🚀 DFM Academy

Setting Up Your New Account

How to activate your DFM products, connect your profiles, register for SMS, and get found online.

1 Activating Your User Account

Activate Your Account

After confirming your subscription, you will receive a welcome email. Use it to set your password and activate your DFM dashboard.

For future logins, visit: app.thedfmagency.com/login

2 Complete Setup Tab

The Complete Setup Tab

Once logged in, look for the Complete Setup tab in the top right of your screen. Work through each step — the steps you see will vary based on the products you've subscribed to.

AI Workforce

If you have AI products, you'll be guided through personalizing your AI assistants — setting their name, purpose, and capabilities. For a full walkthrough of AI setup, see the AI Workforce Guide.

Integrations: Connect Your Google & Facebook Profiles

One of the most important steps is connecting your Google Business Profile and Facebook. This unlocks powerful integrations and gives you access to your review, search, and social data all in one place.

When you reach the Integrations section in the Complete Setup tab, select Find Integrations.

⚠️ ImportantMake sure you are connecting your business profiles — not your personal Google or Facebook accounts.

ℹ️ What the Integrations Section Is ForThis is where you connect review and search engine profiles, your CRM, shops, and similar business tools — not your social media posting accounts. Social media connections are handled separately (see Step 4 below).

If you want to connect a CRM for review generation but don't see it listed, you can:

Select the CSV Upload via FTP option
Or contact DFM support using the chat button in the bottom left of your screen

3 SMS Registration

Register for SMS (A2P 10DLC)

If you have Reputation Management, Webchat AI, or Conversations AI products, SMS registration is required before you can send text messages to customers.

Phone carriers in the United States now require businesses to register their phone numbers to prevent spam (this is called A2P 10DLC). The last step of the Complete Setup funnel will walk you through submitting your registration form.

⏱️ TimelineOnce submitted, registration through third-party verification typically takes about one week, but can take up to one month. A third-party agency verifies your business data against government databases on behalf of the telecom carriers.

SMS Registration FAQs

The most common reason for rejection is a mismatch between the form and IRS records. Make sure every field — business name, address, EIN — matches exactly what the IRS has on file for your business's Tax ID/EIN.

Not at this time. This applies to both US- and Canada-based sole proprietors. DFM is investigating supporting this in the future.

Registration applies to businesses that wish to send messages to US phone numbers. If your business is located outside the US but you want to text US customers, this is not currently supported but will be in the future.

No — the form cannot be edited or canceled once submitted. If information is missing or incorrect, the registration will eventually move to a "failed" status. Once failed, you can resubmit the form with the correct information.

4 Connect Social Media

Connecting Your Social Media Accounts

If you've subscribed to the Social Tool, follow these steps to connect your accounts and start posting.

Open the Social tool in your DFM account.
Go to the Overview tab and select Connect accounts.

Connect social accounts in DFM Social Tool

Select the + next to each account you want to add.

ℹ️ NoteDepending on your product level, you may have more or fewer social channels available to connect.

To start posting and learn everything the Social Tool can do, see the Social Marketing Guide →