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Knowledge base
FAQs:
FAQs
29
How to Add a New User?
How to Disable a User?
What is ARInsights' Privacy Policy?
Is ARchitect GDPR Compliant?
How do I fix the Error message after installing ARchitect Interactions for Google Workspace?
See all 29 articles
Productivity Tools
How to Use ARchitect Productivity Tools
4
How To Use the ARchitect Interactions for Outlook Add-In
How To Use the ARchitect Add-In for Outlook ‘10, ‘13 and ‘16
Introduction to Smart Email Capture
How To Use the ARchitect Interactions for Google Workspace Add-On
Interactions
Create, manage, and track Interactions
14
What is an Interaction?
How To Create an Interaction
Interaction Best Practices and Tips
Organize Interactions into Projects
Create Tasks from Interactions
See all 14 articles
Influencers and Groups
Manage Influencers and Groups
17
How To Search For Your Influencers
Organize Your Influencers Into Groups
How To Create an Influencer Group
Organize your Groups
Other Ways to Create a Group
See all 17 articles
Briefing Books
1
Create a Briefing Book
Premium Content and Articles
Managing Premium Content and Articles
12
How to Report on Articles
Which analyst firms’ research is included in Premium Content, and which firms are included in the Firm Research Calendar?
Navigating Premium Content
Introduction to Premium Content
Create Share of Voice Reports
See all 12 articles
Firm Research Calendar
1
Keep Up to Date with Firm Research Calendar
Analyst Portal
Managing your Analyst Portal
11
Introduction to ARchitect Analyst Portal
Customizing your Portal
Adding Content to your Portal
Managing Influencers Access to your Portal
Monitoring Influencer Views & Clicks on the Portal
See all 11 articles
Analytics
Analytics How To:
7
How do I Filter the Analytics Results?
How Can I View the Analytics Data as a Table?
How Can I Export the Analytics Data?
How Do I “Drill Through” on a Visualization?
How Do I “Drill Down” on a Visual Graph?
See all 7 articles
Analytics FAQ
4
What are the Analytics pages in ARchitect?
Do the Analytics pages replace existing saved reports?
Are the Analytics pages “real time” with updated data?
Do my Finder filters carry over to the Analytics pages?
Projects
Creating and Managing Projects
9
How to Add a New Project
How to Configure Projects
Project Status Codes
Plan Out Your Program with Projects
How to Configure Project Types and Stages
See all 9 articles
Email
Creating and Managing Emails
7
ARchitect Emailer Deliverability Best Practices
How to set up a DMARC policy to improve your ARchitect Emailer deliverability
How to properly save changes within email files
Create Influencer Emails Like a Pro
How to create new/update existing template in ARchitect Emailer
See all 7 articles
Artificial Intelligence (AI) Features
ARchitect Artificial Intelligence (AI) Features and Descriptions
1
Artificial Intelligence (AI) Features and Descriptions
Event Manager
Creating and Managing Events
4
Introduction to Event Manager
Build an Event in Event Manager
Select meeting times with the Event Manager Scheduling Assistant; Invite Influencers & Participants and View RSVP statuses
Configure and Export Agendas
Site Administration
Managing Site Settings and Preferences
6
How To Create a Custom Field
Manage Users and Participants
Create a report on ARchitect Usage
Editing Interaction & Project Types
Single Sign-ON (SSO) Information and Implementation Guide
See all 6 articles
User Guides
User Guides
2
ARchitect Getting Started Guide
ARchitect Analyst Portal User Guide
Release Notes
ARchitect Release Notes
4
ARchitect Release Notes 2024
ARchitect Release Notes 2023
ARchitect Release Notes 2022
ARchitect Release Notes 2021
Case Studies
Case Studies
9
Teradata: Enhancing AR’s Value with Extended AR Support
Siemens: Centrally Managing AR Activities & Tying Activities to Outcomes
SAP: How SAP Reaches More Influencers and Reduces ‘Email Overload with an Analyst Portal’ with an Analyst Portal
SugarCRM: Improving AR Productivity and Measuring Results with AR Software
Palo Alto Networks: Assessing Influencer Traction Through Share of Voice
See all 9 articles
Learning Series Webinars
Learning Series Webinar Recaps
1
ARchitect Learning Series Information and Recaps
ARchitect User Forums
ARchitect User Forum Highlights
1
ARchitect User Forum Highlights
