This series of articles explains how marketing sources work in PSAI, from creating them in your PSAI admin portal to adding the sources to your website to using the Com Portal to interact with the leads that flow in.
Follow the order indicated below to read the whole series, or jump straight to the step you need assistance with.
- Introduction: What Is a Marketing Source in PSAI?
- Step 1: Create a New Marketing Source/App
- Step 2: Customize the Display Type of Your App
- Step 3: Customize the Design of Your App
- Step 4: Add the Marketing Source to Your Website
- Step 5: Interact with Leads in the Com Portal
Next: Start with the Introduction.
Remember that the PSAI tool suite is mobile-friendly! Add a PSAI shortcut to your phone's home screen, and you can create and manage your Marketing Sources from there.