Setting Up and Using the Aspire Marketing Pro Integration

Requirements

✅In order to use Marketing Pro in Aspire, you’ll need Marketing Pro added to your user role.

Adding the Marketing Pro user role

To get started with Marketing Pro, an Administrator must allow permission for the Marketing Pro user role.

1. From the Aspire app, select Settings > Administration.
2. From the Administration page, click User Management > User Roles.
3. In the Role drop-down, select System Admin.
4. Click Admin, then select the Marketing Pro check box.

When a user has the Marketing Pro role, they can access their branches within the Marketing Pro platform.

For example, if you're a multi-branch company, the users with Marketing Pro access can view all data and make changes to the branches they have access to just like in Aspire.

Setting up Your Marketing Pro Branch with Aspire

Once your user role has Marketing Pro added, you’ll see the Marketing Pro icon appear in the blue side menu above your Profile Icon.

Clicking Marketing Pro in the blue side menu opens Marketing Pro in a new tab. You can then begin your initial set up. 

Next steps

1. Visit the Marketing Pro knowledge base and read the Quick Start Guide section under the Setup heading to keep going!
2. After completing all steps in the Quick Start Guide, continue through the Key workflows documentation to complete setup and start launching campaigns.

Aspire Marketing Pro integration FAQ

When does Aspire data sync to Marketing Pro?

When Marketing Pro is activated, your first-time sync will import all of your contact, property, and opportunity data. After your initial integration set up of Marketing Pro with Aspire, any changes will be synced overnight.

Example: You create a new property with new contacts. That information will be available for use the next day after the overnight sync is completed.

Note: All contacts that have an email address can be used for marketing purposes in Marketing Pro.

How is customer data mapped between Marketing Pro and Aspire?

When you select Contacts in the left side of Marketing Pro, you'll see your contacts from Aspire that have synced.

In Marketing Pro, Contacts are either Residential and Commercial. 

• Contacts associated with two or more properties are Commercial. 
• All others are considered Residential.

If you wanted to review Contacts who aren't associated with a property in the Contacts module in Aspire, you could add the filter of those that have an email address and less than two properties. In Marketing Pro, this would be the same as viewing Residential contacts with a single location:

For Contacts with multiple properties, you could use the filter in the Contacts module to filter those with emails and more than one property. It would be the same as viewing Commercial contacts that are multi location in Marketing Pro:

How does Aspire data work with Segments in Marketing Pro?

Segments are lists of customers in Marketing Pro that receive your marketing campaigns. You can target specific Segments based on customer contact information, properties, estimates, or services. Think of contract opportunities that haven’t yet been renewed for the upcoming year. 

Keep reading for detailed information about which Aspire fields are available for use in Marketing Pro and how they're mapped.

Contacts

You can build a Segment about someone in Marketing Pro that is mapped on the Contact level. You may also see a Contact referred to as an Account in Marketing Pro.

Additional examples of Aspire Contact fields that are pulled into Marketing Pro are:

Prospect, Leads, Customer (All other contact types are tied to the Opportunity)

Here are the Contact fields that sync with Marketing Pro and how they're mapped:

Properties

On a Segment, you can specify marketing information based on the following fields from Properties. 

Here are the Property fields that sync with Marketing Pro and how they're mapped:

Opportunities

Opportunity information can be used within Marketing Pro. Opportunities in Aspire are known as Estimates when you move over to use Marketing Pro!

Here are the Opportunity fields that sync with Marketing Pro and how they're mapped:

Service Types

You can use service related fields to help your marketing efforts!

Here are the Service Type fields that sync with Marketing Pro and how they're mapped:

Once you understand the mapped fields of Aspire and Marketing Pro, you can move forward with sending all different kinds of email campaigns!

Email Marketing best practices

Email Marketing success relies heavily on email domain reputation. To make a great impression, start with smaller, targeted segment lists and gradually increase the volume over time. Internet Service Providers (ISPs) grade your email marketing, and they look for suspicious activities such as spikes in send volume. Aspire’s Marketing Pro can help with this!

If your email reputation isn't great, your emails may be filtered as junk or spam!

To maintain a good sender reputation, consider the following tips when you move to use Marketing Pro:

• Hyper-target segments of customers and send relevant emails to smaller audiences.
• Try using email marketing automation campaigns to engage with customers at the right time.
• It's also a good idea to start with segments of 500 contacts or smaller and send 2-3 emails, then double the contacts and send 2-3 more emails before doubling again.