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Getting started with Pingtree
Getting started with Pingtree

Getting started with Pingtree and how to setup Pingtree for the first time

Brooks West avatar
Written by Brooks West
Updated over 8 months ago

Hello πŸ‘‹ and welcome to Pingtree!

Let's start your journey with Pingtree off on the right foot and get your campaign live as quick and smooth as possible.

To start let's begin with the resources you will want to review when creating your account:


Starting Off Right

We want you to focus on what matters which if dirving more leads, conversions and revenue for your business. The lower the build time the better and in this article we will focus on what will speed time to launch!

Account Setup Team

When you make an account with Pingtree you just brough on an entire team of product experts, developers and account managers that are on standby to help support you. the best way for Team Pingtree to serve you is to engage in setup calls and come prepared to setup.

Your Account Setup Team will there from day 1 to support your rollout and knowledge/ implementation or the platform.

Here are some tips:

  1. Take advantage of standup calls where you can bring your team and media partners
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  2. Collect an example workflows you like, landing pages, forms and documents for any sources or buyers to connect.
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  3. Do some delegation: set tickets for support in your dashboard and allow us to do some of the heavy lifting.

Documentation

Well, you are here, in the documentation - so you won;t need to go far from here. Use the search bar to look for keywords of phrases of what you need support with.

We spent many hours making this as comprehensive as we could so that we can get the information from the people that have it, to the people that need!

For Developers: Check out the developer quick start guides that supply technical documentation in a liner workflow to help speed up implementation.

Application Support

Inside your dashboard there is an icon in the lower left, this will open up a chat window that is packed full of resources, documentation and hat everyone loves the most: Live Support.

Find answers to your questions quickly and make your day efficient with lightning fast execution that give you the advantage.

Guides

We have built tours and guides to support your support that walk through specific use cases from start to finish.

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