Here you'll find the tools, resources, and a breakdown of responsibilities require to set-up a MA campaign for a new client.

First Month

Juniper

Before an MA campaign goes live, our team at Juniper will add our new client to SharpSpring as well as set up the following:

Adding the client website to SharpSpring
Mapping the website forms to the account in SharpSpring
Sending DKIM information to DTS (the domain team)
- This lets the MA Team know whether or not we (Dealer Spike) manage the domain
Set up dynamic segmentation lists
- Change to setting up the inventory feature list only
- Creating the Inventory Nurture List
Create granular unsubscribe buckets
Add generic dynamic content rules

MA Specialist

Once Juniper has completed their set-up tasks, and the Account Manager has followed-up with the new clients' customer list, the MA Specialist will complete the following tasks:

Setting up email template
Requesting and completing form response emails
Requesting a complete welcome series (done through SharpSpring)
Double check that the lead score algorithm and segmentation lists as set up by Juniper have been completed correctly
Follow up with the assigned Account Manager if the MA Specialist hasn't received the dealer customer list
Cleaning and uploading the dealer customer list to SharpSpring
If we do not manage the domain:
- Get the DKIM information and send to the Account Manager to pass along to the dealer

Set-Up Resources

SharpSpring
Marketing First Month Task Board (NEW) Trello
MA Client Tracker
SharpSpring CNAME Records Sheet
How to Request Content
How to Use the Graphic Design Request Board
Form Integration

Adding Generic Dynamic Content Rules
Creating Granular Unsubscribe Buckets
How to Setup a Client in SharpSpring
List Setup
Month 1 QA

Now that you've completed the Set-Up (DS MA) phase, click here to get started on 3. Maintenance (DS MA) of the MA Project Life Cycle!

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