Welcome to the E&J Gallo Winery Help Center on PINATA
FROM YOUR ACCOUNT MANAGER
It’s our great pleasure to power E&J Gallo field marketing and trade promotions 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!
— Alyse Conlon, Account Manager, PINATA
alyse@gopinata.com >
Help Topics
What is PINATA?
What is PINATA?
PINATA is a technology platform built specifically for field marketing and trade promotions. With powerful, easy-to-use software and helpful service, 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.
Why does E&J Gallo use PINATA?
E.J. Gallo National has been working with PINATA since 2021, to implement a tracking and managing process for demo and sampling programs. They have coined the phrase “No Data, No Dollar” as a guiding principle for front-line execution. PINATA provides a consolidated command center to connect E.J. Gallo users with their preferred agency partners. E.J. Gallo users have access to create, manage, and track all field activity in real-time across agency partners.
PINATA Terminology
As an industry expert software, the PINATA team has coined some terminology to aid in navigating our platform. A gig is a one activation by a one person — whether that’s an internal team member, a freelancer, or agency-supplied talent. Your company might use the term event, demo, tasting, sampling, etc. A program is a way to organize gigs, team members, and agency partners. You might create separate programs by region, season, holiday, or company division. You can think of a program as a folder for your gigs! An activity represents a variety of event types in the field — trade show demos, street team canvassing, on-premise activations, etc. Each type of activity can have its own set of expectations for talent and its own type of field reporting. You can learn more about our terminology by clicking here!
Accessing your E&J Gallo dashboard
I’m new to PINATA. Where do I begin?
If you’ve already received an email invitation to the E&J Gallo dashboard on PINATA, simply follow the sign-up link in your email and create an account. After doing so, you will have access to the E&J Gallo programs specific to your market and/or region.
If you have not received an invitation, please connect with your E&J Gallo Manager to be invited to PINATA. We are happy to provide any additional training resources as you get set up!
I have an account. Where do I log in?
Access your PINATA Dashboard at dashboard.gopinata.com.
Pro Tip: Bookmark this page in your web browser for easy access on any device! Click here to learn how.
Booking & Tracking Demos
When/Who books demos on PINATA?
Demos are booked through PINATA as gigs by E&J Gallo Members, Distributor Reps/Managers, and/or Agency Manager Partners. They can be booked by the responsible party as soon as the demo is confirmed directly with the account. PINATA recommends connecting with your agency partner directly about their lead times and booking policies.
How do I narrow down my dashboard view?
To narrow down your view within your dashboard, use the column heading filters below the gig status bar. You can filter by date range, gig location, gig contact, brand/products, and agency partner. See the image below ⬇️ that highlights where column filters are located!
Pro Tip: You can use the contact filter to filter for your name. Then you will only see gigs you are the contact for.
What notifications will PINATA send?
Notifications will be sent as gigs move through the statuses of execution. When a gig is created the selected agency partner will be notified that the the gig is ready to staff. Once a gig is assigned to agency talent, talent will be notified that they have been assigned. Additionally talent will be notified the day before the gig and when it is time to check-in and complete their report. Once the report is complete, the agency will be notified to view and verify the report.
Pro Tip: Make sure your program notifications are turned on. Click here to learn how!
Reporting
How do I view a completed demo report?
You can view a completed report by selecting the Finished section in the status bar. In Finished, you can expand each gig using the blue magnifying glass. Within the gig expand the Report section. You will be able to see the completed report from agency’s talent.
Click here to learn more about viewing completed demo reports!
How do I view a summary report of multiple demos?
Once a gig has been verified, it will populate in PINATA’s aggregated reporting. You can view this data by selecting the Reports tab. Within Reports, use the report dropdown to navigate through each report. To narrow down your data view, you can select any program from the program dropdown as well as apply filters such as date range or staffing partner.
Click here to learn more about about how to interact with the aggregated data!
Invoicing
Agency & Distributor Partners: How to Create an Invoice
PINATA’s invoicing tool is a simple and convenient way to have an exact record of gig costs performed through PINATA. Simply go to Settings in the top right of your view and select Invoicing. Within the invoicing tool you can create invoices and even track the status of approval & payment.
Watch the video below ⬇️ to view invoice creation steps or click here to learn more!
How to View and Approve an Invoice
Invoices through PINATA can be viewed & approved by going to Settings in the top right of your view and selecting Invoicing. You can navigate and filter your view by selecting a status tab as well as the column headers. Go to the “Unapproved” tab to view all invoices that need approval. From there, you can select any invoice to view and when you are ready you have the ability to approve or reject the invoice.
See the images below ⬇️ that highlight where status tabs & filters are, as well as where to approve/reject when viewing an invoice. Click here to learn more about PINATA’s invoicing tool!
Onboarding & Training
Onboarding a New User
When a new E&J Gallo User is ready to set up their PINATA dashboard, please make an introduction to our Implementation team at onboarding@gopinata.com. The team will connect with the new users directly to complete onboarding & training. You will be notified once they are all set up on the platform!
Onboarding a New Agency Partner
To onboard a new agency partner, please click here to complete PINATA’s request form. The PINATA team will connect with the new agency partner directly to complete onboarding & training. We will confirm once they are set up!
Requesting a New Agency Partner
To request a new agency partner that already uses PINATA, please click here to complete our form. The PINATA team will connect with you directly to provide agency introductions based on your request.