Getting Started Guide

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

Articles

Getting Started for New Clients: Welcome!
Welcome to Ascent360! This brief video welcomes new clients and outlines next steps of the onboarding process. We are excited to have you! Your browser does not support HTML5 video. All onboarding communications with be sent from clientonb...
Getting Started: Resources & Support
If you're a new client in onboarding, you'll have access to a specific set of resources for your first 30 days after the Ascent360 Marketing Platform Orientation . These resources are outlined below. Role Area of Ownership ...
 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 Audien...
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 Audien...
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 ...
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 Se...
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. Seei...
Getting Started for New Clients: Transitioning to Help Desk (Long-term Support)
Help Desk After your 30 days in onboarding, you will move to our Help Desk for ongoing support. These resources are here to help you with platform questions, strategy questions, technical support, and can connect on a call if needed! Contactin...