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.