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Supported Web Browsers for Aritic

Last updated on : 05 August 2019

A supported web browser is needed to enjoy the benefits of full-functionality of Aritic PinPoint’s features.

Kindly note: The supported web browsers listed here apply to the use of Aritic PinPoint tools, and not public-facing content. The web-browser support for content created in and hosted by Aritic PinPoint will differ depending on the HTML, JavaScript, and CSS used on your site.

Windows-supported web browsers

  • Google Chrome Browser (latest version)
  • Mozilla Firefox Browser (latest version)
  • Microsoft Edge Browser (latest version)
  • Internet Explorer 11 Browser

 Microsoft recommends using Microsoft Edge as your default web browser, and it supports Internet Explorer 11 for backward compatibility. Hence, the Internet Explorer 10 and below are not supported by Aritic PinPoint, as Microsoft doesn’t fully support them.

When you turn on Compatibility View on Internet Explorer 11, Aritic PinPoint will display unsupported browser warnings as IE 11 is working as an old web-browser. To resolve this issue, you can turn off the  Compatibility View.

Mac-supported web-browsers

  • Google Chrome web-browser (latest version)
  • Safari Browser (latest version)
  • Mozilla Firefox Browser (latest version)

Update your web browsers

It is one of the best practices to keep your web browsers updated to their latest version to ensure that websites render correctly. To update your supported browser, refer to their documentation:

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Recommended Articles and Blogs on Email Campaigns

Here are the collection list of some of the most useful articles and blogs which can follow to learn about the best email campaign practices.

Recommended Articles to read:

Recommended Blogs to follow:

Resources for Email Templates Design and Tools

Here are the resources for Email Templates Design and Tools, you can follow these links to read complete detail about the email template designs.

Common Display Issues of Email in Outlook

At Aritic PinPoint, you get templates that are designed to look fine in all email clients.  Even then, there persist some issues, especially when an HTML version of Outlook is viewed.

The issue occurs mostly in 2007, 2010, or 2013 versions. The reason is that these versions use Microsoft Word to render emails as it renders restricted support for HTML and CSS. In this article, we will go through some common display issues and what are their solutions.

Also read: HTML Email Formatting Design Guide

Margin Issue

Except for Outlook.com, every other version of Outlook and Gmail don’t support margins. Instead, it is advisable to use the padding option inside the email template builder. Additionally, to create space around your content block, you can try padding.

Padding is supported in all popular email service providers as well as all the version of Outlook. The only thing you need to know is padding may make your content look narrow in moile devices. Here is how you apply padding:

Inside the email template builder, you will find the padding option using which you can add padding to your emails. The option to add padding is available only after you have added text block in your template. Once you have added the blocks, you will find this option under Body.

padding in email template

Line Height Not Supporting Consistently?

Consistently support line-height is not supported by Office 365, and Outlook 2007, 2010, 2013. In some Outlook versions, whole numbers (eg: 4) are supported, while in some, percentage of the value of line-height (eg: 106%) is supported.

Now, when you use the drag-and-drop email designer, you get this set automatically; while, if you are writing your own CSS, it is advisable to write both the values.

Aligning Text

“Justify” text alignment is not supported by Outlook. And, unfortunately, there is no fix for this. 

justify alignment

Distorted images inside emails

Images that are 1000 or more pixels, will not be scaled down by Outlook. Rather, the image gets displayed at its original size, which causes the template to expand and become distorted. It is recommended to use images of pixels between 400 and 650 wide. 

GIFs Appearing as Flat Images

Animations are not supported in Outlook 2007, 2010, and 2013. Only the first frame is displayed in them. If your GIF includes offer, headline, or call-to-action, make sure it is included in the first frame.

Duplicated Buttons

Email services like Apple mail, Yahoo, and Gmail render the styling for buttons by using the normal CSS and HTML. However, this is not supported by Outlook. So, to fix that, we have provided a solution so that Outlook renders the border-radius, borders, and padding around the buttons correctly.

However, once the subscriber forwards the email, by clicking on the forward button in their service provider, or if the email gets rerouted through a Windows, or exchange server, this fix gets read as a valid HTML element. This results in duplicating the button.

To handle this, you can design an image of the button using Da Button Factory. Once done, you can upload this image into your email like any other normal image files. Now, you simply add the link to this image so that it becomes clickable and your contacts get redirected to your preferred URL.

Text Breaking in Buttons

The issue for text breaking into the second line or within the button stems from the rendering problem in Outlook.

To prevent this, try making the padding for your button more than the font size. If the issue persists, it is advisable to use an image of that button instead. (look at “Duplicated Buttons” above)

Buttons Displaying Incorrect Font

At times, Outlook may not render the correct font type and show the default Times New Roman. Reason for this could be adding space before, or at the end of your button text. It is advisable to remove the space; if it still doesn’t work, try creating a new button or an image of the button instead to be used in your campaign.

Links are not Clickable

Not every version of Outlook will render the image alignment properly. For say, you have a link in a text block, and in the same line as the image, it will not be clickable in Outlook 2007 and 2013.

A simple fix for this would be to remove the image form text box and use an image block for the same.

Background Image Not Displaying

This is a very common issue – background images not displaying. To fix this, it is advisable to provide a fallback color, in case your email gets viewed on one of the versions of Outlook that does not support background images.

Manage Email Delivery in First 30 Day on Aritic PinPoint

How does it feel when you change your domain name and lose your SEO ranking? Migrating to a new email provider is a similar experience. Although that is not always the case, it might still affect your deliverability. With link redirects, you can ease out this process, but establishing the same reputation as your old domain may still need to be rebuilt.

Let us look at the suggestions to get your sender reputation and re-establish your engagement back to normal. Our users, after following these steps, have found deliverability rates going up.

What Can I Expect?

Initially, Low Open Rates:

Now, when you move to any new email provider, it is natural to see the deliverability rate drop. This happens because the sender cannot be trusted easily, and so some of your emails might land in the spam folder. 

Expecting the same open rates as you had with previous email provider would be unrealistic. It would take you good 30 days for engagement statistics like clicks and opens to rise. At times, bit longer with you are not planning to send frequently.

What Are Some Common Mistakes Made by Users?

  • Sending too many, or too fast

While we say it is crucial to be frequent, it is more important to keep in mind, the limits set by Outlook and ISPs, for new senders. This is a common mistake you can make when just beginning. If you are exceeding the limits and sending too many emails, Outlook may cripple your sender reputation.

  • Reviving non-engaged contacts

Another common blunder new senders make is they transfer the data improperly. What this does is blends old, unsubscribed, or unengaged subscribes into your core list. You need to be extra cautious while transferring your data accurately, from old service provider to Aritic PinPoint. For more insight on this, refer our migration guide.

What are the Steps to Warm up my Sending?

Identify your contact list size

  • If you have got a list smaller than 50,000 contacts, it is going to be smooth for you. For the initial weeks with Aritic PinPoint, send to only the most engaged contacts. After that, you can start to send emails to everyone.
  • If your list is large, say more than 50,000, then you need to be cautious. This is simply because you are dealing with a list that weighs heavy in terms of addresses against one ISP. Check out the 30-day warm-up sequence that majority of the senders follow. However, your customer success manager may help you build a custom sequence, incase you need so.
    • Week 1: 25,000/day
    • Week 2: 50,000/day
    • Week 3: 75,000/day
    • Week 4: 100,000 messages/day
    • Week 5: Entire list

Interact with your most engaged contacts

The best move you can make is to send to your most engaged contacts initially. They could be someone who has purchased or opened in the past 30, 60, or 90 days. Though you will be sending fewer messages initially, this is crucial to establish a reputation in the long-run.

Doing so will ensure that your open rate rises and your emails come across as credible. This also ensures that you are not sending any cold email, or to inactive addresses which could threaten your reputation.

Some More Tips

Here are some more tips you can utilize if you want to take extra precautions:

  • Refrain from introducing any new lists
  • Use identical brand – name, design, et.c you should refrain from risking any confusion to recipients that could lead to complaints.
  • To help ease the transition, setup DKIM, and SPF; though this is not necessary.
  • Use the same domain name

The bottom line: Migrating can cause uncertainties; it is crucial to realize the dip in deliverability is natural. However, following the best practices will ensure that you get back to the same level of open and click rates and keep them healthy.

Using Emojis inside Emails and Email Deliverability

Communication is continuing to evolve, and as marketers or senders, it is becoming crucial for us to get our messages across in an uninterrupted way. Emojis are one way to convey your message with emotions subtly and is widely accepted across social media. 

Not only do they look appealing but also grab attention. What else do we need? Moreover, emojis prove to be a great way to cut the long paragraphs short as well as get your message across more powerfully.

Let us now see how emojis work in Aritic PinPoint.

Email Campaign’s Performance with Emojis

In 2017, an extensive analysis was conducted by Return Path that emphasized the use of emojis in the subject line. A/B testing was carried out, and targeted promotional messages regarding the holidays in the current month were sent using emojis in the subject line. The findings revealed that while on the one hand, it lead to an increase in inbox placement and read rate, depending on the message; there was also an increase in the spam complaint rate. 

Surprisingly, they make complete sense now. Emojis spark your otherwise bland subject lines. The rate of your messages being ignored is less when you use emojis. They are colorful, playful, and convey a certain sense of emotion. Now, with this comes the risk of spamming as well. If you are not cleaning your contact lists on a regular basis, the chances are high that your emails would land up in the inboxes where they are not welcomed.

Hence, it is imperative to clean your lists as well as add content that tells the contacts why they signed up in the first place. Now, the other part of Return Path’s finding noted that various emojis could also lead to higher inbox placement, few delivery professionals are convinced that there exists a correlation.

According to the context and time of the messages, the subject lines were also altered in the research. Changing the subject lines mean inconsistent data, and it is lesser convincing to believe that adding an emoji to the subject line will make a difference in email delivery into the inbox.

Testing Emojis in campaigns

It is a decision you make – whether to use emojis in your email or not. Whatever the case is, it should align with your message, branding, and recipients. Here are several reasons to use emojis in the subject line:

To substitute a word or a phrase

Emojis can be used to add more text to your subject, or pre-header text without consuming valuable character space. However, it is advisable not to put emojis in place of key phrases as it might not make sense to your contacts.

Back messages with emotions

To clarify meaning to certain phrases or to make it evocative, you can use emojis in the headline.

Emphasize words with emojis

Undoubtedly, emojis can make a message strong and similarly, emphasize a word. Something like this: 

emoji subject line

Now, let us move forward and see how can emojis be used and when to use them.

  • Branding

While emojis are a great way to make your messages creative, you need to note that they do not clash with your branding. In a few cases, you might feel the emojis clashing with the brand message, logo, tagline, recipients and/or engagement – which you need to avoid at all cost. You do not want the contacts to misinterpret those little faces.

  • Messaging

Emojis are fun, casual, and have a non-professional vibe to them. While this would work perfectly with laid-back brands, using it with more professional brands like doctors, lawyers, etc. might not be a good idea.

The decision depends on brand integrity.

  • Recipients

Now, this is where targeted segments would really come handy. Tracking contact’s age, and their interest with the use of custom fields is essential to determine if emojis are worth testing.

Now, it is great if you have an extensive list – that can be segmented and sent with two different messages. Targeting and testing will get you better results.

Now, one thing you need to keep in check is that, in no case, should your recipients take your message in the wrong way; therefore, keep your message clear and use emojis precisely.

How to implement emojis in your email campaigns?

Before you send emails with emojis, it is advisable to get them checked to know if various email providers support these little faces or not.

Also, you need to keep an eye on the often-used email providers on your list so that you can check emoji rendering before implementing them. Furthermore, you can use our Split test Campaigns to see how your contacts would respond to emojis. This will give you better insights into how emojis work. Also, the more you segment and target, the finer your campaigns will perform

How to Save your Contacts inside CSV file?

The instructions below are designed for Mac version 15.32, however, almost all spreadsheets follow a similar process.

  1. Open your spreadsheet > click on File > Click on ‘Save As’.
  2. Select the file format as CSV UTF-8 > click on ‘Save’.
  3. Click on ‘Save active sheet’.

Learn more about saving your spreadsheet as a CSV file with these help guides from Microsoft and Google.

Additional resources:

How does Link Tracking work inside Aritic PinPoint?

Through link tracking, you get to know which links on your campaign are being clicked on and which contacts made this action. This gives you an insight on subscriber engagement as well as the campaign effectiveness.

You can find the link click information in the floating segment builder. This information lets you:

  1. Create “If/Else” conditions in the automation
  2. Add conditional content to campaigns
  3. Set up “Split Test” automations
  4. Update lead or deal score
  5. Create a list segment and send targeted campaigns; and more.

By default, link tracking is enabled on all the campaigns and automation emails that have URLs; they can be manually disabled through the “Option” section under the Campaign Summary Page.

How does link tracking work?

The moment a contact clicks on the campaign link, they get redirected to one of our link tracking domains. From there, we send them to the intended URL. Now, when the link tracking is disabled, we direct them to the intended URL and hence, the links clicked on will not get tracked.
Please Note: we only track URLs that have http:// or https:// in the beginning, and not the links that use personalization tag or email address, i.e., %FIRSTNAME% instead of a URL.

What do I need to know about link tracking and CNAMES?

If you use CNAME and have enabled link tracking, we would still redirect your contacts to one of our link tracking domains to track that link clicks action. However, these domains will be covered with your CNAME.

Viewing link click data

You can view link click data on your reports page for every campaign and automation. The report includes:

  • Clicks: This shows you the number of unique contacts who clicked on any of the links in a campaign. This metric counts only one click per contact
  • Total link clicks: You get to know how many times each link was clicked through this metric. It includes duplicate link clicks for every contact.
  • Unique link clicks: This metric does not count duplicate link clicks per contact; instead, it shows total unique clicks per link.
  • Average recipients per link click: This metric shows you the average number of link clicks per contact. The way it is calculated is by dividing the total number of clicks by the number of contacts that clicked atleast once.
    Furthermore, you will get to know how well an individual link performed.
  • Did not click any link: This metric lets you know the number of contacts who did not click on any link.
  • Link tracking and plain text emails: While links in plain text email can be tracked, embedding URL into the text is not possible. Furthermore, when your contacts receive the email, not all email clients or devices would hyperlink your URL. Now, what this gets your contacts to copy and paste your URL into the browser, which is not tracked as a link click.

Now, if you want to have the look and feel of a plain text email yet want to embed links, here is what you can do: use the “Build from Scratch” > “Newsletter” template option for an email and delete all the image blocks.

Will the link click get tracked if the contact has disabled images?

Yes. Not only that link will be tracked but will also be considered as a campaign open.

HTML Email Formatting Design Guide

You would be well-versed with creating a modern and accessible website. But, can you put that knowledge to email design? Well, not really; with the diversity of email clients and limited CSS support, there are some to-dos and dont’s when it comes to email design. This article will guide you through some points to consider when making your own HTML to create an email so that it functions properly.

Now, for clearing the air, we would say that the web design is not the same as an email design. Furthermore, W3C standards and/or CSS is not even relevant here.

I. Layout

  • Design width: 650px or less

It is a standard rule to keep the email size below 650px. What this does is, get the email to display correctly in almost all of the email clients, and correctly display configurations.

  • Simplicity works best in layouts

The simpler the email design, the better. The more complicated you try to make it, the more testing and debugging email client issues you will have to face. If you wish to make an advance design, you will have to use more tables and testing than usual.

  • Consider basic HTML tables

While the layout techniques and CSS floating do not render correctly across all the email clients, you would need the standard HTML tables to create the overall layout.

  • Be cautious with table cell padding

Outlook takes the padding from any cell in a row and applies it to all other cells in the row. This might result in unwanted visual changes. What you can is to apply the same padding in all the cells in a row, or place a table that has padding or an inner div within the particular cell you want to add padding.

  • Refrain using colspans=”” in your tables

Applying colspan will either not be supported by some email clients or will have display issues.

II. CSS

  • Refrain using external stylesheets

They usually do not work with a majority of email clients, and you should try using CSS with inline CSS within your HTML

  • Refer using inline CSS over CSS classes

Inline CSS can come handy instead of declaring CSS classes, since there are many email clients that do not support CSS classes. One such instance will be: <div style=”color:#6c648b;”>content</div> instead of <div class=”cssclassa”>content</div>

  • Refrain from using CSS shortcuts

You can set properties in groups with CSS. For instance, style=”font:11px, Calibri” . Rather than grouping all attributes, you can set each part individually, like: style=”font-size:11px;font-family:Calibri”.

  • Avoid using position options or CSS float

In some cases, the email clients would overlook both the float and position CSS options. Therefore, use tables.

III. Images and Videos

  • Use Alt Tags, Always

Majority email clients would disable images; so, unless you utilize alt tags, your subscribers will only be able to see a blank box. With the usage of alt tags, your subscribers will be able to see the text in the alt tag.

  • Refrain embedding videos and/of flash

You should not include videos and/or flash directly into your emails. Most of the email clients would not support such codes and might spam or flag it. Instead, you can try to take a screenshot of the flash or video and embed that. Now, when they click on it, you can make the video/flash open in their browser.

  • Animated GIFs are not supported fully

You should try to avoid GIFs unless completely required. The reason is that Outlook 2007 des not support animated GIFs even though most email clients do. Therefore, in case your GIFs are not supported, they are more likely to show only the first frame of your animation sequence.

  • Be cautious with spliced images

Placing spliced images in your HTML using table cells or img tags next to each other will need you to test it thoroughly. Some email clients might add some extra spaces between your images and cause them to look bad.

  • Carry out email check with images disabled

While most of the clients showcase your emails without images, it becomes crucial for you to check how do they look without images in them.

  • Watch your files size

Image file sizes should be kept low, just like you would do for a website. This is to ensure that the images load quickly and make it easier for your subscribers to download.

  • Avoid images to stabilize your layout

Some of our users prefer using 1 or 2-pixel images to align their items. However, some email filters/clients may consider it as a potential open/read tracking image and penalize that email.

IV. Background

  • Background images are not fully supported

While it depends entirely upto you to use the background images or not, some clients prefer not showing them. However, if you still want to use a background image, you should opt for HTML background options instead of CSS to declare a background.

  • Full body background colors

Gmail, for instance, does not display any background color that you might have set for your main body tag (<body> tag). It is recommended that you set a background color along with a wrapping div that will surround your content. This will help even if your email client does not support background color. It will continue to show a background color much similar to what you have set.

V. Miscellaneous

  • Refrain putting anything above the opening <body> tag

Anything that is there above the body tag is likely to get stripped and not used.

  • Avoid Microsoft Office

Now, the HTML generated might have certain issues. Furthermore, when you copy and paste from the Office, the format will be that of Office which will likely to have design issues.

  • Avoid Including javascript

Doing so would get it stripped and more often than not, email clients and/or spam filters might mark it as malicious code.

Understand Migration Process to Aritic PinPoint

For full website migration, the Aritic PinPoint migrations team will recreate your existing website on the Aritic PinPoint’s CMS. Based on your review agreement with our team, your existing website will be recreated in Aritic PinPoint’s modules on our CMS framework.

How do I request a migration?

While new customers are required to work with the sales team, the existing customers can coordinate with their customer success manager to proceed with this service. The website you wish to migrate to Aritic PinPoint must be live so that our migration team can view it without having to gain special permission to your current CMS. The team will also look into your current website to see if any functionality or feature cannot be migrated. The unsupported files may include widgets, scripts, or submenus.

Also read: How to migrate from Hubspot manually?

Given below is a list that reveals common elements that would not be recreated:

  • Pages that are data-base driven
  • Login or members-only section
  • eCommerce functionality
  • Mega menus, menus with non-linked content (descriptions or paragraph content), r image-based menus
  • Several widgets that use server-side scripts, like calculators. It may include some JavaScript widgets too)
  • Live chats, including some JavaScript services
  • Ads (most of them. Many require server-side access to driver ad networks)
  • Video files that are not .swf, like .mp4, .wvm, etc.
  • User-generation contents like forums, ratings, etc.
  • Forms requesting for personal information, progressive forms, or multi-step forms
  • None of your blog comments will be transferred to Aritic PinPoint. Third-party commenting features like Facebook comments or Disqus will not be migrated
  • Real estate listings
  • Flash web, flash with embedded links/multiple files, and flash navigation
  • Non-standard forms, column widths, and precise spacing may alter
  • Certain rollover effects, anchor tags, popups, or tables may alter.

You will get thorough notes from your Customer Success Manager or the sales representative with whom you are working regarding the migrated site. They will tell you more about the process and what you can or cannot expect to see on the migrated site.

Please Note: After getting the approval for the migration, refrain from posting anything new on your new website. Aritic PinPoint can not apply these to your new Aritic PinPoint website after starting your migration. However, after the process is complete, you can make the desired changes to your Aritic PinPoint-hosted website.

What can I expect during the migration process?

Generally, the entire migration gets completed within 14-21 days, depending on the size, complexity, and the number of projects to process. Aritic PinPoint maintains an internal queue of migration that is to be completed, and you are provided with an estimated, but not guaranteed, finish date for your migration job.

Furthermore, you can monitor your project status in your account. Here’s how you can do it:

  1. Your Aritic PinPoint technical consultant will connect with you regarding the details of your complete migration.
  2. Your technical consultant will then produce migration template layouts and style. Once these are ready, your pages will be recreated on Aritic PinPoint CMS.
  3. When the migration technician has completed the process of migration, your web consultant will get notified to start the quality check. They will ensure that all the pages were migrated correctly and that everything looks exactly as expected and your site’s design is responsive post-migration.
  4. You will get an email notification from Aritic PinPoint once your migration is complete. It will take 2-3 weeks to complete the entire process. If your migration process takes more time than 2-3 weeks, you can ask for the status from your web consultant or check your timeline in your account.
  5. You will then be required to review the migrated content in Aritic PinPoint. Learn in details about maintaining good deliverability post the migration process.

Facebook Lead Ads Integration

General:

(1) Does Aritic PinPoint charge for Facebook lead ads integration?

No. you only have to pay Facebook when you run lead ads and Aritic PinPoint does not charge anything above that. Integration of Facebook lead ads (contact your customer success manager to get the integration done) with Aritic PinPoint is free.

(2) How can I test my Facebook lead ad?

Facebook’s testing tool lets you to test your Facebook lead ads. When you do so, it will have an Original source data value of a Facebook organic lead in Aritic PinPoint.

(3) How are Facebook lead ads to be paid in Aritic PinPoint?

If you haven’t already set up a Facebook Ads account, then you need to set that up first. Therein, you will be prompted to add your payment information. This payment method will be added to your Facebook account and will be accessible in your Facebook Ads manager.

(4) Should I be having a privacy policy for my Facebook lead ads?

Though Aritic PinPoint does not provide any legal advice, it is advisable to have a privacy policy.

Sync:

(5) What permissions do I need to sync Facebook leads to Aritic PinPoint?

These are the prerequisite for a user to connect Facebook and Aritic PinPoint accounts and to sync Facebook leads to Aritic PinPoint.

  • Ads Publish permission in Aritic PinPoint
  • Lead Access on your Facebook business page(s)
  • Admin access on your Facebook business page(s)
  • Admin access in the Facebook ads account

(6) How can I sync my existing Facebook lead ads to Aritic PinPoint?

After you connect your Facebook Ads account to Aritic PinPoint, you will get to see your existing lead ads in Facebook on your Aritic PinPoint dashboard. Furthermore, any leads fetched from these Ads will be created as a contact (from last 90 days) in your Aritic PinPoint portal.

(7) How are Facebook lead ads synced to forms to Aritic PinPoint?

After you connect your Facebook Ads accounts to Aritic PinPoint, all the active lead Ad forms that are connected with Facebook business page enabled for syncing will be created in your Aritic PinPoint account automatically. However, you can also remove Facebook lead Ad forms from Aritic PinPoint. You can do so by archiving the form in the Facebook business page.

(8) Can changes be made to my Facebook lead ad in Aritic PinPoint?

Any changes that you wish to make to lead Ad can only be made on the original platform. For say, lead ads that were originally created on Facebook are only editable on Facebook. However, the changes made will sync back to Aritic PinPoint.

Following details are editable in Aritic PinPoint (part of Social Ads):

  • Image/video
  • Audience
  • Creative headlines
  • Payment mode
  • Text
  • Following are the details that cannot be edited in Aritic PinPoint:
  • Schedule start
  • Schedule end
  • Ad name and campaign name
  • Ad set name
  • Placement
  • Lifetime budget

Also, published ad forms in Facebook are not editable.

(9) Does a custom field on Facebook lead ads sync to Aritic PinPoint?

Yes. custom fields that are included on your Facebook lead ads will be created in Aritic PinPoint as single-line text properties automatically. You can find it in the lead ad properties property group. However, the hidden fields will not be created in Aritic PinPoint.

(10) Does the consent field on my Facebook lead ad sync to Aritic PinPoint?

Yes. when you add consent field to your lead ad on Facebook, it will sync to Aritic PinPoint. It will start to sync all the Facebook lead ads in your Aritic PinPoint ads tool.

Contacts:

(11) How can I segment contacts on my facebook lead ad conversions?

You Facebook lead ad conversions sync to the Aritic PinPoint as form submissions. This form is then created in your Aritic PinPoint automatically and you can recognize it with this name lead ads: [Name of the lead ad form].  Furthermore, when you enable lead syncing for the page, all your active forms for a Facebook business page will be automatically created in Aritic PinPoint. The related form submissions can be used for segmenting contacts in lists, workflows, and filters.

(12) My contact has an original source data 2 value of the Facebook organic lead. Why?

If people engage with your Facebook lead ad, i.e., share or comment and that results in getting your lead ad to people who are not in your targeting parameters, and these organic leads happen to submit your lead ad, you would not have to pay for them. They will have an original source data 2 value of the Facebook organic lead.  Now, if you use Facebook’s testing tool Ad test to your Facebook lead ad, any test lead created as a result will also have a value against original source data 2 of the organic lead.

Related Resources:

  1. Connect your Facebook Page with Aritic PinPoint
  2. Configure Facebook Pixel for Remarketing Event

Email Sending Suspended on Aritic PinPoint

When a high bounce rate or any fraudulent account activity is detected by our deliverability protection system, the email sending will get suspended.

When email sending gets suspended, automated or marketing emails will also not be sent.

Before any final steps are taken to suspend your email sending, you may receive a warning banner in your email tool. The warning banner will tell you about the problem in deliverability that is detected by our protection system along with recommendations to improve them.

Also read: Reasons why your emails are landing in the spam box.

What is Counted as a Suspension?

Generally speaking, these are the two scenarios for email suspensions:

  • Fraudulent activity such as spam traps is detected on your account.
  • Our deliverability protection system detects excessive unsubscribes, spam reports, abuse complaints, or blacklisting.

What is Email Limit?

  • Spam reports: In Aritic PinPoint, the spam complaint rate is 0.1%, i.e., 1 in a 1,000 sent messages. We consider it as a  spam report when your recipients click the spam button or drag the email into junk folder while viewing your email.
  • Unsubscribes: When your unsubscribe rate limit is over 5%, you will see a warning in your account.
  • Hard bounces: Aritic PinPoint’s hard bounce limit is 5%. However, some ISPs prefer to keep the bounce rates under 2%.
  • Direct complaints: If we receive any direct complaints in the Aritic PinPoint’s abuse desk, your marketing email sending might get suspended.

What can I use if my Email Sending is Suspended?

1. Free Accounts

You will get notified about the suspension via the banner message in your dashboard. After that, the email delivery will get locked. You may continue to use other tools in Aritic PinPoint.

You will receive more detailed information via an email on your primary account when the suspension occurs.

In order to resolve the issue, you would need to clean up your contact lists and reply to the received email with the following information:

2. Lite, Professional, Enterprise or Starter

You will receive an email from our Email Deliverability Team on a primary point of contact on your account as well as your Customer Success Manager.

Additionally, you will get steps to take and resolve the problem.

You can converse directly with the team and your account manager on the following steps. When you reply to the original email thread, you can expect a response within one business day.

Fraudulent Account suspension

If the email gets suspended due to fraudulent activity, all of your accounts will get a banner notification regarding the problem in the email tool. Then, click on the link to submit all the information concerning your contacts and the email sent to you. Aritic PinPoint will review the submission and get back to you within two business days.

Follow up will be done through the primary point of contact as well as the banner information on your account.

Understand Email Spam Traps

Spam traps are email addresses that look like a real email but are not. Internet Service Providers (IPSs) and blacklist operators use spam traps to identify senders who are not following the standard email practice. These email addresses might have been authentic once, but not anymore.

Example: If one of your contacts have changed their email address, then the old one becomes invalid. That is to say, if they do not open or click on an email from you for over a year, that can be safely considered as a spam trap, and you should remove that from the contact lists.

Let us now look at what can be different types of spam traps.

Types of Spam Traps:

  • Pristine: These spam traps are the email addresses that have never been valid. These emails are usually available on public websites but are hidden within the website’s code. Now, the purpose of these emails could be to identify marketers who carry malpractices like purchasing contact lists or scraping sites.
  • Recycled: Recycled or repurposed traps are the email addresses that were once valid. They could have been abandoned by the user who once opted-in. This type of email has a place on your list because:
    • You are using a list that is one year old
    • You do not email your contacts frequently
    • Mistyped or invalid addresses are also counted here

Why do Spam Traps matter?

The magnitude of spam trap varies considering the type. Hitting a recycled trap is less severe than hitting a pristine spam trap. Now, the consequence of hitting a pristine spam trap could be getting your IP address or domain immediately blacklisted. Similarly, for recycled spam traps, your emails will, at worse, land in the junk folder.
The only way to rescue your emails from spam traps is to keep your lists healthy by regularly cleaning them.

Neto Enhanced eCommerce Integration

Aritic PinPoint provides two mode of Nato eCommerce Integrations:

  1. With GTM (Google Tag Manager) dataLayer method
  2. Without GTM directly using Aritic Tracking Object

Both of the methods achieve same result with Aritic PinPoint.

Requirements:

Ensure that you have access to your  Google Tag Manager and Google Analytics accounts before going ahead implementing this.

With Google Tag manager (GTM):

A Google Tag Manager (GTM) implementation of Google Enhanced Ecommerce (EE) for the Neto eCommerce platform is very easy for those who have already used GTM’s dataLayer. This method of integration includes a container file, provided by Aritic PinPoint for quickly importing into GTM as well as the custom scripts required to push data from Neto into your GTM data layer. This Enhanced Ecommerce (EE) implementation supports following features:

  • Product Impressions measurement
  • Product Clicks measurement
  • Views of Product Details measurement
  • Additions or Removals from a Shopping Cart measurement
  • Promotion Impressions measurement
  • Promotion Clicks measurement
  • Checkout Steps measurement
  • Purchase measurement

Step 1: Setup your Google Analytics account:

Login to your Google Analytics account and navigate to Go to Admin > Ecommerce Settings and Enable Ecommerce and Enable Enhanced Ecommerce Reporting.

After above 2 options has been enabled, then add the below (Funnel Steps) labels into the checkout steps:

  1. Email
  2. Billing
  3. Terms
  4. Payment

After above configuration, the screen will look like:

Now navigate to Admin > Tracking Info > Tracking Code and analytics tracking code, Copy your tracking code which look like this – UA-xxxxxxx-1.

Step 2: Setup your Google Tag Manager account:

Login to your Google Tag Manager account and navigate to Go to Admin > Import Container. Unzip aritic_neto.zip file (shared by Aritic Customer Success team) and select container.json from it for import into your new or existing workspace (Do select merge option).

The provided container.json  has everything that is needed to collect tracking information from your Neto Ecommerce, which includes as clicks, views, cart and checkout events. The Aritic container also has the tags required to send this data to Google Analytics.

Note: You might need to update some variable ( which Aritic PinPoint customer success team will help) after looking on to your Neto – Configuration folder.

This Aritic Container inside Google Tag Manager already support pulling data from following Carousel plugins:

  • Bootstrap 4
  • Bootstrap 3
  • Owl Carousel 2
  • Slick

Banner URLs and Thumbnail clicks and views are tracked using this container setting.

Step 3: Configure and prepare your Neto:

Login to your Nato Control Panel, and navigate to Settings and Tools > All Settings and Tools > Custom Scripts > Add New. Add name of the script and copy the content of each file from the script folder to the tabs.

  • page_header.html > Page Header
  • page_footer.html > Page Footer
  • purchase_confirmation.html > Purchase Confirmation (Thank You Page)
  • product_page.html > Product Page (under description)
  • product_thumbnails.html > Product Thumbnails

Finally, you get Google’s Enhanced Ecommerce running with a Neto store. After this implementation, EE can track following:

  • AJAX search results impressions and clicks
  • Parts finder clicks
  • Popup clicks
  • Chat application clicks
  • Custom goals

You can customize based your requirements.

To get all these data for your contacts inside Aritic PinPoint, you will need to add following code within your Aritic PinPoint tracking code:

function dateval(str){if(typeof str === 'number') str = str.toString();if(typeof str === 'undefined' || typeof str !== "string") return false;var y = str.substr(0,4);m = str.substr(4,2) - 1;d = str.substr(6,2);var D = new Date(y,m,d);return (D.getFullYear() == y && D.getMonth() == m && D.getDate() == d) ? y+'-'+m+'-'+d : false;
}

var _aaq = window._aaq = window._aaq || [];
var dataPinPointSend = {};
var dt = {};
dataLayer.forEach(function(dataPinPoint){

if("pageTitle" in dataPinPoint){
for(var i in dataPinPoint){
dt = dateval(dataPinPoint[i]);
dataPinPointSend[i.toLowerCase()] = dt ? dt : dataPinPoint[i];
}
}
}); _aaq.push(['setContactFields',dataPinPointSend]);
_aaq.push(['trackPageView']);

Inside Aritic PinPoint; you can view these data and segment along the filters:

Without GTM directly using Aritic Tracking Object:

You can connect with Aritic Customer Success team to compete the direct integration tracing with Neto.

Configure Default Date and Time Settings for Aritic PinPoint

You can setup Aritic PinPoint default settings like date and time formats from System Default settings.

To find this setting, you can navigate to Advance Settings > System Settings > System Defaults.

Inside these fields, Aritic PinPoint accept, following date and time formats:

Character FormatDescriptionFinal Value Format
d (lowercase ‘D’)Day of the month, 2 digits with leading zeros01 to 31
DA textual representation of a day, three lettersMon through Sun
j (lowercase ‘J’)Day of the month without leading zeros01 to 31
l (lowercase ‘L’)A full textual representation of the day of the week01 to 31
m (lowercase ‘M’)Numeric representation of a month, with leading zeros01 through 12
YA full numeric representation of a year, 4 digitsExamples: 1999 or 1803
y (lowercase ‘Y’)A two digit representation of a yearExamples: 99 or 03
MA short textual representation of a month, three lettersJan through Dec
a (lowercase ‘a’)Lowercase Ante meridiem and Post meridiemam or pm
AUppercase Ante meridiem and Post meridiemAM or PM
g (lowercase ‘G’)12-hour format of an hour without leading zeros1 through 12
G24-hour format of an hour without leading zeros0 through 23
h (lowercase ‘H’)12-hour format of an hour with leading zeros01 through 12
H24-hour format of an hour with leading zeros00 through 23
i (lowercase ‘I’)Minutes with leading zeros00 to 59
s (lowercase ‘S’)Seconds with leading zeros00 through 59
TTimezone abbreviationExamples: EST, MDT …

Example of Formats, which you can use inside Aritic PinPoint:

  • Y-m-d H:i:s resolves to: 2018-03-24 17:45:12
  • d/m/Y H:i:s resolves to: 24/03/2018 17:45:12
  • d/m/y g:i A resolves to: 24/03/18 5:45 PM
  • m-d-Y g:i A resolves to: 10-16-2018 5:45 PM
  • M-d-Y g:i A resolves to: Oct-16-2018 5:45 PM
  • M-d-Y g:i A T resolves to: Oct-16-2018 5:45 PM EST
  • d/m/y resolves to: 24/03/18
  • g:i A resolves to: 5:45 PM
  • G:ia resolves to: 05:45pm
  • g:ia \o\n l jS F Y resolves to: 5:45pm on Saturday 24th March 2018

Migrate Contacts to Aritic PinPoint from Keap (InfusionSoft)

The first step to take before migrating your contacts into Aritic PinPoint is to export them from your InfusionSoft account. This export has to be a CSV file; it should contain the contact’s email address along with any other valuable information such as company name, first name, last name, etc.

This file will also aid you in identifying what campaign, segments or automation your contacts belong to in your Aritic PinPoint account.

A “contact” is considered as one entry that contains an email, in both the platforms. Therefore, it is not possible to have any contact in Aritic PinPoint without an email address.

Below are the steps to migrate contacts to Aritic PinPoint from Infusionsoft (Keap).

(1) Login to your Infusionsoft account > Go to CRM > Go to Contacts section.

Select a search – either you can opt for a saved search incase you want to work with a specific contact group, or start a search from scratch. Once selected, you will get to see all the contacts that are available to export.

(2) Click on Actions drop-down menu > Select Export.

(3) On the next page after clicking on Export, select the columns you want to export. You will find checkboxes to make this selection. Check the ones you want to export. Aritic PinPoint uses email addresses as a unique contact identifier. So, you will not need the ID from Infusionsoft; however, if you want you can export it as well.

(4) Select the format in which you want to export the contacts. Infusionsoft will give you two ways to do this:

  • By viewing and downloading on your browser
  • Getting it over email

Incase you are not setting up your Aritic PinPoint on your own and have someone to help you, select the second option. Once done, click on Process > Ok to complete the export.

Import Contacts Inside Aritic Pinpoint

After you have completed exporting all of your contacts, you need to remove any fields that are not wanted and then save the file as a CSV file. If a segment doesn’t already exist in Aritic PinPoint, you will want to create one in. Here are the steps to create a static segment:

Login to your Aritic PinPoint Dashboard, click on Contacts from the left side-bar, select segments.

Click on “New Segment”. Fill the initial entries such as Name, Alias, Description. You can leave the Filters as it is. Click on Save & Close to save this segment.

Your segment is now ready. You can start importing contacts inside Aritic Pinpoint.

From Aritic PinPoint, again Go to Contacts menu from left. On the top right corner of Contact, click on Drop and down menu select the Import Contacts button.

import contacts aritic pinpoint

Upload the CSV file with contacts you want to import. Here is a sample file which you can update and use directly inside Aritic PinPoint to import the contacts smoothly.

On the next screen, the field mapping page should show up. Select owner, segment (this should be your above build static segment), and tags to assign globally to all imported contacts. Further, map the columns from your CSV to Aritic PinPoint contact custom fields. Click on Import option to start importing your contacts.

Once the import process completes successfully, you can view the imported contacts inside your Static Segment.

Dynamic contents contain filters. It will update automatically as soon as contacts fulfill (or not) the conditions: Add contacts from a campaign action, Add contacts from a form action, Add contacts from the interface, Import contacts into segments.

Be careful: Contacts manually added into segments will not be removed even if they do not fulfill the condition’s filters. That’s why when importing contacts, we advise creating static segments only for imports. Then create dynamic segments that will seek contacts from the import. It’s better to avoid future issues with campaign scenarios.

Solution and Fix for Segment (List) Bombing

Segment bombing is malpractice and is a type of cyber attack where hundreds of email are simultaneously submitted on forms by bots. As soon as we notice such an incident, the email deliverability team will reach out to your primary contact on your account.

Segment bombing impacts not only the organization but also the email addresses used. When this happens, the submitted email addresses will start getting numerous unwanted emails in a short span. This may overload their email server and also lead to hard bounces or spam; eventually hurting your deliverability rate.

It also impacts Aritic PinPoint’s capacity to send emails to other customers. Now, if a lot of recipients start to reject your marketing campaign, Aritic PinPoint’s sending IP address will be on the risk of getting blacklisted.

To safeguard Aritic PinPoint’s email infrastructure and your sender reputation, sending email might get temporarily suspended until a restoration plan is completed.

Now, there is a way you can prevent this from happening. Implementing these two features will prevent list bombing:

  1. CAPTCHA: Enabling CAPTCHA will prevent bots from submitting the form on your site. Learn how to enable a simple Captcha inside your forms.
  2. Double Opt-In: In this feature, the contacts are required to open (click through) an email to confirm their subscription. Though this won’t prevent fake submissions, it will not let those addresses get to your list that are unconfirmed. Learn how to build a Double Opt-in email campaign.

If you fall victim to segment bombing, enabling both double opt-in and CAPTCHA may be required for restoration.

Aritic PinPoint Forms FAQs

Here are some commonly asked questions that give you inside into tools in Aritic PinPoint.

Forms and Contact Activity

(1) Is a contact activity tracked before they convert on the form?

Yes. Aritic PinPoint tracks the activity when a visitor lands on your page and recognizes them as a unique visitor by setting tracking cookies in their browser. Once the form is submitted, Aritic PinPoint tries to associate them with any previously traced activity.

However, if a visitor happens to clear their cookies before submitting a form, previously tracked activities will not be associated with the new contact.

(2) My contact has submitted the form, yet they do not have any page views. Why?

Even when a contact has submitted the form, the number of page views property value might be ’0’, this is because the cookies were blocked while submitting the form. There could be several reasons for this:

  1. Cookie tracking in the form options is disabled
  2. Contact chose to block the cookies
  3. If you use the Aritic PinPoint Forms API, it would not be set to pass a cookie

Furthermore, the Aritic PinPoint tracking code must be installed on your site in order to track page views.

(3) Some of my contacts are missing the value for IP City, IP State, or IP Country. Why?

Various third-party databases are used by Aritic PinPoint to match a visitor’s IP address to their geographic location. Mainly, there may be two reasons for the blank IP address of contacts:

  • In some rare cases, Aritic PinPoint may not be able to match its database against the geolocation. IP address location data might be inaccurate in some geographical locations so, in those instances, Aritic PinPoint would not find a match for all three IP properties.
  • In other cases, the contacts must have cookie tracking enabled while submitting the form. Or, they must interact with an email tacked with Aritic PinPoint to associate the IP address.

Edit and Custom Form

(4) Why is a custom field not available as a field in the form editor?

The most straightforward reason for non-availability could be that it is not set up to be shown in forms. Here is how you can set it up:

  • Go to the Settings option on the right of your Aritic PinPoint dashboard. 
  • Click on Custom Fields.
  • Click on New.
  • On the right, ensure that Visible on forms is turned on.

custom field on forms

  • There is another option right beside Visible on forms – Visible on short forms.

Make sure to turn this on if you want your custom field to get displayed in the quick add contact modal.

short forms

(5) Can a custom field/ticket/deal property be used as a field on my Aritic PinPoint forms?

No. you can only add custom fields as fields on an Aritic PinPoint form. If you have an Enterprise or Professional account, you can use the workflow to copy contacts to company custom fields.

(6) Is it possible to use progressive profiling in a form with cookie tracking disabled?

No. Progressive profiling will not work if the cookie tracking is disabled as there will be no tracking cookie for the form files to refer to for identifying a contact.

(7) Can the field validation text on my form be changed?

You cannot directly edit the form field validation text in Aritic PinPoint forms tools, example: “please complete the required field”. But, you can still write a custom script or customize the form embed code to load on the page, replacing the default validation message. In either of the cases, a developer who has a knowledge of JavaScript would be required as this cannot be done in Aritic PinPoint. 

(8) How to integrate the custom-built form with Aritic PinPoint?

If you want to leverage extra features that are not available with the Aritic PinPoint forms, you need a developer who can help you integrate the external forms using the Aritic PinPoint forms API.

(9) Are the form’s HTML and JavaScript customizable?

JavaScript is used to build Forms in Aritic PinPoint and not HTML. Again, you need a developer here who has profound JavaScript knowledge to customize the form embed code. Other than customizing the form, if you want to go beyond adjusting the form embed code, then it must be done via the custom-build form and the Aritic PinPoint Forms API

(10) Can form submission notification emails be customized?

Apart from the default form submission notification email, you can send out custom notification emails (created with workflows), only if you have an Enterprise or Professional account.

(11) How to set a contact’s lifecycle stage with a form?

After a contact fills the form, the lifecycle stage will automatically set to Lead. You can customize it by Setting the Lifecycle stage field with an automation workflow after the contact fills a campaign form.

(12) Based on the form responses, can the contacts be redirected to different thank you pages?

It is not possible unless you build a custom form and integrate that with Aritic PinPoint using the Aritic PinPoint Forms API. If you have an Enterprise or Professional account, you can utilize workflows and send different follow-up emails based on how a contact fills out a form.

Share and Embed Forms

(13) Can an Aritic PinPoint form be embedded in an email?

Usually, emails do not support forms regarding the security factor. Instead, it is advised to place a CTA (Call-to-action) or a link that directs to the landing page, having a form in the email body.

Behavior of Form

(14) What is field validation on Aritic PinPoint forms?

Email field on Aritic PinPoint is instantly validated as you enter the email address. If the provided email is not valid, i.e., misspelled, does not exist, etc., the form will not get submitted. Furthermore, you can block certain email domains or validate the phone numbers in the submission form.

You can also work with your developer to integrate the custom form with Aritic PinPoint using the Aritic PinPoint Forms API if you want a form with custom validation rules.

(15) Why is a field not showing on the live form?

This could happen if Aritic PinPoint or progressive profiling remember the contact from any previous interactions or testings. Progressive fields are hidden when a visitor has previously given the information or if they already have a value for the custom field. 

Form Submissions

(16) Why are there more form submissions than contacts?

For each contact, there is a form created when they click Submit button. For say, a contact registers multiple times from the same email, only one contact will be created, but for forms, there will be multiple of them. Even if a contact gets deleted from the Aritic PinPoint, the form remains but will no longer show in the filtered list by the form’s submissions.

(17) Form submissions are creating no new contacts. Why?

For a form to be created inside Aritic PinPoint, a default Email field has to be used on your form. Another option is to opt for is: “allow form submission without email address to create contact”.

If the email ID submitted already exists or if it has been already associated with a contact record, or the submission is done in a browser that has tracking cookie, the existing contact will be updated instead of creating a new one. 

(18) Why was a contact’s file removed from their form submission?

The Aritic PinPoint forms tool equips virus detection that does not let the suspicious files get uploaded in the submission. If a virus gets detected in a file submitted by the contact, the message will pop up in the details saying [File Name] removed from submission.

Refer: How to create a file field inside Aritic Pinpoint Forms.

(19) I can see “No contact recorded” in the submission form. Why?

If you decide to not allow the form submissions to create contacts email addresses, you are going to be two main reasons for which you will see “No contact recorded”:

  • The Email field is not required and/or included on your form
  • Contact that has been associated with the submission has been deleted from Aritic PinPoint.

(20) Why can I not see any records on my form submission for the conversion page?

If you happen to see “No record”, this could mean that Aritic PinPoint did not or was not able to detect where the submission occurred. Here are two reasons for the same:

  1. The tracking code might not be working or firing properly if our form is embedded on an external page
  2. pageName and pageURL metrics may not have been passed in the submission form if you are using the Aritic pinPoint Forms API. These metrics are crucial for Aritic PinPoint to record the submission page.

Tracking Visitors inside Aritic PinPoint

Tracking your visitors is a great way to know them. Aritic PinPoint tracks them using browser cookies. This way, every time a visitor lands on your website, Aritic PinPoint will look for an existing tracking cookie.

If it’s the first time visitor, a cookie will be associated and every page then navigated, will be recorded.

Tips on how Aritic PinPoint handles tracking cookies:

  • Even before a visitor becomes a contact, they will be tracked anonymously. When they fill out a form, Aritic PinPoint will connect to their previous page views, based on the tracking cookie. If the address filled out in the form is found to be associated with an existing contact, the visitor will get recognized as the contact. This also includes imported contacts.
  • A visitor will be considered a new one and will be assigned a new cookie if they happen to delete their cookies. However, Aritic PinPoint will eliminate the form submissions that come from the same email addresses even if the browser cookies associated are different.
  • Since cookies are unique to each browser, people sharing the same computer will be associated with a single contact. Now here, elimination or deduplication of cookies ensures that all those contacts who submit multiple forms using different email ids will be taken into account as a single record in Aritic PinPoint given that they are all coming from the same contact. Now if it happens that you submit multiple test submissions from a single browser with varying email addresses, the given submissions will overwrite each other on the same contact record in Aritic PinPoint because it has common tracking cookie.  The best way to test submissions (where you don’t want contacts to be associated with the same contact) is to test in a private browsing mode of your browser.
  • Aritic PinPoint does not track unique visitors. The metric here is based on user behavior and may not always be reliable. A user may use a different browser, block or clear their cookies, which results in counting multiple unique visitors for a single visitor.

Furthermore, Aritic PinPoint will regard the page views to contact if they click a link attached in the tracked marketing email and that directs to a page with Aritic PinPoint tracking code installed. Also, the tracking code API is also used to track visitors in Aritic PinPoint.

Drupal Integration

You can add Aritic PinPoint tracking code inside your Drupal CMS website by following 2 methods.

First method is simple, this requires little bit of coding knowledge, you will have to add the Aritic PinPoint tracking code to Drupal > Structure > Blocks.

1. Copy the Aritic tracking code. Login to your Drupal admin dashboard. In the navigation menu, click on Structure >> Blocks. Refer to the image below for clarity.

2. Click on +Add Block option and enter new fields for your block. Paste the tracking code in the BODY FIELDS. Take note in the image below:

3. Text Format should be Basic HTML.
4. Region should be Footer under Active Theme (in certain version of Drupal).

5. Save the setting of this Block.

If you don’t have coding knowledge, then don’t worry. You can follow this second method:

Second method involves adding Aritic PinPoint module to your Drupal CMS admin and then adding the Aritic PinPoint URL. To add and configure this plugin into your Drupal CMS, follow these steps:

1. Login to your Drupal CMS with Admin privilege.

2. Navigate Manage > Extend > Install New Module from the top menu.

3. Download this Aritic PinPoint module for Drupal, upload it from this file and from this screen install.

4. Activate the Aritic Plugin by selecting the “Aritic” plugin and click on the “Install” button.

5. After you successfully activate the plugin, navigate to Aritic setting of the plugin from Manage > Configuration > System > Aritic.

On this screen you need add Aritic URL – This is the the URL on which your are accessing your Aritic PinPoint instance.

For this example, if I am able to access my Aritic PinPoint instance at “https://maildemo.aritic.com/ma/s/dashboard” –

Then, I can add “https://maildemo.aritic.com” to “Aritic URL” under the Drupal Plugin settings.

Note: You need to remove the additional part from here on “/ma” from in the URL.

On this page, you can enable “Every page except the listed page” under the “Tracking page” option. This feature enables the backup .gif based contact tracking on the browser, if, the JavaScript is not able to load on the contacts’ browser.

Finally save the Changes on this page from “Save Configuration” button.

View the Visitor activity inside Contact > Engagement of Aritic PinPoint.

Congrats! Now your website tracking code is added to your Drupal website.

Understanding DND of Contacts

Within Aritic PinPoint, a contact can be put on DND (Do not Disturb) mode for each channel of communications, you can add email DND, SMS DND and so on for each of the contact. Once, an email DND appears on a contact, then, they would not be able to receive any email sent from Aritic PinPoint segment based email campaign or automation workflow campaign.

If a DND symbol (red box with cross symbol) appears on a contact, then it will look like this:

Once this DND symbol appears on a contact, then, they would not be able to receive any email sent to them.

There are multiple ways in which you can add DND to a contact’s email:

  • Manually add contact to Exclusion List Segment.
  • Manually update contact’s channel preference for email to DND.
  • Contact clicked on UNSUBSCRIBE link from your email.
  • Contact clicked on the spam button in their inbox and marked your email as spam. When this happens, the contact is added to a backend exclusion segment, this segment is hidden from your account due to compliance reasons. A contact that gets added to an exclusion segment upon clicking the spam button will have DND status for each segment.
  • Contact email is invalid and bounced, either hard bounce or soft bounce. When this happens, the contact is added to a backend exclusion segment, this segment is hidden from your account due to compliance reasons. A contact that gets added to an exclusion segment upon bounce will have DND status for each segment.

Create an Exclusion List Segment

A segment of email addresses that will never receive any email, neither from an email campaign nor from an automation campaign emails. You need to build this segment on your own and add this segment to an Automation Workflow which automatically DND the contacts coming inside the “Exclusion List Segment”.

This Segment and Workflow automatically put the contacts on DND and this way, they will never receive any email campaigns from your Aritic PinPoint account.

You can follow these steps to create an Exclusion List Segment:

Step 1: Create a Static Segment with name “Exclusion List Segment”. You can follow this guide.

Step 2: Create an Automation Workflow on above created segment “Exclusion List Segment” and add an Action called “DND Contact”.

Follow this GIF:

Step 3: Once you have created the Segment and Wokflow; publish the workflow. Followed this, you can import the contacts inside this static segment and as soon as they appear, the Workflow will add them to the DND, creating exclusion to be contacted.

How to Build Contact Engagement Management with Workflow

Email clients are becoming increasingly wary of the messages that successfully make their way into the inbox. And because this trend is slowly taking over, marketers should adopt a proactive approach and carefully watch the contact engagement level.

For this reason, it is imperative for you to keep your segments fresh and healthy, that is to say, cleaning your email segments regularly should be your top priority. This approach prevents your emails from landing into the spam folder as well as reduces unsubscribe and bounce rates.

So, here we have a bundle of techniques that deal with engagement management, and we will discuss each of them in detail. By following this, you can ensure a healthy deliverability rate and enhance the sender reputation.

But, is engagement management too much hassle?

Not at all, if done right, it goes pretty smoothly. Here are a few steps that you need to keep in mind:

  • Discern contacts that highly engage to move them quickly through the sales cycle
  • Clear your lists because inactive contacts do not help anywhere in your marketing efforts
  • Improve and safeguard your deliverability
  • Have a proactive approach while engaging, so you get your message across and connect with them before they unsubscribe

Automate your Engagement Tags

Have you gone through our Use Contact Tags to Build Contact Engagement Filters guide where we have explained the contact tagging automation? That guide shows how you can implement automation and re-engagement techniques, fuss-free.

These are editable templates that can be well-adjusted to your business needs; if you wish to use them as it is, you can do that as well. Once this is activated, your contacts will be tagged as Disengaged, Engaged or Inactive. This lets you identify highly-engaged customers in the engagement cycle so you can effortlessly target them and win deliverability rate.

contact tags

Engagement Tagging: Part 1 

It can be said that this is a timer disguised as automation which is triggered by the Part 2 automation. Its functions are to add and remove tags as the contacts migrate through a sequence of wait steps that count to roughly 60 days. Now, these tags are multi-functional, some of their functions include analytics, segmentation, triggering, and clearing lists.

Addition and removal of tags are done in a below-mentioned way:

  • Add Tag – Engaged
  • Add Tag – Recent Activity
  • Remove Tag – Disengaged
  • Remove Tag – Inactive
  • Wait for 7 days
  • Remove Tag – Recent Activity
  • Wait for 30 days
  • Add Tag – Disengaged
  • Remove Tag – Engaged
  • Wait for 30 days
  • Add tag – Inactive
  • Remove Tag – Disengaged
  • End Automation Flow

time specific tags

Engagement Tagging – Part 2

Multiple start triggers are used by this automation to watch for interaction made by the contacts with the content. A contact will enter into Part 2 automation when it performs any of the triggering actions.

After that, the contact will be pulled out of the first part automation and then re-enter at the peak of the same, to commence the tagging sequence again.

Now, it would be clear to you, and is also advisable that the Part 2 trigger should be the main activity you should be tracking. Here, you get to decide which activities done by the contacts would be counted under the Engaged tag, Disengaged tag and so on.

We have set the initial three triggers but you can feel free to add more as per your requirements.

Here are the three triggers, when a contact:

  1. Visits a website domain (though for this you will need Site Tracking)
  2. Reads an email
  3. Clicks on the link in an email

Moreover, ensure that both Part 1 and 2 are activated as they will not function individually. Also, you need to set the part 2 automation to start triggers to Run Multiple Times. By doing so, you ensure that the contacts continue cycling through the automation whenever they come to interact with your web content and messages.

Create Complex Segments inside Aritic PinPoint

Inside Aritic PinPoint, you can create complex Segments with multiple filters for segmenting the contacts effectively. Although, at first you can build a simple segment with “AND” and “OR” filters within Aritic PinPoint segments. But, you can combine and use Campaign Membership feature to build complex Segments.

To explain on how to build a complex segment, we will take this example:

Step-1: Build a Simple Segment of contacts with Filter having “email address” and from “USA” or “UK” Country.

Step-2: Build a Simple Segment of contacts with Filter having “email address” and first name is “John”.

Step-3: Build a Segment of contacts having “email address” and are member of above 2 segments built in “Step-1” and “Step-2”.

Using this filter “Segment Membership” inside the segment you can build complex segment and group of segments to target contacts with specific criteria.

Migrate to Aritic Pinpoint from Hubspot [Manually]

Migrating your contacts from Hubspot to your Aritic PinPoint account may come across as a tedious task. But, to solve your problem and to lessen your burden, we have a bundle of tips from our Migration Team. Add to it; you will get a quick tour of how to export your contacts from Hubspot and import them inside Aritic PinPoint.

Understanding terminologies inside Aritic PinPoint

Hubspot

Aritic PinPoint

Contact PropertiesCustom Fields
EmailCampaign
File ManagerFile Manager
Lead FlowOn-side Widgets
Smart ListSegment
Static ListStatic Segment
WorkflowAutomation
Workflow SettingsAutomation Workflows
Workflow GoalGoal (in Automation Actions)

Cleaning your imported files

Apart from the terminologies, other factors like Fields and Custom fields offered by each platform creates a difference.

While Hubspot has approximately 200 standard Contact properties, Aritic PinPoint comes with six default fields with an option to create n-number of custom fields to suit your requirements.

We recommend you to have a long, hard look through your Hubspot export and pair the number of fields that you are sure you need. This will not only give you an upper hand while locating data but will also keep your team more organized.

Exporting Contacts from Hubspot

You should save the original Hubspot export file and then move with creating a new file that is clean for importing. This way, if you realize it later that you need certain fields in Aritic PinPoint, you can certainly go back and easily re-import the contacts with the concerning fields.

(1) Export all contacts from Hubspot

Follow the steps to import contacts manually from your Hubspot account with contact custom fields.

Login to your Hubspot Marketing dashboard, and click on Contacts. 

hubspot marketing dashboard

Select Contacts from the drop-down list.

contacts option husbpot

Click on the options menu on the contacts page, and then click on export.

Choose the type of format in which you want to export. Here we have selected to export contacts with all properties. Then click on Export to start exporting.

export contacts hubspot

Once the exporting is done, you will receive a notification in your notification area that your contact list has been delivered to your registered email.

hubspot notification

Now, we will see how to manually export contacts with certain contact fields or contact properties from Hubspot.

(2) Exporting Contacts with Selected Contact Fields from Hubspot

Login to your Hubspot Marketing dashboard, and click on Contacts. 

hubspot marketing dashboard

Select Contacts from the drop-down list.

contacts option husbpot

On the Contacts page, click on Filters to segregate contacts based on those filters.

contact filters hubspot

Once you have selected your required filters, click on Options > Export. 

export with filters

Alternatively, you can save these filters and export later.

save filters hubspot

Your contacts are now exported. Let’s move on to importing contacts inside Aritic PinPoint (manually).

Importing Contacts inside Aritic PinPoint

After you have completed exporting all of your contacts, you need to remove any fields that are not wanted and then save the file as a CSV file. If a segment doesn’t already exist in Aritic PinPoint, you will want to create one in. Here are the steps to create a static segment:

Login to your Aritic PinPoint Dashboard, click on Contacts from the left side-bar, select segments.

Click on “New Segment”. Fill the initial entries such as Name, Alias, Description. You can leave the Filters as it is. Click on Save & Close to save this segment.

Your segment is now ready. You can start importing contacts inside Aritic Pinpoint.

From Aritic PinPoint, again Go to Contacts menu from left. On the top right corner of Contact, click on Drop and down menu select the Import Contacts button.

import contacts aritic pinpoint

Upload the CSV file with contacts you want to import. Here is a sample file which you can update and use directly inside Aritic PinPoint to import the contacts smoothly.

On the next screen, the field mapping page should show up. Select owner, segment (this should be your above build static segment), and tags to assign globally to all imported contacts. Further, map the columns from your CSV to Aritic PinPoint contact custom fields. Click on Import option to start importing your contacts.

Once the import process completes successfully, you can view the imported contacts inside your Static Segment.

Dynamic contents contain filters. It will update automatically as soon as contacts fulfill (or not) the conditions: Add contacts from a campaign action, Add contacts from a form action, Add contacts from the interface, Import contacts into segments.

Be careful: Contacts manually added into segments will not be removed even if they do not fulfill the condition’s filters. That’s why when importing contacts, we advise creating static segments only for imports. Then create dynamic segments that will seek contacts from the import. It’s better to avoid future issues with campaign scenarios.

Understanding Different Email Bounce Codes

A contact gets marked as bounced when an automation email or email campaign gets rejected by their receiving email server. A rejection here means that the email address if not accessible at that time or it is invalid.

Generally, there are two types of bounces tracked:

  1. Hard Bounces
  2. Soft Bounces

A hard bounce means a permanent rejection or failure. When a hard bounce is received, we immediately mark the contact as “Bounced” and that contact no longer receives any automation or campaign email from us.

A soft bounce means a temporary rejection of failure. 

A number of factors lead to a soft bounce; some of these are:

  • Overloaded server
  • The recipient has a full mailbox
  • Big message size
  • The server is down or not available

After a contact soft bounces, we do not mark it as bounced immediately; instead, we mark it as “ bounced” after it happens three times in three separate campaigns. After this, the contact no longer receives messages from you. 

In your campaign and automation email report, we mention the details of contact bounces such as the bounce code, date of the bounce, type of bounce and its description.

Note: We do not mention bounce codes explicitly on your report page. If you want to know the bounce code, you will need to connect with the customer support team to get the same. Bounce codes are the ones that our servers get from the mail servers of the recipients. However, it is possible that these codes do not always reflect the true nature of the bounce.

Refer: Techniques to prevent bounce rates inside Aritic PinPoint

Below mentioned is a list of bounce codes that we support and use: 

Bounce TypeBounce Code [Hidden]Description
Soft4.2.2The email account is over quota
Hard5.0.0Address does not exist
Hard5.1.0Other address status
Hard5.1.1Bad destination mailbox address
Hard5.1.2Bad destination system address
Hard5.1.3Bad destination mailbox address syntax
Hard5.1.4Destination mailbox address ambiguous
Hard5.1.5Destination mailbox address valid
Hard5.1.6Mailbox has moved
Hard5.1.7Bad sender\’s mailbox address syntax
Hard5.1.8Bad sender’s system address
Soft5.2.0Other or undefined mailbox status
Soft5.2.1Mailbox disabled, not accepting messages
Soft5.2.2Mailbox full
Hard5.2.3Message length exceeds administrative limit.
Hard5.2.4Mailing list expansion problem
Hard5.3.0Other or undefined mail system status
Soft5.3.1Mail system full
Hard5.3.2System not accepting network messages
Hard5.3.3System not capable of selected features
Hard5.3.4Message too big for system
Hard5.4.0Other or undefined network or routing status
Hard5.4.1No answer from host
Hard5.4.2Bad connection
Hard5.4.3Routing server failure
Hard5.4.4Unable to route
Soft5.4.5Network congestion
Hard5.4.6Routing loop detected
Hard5.4.7Delivery time expired
Hard5.5.0Other or undefined protocol status
Hard5.5.1Invalid command
Hard5.5.2Syntax error
Soft5.5.3Too many recipients
Hard5.5.4Invalid command arguments
Hard5.5.5Wrong protocol version
Hard5.6.0Other or undefined media error
Hard5.6.1Media not supported
Hard5.6.2Conversion required and prohibited
Hard5.6.3Conversion required but not supported
Hard5.6.4Conversion with loss performed
Hard5.6.5Conversion failed
Hard5.7.0Other or undefined security status
Hard5.7.1Delivery not authorized, message refused
Hard5.7.2Mailing list expansion restricted
Hard5.7.3Security conversion required but not possible
Hard5.7.4Security features not supported
Hard5.7.5Cryptographic failure
Hard5.7.6Cryptographic algorithm not supported
Hard5.7.7Message integrity failure
Hard9.1.1Hard bounce with no bounce code found. It could be an invalid email or rejected email from your mail server (such as from a sending limit).

Techniques to Prevent Bounce of Emails inside Aritic PinPoint

Are you aware of the fact the bounce rates affect your deliverability rate? This article aims at making you acquainted with the bounce rates and how it occurs.

What is a Bounce?

If you send 100 messages to various contacts through automation, each one of them takes a unique path to land into the inbox. Let’s say, you have sent an email from Gmail to Kate at kate@gmail.com. Now here is an example of a technical conversation that happens behind the scene:

Aritic PinPoint: Hi Gmail
Gmail: Hi

Aritic PinPoint: We have a message for Kate
Gmail: Sure, give that message to us and we will forward it to Kate.

Now this entire conversation only takes a few milliseconds but at the same time, things don’t always go smoothly. There are road bumps and in that case, let us take an example of another person called John. Unfortunately, what seems like his address john@gmail.com doesn’t exist so here is how the conversation will look like:

Aritic PinPoint: Hi, Gmail
Gmail: Hi

Aritic PinPoint: We have a message for John
Gmail: John does not own a Gmail account; this account does not exist. Goodbye!

Here, Gmail informs us that there is no such account on which we are trying to send the email. It could be that John closed his account or probably it never existed in the first place. But whatever the reason is, this situation is called a bounce. Follow this guide to identify your bounced contacts.

How is the bounce rate important?

Bounces indicate that there is a high chance that the user might be using an old list of contacts. Furthermore, if the user continues to send emails to invalid contacts and that they keep bouncing, Gmail or any other inbox provider will start to consider it as “risky” and your emails will eventually land in the spam folder.

But, you need not worry because we have got your back here. Whenever a contact hard bounces, we mark them as “bounced” and they no longer receive messages from you.

Why my messages are getting bounced?

There are several cases where your messages may bounce. Let us look at them:

(1) Non-existing email address (Hard Bounce)

In this scenario, you can see 5xx at the beginning of the bounce code. While it is normal to have a handful of these, the reason could be that the service providers shut the email accounts that haven’t been used for years.

(2) A temporary or soft bounce

In this scenario, you can see 4xx or 5xx at the beginning of the bounce code. The reason could stem from the contacts having a full mailbox or temporary server interruption from inbox provider’s side. After having 3 consecutive soft bounces, we mark the contact as “bounced” as in the case of a hard bounce.

(3) Message content

Content in your message also plays a vital role, if it contains blacklisted link, link to a site having malware, a phrase or a bad image, the inbox providers will take no time to bounce such messages.

(4) Reputation

Reputation plays a crucial role, and if you have received a significant number of spam complaints, some inbox providers will choose to block your email, considering the mal sending reputation.

(5) Restrictive DMARC record for your sending domain

This can cause legitimate messages to bounce. If you have a p=reject record this will cause all messages to bounce if you haven’t setup DKIM.

(6) “Auto-bounce” email addresses recognized as ‘bad’

Some contacts get “auto-bounce” when they have a visibly bad email address like 2345@1234.com. they automatically get showed up as “bounced” in the message report along with a 9.1.5 bounce code.

(7) “From email” address

If you are using “From email” with the address you are not allowed to, like @yahoo.com, this will make the message bounce. Read why Gmail, AOL, Yahoo emails are not allowed as From Addresses.

Why do I see a spike in my bounce rate?

This could be stemmed from accidently adding some old contacts into your new list. These contacts could have expired email addresses and that is what could be spiking the bounce rates. For this, having a hard look at the list cures the problem. Another reason that could add in is your messages might have contained some phrases or links that triggered some major spam filters.

Now, this is not a big issue as it is temporary and can be resolved by avoiding such links in future messages.

Lastly, the block could contribute to high bounce rate; block arises because of high spam complaints. However, these issues resolve on their own if you have a sound background.

Reference: Reduce high spam complaint rate for emails

How can I reduce my high bounce rate?

Here are some steps you can take. But before that, know that as long as you are opting healthy practices like secure opt-in forms, you will notice a low bounce rate. At times, shut down of email addresses or contacts signing up with wrong emails like john@gmai.com, in such a case, it is completely normal to see 0.5-1% bounce rate. High bounce rates usually result from the reasons innocent and may not have to do much with your mistakes.  Now let us see some measures to cut bounce rates.

Employ a double opt-in:

Double opt-in does more good than you might think of. To be specific, let us reveal two of these:

  1. Eliminates all invalid email addresses entered by contacts due to spelling mistake or spam submissions by bots.
  2. You ensure that contact themselves submit their email account and are willing to hear from you

If you use Aritic PinPoint form for adding contacts, the double opt-in option will be by default enabled. If you wish to re-check if it is enabled or not, follow this guide to create double opt-in for your emails.

Setting up engagement management automations

We offer engagement management features inside automation campaigns. Automation tags can be used for your contacts on the basis of their activities; tags most frequently used are “Disengaged” “Inactive” or “Engaged”.  They are valuable because they can be used in segmentation, analytics, triggering, list hygiene, and other automations.

Dispatch communications in a regular, set interval

This is crucial because not being active or consistent might cost you heavily. The cost here means that either some of your contact’s address will not be available when you message them, or they might forget about you. Both situations can be heavy for you and end up getting your email marked spam.

Add a captcha to form

Doing so will prevent bots from creating any spam contacts on your account, whether you have enabled the double opt-in on your form or not.
To add/edit captcha, follow this guide on adding a simple captcha to forms.

For extra safeguard, use a real-time verification service

There are services like [add services] that can be used to identify an invalid email address instantly at the time of sign up so that it does not hurt your deliverability. This is advisable for senders who dispatch thousands of sign-ups in a day.

Why did my valid contact get bounced?

This could only happen when the recipient’s inbox provider blocked the message that you sent, for any reason that could be. This is again a temporary glitch that should resolve itself. However, there are some exceptions where the inbox provided gives a wrong code for the problem and you would fall into believing that it is the X problem whereas it was Y. Even after this, if you think that the address is valid and yet it was bounced, you should reach out to our support system and we shall handle the same.

Reducing High Spam Complaint Rate for Emails

A spam complaint is one thing you would never want for your marketing campaigns. This can hurt not just your sender reputation but also deliverability rates, and you can even get blocked by the ISPs.

Is there any way out?

Definitely, there is; that is what this guide aims to deliver — the best solutions to reduce high spam complaint rates for emails.

To give you a gist of the matter, here is what this guide will explore:

  • Defining Spam Complaint Rate
  • What gets counted as high spam complaint rate?
  • How is spam reported?
  • How is the sender affected by high spam complaint rate?
  • Best practices to adopt and avoid a high spam complaint rate

Self-help: 14 tips t achieve high inbox delivery


Spam Complaint Rate – What does it mean?

Your contacts probably would not reply to your messages, but they do have a way to communicate. It can be interpreted from their actions: clicks, open rate, engagement rate, etc. while the said actions are considered good engagement, spam complaint rate means the opposite.

In a nutshell, it is the rate that reveals the number of people who reported your message. If you send 4,000 messages and 4 people mark it as spam, then your spam rate is 0.1% (4/4,000)

What is counted as a high spam complaint rate?

Let us talk about industry standards and what is considered a high rate by major inbox providers like Gmail. A standard spam complaint rate falls anywhere below 0.1%, i.e., one email per 1,000. Anything that gets above this is considered as a high spam complaint rate.

How is spam reported?

Commonly, there are two methods by which contact can report the email as spam:

  1. By clicking “this is spam” or “report spam” button or link in their inbox. When the contacts click this button, it is directly reported to us via the feedback loops that have been established with all reputed inbox providers. In most of the cases, once the user takes this action, they will be removed from your list,i.e., unsubscribed. However, you will not be able to know which of the contact(s) used this method.
  2. Second, and a better method is when the contact clicks the native unsubscribe link and then states/marks the reason for unsubscribing. This way, you can view the unsubscribe report on each campaign or automation emails.

Self-help: What to do if emails are landing in the spam box?

How is the sender affected by high spam complaint rate?

Now, while it may be innocent on the contact’s part, high spam complaint may hurt you for a more extended period than you think. It affects your deliverability that may take months to heal. For the major email providers like Gmail, they always keep a closer look at the spam complaint rate for a period of past 30-60 days. Once they notice a high complaint rate, it takes you anywhere between 30 to 60 days to get back on track.

What we do is, if we notice a high complaint rate, our deliverability team will put your Account under review and you will also get a notification via email. This will be sent to the email address that has been listed in the “Notification email” area. In the email, there will be a few questions for you to answer through which we can gauge why the spam complaint rate so high. Not just this, we will also provide you with some actionable solutions you can take to correct the issue.

You cannot send emails during this period. After receiving your response and looking into the matter if we feel you have taken the needed actions, you will be able to re-access your account and send emails. Furthermore, the high spam rate also brings you to a risk of getting your account suspended. This is because we stand firm that recipients shall not receive an email that they have not requested. So, be sure to read our terms of use and sending policy before making use of the services.

Best practices to adopt and avoid a high spam complaint rate

Now, there are some healthy practices through which you can follow to bring down your deliverability rate to near 0%. These are as follows:

  • Send emails to only those contacts who have explicitly opted for, in the past 12 months. It is always advisable to clean your email segments and make sure it’s in a healthy state. Usually, older contacts make more spam complaints.
  • Another method is to have a double opt-in or confirmation email on your forms or/and add captcha. What this does is make sure that no bot traffic is added to your lists, rather a genuine contact base is formed.
  • Refrain from using any 3rd party, traded or any co-registration lists. This will only lead to high spam complaint rate as the people did not opt-in for them and would become instantly skeptical about the messages. So it is advisable to use the list of directly opted contacts.
  • Making the contacts remind that they have requested email from you is crucial. More often than not, people forget that they have subscribed and may end up marking the emails as spam. However, this is avoidable, you can add a note in the starting of the email stating how the contacts got into your list.
  • Add on an additional unsubscribe link somewhere in the top of the email. It should be placed on a prominent position so that it helps your contacts to unsubscribe even if they want to opt-out. This is far better than them marking it as spam because this won’t hurt your deliverability rate.
  • Ensure that your emails come from the domain where the contacts signed up and it has the same branding too. Another thing you need to keep in check is the “From” name for the campaign aligns with the branding of the page contacted for sign up.
  • Send a welcome message to make your contacts acquainted with your branding and the style of messages. This way, they would not feel foreign when they start to receive actual messages from you.
  • And as always, send relevant and personalized messages to better connect with them.

Use Contact Tags to Build Contact Engagement Filters

Want to know how your contacts engage with your content? An advisable method is to track your emails. This way, you will get insights for how your customers engage with them. And even if they are not engaging, it allows you to reach out to them using different channels.

Not just this, you will further know what their preferences are and how you can modify the content to best suit their needs. You can ensure that your lists are healthy and pique the deliverability rate.

Furthermore, we advise importing email builder tags and tokens for email personalization

Inside Aritic PinPoint, engagement tags can be added or removed automatically inside the automation builder. When building an automation campaign, select marketing from the three options you get.

automation campaign

Launch your Campaign Builder to add or remove contact tags.

When building your automation campaign, you can use Condition Filters to add new tags based on lead behavior as mentioned inside the campaign flow. Once you have added the condition filter of Contact Tag, now you add more actions and decisions. Based on how your lead behaves, you can Modify your contact tag by adding an Action Filter stating to modify (remove) the previous tag and add a new one.

contact tags

These two filters work hand in hand to modify, i.e., to add or/and remove engagement tags to your contacts. When the contact visits your website or engages with your email, they are included in these automations. Both of these automation filters compliment each other, and hence, usage should be equal. They will not show any engagement for any sent emails or website visits unless you activate them. 

Three major engagement tags used:

  1. Engaged: Contacts that have been active over the last 30 days and is still active.
  2. Disengaged: Contacts that have not been active for the last 30 days.
  3. Inactive: Contacts that have not been active for 60 days or more.

Contacts get added in the automation through these triggers (and more):

  • Custom event
  • Clicks email
  • Replies to email

Also, each trigger is set in a manner that it runs multiple times, this allows the same contacts to re-enter into the automations.

Decision filters

For the tags to be added or removed from the automation, it depends how much time has passed since the contact engaged. Though there are intervals already set, you can modify them as per your requirements.

time specific tags

Note: For the websites to track engagements, you need to have site tracking enabled.

Now that you know how these tags are used in automation, here is how you can benefit from them:

  1. With the help of a contact tag, you can create a segment of contacts and send campaigns to them. Now by doing so, you eliminate contacts who have the tag of “Disengaged”  or “Inactive” which in turn enhances your deliverability
  2. Leverage other communication channels like SMS or site messages. This would be advantageous to target contacts who are not active, i.e., “Disengaged”  or “Inactive”
  3. Enforce advance searches to examine how many contacts are tagged as “Disengaged”, “Inactive”  or “Engaged”
  4. After the tags are applied, increase or decrease a contact score.

What’s after engagement?

You can go through the campaign and automation and analyze the reports to see which contacts clicked and opened your emails. Below given metrics are through which you can analyze:

  • Click rates
  • Open rates
    • List of contacts that did not open
    • List of contacts who did open
    • List of contacts who clicked the link
    • List of contacts who did not click a link

Hope this was valuable to you, if there is any other query, do not forget to drop them in the comment section below.

Sync Salesforce Accounts with Aritic PinPoint

Salesforce accounts are synced as Companies inside Aritic PinPoint. This integration leverages the REST API and the only Salesforce editions that enable APIs are:

  • Enterprise Edition
  • Unlimited Edition
  • Developer Edition
  • Performance Edition

Guide: How to set up integration between Salesforce and Aritic Pinpoint.

Accounts in Salesforce that exist before you enable sync will only sync to Aritic PinPoint when manually imported to Aritic PinPoint or are modified in Salesforce.

The sync happens in either of the two ways:

  1. Sync with the existing Aritic PinPoint company with the identical associate contacts; or
  2. Create a new Aritic PinPoint company

When is a new account in Salesforce created by Aritic PinPoint?

A new account is created in the Salesforce by the Salesforce integration when the Aritic PinPoint company is connected to syncing contacts or if a user has made the Aritic PinPoint company to sync.

Now, there are no criteria by the Salesforce account that says having an associated contact is mandatory to create a company in Aritic PinPoint. A Salesforce account will be automatically created when a company is created in Aritic PinPoint, when:

  1. The company is auto-created through the automatically create and associate companies with contacts setting and the default object that is created in the Salesforce is set to Contact.
  2. The company is made and associated with an Aritic PinPoint contact that is syncing with a private contact, i.e., a contact that has no account, in Salesforce
  3. An Aritic PinPoint account, connected with the company, is proved to be eligible for your Salesforce inclusion list.

Now, the integration will not automatically create a Salesforce account after the company is created in Aritic PinPoint if:

  1. The company is not connected with any of the Aritic PinPoint contacts
  2. Every contact of the company connected with the Aritic PinPoint contacts are syncing with the Salesforce leads
  3. No connected contact of the company with the Aritic PinPoint proves to be eligible for the Salesforce inclusion list.

salesforce integration

On the closing note, you can manually create a new account in the Salesforce by sailing to the company record in Aritic PinPoint and in the Salesforce sync card, clicking on Sync.

Guide: Salesforce FAQs for a smooth integration process.

Integrate Unbounce Forms and Landing Pages

Aritic PinPoint has integration available with Unbounce Forms and Landing Pages. Using this integration you can send contacts from Unbounce Forms and Landing Pages to Aritic PinPoint contacts.

Note: There may be certain limitations while using this integration; all are listed here.

Integrate Unbounce Forms and Landing Pages with Aritic PinPoint:

1. Login to your Aritic PinPoint account. Navigate to Setting > Plugin.

2. On this page, navigate to Lead Capture > Unbounce and click on the logo.

3. Inside the new pop-up, switch On the Published button and the copy the URL appearing from the box.

4. Now login to your Unbounce account, and Create a new Landing Pages / open existing one and go inside the settings of Landing Page > Integrations > Webhooks > Add Webhook.

5. Add your own Aritic PinPoint instance URL (as copied from above step 3) “https://******.aritic.com/ma/unbounce/callback” to “Choose a URL to POST form data to” field.

6. Now navigate to Map Fields > Unbounce Form Data and start filling the Aritic PinPoint alias inside “Field to map to” column fields.

For these fields you can Aritic PinPoint Custom Fields alias.

7. Once you complete filling these fields; you are ready to work with this integration. Save this webhook setting.

Track the Contact Behavior Captured inside Aritic PinPoint:

You can track the behavior of contacts captured from Unbounce landing page inside Aritic PinPoint by following these settings.

1. Login to your Unbounce account and select a landing page to edit. This landing page must be having form.

2. From the landing page editor, click on the form submission button, and from the right panel, copy the ID from “Element Metadata” tab. Make sure you copy this ID without hash.

3. Login to your Aritic PinPoint account and copy the JS tracking code from Settings.

4. Now, navigate to add Javascript to this landing page, add the following script along with the Aritic PinPoint JS tracking code into the panel.

<script>
document.getElementById("lp-pom-button-12").addEventListener("click", ariticFunction);
function ariticFunction(email) {
at('send', 'pageview', {email: document.getElementById('email').value});
}
</script>

Note: Inside above script, change the button ID which you copied in 2nd step above.

5. Finally, save the code and publish the Unbounce Landing Page.

Now the visitor visiting the landing page and submitting the form, their contact detail and website behavior will get added inside your Aritic PinPoint dashboard.

Tracking Anonymous Contacts inside Aritic PinPoint

After you have installed Aritic PinPoint Javascript tracking code to your website/ blog; you would be able to track your website visitors and contacts. The tracking code tracks both the visitors and identified contacts through browser cookies and browser fingerprint technologies.

The website visitors who have not submitted their contact detail (email, name, etc.) they remain as “Anonymous Contacts” inside Aritic PinPoint and once the same visitor submits their detail, Aritic PinPoint automatically merge both the Anonymous behavior and identified behaviors for the contact into single contact profile.

To view the Anonymous Contacts inside Aritic PinPoint:

Navigate to Aritic PinPoint Dashboard > Contacts > Contacts from left menu.

From the contact dashboard, Click on the “Anonymous” button to switch the contacts view to anonymous.

After you have clicked the button, below to this, you can view the list of IP addresses of the visitors.

This contact list of all the visitors who are “Anonymous Contacts” and you can view the behavior of each of the visitor inside their profile.

Aritic PinPoint Salesforce Integration FAQs

Find general information and answers to your questions about Aritic PinPoint Salesforce Integration in this document. Let’s start with a handful of common queries:

I. Installation FAQs

(1) Is Salesforce Government Cloud supported by the Aritic PinPoint’s Salesforce integration?

Yes, the Aritic PinPoint-Salesforce integration supports and can connect to Salesforce Government Cloud.

(2) Is Salesforce Group edition supported by the Aritic PinPoint’s Salesforce integration?

No. This feature is not supported by the Aritic PinPoint’s Salesforce integration. Rather, the integration supports Salesforce edition that has API access and Salesforce Professional.

(3) Can multiple Aritic PinPoint accounts be integrated with a single Salesforce environment?

If your Aritic PinPoint Salesforce connector is version 2.60 or above, you can certainly add two Aritic PinPoint accounts with a single Salesforce environment. If you already have an Aritic Pinpoint account integrated with the Salesforce Environment, then you can follow the similar installation steps to integrate the other one

NOTE: If you are integrating more than one Aritic PinPoint accounts with one Salesforce environment, it is advisable that for creating contacts in Aritic PinPoint setting, you select the option that says don’t automatically create Aritic PinPoint contacts. Doing so will ensure that leads and contacts created by one Aritic PinPoint account do not get transferred to the other.

II. Sync FAQs

(1) Which Aritic PinPoint contacts will get synced to Salesforce?

All of your Aritic PinPoint contacts, by default, will sync to Salesforce. However, if you intend to create or have created an inclusion list in Aritic PinPoint, only the contacts that meet the criteria will sync.

In your integration settings, if new Salesforce contacts or leads are set to create Aritic PinPoint contacts, then a corresponding contact will get created or deduplicated automatically inside Aritic PinPoint when Salesforce lead or contact is getting created. Even if you have an inclusion list created in which the Aritic PinPoint contact is not in, this will happen. Any further update to this contact/lead from either of the platforms will not be synced to the other platform.

(2) How does Aritic PinPoint-Salesforce integration manage duplicate records?

Aritic PinPoint duplicates Salesforce accounts with the associated contacts. Once the said relationship is set up, the Aritic PinPoint company will not sync to any other salesforce account. For instance, if contact is connected to an Aritic PinPoint company which is also connected to a different Aritic PinPoint company, then they will be associated with a different Aritic PinPoint company’s corresponding salesforce account. It will not sync the original Aritic PinPoint company to any other company’s corresponding salesforce account.

Aritic PinPoint does not deduplicate salesforce opportunities.

(3) Can Salesforce person accounts sync to Aritic PinPoint?

Yes, it is feasible to sync person accounts in Salesforce to Aritic PinPoint. But, person accounts cannot have associated contacts in Salesforce, like business accounts. Instead, person accounts use a particular record type ID  to store both a contact and an account on the same layout.

Salesforce creates a contact in the background every time a new person account is created in the Aritic PinPoint.

Though it is not visible, Aritic PinPoint ensures to create a unique company and contact record when it is enabled. The account details will sync to both the Aritic PinPoint contact name and Aritic PinPoint company name, so this makes the companies exist with the person account names.

(4) Will activities inside Aritic Pinpoint create duplicate Salesforce tasks?

Whenever your marketing email, sent from the Aritic PinPoint account, gets clicked or opened by the contacts, that activity is duplicated and recorded on the object record timeline. Tasks are created in two situations:

  1. When your contact opens or clicks a marketing email more than once, then more than one Salesforce tasks will be created.
  2. If your contacts forward the marketing email to any other recipient and if they open or click the mail, it will be attributed to the original contact and so, more salesforce tasks will be created.

(5) Why does the Lifecycle stage not appear properly in Salesforce?

Lifecycle stage is a property that is default in Aritic PinPoint and does not exist in Salesforce. To sync it, you need to create a custom field in Salesforce, and then create a field mapping in the Aritic PinPoint.

(6) Why is the Company name property of a contact not syncing with salesforce?

If this situation arises, it might be because the Aritic PinPoint contact is syncing with a salesforce contact, whereas it should sync with the salesforce lead. This could happen because:

  1. Company Name text field exists in the salesforce leads
  2. Salesforce contacts have an Account Name field linked to the associated account record.

Account Name and Company Name are two different fields and hence, they cannot sync with the same property in Aritic PinPoint. Furthermore, Account Name is a reference field which means that its value cannot sync with Aritic PinPoint property Company Name – a single line text field type.

So it is clear that the Company Name will not sync with sales force if an Aritic PinPoint contact syncs with a salesforce contact. However, in case the account sync is enabled, the associated account of the Salesforce account will sync with the corresponding Aritic PinPoint contact’s associated company. These associated company properties are/can be used in Aritic PinPoint list and CRM filters, content personalization and workflows.

(7) Does email opt-out status sync between Aritic PinPoint and Salesforce?

Yes. A regular field mapping is automatically created after the Aritic PinPoint-Salesforce integration is installed, and it syncs the Aritic PinPoint contact property that is opted out of all email and the Salesforce lead/contact field Email opt out. However, in compliance with the CAN-SPAM laws, this field mapping cannot be modified or deleted.

  1. The other system will get updated once the Email opt-out checkbox is selected on the contact record or salesforce lead or the contact is opted out of the email communication in your Aritic PinPoint account
  2. In case contact is already opted out of email communication in your Aritic PinPoint account, clearing the checkbox will not resubscribe them. Instead, the contact must take action in order to receive your marketing gmails again, that are sent from your Aritic PinPoint account.
  3. In a case where the contact is not presently syncing between the Aritic PinPoint and salesforce, i.e., they are not included in your salesforce inclusion list, if there is a setup, the email opt-out status is not going to be passed from either system until the first time a contact syncs.

(8) Will Closed/Won opportunities on Salesforce accounts convert Aritic PinPoint contacts to customers?

These are the steps that must be taken to enable the setting in Aritic PinPoint to change the lifecycle stage of associated contacts to customers:

  1. Account Sync for syncing Salesforce accounts to Aritic PinPoint companies.
  2. Automatic lifecycle stage transition setting, this is for the actions taken on an associated Salesforce record in order to influence the lifecycle stage of the equivalent Aritic PinPoint contact.

Lifecycle stage sync setting, this is used to apply a uniform change to all the contacts associated with the same company in Aritic PinPoint by applying changes to contact’s lifecycle stage.

III. Salesforce Owners

(1) How does Aritic PinPoint identity a Salesforce owner?

Aritic PinPoint recognizes Salesforce Standard, Guest, PowerPartner, and Queue as salesforce owner when:

  1. Salesforce user is in charge (owns) a lead, account, contact or an opportunity record that syncs to Aritic PinPoint
  2. They are imported from salesforce to Aritic PinPoint

(2) How is Salesforce owner’s information synced to Aritic PinPoint?

The Owner ID on a Salesforce lead, account, contact, lead or opportunity record will sync to the Aritic PinPoint company/deal owner/contact property.

Any Salesforce owner can sync to Aritic PinPoint but the ones who can sync to Salesforce are owners in Aritic PinPoint that match an active Salesforce email address and user’s name.

How to Transition from Email Marketing to Marketing Automation

So you are geared up to take your marketing campaign to the next level and avail benefits that marketing automation offers?
But if you are not sure how to get started, this guide is just for you. Packed with information, you also get 3 actionable steps that will help you get started today.

This guide can prove to be a boon for you if you have been leveraging email marketing and want to experiment with marketing automation to maximize its benefits. Now, when you are just beginning automation practice, and don’t have proper guidance in place, it could get confusing. This guide contains some of the easy ways and techniques to approach marketing automation.

So here are three actionable steps that will get you started:

1. Document

Do you know how helpful it could be to lay down your process that showcases how you convert a prospect to a customer? Having everything clearly laid out helps you point the loopholes as well as some excellent points.

No matter whether it is a brief or a lengthy process, it is advisable to always note down the process – your current marketing and sales ones. Often underestimated, this one step is crucial and imperative, to begin with. Laying down the processes will give you clarity and a boost to move forward.

While it might take some time to do this, it is completely worth it. The only thing you need to do perfectly is – brainstorming. The idea is to get clear about your process. A fixed place like a notepad or an app is the key as it will store all your data in one place. Not just this, it will remain with you through the entire process.

This is to say that dedicating a notepad or an app to automation ensures that you keep on adding to it, the future changes and add-ons.
Also, having all the data in one place makes it easier for you to scale your progress as your business reaches new heights.

Here is what you can include:

  • Administration tasks
  • Applying tags
  • Collection of contact information
  • Follow up email
  • Sales rep; And so on.

This was to give you a gist. In a nutshell, you should document all of the data to have better control over them.
Now, this being a crucial step, a lot of people do not find themselves sticking to it. But not to worry, if you do not wish to carry out this step, the next one is another option that you can opt for.

2. Clarify

Aritic PinPoint’s customer success representatives ensure you get clarity on the strategies you are using. If you struggle with the above point, then this is the thing for you.

Through this, you gain clarity on your existing strategies and how you employ them. Also, it tells you how exactly you can deploy these strategies to maximize their benefits. The conversation will provide you with clarity on:

  1. Customer Journey processes (contact-facing processes)
  2. Administrative Processes (all the behind-the-scenes processes)

Customer journey processes include:

On the other hand, administrative processes include:

3. Build

Now that you have set the stones in place, it is time to step on to them and get to the destination!

After you have gained some clarity in your sales and marketing processes, you are all set to build the platform. Begin with the Customer Journey Process. Start from the point where the customer has the first impression. It could be having a first form submitted by your contact or a subscription to your email list.

And from there, sequentially map it out. The said map should clearly exhibit the customer journey after the first point. You need to build out all the points after the initial one; from the first impression to the conversion stage.

Now, a great option to take into consideration here is the Split testing action. This is useful, especially when you are unsure of the best way to design a process. So through A/B testing action, you get to know the winning path.

build contact

Summary

There are more factors to marketing automation than you might think. Just know that transition to marketing automation is an ongoing process and requires constant attention. Even if you make a few errors here and there, it is completely fine. This way, you will know what needs improvisation and what works the best. You should continue to strive by generating new ideas, experimenting, documenting and processing data and making things work out on Aritic PinPoint. So tell us in the comment section that what has proved to be a boon for you and how did it work out for you?

Understanding Custom Fields

Custom fields tell you about your contacts in-depth. This guide will show you all you need to know about the custom fields to get acquainted with them.

Custom fields are a robust and effective way to store and represent your contact’s data. While the tags give them a name, custom fields do more than that. Through custom fields, you can penetrate even further and make each contact appear unique. This is effective because data for each contact is different and it helps our users to understand them further and manage content.

In Aritic PinPoint users usually use these types of custom fields:

  • First name, last name
  • Phone number
  • Email address
  • Date
  • Time
  • Timezone
  • URL
  • Boolean custom fields
  • Region
  • List Country
  • Locale
  • Lookup
  • Select
  • Select-multiple

To ensure that you can add the custom fields in your segments, you must turn it on manually while creating the custom field within Aritic PinPoint.  See image below.

available for segments-custom fields

Custom field details are more personal and not likely to get changed, while Tags are more like notes about a contact that will get changed as the contacts moved ahead from one buying stage to another. For instance, below you can see information like contact number and email is a custom field, while Tags are more related to actions the contact has taken like downloading an asset or filling up a form. Such actions are not permanent. Each action is supposed to trigger another set of nurturing, which will automatically result in a change of tags. For more details on how tags and custom fields are different and their role in segmentation, read our detailed guide on Segmenting contacts based on segments, custom fields, and tags.

Custom Fields vs tags

Custom Fields Inside Aritic PinPoint

In the below table, segments, tags, and custom fields are compared. If you look closely, custom fields can do everything that tags can, and sometimes more. The columns marked with tick mark indicate what each can do. Custom fields have one column with a # indicating that it not only supports the function mentioned but goes into more details than a tag.

custom fields vs tags

Custom fields tell you much more about the contacts than the tags. You need to know this because more often than not, users overlook this robust feature.  While filling the forms, contacts submit their data, which is then sorted into custom fields. They can be exhibited internally as well as externally – to your contacts in the messages sent by you.

On the other hand, tags are only displayed internally, i.e., only to Aritic PinPoint users. Just like adding or removing tags, any changes in the custom field can also serve as start triggers for automation. As the table indicates above, custom fields can be used to configure dynamic content inside an email block.

The # in the above table in Custom Fields’ cell against Dynamic Content (third-party integration) indicates that you can configure dynamic content using custom fields inside an email block.

Dynamic content

Using Custom Fields for Personalization

There is a fine difference between making content conditional and personalizing it. Conditional content means to determine which contacts can see the entire block; while personalizing means to autofill the custom field with the data into a content block. So, any contact who gets the latter has something personal in the message. It could be a birthday, their first or last name, pet’s name, etc. Now, this is a surefire way to engage your contacts, and you would see how impactful it is.

Also, for each custom field you create, Aritic PinPoint auto-generates a personalization tag, also known as, Alias. Add a personalization tag to your messages and your message will become personal to each recipient.

Custom field alias

Types of Custom Fields Inside Aritic PinPoint

Although you are not restricted to the number of custom fields you can create in Aritic PinPoint. However, there are particular custom field types, as shown in the image below:

So, let us look at these types in detail:

  • Text input: This is a conventional input field; a primary means for recording data that matches with the fundamental purpose of custom fields.
  • Text area: this can be called an addition to the text input and allows you to add more data.
  • Date: As the name suggests, this allows you to insert date. This also has a time stamping option. So, you can record the exact date when contacts became customers.
  • Drop-down menu: this is a regular drop-down menu. You can use this field if you have more than 10 contacts to choose from. If the number is anywhere below that, you should use a “radio button” that is explained below.
  • Multi-selection list: this looks more or less like the drop-down option and offers several choices. However, you can shift-click to highlight more than just one choice.

This, basically is a combination of drop-down list plus a checkboxes field type. Also, refrain from including too many options as this may lead to a clumsy looking long-form

  • Radio Buttons: this is similar to the drop-down menu and the difference lies in the visual representation. In this, you can only select one option.
  • Checkbox(es): this is a customizable field and you can tell multiple things about a contact. This way, contacts are able to check more than one box to show their preferences.

Note: In our Making use of tags guide, we discussed status-related tags, how they work and how to properly swap.

Logically, contacts can have only one tag, i.e., either they are active or unconfirmed. They cannot be both. So ensure to remove the previous tag when you add a new one. Interestingly, drop-down menus and radio buttons can get you the same effect that of a tag swapping, that too in one less step. And this way, users can only select one option.

However, the difference between above-mentioned options and status-related tags is that, in tags, you need to remove or add tags; while in the drop-down or radio buttons, you can update.

How to Create New Custom Fields Inside Aritic PinPoint?

Creating new custom fields inside Aritic PinPoint is very easy. Once you have logged in onto your Aritic PinPoint dashboard, go to the Settings menu on the right-hand side of your page. Under Marketing Setup, you will find the Custom Fields option. Click on it.

The list of custom fields already created will be visible on this screen. If this is your first attempt, you will see it blank. On the top right corner, you will find the option New. Click on it to proceed.

 

On clicking on New, you will see the custom field builder. Pick a name for your custom field. Make sure to add an alias. If you leave it blank, it will automatically generate an alias. On the right-hand side, you will see several options. If you want to see this custom field when you are building a segment, turn on Available for Segments option as shown below.

If this custom field is a unique identifier, like contact’s email or phone number, turn on the Is Unique Identifier option. Enter the type of data you want to save in this custom field. It can be text, numbers, emails, etc. Fill in all other details and click on Save and Close to apply all changes. Once you’ve saved the changes, you will be able to see this custom field on your custom field dashboard.

available for segments-custom fields

Conclusion

When used correctly, custom fields can get you unparallel results that fuel your business goals and fetch you, loyal customers. It is advisable to utilize the custom fields in a smart way. Store crucial details that can provide you insights in a glimpse. 

We recommend using custom fields to save data that are crucial to a contact’s profile. When this is viewed along with tags, custom fields can help you get a better picture of each of your contacts, based on which you can design a better automation campaign.

Making Use of Contact Tags

Are you still wary of the tags in your marketing campaign? Then here is a guide that deals with everything you need to know about tags in Aritic PinPoint. 

Tags date their existence back to the early 2000s; they were used to organize, or we can say, segment, and categorize the contacts. Primarily, tags were used to have a deeper level of segmentation and go beyond the available traditional marketing services. Now, the tags have evolved since their origination, and they are more than just achieving their fundamental purpose, here is what more they can do:

custom fields vs tags

Moreover, this guide will unveil the types of tags and a naming convention. Keep scrolling to know how you can use tags to make your work more productive and more manageable.

3 Functions Of Tags In Aritic PinPoint

Tags exhibit important contact data without much hassle. The best part is that your contacts are not able to see the tags, only you can view them and use for internal contact records.

With this information, you can seamlessly segment and target your contacts. Generally speaking, tags either make you stay organized or cause an action; mostly, both. In Aritic PinPoint, these are the three main functions of the tags:

(1) Organization

Tags intend to help with organization, and the case is no different in Aritic PinPoint. You can smoothly filter your contact database and can also view tags on individual contact records. This shows you a clear picture of your contact’s journey which itself is an answer to a lot of questions Also, by using tags, you can go through the contact’s recent activity stream and find crucial information, without having to scroll through the contacts every single time.

tags

(2) Serving as start triggers

The addition or removal to tags is considered the criteria for start triggers. It depends on how you configure them that determines that who enters your automation and how often. 

(3) Conditions

We have talked about it multiple times that through tags, you can segment your contacts. That makes it feasible to target a certain audience.

Here are two ways through which you can pretty easily target contacts:

  1. Via automations – they are already set to engage a segmented audience based on the start trigger chosen by you
  2. Maximize tag’s benefit by sending relevant messages in the one-off campaigns by creating dynamic content

For instance, inside Aritic PinPoint automation campaign builder, you can trigger an automation campaign based on Contact Tags. You need to first launch the automation campaign builder, select a segment, and then click on Condition > Contact Tag > Add the tag you want to use for the campaign. 

contact tags automation

Naming your tags: The conventional method

Now that you know how convenient tags could be, let us tell you something more about it. This is about a responsible way to approach tags while being simple. It means that we need you to know what naming strategy is and what are its effects.

Though you have the liberty to name a tag in any manner, it does not mean that you necessarily do that. Because, one – without any relation of the name and type of list, you are soon going to obsess over names. And two, naming tags without a proper method makes it more difficult to remember why you created a certain tag.  So to save you from such perplexing situations, we have created a naming convention. Commonly, users name a tag as a result of one of these scenarios. So after this, you will get a fair idea as to how to name your tag.

Keep in mind that you should avoid special characters like hyphens (-), underscores (_) and colons (:).

Source

This is mainly to indicate where your contacts migrated from. Did you import them from a source, typically a mail provider, called XYZ? Ideally, you should be associating one source per contact. So, if the XYZ has your contacts in several lists and you decide to import them, then it is best to give them the same name as the segment. 

Status

Another way to name your tags is based on the status that indicates your contact behavior; that is, based on the engagement like click-through rates, open rate, etc., you can name the tags.

You can even classify based on the actions taken on the email, that is, are the contact’s email address confirmed, did they unsubscribe or did they leave too quickly (bounced). These are some metrics based on which you can categorize and name your tags accordingly. This can also help you enhance your deliverability rate.

Although Aritic PinPoint will automatically track the data, it is you who has to name the tags. And even if you automate segmenting, you will notice that you do not get to segment according to the engagement.

You can segment according to the tags that the contacts have or not have.

Example: Here are some names that you can give based on the engagement:

  • Unconfirmed
  • 30 days not engaged
  • 60 days no purchase made

Though you can assign more than one tag to a contact, it does not make much sense. So you certainly have to remove the previously applied tag and then give it a new name.

This is called swapping and it only makes it more transparent for you to identify your contacts according to the name provided to the tag.

Trigger

These are the tags that specify a particular action taken. Not to confuse this from the status metric, the one we discussed above; the trigger is referred to when something makes a contact to take a certain action. Generally, these are the actions that you expect contact to repeat over time. So, when they complete the particular action, the trigger tag is removed from their contact record.

In short, these tags are temporary. Example: Tag could be named as “TRIGGER – New Purchase”. This makes the contact enter into automation, every single time they make a new purchase. Now for that to work, the first action in that particular automation must remove that tag. Then, when the contact makes a purchase in the future, they will re-enter the automation. These tags usually are synced with third-party apps that integrate with Aritic PinPoint. Furthermore, the user can enhance the usage of trigger related tags to send a contact from one automation to the another. For that, you can simply insert the “Start automation” immediately followed by the addition of trigger related tag.

Product

It is advisable that every business has product-related tags. This lets you segment customers on the grounds of the purchase made by them. This is known to be the most viable option any business can opt for. This even lets you assign multiple product tags to contacts at a time.

Example: one of your contacts can have “PRODUCT Online Class” and “PRODUCT Sweatshirt” at the same time. 

Many Aritic PinPoint users prefer to have a separate customer segment. This way, it gets convenient for them to carry out mass campaigns. If you wish to use a customer tag, which is a separate group of contacts who have paid you, the easiest way you can opt for is applying this tag in an action step in automation. Now, if you are not using a customer segment, you can assign them a tag called “CUSTOMER” right after they make a purchase.

Even, you can go further with targeting them, based on their buying pattern. Example: PRODUCT – Novel, PRODUCT-Stationery, PRODUCT-Mobile Accessory.

Actions

These signify any action taken by the contacts. Such as “downloaded white paper” or “attended the webinar” or something that shows a contact’s behavior. Now, this is not necessary that only the above examples would fit perfectly for your business needs. That is why your tags can differ from the ones mentioned, but that has to be relevant.

For instance, below are the tags added to a contact inside Aritic PinPoint that downloaded our ma-selection guide and filled up the contact form, along with other relevant tags. 

source tags

Conclusion

Tags are an imperative and versatile feature in Aritic PinPoint. You can use them to start a contact’s journey in automation, display essential information about them, and show or hide relevant content. This is not only doable for your business but is also useful to provide your contacts with the most relevant content. Tags are not, and should not be perceived as a cumbersome process. That is just to organize your contacts in a better way and get productive outcomes. In a nutshell, tags tell you about a contact in the shortest way possible.

Best Practices for Email Delivery

Deliverability is a factor that includes a lot of essential elements that makes it a complicated equation for users. But, we have got your back, and that is why this guide explains some best practices; these practices not only keep your business goals in mind but also leverage your email campaigns.

One thing that we expect from our users is – realistic expectations. Here is why – while switching to any new platform, trying out new strategies, or making any additional changes will have some amount of impact on the existing deliverability rate.

Deliverability is a metric to measure email’s success; as more people will open your email and engage with your content, higher will be your deliverability rate.

So a sound plan would be to control as many variables as possible. Here are some factors that affect deliverability rate:

  • List quality
  • Reputation
  • Content
  • Spam identification

And a lot more. Why we haven’t mentioned all of them is because the deliverability rate is not a one-time success. You have to depend on past results and add more factors to make sure it yields success. But then there are always some basics. Let us have a look at them.

Remember the basics

Now when it comes to inbox success, your emails should land anywhere but spam or trash folder. In the popular email providers like Gmail, emails that get to the “Promotion” tab are still considered at a good position; and are deemed successful.

To better understand this, let us see various deliverability metrics:

email delivery metrics

1. Open rates: This is an indication of how many people have opened your email. However, this could be misleading; in the sense that it does not indicate if the contact has read your email or simply opened it.

2. Complaints rate: Now, this can be daunting, complaint rates indicate the messages that have been marked as spam. Marking messages as spam is usually done by people who did not get into the list organically. This usually happens when you purchase an email list. Aritic PinPoint always encourages the usage of opt-in forms through which only those contacts can make their way in who genuinely want your content.

So always prefer opt-in forms to avoid such circumstances and to skim further, go for double opt-in forms.

Now, when you have not opted for a list, yet, experience your emails landing into the spam folder, then it is advisable that you look into the message content and its frequency. Make sure your contacts are receiving communication they want and not the generic messages.

3. Bounce Rates: This tells us how many emails failed to make it to the inbox or bounced. This harms your reputation as a sender. And this is yet another argument that makes ‘not having contacts’ a strong point.

4. Spamtrap Hits: A spamtrap email is essentially the one that is unwanted. It will look like a standard email address but is not managed by anyone. An email is considered spamtrap when:

  • It has typos, example: you want to send email to “xyz@aritic.com” but due to typos, you end up sending it to “xyz@artiic.com”  so technically no one opted-in for it, so it will end up getting bounced
  • Rotten emails: Say, for example, A used to get your messages and interact with it. But it has been long that A stopped using that email, and now nobody accesses it; eventually, it will end up hurting your deliverability rate
  • Purchased email lists: now this might be quite clear to you. With a purchased email list, you are sending content to all those who didn’t opt-in

Spamtraps are more likely to end up in your email list if you do not keep a regular check on them and do not refresh it periodically.

5. Delete without read rates: A large number of Email Service Providers (ESPs) are now tracking how many emails were deleted without being opened. So it is advisable to watch out and be selective with your email marketing campaign.

Migration challenges

When switching to Aritic PinPoint or any other service that delivers email, experiencing an initial dip in the deliverability is natural. Your rates will eventually return to normal.

Factors that play a crucial role

  • Developing a reputation with the new platform is imperative as your emails now come from a different IP address. Initially, you might experience soft-bounces or deletes, but that will eventually stop.
  • Few businesses use new email service only because they intend to purchasing fresh leads.  Now, you might know by now that this does not help. And, you might unintentionally “hit spam traps”.

Following are some suggestions to minimize this dip:

  • Take your campaign slowly and let it warm up before you start to send emails in large numbers
  • Give some space to your content as well as the contacts to trust that it is actually you. They will eventually trust you because they have always enjoyed your content
  • Design your initial emails for leads that are most active. This will boost your engagement rates.

Final takeaway: A simple solution

Achieving a high deliverability rate and being credible has always been the goal for marketers, but the parameters for this will continue to shift. The best part is, it rewards those marketers who send out authentic content to their contacts and receive loyal feedbacks. So the only thing that wins the deliverability is sound marketing practice.

A Guide To Dynamic Contact Segmentation inside Aritic PinPoint

Are you aware of the fact that segmentation adds to a crucial factor in your marketing campaign? This article demonstrates what segmentation is and how you can make the most out of it in Aritic PinPoint. To give you a gist of the matter, segments are subgroups of contacts. Infact, marketers claim that they are game changers.

Each segment is categorized based on the characteristics that contacts posses. By segmenting, you get to send accurately curated messages to specific groups of people. The aim of segmenting is to send out relevant content, i.e., relevant information and data, to your contacts, which is considered a crucial aspect of marketing. This makes your business come across as authentic and hence, enhances deliverability rate. Therefore, creating segments are a win-win situation for both – you and your contacts.

Furthermore, you will read the benefit that segmentation reaps along with certain conditions. And with that, you will know how to locate and use Aritic PinPoint’s segment builder.

Why is Segmentation Important?

Deliverability and engagement have an equivalent relationship. Higher engagement, in turn, enhances deliverability rate. And, better the deliverability, more the open rates. But first, we need to get more engagement in Aritic PinPoint; and therefore, segmentation helps you do just that.

Now, a very effective (and probably the only) way to get there is by sending relevant messages to your contacts. This piques the interest and encourages them to interact with your content. 

Result: High engagement, deliverability rate, and a pleased contact base who wants to receive your messages and consume your content.

But let’s say you do not want to create segments. You want masses to receive a message that isn’t tailored to suit their interests, behaviors, and needs. And as a result, you send a particular kind of message to people with varied interests.

Result: Agitated contacts that find your message as irrelevant and eventually, stop engaging with your content. This could end up this hurting your engagement and worse, causing your deliverability to roll downhill.

Okay, but, that was just a probability!
The question is not to decide whether you want to segment or not, it all boils down to how to segment effectively to enhance deliverability rate and meet your ultimate business goals.

Conditions to Segment

Through Aritic PinPoint’s segmentation tool, you can build segments. The best part is that it is two-fold.

  • The first one is by choosing robust criteria to segment; i.e., you can make your message extremely targeted.
  • The second is that the segment builder is available and accessible throughout the platform. This way, you can build segments on the fly.

Tags

You can find tags as an option under the Filters in the segment builder. These are widely used to organize contacts. These are also used to categorize contacts based on their histories with your business.

contact tags

Here is how you can manage them:

Click on Contacts inside Aritic PinPoint > Click open the profile of any of the contacts > Edit option > Scroll down to the end to find the tags added. Here you can delete or add tags.

Tags come handy when you want to organize your contacts. Mostly tags are used internally only, and they represent the contact’s history with your business. For instance, tags can be used to identify the contacts as customers of certain products. In the image below, you can see the contact is a customer of multiple Aritic products.

tag modify

 

Using tags in segmentation has one simple purpose – to group contacts that share a similar tag. For example, inside Aritic PinPoint, you can create a full condition – “Tag Exists Aritic Desk”. What this translates into is contacts that have the Aritic Desk tag. If you save this tag, then any contact with this tag will automatically get segmented together into one group. Those not having this tag will be grouped separately.

Tag filter

Tags typically are a broader category. If you are using Custom Fields, you don’t need many tags.

Custom Fields

Tags tell about the contacts in a brief whereas custom field deals with the complete information. You can feel free to create multiple custom fields and place them on your external-facing forms, i.e., the doors used by contacts to enter your database. Furthermore, any information provided by the contacts is permanent and actionable; you can use this information to segment contacts.

Say, for example, you create a form that asks about the type of pet your contacts have or their twitter handle, or probably, their favorite food. You can ask anything unless it is appropriate for your business needs, and it is only limited to the answers provided by the contacts. It depends on how relevant the data is that decides how enriched the segments will become. And better the segments, more accurate your messages turn out.

P.S. Understand the differences between Custom Fields and Tags, and when to use which.

Here is how you can create a custom field:

Go to Settings > Custom Fields > Create New Custom Field

Note: Custom fields generate a personalization tag, so you can insert that tag into any message and automate personalization.

Contact Details

There are several other options under the contact detail category, in addition to the tags. These include:

  • Email
  • First name
  • Last Name
  • Organization
  • Phone
  • Time Scheduled
  • Tags, + more. 

You can even further customize and set filters to match the contact’s information. It is not necessary that you have only one filter added in one segment. You can add multiple filters to create your segment based on And/Or conditions. For instance, here this segment will group contacts that have entered their address and email. Others will be grouped separately.

contact details 

Action Filters

Now, after the hard work, it is time to reveal results. So after we have looked at how contact details, tags, and custom fields work, here comes action.

Actions reflect the events that happen within Aritic PinPoint; that is to say, the engagement on the content that you send to the contacts.

These can include clicks, shares, open rate, and click-through rates. That way, you can measure how well did the content perform.

Note: A strong feature in Aritic PinPoint is that it can execute global actions. These actions show that the contact “has/has not opened ANY email” or “has/has not clicked ANY link”. This is a competent way to find out engagement and accordingly, mold the content.

action filters

Geography

Furthermore, geography element in segmentation lets you target contacts according to the region. Here are a few metrics that you can rely on:

  • State
  • City
  • Zip
  • Area code
  • Country

Utilizing these metrics makes sure that you send message to only the relevant contacts and keep deliverability rate in check.

geo-filters-contacts

Website and Event Data

While the action category shows the internal statistics, site and event data aims to reveal the actions taken on the external web assets. For say, you can segment contacts according to the URLs they have or have not visited. Infact, you can segment them based on the type of device they use or do not use to visit your web assets – on desktop, tablet, or mobile. You will find all the filters inside the Segment Builder. Below you can see the various filters pertaining to URLs visited, page hit source, event data, and more. 

Segment filters

Opportunity

Now, this is the last one in segmentation and allows you to categorize contacts based on deals in our CRM. This can include opportunity status such as open, won, and lost. Besides, it provides deal value and the title of the deal. 

opportunity filters

Steps to access the Segment Builder inside Aritic PinPoint

If you have already built segments inside Aritic PinPoint or have just imported contacts inside Aritic PinPoint, you will find all your segments listed on the ‘Segments’ page. To access this page, follow the steps:

Login to your Aritic PinPoint dashboard > Contacts (on the left panel) > Segments > Here you will see all your segments listed.

If you are building a segment for the first time, click on the ‘Create New Segment’ option on the top right corner to go to the segment builder.

Building Segment Inside Automation Campaign Builder:

You can access the segment builder while building an automation campaign inside Aritic PinPoint. Login to your Aritic PinPoint dashboard, click on Automation Campaigns on the left panel > Create New Automation Campaign > Select Campaign Type.

segment builder

After selecting the Marketing campaign, click on the Launch Campaign Builder on the top right corner. You will now see the campaign builder page. Click on Contact Segments. You can add contacts directly from a pre-created segment. However, here we will create a segment from inside the automation campaign builder.

contact segment

When you click on Contact Segments, you will see a new window. Here click on Create New Segment.

Upon clicking, a new window will open where you can now build a segment using appropriate filters. Once you are done, click on save and close to save all changes. Now, this segment is added to your automation campaign.

Accessing Segment Builder inside Email Blocks: Dynamic Content

When you are building an email template, you can use the Dynamic Content block to build segments. Inside Dynamic content block, you can add variants that apply to certain conditions. Based on the conditions met, the content showed to your recipients differ. For instance, if you have a coupon code, you can add dynamic content for those who have a particular anniversary date or are subscribers of any of one of your products. When you add such filters, your emails are automatically updated with relevant content.

For details on how to use Dynamic Content block inside Email Builder, follow our comprehensive guide on inserting a dynamic content block inside email. 

Conclusion

Technology sure is powerful, but technology alone cannot make your business successful. For that, you need solid marketing strategies that root from the foundational marketing principles.

In a nutshell, you have got to understand your audience, know what your business goals are; and eventually align them.

Advancing with the marketing campaign without really understand segmenting is less likely to get you results. As they say, work smart and not hard; this is exactly what happens when you segmentation the right way. If this guide helped you do not forget to share it with your peers. Also, do let us know in the comments what you think about it; any queries are also welcome.

Maintain Good Deliverability After You Migrate to Aritic PinPoint

More often than not, customers may experience a dip in the email deliverability rate when they migrate to Aritic PinPoint. Though this is entirely natural, here is a guide that delivers everything you need to know about it. You will see why a platform switch affects deliverability, and with that, a thorough plan of action to help you sail through it smoothly.

After migrating to Aritic PinPoint from any other platform, you may come across a dip in email deliverability rate. Moreover, this is reasonable.

Whenever you shift to a new platform, you will experience a downward shift in the email deliverability rate. This makes the users think that it is a technical glitch while this is nothing but a temporary effect of migration.

After a while, you will see the email deliverability rate returning to normal. However, what if there is a smart way to migrate? Yes, there is a quick way to migrate that many users are often not aware of.

This guide thrives on showing you just that. Exploit this to minimize the drop in deliverability, leverage the migration process, and also maximize the contact engagement.

Why platform migration affects email deliverability?

Before we dive in and reveal the strategies, let us first understand how deliverability works in accordance with your marketing automation platform or email marketing.

Amongst all the factors that affect email deliverability, one that remains prominent is your reputation as a sender.
When you begin from scratch, you use your initial email marketing or marketing automation platform to establish the contact-sender relationship with all mailbox providers.

For say, you are beginning with a platform called A to leverage your marketing efforts by building an email list. Your first relation gets built with contact when they enter your platform by submitting a form or registration page on web/ mobile application. A form is what we consider a viable option.

We recommend bringing a more significant number of contacts through forms to ensure the relationship gets off on the right foot.

Now that you have been using platform A to engage with your contact regularly, platform A builds a relationship with them. Your contact’s inbox starts to recognize the platform and gives it the trust certificate. Now, this is where a significant number of users get muddled. The contact-sender relationship has less to do with the platform and more with the credibility a secure platform has.

This brings us to the conclusion that when you switch to Aritic PinPoint, your relationship with the contacts and the overall reputation begins from scratch again.

However, this is not to mean that the email deliverability will only roll downward, it is only temporary. As the new platform gets acquainted with the change, the deliverability rate will soon be back to normal.

Now, that you know the secret, let us now spill the beans and see what are some ways to make the best impression.

Maximize Engagement During the Migration Process

If we were to quote a particular period of time for a strategic plan to work out and kick establish your relationship with the new platform, it would be anywhere between 1 to 3 months.

Also, you need access to both – your initial platform and the one you are migrating. So, kindly maintain the account with the initial one for at least 30 days after you commence the migration process.

Generally, you would have some previously created freebies such as ebook, whitepaper or demo which would come handy.

Now for say, you are migrating to Aritic PinPoint from platform A, so here are the steps you can follow to maximize engagement and streamline the relation-building process:

STEP 1: It is time to refresh your freebies for using it again, in a unique manner: You could add a new tool to the digital workbook or swap some paragraphs off your whitepapers. The aim is to engage your reader, be it new ones or the existing ones.

STEP 2: Importing contacts into Aritic PinPoint: The next step is to tag the contacts with a source tag: “SOURCE – Platform A.”

STEP 3: Exercise Aritic PinPoint to curate a form: The form will have a significant role in having the contacts opt-in and receive free offers.

STEP 4: Leap back inside the initial platform, i.e., platform A; send a sequence of campaigns (2-3 emails over a period of 1-3 weeks) to all your contacts. The emails should have a link to Aritic PinPoint form so that they can fill it out and obtain offers. This way, you are using your reputation with the initial platform to enhance the credibility of the email deliverability rate with Aritic PinPoint. Here is what it does:

  • Directs traffic to the form and get contact information inside Aritic PinPoint contact engagement.
  • Reveals the number of contacts who are actually engaged, i.e., the ones who open > click > opt-in for the free offer. (Even if your previous platform does not bring in much traction, no need to get worried, this way you atleast got to know who your most engaged audience are!)

STEP 5: Apply “Top Engager” contact tag to the contacts who are most engaged: This is to know who your actively involved in the process and hence, build a stronger connection with them.

To add above contact tag on the contacts, you should build a Global Segment and then from Automation Workflow trigger to add above contact tag.

Note: It is advisable to have your contacts fill out the form rather than importing. Though Aritic PinPoint asks for imported contact origination, the ones who manually fill out a form are likely to have a stronger engagement.

STEP 6: After the completion of the initial free offer campaign sequence, you can easily swap to Aritic PinPoint: After you do so, you have to begin another ongoing sequence that is sent only to the contacts with “Top Engager” tag. By sending them consistently, i.e., weekly, monthly, or every time you send out a mail to highly engaged contacts for initial months, you signal the platform that your contacts really want your content. Later, you can exercise engaging the less active once and see if you can bring them too, into the “Top Engager” status.

Final Words:

Now that you know how to effectively migrate to Aritic PinPoint while leveraging your marketing campaign, you can start off with confidence. And even though you feel like not complying to the exact steps, it is perfectly fine. In that case, here is what you need to know about:

  • Key to migrating to a new platform is to launch it with a free product or offer. The idea is to provide value to the contacts and establish a good connection with them in the initial stage itself.
  • Try to get the contacts via form submission, and follow up with a “Welcome!” email to gets them to open the email right away and enhance deliverability rate.
  • Encourage communication, especially the ones you think your contacts will connect to. The biggest mistake that could probably land you in the spam folder is – not delivering the right content to the right audience.

So this was all you needed to know to gear up while migrating. If you have implemented these techniques, we would love to know how it worked for you. Let us know about it in the comment section.

Getting Started with Aritic PinPoint

Marketing automation has evolved from being a hyped phrase to a mandatory matter for businesses. Whether an SME 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 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. Features include advanced and dynamic list segmentation, intuitive landing page building, progressive profiling, lead nurturing and management, lead scoring, dynamic content, gated video, detailed analytics, and perfectly designed marketing solutions. It is ideal for small and medium businesses, and facilitate multi-channel marketing approach via emails, landing pages, social media integration, push notifications, mobile alerts, and SMS marketing. It is a matter of few steps to sign up with Aritic PinPoint.

Once signed up, you will need to configure few settings for your automation suite to work smoothly. Below is a detailed guide of all the configuration settings available on Aritic PinPoint. So, let’s get started.

Features include advanced and dynamic list segmentation, intuitive landing page building, progressive profiling, lead nurturing and management, lead scoring, dynamic content, gated video, detailed analytics, and perfectly designed marketing solutions. It is ideal for small and medium businesses, and facilitate multi-channel marketing approach via emails, landing pages, social media integration, push notifications, mobile alerts, and SMS marketing. It is a matter of few steps to sign up with Aritic PinPoint. Once signed up, you will need to configure few settings for your automation suite to work smoothly. Below is a detailed guide of all the configuration settings available on Aritic PinPoint. So, let’s get started.

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

1. Import Existing Email List and Organize Campaign

Once you are done with the above-mentioned steps, you are ready to use Aritic 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 Aritic 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 spreadsheet option.

Follow this guide to import the contacts.

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, put the name and description of the campaign, select a category (Uncategorised, SM_Data, test or create your own category) and Launch campaign builder. You can specify the date and time for publishing and unpublishing.

After importing the contact inside Aritic PinPoint, you may require to manage the contacts and followed by this, segment along with filters, for doing so, you can follow these guidelines:

2. Aritic PinPoint Website Tracking Script

For website tracking, you will need to:

Login to Aritic PinPoint Dashboard → Settings → Advance Settings → Tracking Settings

The below dialog box will open:

 

If you are using your analytics account (Google Analytics) and want to track Aritic 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.

3. System Settings

The System settings are available under configuration as follows:

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

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-configuration

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.

4. Email Settings

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

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

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

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. Detail about this feature is explained here.

The 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.

You can make changes to the monitored address, IMAP host, username and password as applicable. If you want, you can test the 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 the case of re-subscription, you will need to add an email and URL for the same.

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

 

5. Integration of Social Media Plugins

Social media integration will help you enhance your entire automation strategy because let’s face it – consumers are socially active, and so are brands. 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 PinPoint Dashboard → Settings → Basic  Settings → Social.
  • Aritic PinPoint Dashboard → Settings → Plugins → Social.

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.

Update: Aritic PinPoint now offers integration with all the major social media networks like Facebook, Instagram, Foursquare, Google+, LinkedIn, and Skype.\

6. SMS Service Integration

If you want to send out an SMS campaign or want to build an automation campaign based on SMS, you can do so using Twilio integration with Aritic 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.

7. 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.

8. Mailbox Plugin Integration

You can integrate your Google Apps email and Outlook mail with Aritic 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 this service with Aritic PinPoint.

9. CRM Integration

Once the lead at Aritic PinPoint is nurtured enough and wants 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.

At present, you can integrate with ZOHO CRM, Aritic CRM, Connectwise, Hubspot, Salesforce, Vtiger, Dynamics, Pipedrive, and Sugar CRM.

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