Getting started with HappierLeads begins with creating your account. This comprehensive guide covers everything you need to know about account creation, signing in, resetting your password, and managing your account security.

Setting up your HappierLeads account is quick and easy. Follow these steps to get started:

You'll see the account creation form where you need to provide the following information:

HappierLeads account creation form

 Use your work email address rather than a personal email. This makes it easier for team members to identify your account and for us to provide better support.

Step 3: Agree to Terms and Create Account

After creating your account, you'll receive a verification email at the address you provided:

 Some features may be limited until you verify your email address. Make sure to complete this step as soon as possible.

After email verification, you'll be guided through a brief onboarding process:

Once you complete these steps (or skip them), you'll see your dashboard and can start exploring HappierLeads.

HappierLeads dashboard welcome screen

Once your account is created, you can sign in anytime to access your dashboard and leads.

HappierLeads login page

 For security reasons, we recommend only using "Remember Me" on your personal devices, not on shared or public computers.

For enterprise accounts, HappierLeads supports Single Sign-On (SSO) through popular identity providers:

If you're interested in SSO for your organization, contact our sales team to discuss enterprise plans.

If you forget your password or need to reset it for security reasons, follow these simple steps:

On the password recovery screen, you'll be asked to enter your email address:

Password recovery form

Within a few minutes, you should receive a password reset email:

 The password reset link expires after 24 hours for security reasons. If your link has expired, simply request a new one.

After clicking the reset link, you'll be taken to a page where you can create a new password:

If you're already logged in and want to change your password (for example, for security best practices or because you suspect your password has been compromised):

Issue: Not Receiving Verification or Reset Emails

If you're not receiving emails from HappierLeads:

If you see this error when trying to create an account:

Issue: Account Locked After Multiple Failed Login Attempts

For security reasons, accounts are temporarily locked after 5 failed login attempts within 15 minutes:

Keep your HappierLeads account secure by following these recommendations:

If you need to delete your HappierLeads account:

 Account deletion is permanent and cannot be undone. All visitor data, automations, and settings will be lost. If you're the account owner, you may need to transfer ownership or cancel subscriptions first.

If you encounter any issues with account creation, login, or password reset that aren't covered in this guide, our support team is here to help:

Complete guide to creating your HappierLeads account, signing in, and resetting your password. Learn about account security and troubleshooting login issues.

How to Create an Account and Reset Your Password

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