Creating Your Account

Setting up your Valley account is quick and straightforward. Get up and running in minutes.

Step-by-Step Account Creation

1. Go to app.joinvalley.co in your browser

2. Click 'Sign Up' or 'Log In'

3. If you were invited by the Valley team, you would have received your login credentials in your email inbox. Enter the credentials.

4. Complete any required verification steps

Your Dashboard

When you first log in, you'll see the main Valley dashboard:

What You'll See

• Workspace selector (top left)

• Campaign overview or empty state (if new account)

• Navigation menu (left sidebar)

• Settings access (gear icon, top right)

Creating A New Workspace

A workspace is where you organize all your campaigns, team members, and connected LinkedIn accounts.

How to Create a Workspace

1. Click on your workspace name in the top left corner

2. Select 'Create New Workspace'

3. Enter a workspace name (see naming conventions below)

4. Click 'Create'

5. You'll be taken to your new workspace

Workspace Naming Conventions

Choose clear, descriptive names for your workspaces:

Examples

• For Sales Teams: 'Outbound Sales Q1', 'Enterprise Prospecting'

• For Agencies: 'Agency - Client Name', 'Client XYZ - Expansion'

• For Internal Teams: 'Marketing Partnerships', 'Revenue Operations'

Good names make it easy to find the right workspace and understand its purpose at a glance.

Account Hierarchy

Understanding Valley's structure helps you organize your work efficiently:

The Four-Level Hierarchy

1. Account: Your top-level Valley account (e.g., your company or agency)

2. Workspace: Organize teams, clients, or initiatives (unlimited workspaces per account)

3. LinkedIn Accounts: Connected LinkedIn profiles that will send campaigns

4. Campaigns: Individual outbound sequences within a workspace

Unlimited Workspaces

Valley includes unlimited workspaces with every account - create as many as you need to keep your work organized.