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

Then, before an ARI MA campaign goes live, our team at Juniper will also 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
Set-up the lead score algorithim
Set up dynamic segmentation lists
Create granular unsubscribe buckets
Add generic dynamic content rules

ARI MA Specialist

Once Juniper has completed their set-up tasks, and the Account Manager has followed-up with the new clients' customer list, the ARI 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 ARI 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

MA Setup Form (ARI)
SharpSpring
ARI MA First Month Task Trello Board
ARI MA Client Tracker
How to Request Content
How to Use the Graphic Design Request Board

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 2. Set-Up (ARI MA) phase, click here to get started on 3. Maintenance (ARI MA) of the MA Project Life Cycle!

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