Welcome to the AP Keaton Installations & Displays Help Center on PINATA
FROM YOUR ACCOUNT MANAGER
It’s our great pleasure to power APK 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. APK utilizes PINATA specifically for its field marketing programs as well as for powering its window installations and displays.
PINATA Terminology
As an industry expert software, the PINATA team has coined some terminology to aid in navigating our platform. A gig is a task, or booking — whether that’s an internal team member, a freelancer, or agency-supplied talent. A program is a way to organize gigs, team members, and agency partners. You might create separate programs for a new job, supplier, region, season, holiday, or company division. You can think of a program as a folder for your gigs! An activity represents a variety of booking steps — Account Measurements, Quote Entry, Proofs/Artwork, Account Installment, 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 AP Keaton Installations & Displays dashboard
I’m new to PINATA. Where do I begin?
If you’ve already received an email invitation to the APK Installations & Displays 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 APK programs specific to your jobs market and/or region.
If you have not received an invitation, please connect with your APK 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.
Jobs, Bookings, and Field Tracker
How do I create a new job?
Follow the link HERE to review how your team can create a program (ie Job!)
How do I create a new booking on PINATA?
Bookings are scheduled through PINATA as gigs once a new job has been created. They can be booked by the responsible party as soon as the task is confirmed directly with the account. Follow the link HERE to review how you can create a new booking! Please note, the first step in the booking process is selecting the ‘Quote Entry’ to start each activity.
How do I track & edit the booking process?
You will have the ability to track each step within the APK Custom Reports dashboard. We recommend bookmarking this tab for quick access!
You will have the ability to adjust the 'Activity' (ie step in the process) within a gig (ie booking) based on the action required within the individual field tracker. The information that is required to complete this task will adjust based on the Activity/Step that is selected within a gig. Follow the link HERE to review how to edit the activity/step within the booking.
Within the APK Internal Reports Dashboard, you can view all of the Job and associated program information (start & end date, and budget) in one view. Below this report is where you can track the necessary steps that need to be completed for each booking.
Tracking Bookings: The tables in your dashboard below the Jobs Tracker (Quote Needed, Proofs/Artwork, Installation Tasks, and Verification of Installation) will display all bookings and the next steps required to get the installment completed. You can click on the gig (view link within each table) to complete the action item (see how to complete a report below).
Reporting
How do I complete a report?
You can complete a report, or step within the booking process, by selecting the (+) magnifying glass to the right of the booking. From there, you’ll have the option to select the ‘Report’ > ‘Edit’ field within the middle of the gig. Select the link HERE to review this process.
How do I mark the booking as complete?
Once the report has been completed for the final step within the job, you will need to review + verify the complete report. To verify a gig report, follow the steps HERE.
Click here to learn more about viewing completed reports!
How do I view a summary report for a Job?
Once a gig (ie booking) 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 (ie Job) from the program dropdown as well as apply filters such as date range.
Click here to learn more about how to interact with the aggregated data!
Onboarding & Training
Onboarding an APK User
When a new APK 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 Supplier
To onboard a new supplier partner, please make an introduction between the supplier and your Account Manager. The PINATA team will connect with the new supplier directly to complete onboarding & training. We will confirm once they are set up!