Marketing Automation – Getting Started & Roll Out Process
Step 1 - Filling Out This Form
Please fill out this form with your contact information. Don’t hesitate to call with any questions during the sign-up process, you can reach us at +1 (732) 290-5760
Step 2 - Onboarding Call (if not already done)
In most cases we will have already discussed your on-boarding needs, but if we have not, we would like to set up an initial on-boarding call to understand how we can best assist you in implementing this powerful marketing platform into your business.
Step 3: Payment Processing
An account manager will call you to set up the credit card processing of the platform subscription. Installation & training fees can be processed separately, either by credit card or check. Please note that if paying by credit card, we add a 3% processing charge.
Step 4: Installation Kick Off Call
An onboarding specialist will arrange a Skype session where we will generate your web site tracking code and set up your account access. You will receive an ID and password via email with platform access.
Step 5: Platform Roll-Out and Campaign Configuration
In the days after initially setting up your account, we will work with you closely to define the configuration of your site, set up Visitor ID, configure branding, campaigns, forms, lists, workflows and understand your Email Service Provider (ESP) migration needs, if any. We will then begin the work of rolling out your campaign functionality and content.
We will work closely with you during the roll-out and configuration of your initial campaign(s), and will set up online screen sharing training (via Skype) to help you get started configuring your own campaigns, forms, workflows and reports.
Please provide the below information, and we will contact you with further information
No credit card required for this step