2. Set-Up (DS MA)

Owned by Former user (Deleted)
May 20, 2021
2 min read

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
  • 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


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!