Satisfi Labs Marketing Engine Onboarding Guide

Welcome to the Satisfi Labs Marketing Engine! This guide outlines the onboarding steps for launching marketing campaigns across email, SMS, landing pages, and social media (Facebook, LinkedIn, Instagram, and X). We’ll walk you through the key phases, platform setup, timelines, and responsibilities.

If you're working against tight deadlines or seasonal windows, we offer an accelerated onboarding track click on the below link to know about Accelerated Launch Path.

1. Onboarding Timeline

Phase	Time	Description	Key Activities	Resource Allocation
Kickoff & Goal Setting	Day 1	Align on campaign goals, compliance needs, and platform capabilities.	Overview of email, SMS, and social marketing. Brand intake.	1-hour call (Both)
Platform Walkthrough	Day 3	Live demo of the dashboard and campaign setup tools.	Walkthrough: email/SMS builder, landing page editor, post scheduler.	1-hour session (Both)
Asset, Channel & Contact Setup	Days 3–10	Setup of email domain, SMS toll-free number registration, contact import, branding assets.	Add DNS records Submit SMS registration Upload lists Begin warm-up	~2 hours client-side 1.5 hours Satisfi Labs ME
Email Warm-Up & Form Integration	Days 5–15	Use low-volume sends (e.g., welcome/form submission journeys) to build sender reputation.	Enable drip journey for form submissions Monitor open rates and domain health	1 hour Satisfi Labs ME guidance
QA & Internal Testing	Days 11–16	Run test sends/posts across all channels. Final review of appearance and tracking.	Test sendsSocial post QA Landing page preview	1-hour QA review (Satisfi Labs ME)
Launch	Day 17+	Launch coordinated campaigns across all live channels.	Final approval and schedule go-live	30-minute go/no-go call
Post-Launch Review	Day 24	Review performance metrics, audience engagement, and outline optimization plan.	Metrics review Best practice insights	45-minute review call

2. Channel Setup Requirements

Email Domain (CNAME Authentication & Warm-Up)

Purpose: Authenticate your domain and build sender reputation for high deliverability.

What’s Needed from Client:

• Access to your DNS provider (GoDaddy, Cloudflare, etc.)

• Add the CNAME records provided by Satisfi Labs ME

• Confirm reply-to address and desired sending domain (e.g., [email protected])

Timeline:

• CNAME Setup: 1–3 business days

• Warm-Up Period: 5–10 business days

Suggested Warm-Up Flow:

• Start with automated drip journeys (e.g., form submission welcome series)

• Gradually increase volume to broader segments

Full-scale sends begin after warm-up and deliverability checks are complete.

SMS Toll-Free Number Registration

Purpose: Comply with U.S. carrier rules and ensure message deliverability.

What’s Needed from Client:

• Legal company name, website, and contact info

• Use case and sample messages

• Opt-in and support contact details

Timeline:

• Approval typically takes 5–15 business days after submission

• Submit form during Week 1 to avoid launch delays

Campaigns can only be sent after toll-free registration is approved.

Contact List Migration:

Purpose: Ensure existing contacts are available for targeting and personalization.

What’s Needed:

• Exported CSV or integrated sync from your CRM or data source via Zapier

• Opt-in flags, if required (esp. for SMS)

Guidance:

• We support tagged segments, interest groups, and journey-based assignment

• We'll help validate formatting and required fields

3. Channel Details & Best Practices

Email

• Tools: WYSIWYG editor, journey automation builder

• Client Tasks: Provide contact lists, copy blocks, subject lines

• Tips: Personalize, test responsiveness

SMS

• Tools: Scheduler, merge fields, link shortening

• Client Tasks: Message copy, fallback text, valid opt-ins

• Tips: Test before send, avoid long links, respect quiet hours

Landing Pages

• Tools: Templates, form builder, analytics

• Client Tasks: Headlines, visuals, form field decisions

• Tips: Mobile-first layout, clear CTA, track success pages

Social Media (Facebook, LinkedIn, Instagram, X)

• Tools: Scheduler

• Client Tasks: Post copy, image/video assets, tags

• Tips:

  • Facebook/Instagram: Use imagery, keep captions light

  • LinkedIn: Educational tone, mention industries

  • X (Twitter): Real-time content, minimal hashtags

4. After Launch: Optimization & Support

• Dedicated Account Manager: Strategic planning, campaign reviews, content audits

• Live Chat Support: For technical or content help

• Campaign Review Sessions: Monthly check-ins to optimize messaging and cadence

• Training Sessions: 1:1 refreshers available for new team members or advanced topics

5. Tips for a Successful Onboarding

• Provide brand assets and content early

• Complete SMS and email setup forms in the first 3 days

• Use journeys (e.g., welcome flows) to warm up email domains

• Use one master contact list with tagged segments for faster migration

• Don’t forget to schedule your Post-Launch Review to plan your next phase!

6. Accelerated Launch Path: "QuickStart Campaign Activation"

If you're working against tight deadlines or seasonal windows, we offer an accelerated onboarding track to help you activate core campaigns faster. This streamlined path allows basic campaign execution to begin sooner, while full configuration continues in parallel.

Our team can collaborate with you in real time to fast-track key setup items, including domain authentication, landing page configuration, and email template branding. This joint setup approach minimizes delays and accelerates readiness.

Included in QuickStart:

• Email domain setup (including DNS and authentication)

• Pre-templated emails and landing pages with light branding

• Basic contact import and list segmentation

Things to Consider:

• Deliverability Trade-offs: Without full warm-up, email deliverability may initially be limited or there can be delays in delivery due to rate limiting on the recipient’s Email Gateway. Gradual ramp-up is still advised.

• Analytics: Complete analytics will be available.

• Branding Consistency: Early sends may use temporary logos/colors until full creative assets are received.

QuickStart can be helpful for launches tied to key dates, but works best when viewed as a phased go-live strategy. We’ll help you build toward full rollout while hitting critical early goals.