Welcome 👋
We have gathered eight steps for you to set up for a successful start in MarketHype!
Step 1: Invite users to your MarketHype
You can easily invite colleagues to your MarketHype via Settings (⚙️) → Users → Invite User. Your colleague will then receive an email with how the registration is made and needs to fill in the information required to create a user account.
Step 2: Activate 2FA
Two-factor authentication adds an extra layer of security to your account by requiring you to enter more than just your password to sign in, such as a one-time code sent to your phone number. We strongly recommend that you set this up as soon as possible to secure your own user account and your organization's data.
This is done under Your account → Account security.
Step 3: Activate your email account
Your email account must be activated to create and publish signup forms, send emails, and start automated emails.
This is done by verifying your email domain and adding a sender profile.
In addition to adding the DNS records provided by MarketHype, we also recommend that you add DMARC to your domain. Read this article to learn more, or share it with the person helping you to add the DNS records.
Step 4: Export lists from your previous email system
Opt-out lists
Your email domain's reputation plays a big part in how your emails are delivered to different email clients. Therefore, we recommend that you export the following lists from your previous email system to later import to MarketHype:
All email addresses that have bounced or marked the email as spam.
All email addresses that have opted out/unsubscribed.
Contact lists
Contacts that you want to continue communicating with in MarketHype. If you have different communications groups, export them to separate lists. Examples of contacts and communications groups could be:
Subscribers
Media
Partners
Teachers
Important to think about
To maintain a good email domain's reputation, make sure only to export active contacts. Therefore, we recommend that you export the following:
Recipients that have opened an email within the last 3-4 months.
If you want help with how to export from your previous system, contact us, and we will be happy to assist you!
Step 5: Import list to MarketHype
Opt-out lists
Once you have exported your opt-outs, you can import them to MarketHype as an opt-out list.
Contact lists
Before you import your contact lists, make sure to import them to the correct subscription types in MarketHype based on how you want to communicate with them.
Subscription types help you store the consent for each contact and work as digital email lists to help you keep your different communication groups separated.
If you need help with how to create the import correctly, please wait until our first onboarding workshop.
Step 6: Integration to Meta
Do you want the possibility of exporting contacts straight from MarketHype to your custom audiences on Facebook?
There's no time to wait - get your Facebook integration in place.
Step 7: SMS preparations
SMS has become a powerful communication channel. In MarketHype, you will be able to:
Send broadcast SMS
To reach out with last-minute deals.Set up SMS automations
Wish your contacts a happy birthday or communicate with them before, during, or after their visit.
To start sending SMS, you need a sender name and a stop word. Once you have decided, you can contact our Success Team, and they will set it up for you.
Step 8: Set validation time for Legitimate Interest
An essential part of your marketing communication is to keep track of marketing consent. MarketHype will help you organize and track who you can communicate with and what type of communication you can lawfully send them. This is done by recording consents on one of two legal bases - Freely given and Legitimate interest.
Legitimate Interest | Freely Given |
Meaning The contact has not actively given you consent but showed an interest in your organization, such as buying your product. | Meaning The contact has actively given you consent, e.g., by signing up for your newsletter or by accepting marketing during the purchase checkout. |
Validation time Valid for a limited amount of time or until the contact itself unsubscribes. The validity time is unique to your organization. | Validation time There is no expiration date—it ends when the contact withdraws the consent itself, for example, by unsubscribing from your emails. |
Legitimate interest is set at two years by default, but you can go to Settings (⚙️) → Consent → Validation time for Legitimate Interest to set your organization's validation timespan for the consent.
Step 9: Update organization contact details
The organization details can be used as merge tags in emails to share the organization's address, email, and name, so make sure the details are up to date.
This is done under Settings (⚙️) → General details.
That's a wrap! 🎉