2. Set-Up (ARI MA)
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 algorithimĀ
- 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
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!