Global Settings
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Pingtree Training and Onboarding
Pingtree Overview
Product and Features
Pingtree Use Cases / Modules
Pingtree solves the operational needs of a lead generation campaign and helps end users find solutions to their platform needs despite the model they have. Some of the common use cases for Pingtree:
General Lead Generation. The platform can support any use case, whether the end user is a supplier (affiliate / marketing company) of leads or a purchaser of leads (advertiser). The platform allows for the collection of and the send of leads.
Affiliate Management. To support the volume of a lead generation campaign, many end users will add in third parties to increase traffic to their offer. These traffic partners are referred to as “affiliates” or “Marketing Partners” and send clicks and leads on some form of payout model.
Lead Distribution / Selling. When a lead of click is generated it needs to go somewhere. This could mean a reduction to a URL or posted into a CRM of a buyer or the Advertiser. The platform offers a suite of solutions to intelligently route the leads to the right place and help users monetize leads that they are selling.
Landing Page and Forms. At the center of lead generation is the landing page and the form. This is where the traffic from sites will be directed to and tracked to and the user information is collected. Due to the technical nature of landing pages, forms and the logic they must have to truly run a campaign at scale, this usually leads to complexity for companies. Pingtree offers a no code solution to build and deploy landing pages and forms. To further enhance this there is a complete team dedicated to supporting this called “Solutions Engineers” who can fully support the creation of pages and forms.
Direct Mail.
Monetization.
Source of Truth Analytics.
Competitors
Value Proposition
Pricing
Pingtree looks to make pricing simple and predictable for the user. We know that every business needs to be able to estimate and understand the fixed costs of their business. When a prospect comes to Pingtree being able to make pricing as simple and clear in explanation as possible is
key to converting a prospect to a customer.
There are (3) components to pricing: Monthly License, Usage Based Pricing and Support Plans
Monthly License. The monthly license is set at $2,500 and will be billed on the date of registration each month.
As there are (12) months and some months do not have 29, 30, 31 in dates, we will default any billing to the 28th of each month so it will run every month.
Usage Based Charges. We have usage based API’s and services. The best example of this is the validation services for phone number and email. When a user turns this on the next person going through their form or API will be validated against a 3rd party API. This will result in a cost to Pingtree and the Customer.
Note: The best way to explain this to a customer is to share with them is that they are only billed for what they use. Always give an example:
“Usage based pricing is for any third party that you use their services. For example, if you wanted to, you could turn on “Phone Validation” so that when a person goes through your form we make sure they input the right information and it’s valid. The good news is, it’s super cheap and ensures you have quality data. Turn on and off as you would like.”
Support Plans. We know that campaign management can be a lot of work and not every company will come with a pre-loaded tech team or staff that has the background / skill set to support.
Pingtree offers support plans to help the customer find success faster and to have a dedicated support team to assist in everything from setting up campaigns to designing and building out landing pages and complex forms.
Support Levels
As noted above, Pingtree offers several support plans to really support the end customer. These plans are as follows:
Commitment to Excellence
“How you do one thing is how you do everything”. It’s simple and everything we do at Pingtree is quality.
Everything you do can be quality from the actions that you take to the communication you give to your team and the end client.
Some quick examples:
Replying to the client:
“K, I will do it” or “I completely understand. I am working on this now and it’s a priority for me to get this done for you. I will send you updates as I progress. Here if you want to check in at anypoint.”
Which one are you? What quality is a representation of excellence? Which would make the client the most happy?
Decision Making: Do you guess or do you take the time to get all the facts and then make a thoughtful decision?
Follow Through: Do you need to be reminded to get things done, put them on a list or “where is XYZ task at” or do you proactively structure you day and send updates to your colleagues on tasks that involve them?
There are 500 more examples to be given and remember, it’s very easy to separate quality from non-quality - the team internally and customers will notice. Hold yourself and everyone in Pingtree to a Commitment of Excellence.
Navigating the Pingtree Application
Getting Started > System Architecture
Menu Structure
Pingtree has two menus for the user to help navigate through the application. There is (1) menu on the header and (1) menu on the left side of the screen.
Understanding the Menu Structure in Paintree Application - Watch Video
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Menu Explanation:
Header Menu. This menu has a simple utility in that it is mean for the user to:
- Manage their profile, show navigation tabs, search for a transaction ID/campaign and find support from Pingtree.
Managing the users profile and login status
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Searching a transaction_id
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Side Menu - Navigation. This side menu will help the user navigate the entire application and will be broken up into module or administration use.
The core menu structure will be:
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Dashboard. This will simply be for the user to return home to the main dashboard from any screen.
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Campaign Management. This is the most commonly used menu item as it will hold the ability to create, view and manage campaigns along with supportive modules for campaigns such as the creative library, funnel builder and analytics.
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Database. Database will be used for storing data and uploading data to the application. This will also be used to create and manage custom fields.
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System Settings. System settings will be to manage the users of the application, timezone, domains, events, payment methods and role based access.
Dashboard
The Dashboard is for the user to see the overall scope of traffic on each campaign as a whole.
Dashboard Explanation: The user will always land on this page when logging into the application. This dashboard is what we call the “30,000 foot view” of the system and it will show the overall data in the application and base campaign details.
The user will be able to see the campaign listings as well as configure quick campaign cards to see stats of the filtered campaigns.
Understanding the Application Dashboard 📊 - Watch Video
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Campaign Overview
Understanding Campaign Management 🎥 - Watch Video
![][image5]
This video will go into the basics of using the campaign and how to navigate using the filters and select campaigns to see.
Optimizing Marketing Strategies for Better Performance 💡 - Watch Video
![][image6]
This is a comprehensive video to show how the Sources tab is configured and
Common Industry KPI’s and Metrics
Lead Generation and Marketing Common Metrics
- Conversion Rate: This metric measures the percentage of visitors who complete a desired action, such as filling out a form or making a purchase. A higher conversion rate indicates effective lead generation tactics.
- Cost Per Lead (CPL): CPL calculates the total cost to generate a new lead. It helps marketers assess the efficiency of their campaigns and budget allocation.
- Cost Per Acquisition (CPA): CPA refers to the cost incurred to acquire a new customer who has completed a desired action, such as making a purchase or signing a contract. This metric encompasses the entire customer journey, from lead generation to conversion.
- Cost Per Click (CPC): CPC calculates the total cost of a given click from a lead
- Cost Per Mille (CPM): CPM refers to the total cost pays for one thousand impressions
- Click Through Rate (CTR): CTR is the ratio of users who click on a specific link or ad to the number of total users who view the page, email, or advertisement. It is expressed as a percentage.
- Earnings Per Click (EPC): EPC is a performance metric commonly used in affiliate marketing and online advertising to measure the average earnings generated for each click on an advertisement or affiliate link. EPC helps marketers and advertisers assess the effectiveness and profitability of their campaigns.
- Impression: An impression represents an instance when an advertisement, web page, or piece of content is displayed to a user. A new impression is generated every time this content is shown to the user regardless of whether the user interacts with it or not.
- Lead Quality Score: This score evaluates the potential value of a lead based on criteria such as engagement level, demographic information, and behavior. Higher quality leads are more likely to convert into customers.
- Customer Acquisition Cost (CAC): CAC measures the total cost of acquiring a new customer, including marketing expenses and sales efforts. Understanding CAC helps businesses determine the profitability of their marketing strategies.
- Return on Investment (ROI): ROI assesses the financial return generated from marketing activities relative to the costs incurred. A positive ROI indicates that marketing efforts are yielding profitable results.
- Return on Ad Spend (ROAS): ROAS displays the total revenue generated specifically from total ad spend.
- Lead Source Performance: This metric tracks the effectiveness of different lead sources (e.g., social media, email marketing, organic search) in generating leads. It helps marketers identify which channels are most effective for their audience.
- Sales Qualified Leads (SQLs): SQLs are leads that have been vetted and deemed ready for the sales team to pursue. Tracking the number of SQLs helps measure the effectiveness of lead nurturing efforts.
- Time to Conversion: This metric measures the average time it takes for a lead to convert into a customer. Shorter conversion times can indicate effective marketing and sales processes.
By monitoring these KPIs and metrics, businesses can gain valuable insights into their lead generation efforts, optimize their marketing strategies, and ultimately drive growth and
revenue.
Pingtree Terminology & Best Practices
Terminology
Transaction ID:
Click Script:
Conversion:
Advertiser:
Custom Endpoint:
Partner:
Marketing Partner:
Affiliate Dashboard:
Affiliate Conversion:
Sub ID:
Click:
Form:
Lead Submit:
Form Sold: