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Knowledge base
ARchitect Tutorials
The Basics
4
How To Search For Your Influencers
Organize Your Influencers Into Groups
Create a Briefing Book
Create Your First Interaction
Create, manage, and track Interactions
6
What is an Interaction?
How To Create an Interaction
Interaction Best Practices and Tips
Organize Interactions into Projects
Create Tasks from Interactions
See all 6 articles
Create Your First Influencer Group
4
How To Create a Group
Other Ways to Create a Group
Organize your Groups
4 Ways You Can Use Influencer Groups
Navigating ARchitect like a Pro
3
How does a Grid work and what can I do with it?
How To Search in ARchitect
Use Filters to Drill Down Your Results
Measuring Your Success
3
What can I report on in ARchitect?
How to Report on My Interactions
How to Use My Dashboard
Using Your ARchitect Toolbox
4
Plan Out Your Program with Projects
Keep Up to Date with Firm Research Calendar
Create Influencer Emails Like a Pro
Creating Anchor Links in ARchitect Emailer
Get Started with ARchitect Admin
7
How To Create a Custom Field
Manage Users and Participants
Create a report on ARchitect Usage
Project Status Codes
Editing Interaction & Project Types
See all 7 articles
Intro to Premium Content
4
Introduction to Premium Content
How to Report on Articles
Navigating Premium Content
Create Share of Voice Reports
Intro to Analyst Portal
10
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 10 articles
Intro to Event Manager
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
Work Efficiently with Calendar/Email Add-In
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
ARchitect Emailer Tool
3
How to set up a DMARC policy to improve your ARchitect Emailer deliverability
How to properly save changes within email files
How to create new/update existing template in ARchitect Emailer
FAQs:
FAQs
26
What is the Influencer Score?
How to Add a New User?
How to Disable a User?
What is Influencer Interaction Ranking?
How to add Articles in ARchitect
See all 26 articles
ARchitect User Guides
User Guides
2
ARchitect Getting Started Guide
ARchitect Analyst Portal User Guide
ARchitect Release Notes
ARchitect Release Notes
3
ARchitect Release Notes 2023
ARchitect Release Notes 2022
ARchitect Release Notes 2021
Case Studies
Case Studies
13
IBM: Scaling AR Impact Through Digital Channels
Compucom: Gaining AR Program Flexibility with ServicePlus
Alteryx: Using Analyst Premium Content to Supercharge Your AR Program
Oracle: Running a Large AR Event Enabled by ARchitect Event Manager
Twilio: Analyst Perception Tracking & Reporting
See all 13 articles
Learning Series Webinars
Learning Series Videos
0
Learning Series Webinars 2021
8
2021 Ep. 1: Define. Discover. Dashboard.
2021 Ep. 2: Tracking Influencer Interactions & Beyond
2021 Ep. 3: Projects for the Future
2021 Ep. 4: Preparing for Influencer Meetings and Reporting on Your Results
2021 Ep. 5: Mention Tracking with Premium Content
See all 8 articles
Learning Series Webinars 2022
7
2022 Ep. 1: ARchitect Planning
2022 Ep. 2: Briefing Books: How to Prep for Your Next Big Meeting
2022 Ep. 3: Make Data-Driven Decisions with Interaction Tracking
2022 Ep. 4: Reach More Analysts with Email Campaigns
2022 Ep. 5: Plan Your Next Event with the Event Manager
See all 7 articles
Learning Series Webinars 2023
2
2023 EP. 1: Dial in your ARchitect Dashboard
2023 EP. 2: Build Better Analyst Emails and Improve Deliverability
ARchitect User Forums
ARchitect User Forum 2022
1
ARchitect User Forum 2022 Highlights