Getting started
How to confirm your account email
After you sign up, TraceClose sends a link to your email. Open it (it’s valid for 24 hours) and you’re done: WhatsApp, Meta, your website and team invites are unlocked. If the link has expired, get a new one with the Resend email button at the top of the dashboard.
Step by step
Open the email
Look in your inbox (and your spam folder) for the email sent right after you signed up.
Click the link
Open the full link, without cutting off the end. The page shows “Confirming your email…” and then Email confirmed.
Go back to setup
Click Continue setup (or Go to the dashboard, if you aren’t signed in on that browser).
Why confirmation is required
Connecting WhatsApp and Meta links your company’s real data to the dashboard, and inviting people gives them access to it. That’s why TraceClose only unlocks these actions once it’s sure the account email belongs to you. In the meantime, you can explore the dashboard, review the funnel and adjust your operation as usual.
What stays locked until you confirm:
- Connecting or reconnecting WhatsApp numbers (Settings › Channels).
- Creating or editing connections in Settings › Integrations (Meta and website).
- Inviting people to your team. The message you’ll see is “Confirm your email before inviting people.”
Until you confirm, a banner at the top of the dashboard shows “Confirm your email (your email) to connect WhatsApp and Meta.”, with a Resend email button. On the Getting started card, the Confirm your email task comes first, and the WhatsApp and Meta tasks show “Confirm your email first”.
Example
Carlos signed up at 6 p.m. with carlos@example.com (fictional data), but only opened the email the next day at 8 p.m.: the link was more than 24 hours old and the page showed Link expired. He clicked Send a new link, opened the new email and confirmed right away. Nothing he had already set up was lost.
What each message on the page means
| Message | What to do |
|---|---|
| Email confirmed | All set. Continue with setup. |
| Link expired | The link is valid for 24 hours. Click Send a new link. |
| Invalid link | The link was already used or replaced by a newer one. Use the most recent email or request another one from the dashboard. |
| Incomplete link | The address was cut off. Open the link straight from the email instead of copying part of it. |
Each new link you request invalidates the previous one. If you requested several, always use the latest email you received.
Didn’t work? See…
- The email doesn’t arrive: check your spam and promotions folders, and make sure the address shown in the banner is correct. More tips in The confirmation email didn’t arrive.
- “You already asked for several links. Try again in…”: resending is limited to prevent abuse. Wait the time shown.
- I typed the wrong email at signup: there’s no screen to change the account email. Contact us.
Frequently asked questions
How long is the confirmation link valid?
24 hours. After that, request a new one with the Resend email button in the dashboard.
Do I need to confirm my email to use the trial?
Not to explore the dashboard and set up the funnel. But connecting WhatsApp, Meta and your website, and inviting your team, only work after you confirm.
Do people who join by invite need to confirm too?
No. Accepting the invite through the link they got by email already confirms the address.
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