.

Setup your Intro Board domain

You have two options for your Intro Board domain:

  1. You can use a subdomain from Commsor (company.commsor.com). This is the fastest and easiest option, but offers the least amount of brand customization.

  2. Alternatively you can setup a custom subdomain on your own domain (intros.yourcompany.com). To do that, you'll need to be able to access your domains DNS settings and configure the following options:

INSERT DNS SETTINGS HERE

3. Upload your intro target list

Next, upload a list of target companies that you're seeking intros to. The uploaded file must be in .xls, .xlsx, or .csv format, and each row MUST contain the following:

  • Company name

  • Company LinkedIn and/or Company URL

You can have a maximum of 100 target intro companies at one time.

To remove a company from your target list, simply click the trash icon next to the company.

4. Launch your Intro Board

Now you're all set to launch your Intro Board. Click Save Changes and your board will be live.

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