Welcome to Acteol SE
Once we've completed the initial steps of your setup and configuration, we'll provision an Acteol SE SaaS instance for you. However, to access your SE instance, you first need to join Access Workspace.
Access Workspace is a single sign on platform which seamlessly brings together all your Access Group software.
Sign in to Access Workspace
Once the initial setup is complete, your primary user receives an Access Workspace email titled Sign up to Access Workspace. Click Join and complete the sign up process and set your password.
Launch Acteol SE
Once you're are logged in to Access Workspace, you can launch Acteol SE following the steps below:
In the top left, click access button
Click Products and select Acteol SE.
Check out your homepage
When you log in to Acteol SE, your homepage opens. Here you can see all the quick access icons for all your modules, and your key data points for recent spend and best performing campaigns. Don't worry if you don't have any data at this point, as you've only just started your Acteol journey. Your data starts recording as you do more with the product and your contact interactions register. Take your time to explore the product and familiarise yourself with the navigation around the product.
Complete your setup
As the primary user, to complete your instance setup, follow the steps below:
Click your profile picture
, then click Settings.
Click Acteol SE Setup.
Review and complete the following setup features:
General: Campaigns details, average spend details, templates details.
Locations management.
Data Sources.
GDPR/Rules.
Preference Centre.
Website: tracking script and sign up form.
Users management.
Social.
General
From the general setup up, you'll be able to set these details:
Campaigns details:
Email From Name.
Email From Address.
SMS From Name.
Average spend detail:
If a transaction data source wasn't integrated, the average spend calculations can still be configured by manually setting default values. You can enable the average spend details toggle and modify the following:
Brunch Average Spend.
Lunch Average Spend.
Dinner Average Spend.
Templates details.
Email Default Colour: The colour of background of the email outside of the containers.
Container Default Colour: The default colour of the background of your content containers.
Email Text Colour: The default colour of your text in the email.
Email Font Size: The default size of your text.
Email Font Family: Choose the default font of your text from the drop down.
📌 Note: There is a determined list of the available fonts that Acteol SE is supporting that you can choose when creating your campaign design.
⚠️Important: The onboarding team would have already designed your templates based on the brand guidelines you've shared with them, so please skip this part, as it will revert back all of the design that was applied.
Locations management
We've created your locations, which are also referred to as sites.
To use Locations Management in the SE Acteol setup tool to add extra information for your sites and review those already created, follow the steps below:
In the Acteol SE Setup page, click Locations.
By the site to edit, click the edit
icon.
In the editor window, make your changes.
Click Submit.
📌 Note: To add another location, please contact us at [email protected]. If you send the new location request outside of standard office hours, you'll receive a reply the following working day.
Data Sources
There is a list of data sources that we can integrate with easily, to help get your historical data and your new data.
These are added by the onboarding team, or by you if you are familiar with the process.
GDPR/Rules
GDPR: we created the GDPR/Rules as part of the onboarding setup. The added details will be displayed for customers who wish to request that their data will be deleted from the database. You'll see that the privacy policy or the DPO email address have been already added as provided by your side. You can revisit this at anytime.
Rules: the maximum number of campaigns to be sent per customer per certain period, it can be adjusted to match your campaigns send frequency if you wish.
Preference Centre
The preference centre details are updated as part of the onboarding setup. The added details will be displayed for customers who wish to update their marketing preferences. The preference and unsubscribe links are embedded by default in all of your templates.
To preview the Preference Centre, click My Preference. This is what your contacts see when they visit.
Website
From the Website step, you can copy the website tracking script and send it to your web teams to embed in your website. This would enable Acteol to capture the flow of visitors to your website. You can also configure your website signup form and add it to your website to capture more new contacts to be added to your Acteol SE database.
Website: Share the tracking script
In the Acteol SE Setup page, click Website.
Hover over the tracking script, then click Copy to Clipboard.
Provide the script to your web team to embed in your website.
Website sign up from
To review and edit your sign up form, follow the steps below:
In the Acteol SE Setup page, click Website.
Review and amend the form.
To add a question to be visible in your signup form, click Visible.
Click Save.
To preview the form after its creation, click Preview.
Website: Share the sign up form
To add the sign up form to your website, follow the steps below:
In the Acteol SE Setup page, click Website.
Click Get HTML Code.
⚠️Important: The Get HTML code will only be visible if you've saved the updates you applied to the form.
Copy the HTML script and share it with your web team.
Your web team can now add this to your website.
User setup
As the primary user, you can use the user setup tool to set up additional standard users and assign the locations that they belong to by following the steps below:
In the Acteol SE Setup page, click Users.
Click New, then enter their details.
Click Add.
To edit an existing user, click the edit
icon next to the user record.To lock an existing user, click the Lock the user
icon.
Social
📌 Note: This step is only visible to if you've purchased the Audience Management or the Social Activity modules.
Ad accounts adding
Navigate to the Ad Accounts tab, then click the Add button.
Select the relevant social icon, and add your social page credentials and log in.
From the Select Groups drop down, select the Super Users and the Primary users group.
📌 Note: The primary users group is names after the name of the instance
Click Ad Add Account.
Social Pages adding
⚠️Important: You can only integrate the social pages that are business ones, not personal.
Navigate to the Profiles tab, then click the Add button.
Select the relevant social icon, then add your social page credentials and login.
📌Note: Facebook and Instagram are linked together.
From the pages list, select the relevant pages to be added to your instance, then click Add Page.
📌 Note: You can select multiple pages only for Facebook and Instagram.