Duosuma Getting Started Guide

Requesting a Duosuma Account

To request an account, simply fill in an Account Request form and we'll respond to you as quickly as possible (generally within one business day). All we need to do is verify a few things, and you'll be ready to go!

Setting up your Duosuma Account

This is the order we recommend for setting up your account and preparing to receive submissions. It is the most efficient approach and will save you time.

1. Manage your Account Settings: Set your account defaults and your preferences on how submissions should be handled.
2. Set Up to Charge Tips and Fees: (Optional.) If you will be using a Tip Jar or charging submission fees, next onboard with our payment processor and select your fee/tip settings. (This unlocks a lot of settings, so please do it before you set up any Projects, Templates, or Calls.)
3. Manage Projects: Read our best practices for organizing projects and calls and then set up your projects. Add a description and submission settings for each active project. (We recommend waiting to add submission calls until after you've set up your team and response templates.)
4. Manage Team: Add members to your team, set their abilities, and add them to the assignment pool.
5. Manage Response Templates: Set up your auto-responses and response templates.
6. Manage Tags and/or Custom Questions: (Optional.) If you plan on using custom tags to label submissions, we recommend setting those up before you start accepting submissions. Now's also a good time to set up custom questions if you need any.
7. Manage Calls for Submissions: Create your calls for submissions and add submission periods, if needed. If you set any calls to Open to Submissions, those calls will go "live" immediately.*
   You also have the ability to create Internal Testing Only calls. See our guide to testing for important information.
8. Add Links to your Site: Provide links to your public project page(s) so people will be able to submit to you. (This is crucial!)
9. Manage Billing Settings: If you haven't already, set up your billing information to avoid service disruptions when the trial ends. (Also, if you want to find out how many submission credits have been used or if you want to buy blocks of credits, you can do that on this page.)

Congratulations! You are now ready to start accepting submissions!

All of this can be managed through your Duosuma Control Panel, which is also where you will see if you have any pending submissions.

Duosuma Control Panel

How long does it take to set up a Duosuma Account?

It varies a lot. Many new accounts with small teams have been able to get everything set up (including onboarding for fee/tip collection) in under an hour. Accounts with large teams usually take a day or two to get everyone on board. Some new accounts like to take their time, reading through the documentation (highly recommended) and testing things (also recommended) before going live.

If you're concerned about "wasting" your trial credits, no worries! Your trial credits don't expire until one month after you take your first call for submissions live. That way each account gets the same opportunity to use their trial credits, no matter how long it is before they start accepting submissions.