Whether you're new to Loxo or your team's been using the platform for years, Loxo's daily Getting Started training webinars are a great overview of the platform and functionality. Additionally, we are offering a drop-in Q&A office hours for those looking for answers ASAP.
For users who prefer personalized guidance, 1-on-1 training sessions are also included on paid accounts. We also have a robust and popular YouTube playlist of Getting Started in Loxo basic training and our advanced proven practices videos.
If you are an administrator of your Loxo account, our Onboarding Checklist will equip you with the necessary tools to set up your account. New users to an account, start learning Loxo at your own pace in our New User Onboarding Checklist.
Lastly, to kick things off with the first training video: Welcome to Loxo.
Getting Started with Loxo
Walk through the layout of the Loxo platform with a seasoned expert and gain an understanding of The Loxo Workflow.
If you are new to Loxo, check out our daily how-to trainings and our webinar series for more helpful tips too!
Recommended Training Videos
Use the links below to access commonly requested insights as you learn the ins and outs of Loxo! Searching the Help Center using keywords such as "portal" or "hiring manager" can also provide targeted guidance for specific features.
Taking Your First Steps with Loxo
Learn the basics of navigating Loxo, where to find support, set up your Loxo account and other Loxo basics! These guides offer a step-by-step approach, enabling users to methodically familiarize themselves with each core feature of the platform.
Click here to access the Get Started in Loxo video playlist!
Loxo Source Proven Practices
Learn the proven practices of using Loxo Source™, a global database of more than 800 million people across 12 million companies. We will also cover how our Loxo AI™ will help identify and sort candidates based on the matching their matching experience for your open roles.
Click to watch a recorded version of our Loxo Source tutorial.
Loxo Outreach Proven Practices
Learn our proven practices to craft effective Loxo Outreach Campaigns and manage the changing ecosystem of communication. Whether you are using Outreach to market and build your business or to engage and source candidates, following guidelines around volume and content can impact deliverability, domain health, and reach.
Click to view a recorded version of Loxo Outreach Proven Practices.
Account-Based Prospecting
Learn how to leverage the tools in Loxo to source Companies and decisions-makers within Loxo. You can build your list of target companies and expand your network of contacts within your market.
Click to watch a video walk through of Account-Based Prospecting.
The Loxo Workflow
Explore The Loxo Workflow and how it can ensure repeatability and improve efficiencies across your team. Here, we'll answer questions about setting up your Job Pipelines, sourcing candidates, sending outreach, and managing candidates - and how these features can all work together to minimize your manual effort in Loxo.
Click to view a recorded session of The Loxo Workflow.
Reports
Learn about Loxo's Reporting Dashboard and how to capture metrics that are most important for you and your client's needs.
Click to view a recorded session of Reports.
If you have any additional questions about Loxo ProvenPractices or how to optimize your use of our features, you can use the Live Chat icon to connect with our Support Team - found in the bottom right corner of our Help Center or by clicking the ? icon in the bottom left corner of your Loxo App. Our Help Center also includes comprehensive FAQs and detailed guides that outline proven practices and quick solutions to common questions.
For strategic guidance, in-depth training, or re-onboarding for your team, be sure to reach out to us for more information on our Strategic Customer Success.