Market Manager Handbook

YOUR PINATA ADMINISTRATORS

Megan Flora, accounting@drinkcarbliss.com

Corrina Molinaro, corrina@drinkcarbliss.com

FROM PINATA

For immediate technical assistance, please email support@gopinata.com.

It’s our great pleasure to power Carbliss Field Marketing initiatives. I’m here to help you simplify your work, analyze your data, and generally make the most of the PINATA platform. Never hesitate to reach out with questions!

— Julia London,
Carbliss Customer Success Manager, PINATA

PINATA is a software platform to codify, enforce and optimize field activity. We make offline campaigns easier to execute, more efficient, and more measurable by bringing all your work into one centralized command center. Our mission is to help you improve ROI in the field while simplifying your day-to-day work.

Carbliss plans to standardize and facilitate a smoother field marketing operations. From managing brand ambassadors to reviewing field performance, these improvements will ultimately result in more clarity and a streamlined process for all parties. In addition, we’ll have a clearer line of sight into what’s working and how to best replicate success.

Thank you for your participation in achieving these goals!

The Carbliss team has worked alongside the PINATA team to configure the platform to its optimal uses. PINATA ‘programs’ are set for each market. Included in this is a standard list of data capture for each type of field activity.

Technical Support

• New User Setup

  Learn how to invite new users by clicking here.

  If you have not been invited yet, contact your Administrator for an invite.

• Existing User Login

  Go to dashboard.gopinata.com to access your company’s dashboard.

  Bookmark this page for easy access on any device! Click here to learn how.

• Task Creation

  Learn how to create a task by clicking here. If you would like to create tasks in bulk click here to learn how.

• Task Editing

  Learn how to edit a task by clicking here. If you would like to edit tasks in bulk click here to learn how.

• Task Cancellation

  If you need to cancel/trash a task, click here to learn how. If you would like to cancel tasks in bulk click here to learn how.

• Applying Tags to Brand Ambassadors

  You can apply tags to a brand ambassador to signify for example their territory or certifications. Click here to learn how.

• Directly Assign a Brand Ambassador to a Task

  One assignment option you have is direct assignment. This option is typically used when you know exactly who will work a task/demo for you. Click here to learn about this option.

• Opening Tasks up for Application or First-Come First-Served

  Another assignment option you have is to blast out tasks/demos for your team to apply for or claim. Click here to learn about this option.

• Assigning More than 1 Brand Ambassador to Work a Task/Event

  If you need to assign more than one Brand Ambassador, you will need to duplicate the task and change the activity to Support Staff. See below for the steps!

  1. Click Create; pick the Program you need

  2. Fill out required fields (date, time, location, etc.)

  3. Under Activity, select your desired event type as the Activity

  4. Save the task and of the next options that appear select Duplicate

  5. In the duplicated task, change the Activity to Support Staff and Save the task

  6. Assign Brand Ambassadors as normal to each task

• Applying Filters

  To isolate specific tasks in your schedule, you can apply filters. Click here to learn how.

• Downloading the Schedule

  You can download a CSV of scheduled tasks. Click here to learn how.

• Verify a Completed Task’s Report

  Once a Brand Ambassador has completed their task/demo report you will need to verify the data they captured. Click here to learn how. Please make sure there is an hourly rate entered into the Billing section of each task you verify. This will contribute to accurate and seamless payroll.

• View a Completed Task Report

  Individual Task Reports are located in the Finished section of the status bar. Click here to learn more about viewing completed task reports.

• View an Aggregated Report

  Once a task has been verified, it will populate within Reports. Click here to learn more about the Reports tab offerings. Click here to learn more about how to filter + download aggregated reporting data.

You can also visit the PINATA Help Center for more common FAQs + how-to’s.

When in doubt, reach out! The PINATA Support Team (support@gopinata.com) is here to answer any questions or provide a refresher on PINATA’s software when needed.