BATS Environment Setup Checklist

BATS Environment Setup Checklist

To ensure a smooth onboarding and optimal use of BATS CRM, follow this checklist to complete your environment setup. Each step is critical for proper system functionality, automation, and integration.

Must-Have Setup Steps

Complete all of the following to ensure your BATS system is functioning correctly:

1. Configure all settings in System Settings section in BATS
2. Configure your DKIM Keys
   
3. Link your Central Dispatch Account: Connect your CD account to BATS for seamless integration for Dispatching and Order updates (*if you use Central Dispatch)
4. eDoc Setup: Add your company logo and colors to your eDoc
   
5. Customer terms and Carrier terms: enter into BATS in System Settings
6. Create User accounts
   
7. Email Templates: Understand how to utilize Email Templates in the BATS System
   
8. Lead Sources: Create lead sources in BATS. 
9. Train your users: BATS Academy
   

Optional Setup Steps

While optional, these are strongly encouraged for advanced functionality and performance:

1. SPF Record setup
   
2. Authorize.net API Setup 
   
3. Redirect leads from your website to BATS
   
1. OR Embed BATS lead capture form into your website
   

Need Help?
Contact BATS support for personalized assistance.

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