ARchitect Customer Support

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 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

User Guides 2

• ARchitect Getting Started Guide
• ARchitect Analyst Portal User Guide

ARchitect Release Notes 3

• ARchitect Release Notes 2023
• ARchitect Release Notes 2022
• ARchitect Release Notes 2021

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 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 Forum 2022 1

• ARchitect User Forum 2022 Highlights