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Setup guide for new organizations
Zaklina Udovicic avatar
Written by Zaklina Udovicic
Updated over a month ago

Welcome πŸ‘‹

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 (βš™οΈ) β†’ Users β†’ 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 your email account

Your email account must be activated to create 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 recommend adding DMARC to your domain. Read this article to learn more, or share it with the person helping you to add the DNS records.


Step 3: 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. 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, only export active contacts. We recommend that you export the following:

  • Recipients that have opened an email within the last 3-4 months.

If you want help with exporting from your previous system, contact us, and we will be happy to assist you!


Step 4: 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 importing your contact lists, ensure they are assigned to the correct subscription types in MarketHype according to your communication preferences.

Subscription types allow you to store consent for each contact and function as digital email lists, helping you keep different communication groups organized.

If you need help with how to create the import correctly, please wait until our first onboarding workshop.


Step 5: 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 6: 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.

You need a sender name and a stop word to start sending SMS. Once you have decided, you can contact our Success Team, and they will set it up for you.


Step 7: Set validation time for Legitimate Interest

An essential part of your marketing communication is tracking 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 dateβ€”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 β†’ Consent β†’ Validation time for Legitimate Interest to set your organization's validation timespan for the consent.


Step 8: 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 β†’ General details.


That's a wrap! πŸŽ‰

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