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Getting Started with Aritic PinPoint

Marketing automation has evolved from being a hyped phrase to a mandatory matter for businesses. Whether an SMB or an enterprise, automation is the first priority to get all the marketing efforts lined up. While business leaders are all game for data-driven efforts, the dire need of an all-rounder marketing automation tool is still existing.

Despite many marketing automation tools making way into the industry, there are some gaps that are left open. Aritic PinPoint bridges these gaps while catering to all the major needs of a marketing strategy.

Aritic PinPoint

Aritic PinPoint offers enhanced marketing features that help in creating a personalized customer-to-brand relationship.

The focus is evenly divided between acquiring healthy leads and building a brand image that urges brand-loyalty. Email marketing, autoresponders, multi-channel campaign builder, social media interaction- name anything and Aritic PinPoint has it compiled and ready-to-use. The seamless onboarding process and robust feature list make Aritic PinPoint stand out in the crowd.

Here’s an overview to get started with the configuration settings of Aritic PinPoint after signing up and successful launch of PinPoint application.

1. Website Tracking Script

For website tracking, you will need to:

Login to Aritic PinPoint Dashboard → Settings → Configuration → Landing Page Settings

The below dialog box will open:

Web TrackingIf you are using your analytics account (Google Analytics) and want to track PinPoint Landing pages through Google Analytics, then you will need to put the script in your analytics box.

Also, in order to track the visitors and leads on your website, you will need to add the tracking script to the </body> attribute under 3rd party website tracking. Just copy and paste the script shown below. You can also forward this script to your IT team so that they can help you with the tracking code implementation on your website.

website tracking code

 

2. System Settings

The System settings are available under configuration as follows:

Login to Aritic PinPoint Dashboard → Settings → Configuration → System Settings.

Configuration

Here you can change the number of items you want to view on your dashboard or page. Your timezone, language, and other details can be set as per your preference.

System defaults

The CORS settings come as NO by default.

Under the Miscellaneous Settings, you can change the IP lookup service depending on your IP.

IP based tracking setting

If there is any specific IP that you don’t want your system to track, you can mention it in the box provided. Similarly, you can select the bots that you don’t want to track from the default list provided.

3. Email Settings

On the Aritic dashboard, go to the Configuration option, which appears at top right of the screen and click on Email Settings. The following dialog box will open.

select configuration

In the dialog box, you will need to enter your name or the name from the which you want your emails to be sent. There you also need to update the E-mail address to send mail from field, with an email address.

Next, you may need to configure the servers, in case you don’t like to use the default PinPoint SMTP server.

Marketing Automation Email Settings

The ‘Mailer is Owner‘ tab is selected as NO by default. In case you are the mailer, select it as YES. You will also need to mention the server with which you want to send emails.

Next section is Default Frequency Rule. Here you will need to mention the count as set by your mailbox provider. All mailbox providers do not have the same count.

Frequency Rule

You can make changes to the monitored address, IMAP host, username and password as applicable. If you want, you can test connection and fetch folders too.

For Unsubscribe requests section, you will need to specify the URL for unsubscription in the Text for the {webview_text} token box in place of |URL|. Edit your default name in place of |FROM_NAME|. In the settings further, you will need to make changes in the Confirmation message as required. In case of re-subscription, you will need to add email and URL for the same.

On this screen shown below, make sure you have selected “No” for Convert embedded images to Base64.

Message Setting

 

4. SMS Service Integration

If you want to send out an SMS campaign or want to build automation campaign based on SMS, you can do so using Twilio integration with PinPoint. To do that, you will need to register on Twilio and purchase the phone number for campaigns you want to send. Then, you will need to come back and login to your Aritic PinPoint Dashboard to continue.

For more details, read the document on SMS campaign via Twilio.

5. Push Notifications Integration

You can send push notifications to the website, Android and iOS users through OneSignal integration with Aritic PinPoint. You will need to register on OneSignal to do so. Having this feature activated, you can easily build multi and cross-channel marketing automation campaigns for lead engagement.

For details on how to set up for Push Notification Campaigns, visit the document on Push Notification Campaigns.

6. Import Existing Email List and Organize Campaign

Once you are done with the above-mentioned steps, you are ready to use PinPoint. Now all you need to do is to configure the forms and get started with lead capturing.

Advanced users can use the tracking javascript to capture leads from a website and can also use PinPoint API, in order to do a lot more operations on lead management within the application.

In case, if you already have existing leads; you can import them inside Contacts, through import CSV option.

Further, now you are ready to create a multi-channel campaign from Campaigns and campaign builder. For this, you will have to go to Campaigns > New then, put the name of the campaign and Launch campaign builder.

campaign builder

7. BEEfree Drag and Drop Editor Integration

On your Aritic PinPoint dashboard, after you have logged in, you will find BEE Drag and Drop Editor Configuration under Configuration tab. You can activate this plugin to get access to smooth drag and drop email and landing page builder to design email templates and landing pages of your choice.

On clicking on BEE Editor Configuration, you will see a dialog box like this:

beefree editor

To get the Client ID and Client Secret ID, you will first need to visit beefree.io

The steps are as follows:

Visit on beefree.io → click on Plugins → Register your account → Add new app → on adding, you will get the Client ID and Client Secret ID → Add these to the dialog box shown above to start.

When you add a new email from email settings after this, you will see the option of BEEfree Editor like this:

Beefree editor mode

Similarly, while creating landing pages, you can get this BEEfree editor option to add and edit landing pages through the drag and drop editor.

8. Integration of Social Media Plugins

You can integrate Social media plugin for Twitter; and for Facebook, Google Plus and LinkedIn, you get an option to integrate their login buttons to your landing pages. The steps to start-

Aritic Dashboard → Settings → Configuration → Social Media Settings.

The following dialog box will appear.

Social Settings

You can do three things at present with the Twitter Plugin:

  1. Send tweets to individual contacts
  2. Conduct social monitoring
  3. Track Twitter mentions

For more details, you can take a look at the detailed integration and access process on the Social media integration document.

9. Mailbox Plugin Integration

You can integrate your Google Apps email and Outlook mail with PinPoint and operate both the applications in sync.

You can find the option to integrate these mailboxes under Settings > Plugins. You will need to activate and configure the plugin to start using these service with PinPoint.

10. CRM Integration

Once the lead at PinPoint are nurtured enough and want to purchase the product or services which you are providing, then you can trigger and post these leads automatically into the CRM system which sales team can use later on.

For this to activate, go to:

Settings → Plugins → CRM → Choose the CRM you want to integrate.

CRM integrationn

At present, you can integrate with ZOHO CRM, Salesforce, Vtiger, and Sugar CRM.

For detailed process of integrating each, you can take help from the Integration document.

 

Comments

1 Comment

Sharon

Automation is an important requirement these days. Though data driven efforts are carried out automation still remains the most effective. The whole post is very clear and easy to understand which explains all about how to start working with aritic pin point


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