Getting Started Checklist

Welcome to Experiture!

Here’s a “Quick Start Checklist for New Users” article designed to help you onboard smoothly into the Experiture platform.  This checklist should give you a strong foundation for using Experiture effectively. Once you’ve completed these steps, you’re ready to dive into more advanced features and start optimizing your marketing efforts!

Configure Your Account

  • Set Up User Profiles: Add team members and assign permissions based on roles.
  • Customize Account Settings: Adjust settings such as time zones, holidays, and preferences to match your business requirements.

Tip: For detailed steps, refer to the “My Account” section in the Help Center.

Import Your Audience Data

  • Upload Contacts: Use the import tool to upload your contact list from spreadsheets, CRMs, or other systems.
  • Define Audience Segments: Create segments based on demographics, behaviors, or custom criteria to tailor your outreach.

Familiarize Yourself with Campaign Types

  • Explore Available Channels: Review the options for Email, SMS, Direct Mail, and Landing Pages. Decide which channel(s) you’ll use for your first campaign.
  • Choose Templates: Access the Template Library to select or create templates for each campaign type (email, SMS, or landing page).

Set Up Your First Campaign

  • Campaign Objectives: Define your campaign goals (e.g., lead generation, customer engagement, sales conversions).
  • Build the Campaign: Use the campaign builder to configure settings, select templates, and add content.
  • Preview and Test: Run a test version of your campaign to ensure that emails, SMS, and other elements appear as expected.

Tip: Use the “Getting Started with Campaigns” article for a step-by-step guide on setting up different campaign types.

Review Analytics and Tracking Options

  • Set Up Tracking: Enable tracking options for each campaign channel to monitor performance metrics.
  • Familiarize with Key Metrics: Understand what metrics are tracked, such as open rates, click-through rates, and conversions, to evaluate campaign success.

Tip: Visit the “Reporting & Analytics” section for more on interpreting campaign data.

Explore Journey Builder for Automated Campaigns

  • Design Customer Journeys: Use the Jounrey Builder interface to set up automated workflows based on user behavior and triggers.
  • Schedule and Activate: Schedule campaigns and activate journeys to begin engaging customers with automated sequences.

Tip: Refer to “Journey Builder” for examples and best practices.

Access Support and Additional Training

  • Help Center: Bookmark the Help Center for easy access to tutorials, how-to articles, and troubleshooting guides.
  • Customer Support: Reach out to the support team via in-platform chat or email for any technical assistance.
  • Training Resources: Explore any available community resources or training webinars for ongoing learning.