RateUp Documentation
Getting started

Create an Account

Sign up for RateUp with email, Google or Apple, and complete the three-step setup.

Signing up takes three short steps. What you are asked for depends on whether you register with email or with Google / Apple.

If a colleague invited you, do not sign up here — use the invite link in your email instead. Registering separately creates a second, empty organisation rather than joining theirs.


Getting to the Signup Form

Visit rateup.app and click Login in the top-right corner.

On the login page, click Create account.

Choose how to register:

  • Continue with Google
  • Continue with Apple
  • Continue with Email
The RateUp login page with the 'Create account' button highlighted.

Step 1 · Create Your Account

What this step asks for depends on the method you chose.

With email

FieldNotes
NameYour own name
Email addressMust be valid, and not already registered
PasswordSee the rules below

As you type, a checklist appears under the password field and ticks each rule off:

RuleMeaning
At least 8 charactersShorter passwords are rejected
1 uppercase letterAZ
1 lowercase letteraz
1 number09
1 special characterSee the accepted list below

Accepted special characters:

! @ # $ % ^ & * ( ) , . ? " : { } | < >

All five rules must be green before you can continue. Until then the field shows "Your password must meet all security requirements" — it does not say which rule is missing, so read the checklist.

With Google or Apple

Your name and email come from the provider, so instead you are asked for a phone number. It is required, and it is verified later with a one-time code.


Step 2 · Tell Us About Your Business

Signup step 2 'Tell Us About Your Business' with business name, website, industry, location and team size, and the Step 2 of 3 progress indicator.
FieldRequiredNotes
Business nameYesAppears across RateUp and on customer-facing pages
Website URLNoFor example https://yourcompany.com
IndustryYesChosen from the list below
LocationYesWhere the business operates
Team sizeYes, in practice1–5, 6–25, 26–100 or 100+

Industries: E-commerce · Healthcare · Education · Finance · Real Estate · Hospitality · Retail · Technology · Marketing · Other.

Team size is marked optional but the Continue button stays disabled until you pick one. If the button looks stuck on this step, that is almost always why.

Your industry choice shapes the templates, automations and onboarding RateUp suggests — so pick the closest match rather than Other where you can.


Step 3 · What Are You Most Excited to Use?

Select all that apply. This tailors your dashboard and onboarding tour; it does not restrict what you can use later.

OptionCovers
WhatsApp Business APIVerified sender and templates
Loyalty on WhatsAppPoints, tiers and rewards
WhatsApp CampaignsBroadcasts
Customer FeedbackNPS, CSAT and review drives
Web Feedback FormsSurveys and forms
Unified InboxWhatsApp and Instagram in one place

A progress indicator shows Step 3 of 3. Use Back to revisit earlier steps — nothing is lost.


Verification

The last stage depends, again, on how you registered.

Email signup — verify your email

RateUp sends a verification email. The page reads Verify Your Email — check your inbox to continue.

Open the email and click the verification link.

Your account is activated and you can sign in.

If it does not arrive, use Resend verification email and check your spam and promotions folders.

Google / Apple signup — verify your phone

The Verify your Phone Number screen asks for the OTP code sent to the number you gave.

Enter it and click Verify OTP, or use Resend OTP if it does not arrive.

Email verification is required before your first login. An unverified account cannot sign in.


The Flow at a Glance

Create account
  ├── Email        →  name, email, password
  └── Google/Apple →  phone number

Business details  →  name, website, industry, location, team size

Interests         →  select all that apply

Verify            →  email link, or phone OTP

Dashboard

Troubleshooting

MessageMeaningWhat to do
"This account already exists"That email is already registeredLog in, or reset your password
"Sign up process is already completed"Registration finished on a previous attemptGo to the login page and sign in
"Your password must meet all security requirements"One or more of the five password rules is unmetCheck the password checklist — the unticked rules are the ones to fix
"Enter a valid email"The address is malformedCheck for typos
Continue button will not activateA required field is empty — usually team sizeFill every field on the step
No verification emailFiltered as spam, or a typo in the addressCheck spam, then Resend verification email

What Happens Next

Log in with your new account.

Connect a channel — a WhatsApp Business account or Instagram. Nothing works until one is live.

Invite your team and group them into teams.


On this page