Contact Management

You can build behavior-based automated campaigns within Aritic PinPoint. Aritic Pinpoint gives you an enriched and functional database to do this, using all the information and behavioral data each contact provides individually as well as personally

When you contact database is up-to-date, you can effectively reach out to all your contacts, and launch automated campaigns for a set targeted audience or trigger a bulk campaign.

The contact data also comes handy when you create email templates within Aritic Pinpoint. You can use it in the email body or to create dynamic content across multiple marketing channels available in Aritic PinPoint – SMS, emails, social media, and notifications.

Adding custom fields to build a contact base

You can add custom fields to your contacts, like birthdate, meeting date, job profile, or any other information you will need to create tailored campaigns and also understand your contacts better.

You can acquire all the information using smart forms. Then, use these in your email body or to create dynamic content. Aritic PinPoint enables you to keep a close track of each contacts so that you never miss an opportunity to nurture, understand and sell better.

Customer Lifecycle Stages

Aritic Pinpoint helps you to nurture each contact based on their current lifecycle stage, as well as activate them to the next stage automatically. These lifecycle stages are imperative to understand what your customers will need to proceed to the next stage as well as organize your contacts better. The main stages where you should primarily include in your workflow are subscriber, leads, qualified leads for marketing, qualified leads for sales, opportunity, customers, and advocate.

If you practice inbound marketing for your business, it is important to note that your communication message and formats will continue to change as and when the lifecycle stage of your contacts change. You have to recognize their lifecycle stage and accordingly design automation campaigns for further and relevant nurturing. Each stage requires different forms of content and communications.

Adding tags to your contacts

With Aritic PinPoint, you can segment your contacts in multiple ways. One of the simplest ways is to add tags to your contacts. Tags happen to be the simplest but a powerful way to segment your contacts.

In terms of traditional segmentation, in Aritic Pinpoint, you can create primarily four segments (traditional segments)-

• Geographical
• Demographic
• Behavioral
• Psychological

However, with tags, you can create sub-groups of each segment. These tags are flexible and can be applied in diverse areas of your company, like user interaction with your website or content tracking, or commercial department, etc. You can monitor these tags to control your subscription services, purchased products, etc.

Let’s see how tags open up a wide array of subgroups. Let’s say you are doing behavioral segmentation in Aritic PinPoint. This means you are trying to group your contacts based on how they are engaging with your product before making the purchase decision.

You can create a segment for the most loyal customers and tag this segment with a product name. You can create a campaign to add a tag with your product name, everytime your contact clicks on the corresponding link. With a loyal customer segment and a tag for each product name, you end up creating narrowed filters that help you segment your contacts deeper for nurturing campaigns. Basically, you create sub groups under main segmentation groups.

You can tag your contacts through automation campaigns, forms, and also the tracking pixel/script in Aritic PinPoint.

Manage your contacts in Aritic PinPoint

Aritic Pinpoint helps you track, observe, monitor, and manage your contacts effectively so that you can improve your communications, activate your contacts from one lifecycle to the next one, and trigger higher conversions and retentions.

We recommend you to always audit your contacts for your campaigns to get better results. To help you do this, we have recently introduced an audit log feature for you.

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It is essential to update all information, be it contacts’ profile details or any other business information, to see better results. The Audit log feature within Aritic PinPoint helps enterprises to track updates of their contact lists and also get information like who are they, what they do and when were their profiles last updated.

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How can you track the changes?

You have contact data in abundance. You have multiple users continuously editing and updating information, reminders, and notes. Again, there are many who use native Aritic PinPoint integrations to supplement and store all their data. This is one of the major reasons why often companies end up having duplicate data. To avoid this, Aritic PinPoint ensures that you get to see the entire history of all the changes made or integrations used by each user.

To facilitate this, we have two tabs available on the contact details page, as shown below.

Steps to get here:

1. On the left-hand, select CONTACTS > contacts
2. Click on any user’s name from the list of contacts
3. Click on ENGAGEMENT on the top

Auditing on Aritic PinPoint 

You now know where to find the Audit Log tab in Aritic PinPoint. You can see the native integrations this contact has from the integrations option available on the same page as above. This is really interesting because you get to see all contact updates, edits, and sources listed down in this page. There are various attributes that you can check: mobile engagements, chat, digital locations or touchpoints, physical locations, identical leads (if any, will be merged here), and notes. Depending on the user engagement, Aritic PinPoint will keep showing all the updated information.

Auditing user logs

Aritic PinPoint also displays all the updates or changes made by the user itself, either via forms or pixel integrations or by any team members. For instance, in the image below, you can see the list of updates made either by the system or by a team member along with the time stamp.

On clicking on the “reverse styled” icon beside the user/source name, you will see the new points value as well as the old value for each update made.

Data Auditing for Enterprise in Aritic PinPoint

This auditing feature is very helpful for companies who practice account-based marketing within Aritic PinPoint. This helps in giving more clarity to understand how each data was updated, when and why.

If you are using progressive profiling feature within our product, this audit log feature will come handy in understanding your customers as well as handle your contact data securely.

Have any feedback for Aritic PinPoint? Write to our helpdesk for immediate assistance.

Aritic PinPoint Contact Segments is powerful feature and it can be used to segment contacts based on many filter conditions. To filter contacts based on UTM parameter tags, you can follow following steps:

1. Goto Contacts > Segments from the left menu of Aritic PinPoint.

2. Create a new Segment and navigate to Filters tab.

3. From Filters tab, select Website Activity from drop-down right menu.

Using above filters added to the segment, you can filter contacts based on UTM parameter tags automatically inside Aritic PinPoint.

Note: To make the UTM parameter tracking work, you must add Aritic PinPoint tracking code to the pages which you want to track using UTM parameter tag.

Aritic PinPoint has all contacts available inside Contacts menu and you can view all the available contacts within Contacts Dashboard.

To view all available and imported contacts, you should navigate to Aritic PinPoint Dashboard > Contacts > Contacts.

To do any action or trigger on all available contacts inside Aritic PinPoint, you need to build a Global Segment first and on that segment you should add an Automation Workflow, that execute on all the incoming Contacts inside Aritic PinPoint.

Building a Global Segment Having all Contacts:

1. Navigate to Aritic PinPoint Dashboard > Contacts > Segments > Create New Segment.

2. On this screen, add Segment Name as “Global Segment – All Contact”, then navigate to Filters Tab.

3. From Contact tab, select and add Email filter.

4. From Email Filter drop down, select “Not Empty“.

5. Finally “Save & Close” from top right button. Now from the Segment Dashboard you can get all the available contacts added inside this Global Segment.

Congrats!

Inside Aritic PinPoint you can manage various list of subscribers within each segment of contacts feature. To do this, you will have to upload the existing subscribers inside each segment from Aritic PinPoint contact import feature.

You can import exiting list of blog subscribers into your Aritic PinPoint by following this guide.

To start an import, first create a segment with a basic filter having only email address (condition – not empty), within Aritic PinPoint, by the name – “Blog Subscribers“.

After that navigate to Contacts > Contacts > Import > Upload the existing email list > Select the segment, “Blog Subscribers”, map all the options and continue with upload.

Once this import completes successfully, you can navigate to “Blog Subscribers” segment and can view the list of blog subscribers inside this segment.

You can assign an Owner (Aritic PinPoint User) to each contact (or lead) inside Aritic PinPoint. This feature is used to easily manage contacts based on owners / Aritic PinPoint users. This feature when syncs with a CRM system integration works well in sync and assign contacts to the users/ owners automatically.

There are multiple ways by which you can assign an Owner to a contact (or lead) inside Aritic PinPoint:

1. During the contact import process inside Aritic PinPoint, you can assign Owner. Once this setting is selected then, the system will automatically assign the Owner to each contacts during import process.

2. When contacts come inside Aritic PinPoint through API or any integration, then you can assign an owner through an automation campaign workflow.

3. When contacts come inside Aritic PinPoint through forms, then you can assign an owner through the form setting or can assign an owner through an automation campaign workflow.

You can add or remove a segment from an automation campaign at any point of time while build a campaign or editing it.

To remove a segment from all automation campaigns at once; you just need to disable the segment from Segment dashboard and done!

After you have disabled the segment; then none of the automation campaigns would be able to deliver email campaigns.

 

You can add or remove a segment from an email campaign at any point of time while build a campaign.

To remove a segment from all email campaigns at once; you just need to disable the segment from the Segment dashboard and done!

After you have disabled (unpublished) the segment; then none of the email campaigns will go to the contacts appearing inside this segment.

 

Inside Aritic PinPoint, all the available Contacts inside Contacts dashboard can be categorized among the Segments. The Segment option is available inside Contacts > Segments from left menu of Aritic PinPoint dashboard. Each segment can have their own filters and based on the filter conditions, the contacts inside each segment will be updated automatically. The moment a contact fulfills the segment filter condition, it gets added to the relevant segment.

All the segments in Aritic PinPoint are dynamic. And, a detail on how to use segments is here.

Note: Aritic PinPoint does not have any list; although, you can use all the feature of list management with Segments.

1. Login into Aritic Pinpoint account

2. Click on Aritic Pinpoint Dashboard.

3. Click on Automation Campaign.

4. On the top right corner of Aritic PinPoint , click on NEW.

5. Enter the required field and Click on  LAUNCH CAMPAIGN BUILDER.

6. The Campaign Builder is now launched, you can make the following actions here:

Aritic PinPoint supports dynamic segmentation. However, sometimes you may feel the need to intervene in setting your lead segmentation right. You can easily downgrade a lead into a list by building a campaign and mentioning the trigger for the same. Below are the steps to do this.

[A] Contact Segment: Here you can find the existing segments that are already created, the segment(s) will be automatically added to the campaign.

[B] Campaign Forms: You can add the existing forms from your account or even create a new form and then add it here.

[C] Create New Segment: You can create a new segment here if you have not created one yet.

7. Enter the name of the campaign builder. Click on ADD.

8. Select any option as given in condition.

9. Hare, you can change the contact’s details like a within a relative time period. Click on ADD.

10. Execute this event if the contact does not take action by a specific time/ date and. Click on ADD.

11. After created the campaign builder you can be closed when you will click on“Close builder”

12. Click on Save & Close

13. Click on “Close”.

14. Once you complete all producer of creating the campaign builder it will display here as shown in the screenshot.