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 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!