Getting started guide

Our Getting Started articles are a great resource for clients in onboarding getting started with the Ascent360 Platform.

Articles

 Getting Started: Platform Orientation
This video is an introduction to the platform. This will help you get started with Audience Builder, email design, and walk through the process of sending an email.  Welcome: 00:00-00:54 How to Access Help: 00:55-2:05 Building an Audience: ...
Getting Started for New Clients: Onboarding Checklist
Welcome to Ascent360! We are thrilled to partner with you as you get started making the most of your data. It is estimated that this checklist will require 8 hours of your time during your 30 days of onboarding. This checklist will help you make s...
Getting Started: Audience Builder
Audience > Audience Builder or Select "Build Audience" on the Ascent360 Home Page Use the Ascent360 Audience Builder to build custom segments based on demographics, email history, transaction history, and more! Type of Audiences Audience...
Getting Started: Designing an Email
Email > All Designs or Select "Design" on the Ascent360 Home Page Use the Ascent360 Email Designer to build targeted and relevant marketing communication to be sent to an Audience. Create a New Email There are multiple ways to get started d...
Getting Started: Sending an Email
Build an Email by selecting  Create > Email  or Send your existing Email under Email > Designs Once your email design is ready to be sent, configure the email sending details to share your message.  Configure the Sending Properties The...
Getting Started: Detailed Email Report Statistics
Emails > Reports  This page is an aggregate summary of all of your emails sends. Once you have sent your email, you can view these statistics by specific emails by using the dropdown in the upper right corner of your screen. Seeing your ...