New to PiinPoint?
This checklist has you covered, outlining the major features, tools, and tasks you'll want to take for a spin within your first month on the app. Once you've got this set of functionality under your belt, you're well on your way to becoming a PiinPoint power user If you've got any questions, don't hesitate to use the Chat button in PiinPoint to get a hold of your Customer Success Manager.
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📆 Week One
Set up your PiinPoint account with a unique username and password (if you're reading this and you haven't received an email invite yet, let your Customer Success Manager know and they'll help you out).
Take a look at PiinPoint's Quickstart Guide to do a step-by-step tutorial
Features to Learn
☐ Target Market: add some criteria from the library and turn the heatmap to "ON"
☐ Points of Interest: add a POI name (like Tim Horton's) or Category (Coffee)
☐ Draw a Trade Area: using a polygon, drivetime, or ring, create your first shape
☐ Build Report: build your first single-site report from any drawn shape
☐ Chat: try asking the PiinPoint team a question by clicking on the blue chat button
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📆 Week Two
Connect with your Customer Success Manager for a one-on-one session. You’ll drive via a screen share! Show them what you’re working on and pepper them with questions.
Features to Learn
☐ Comparison Reports: look at 2+ sites side by side in an all-in-one report
☐ Site Profiles: create a site profile to include scoring in your reports
☐ Summarize Data: get demographics, POI counts, and layer point counts for your custom drawn shape or drive time
☐ PiinPoint on Mobile: open up a report's shareable link on your phone
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📆 Week Three
Features to Learn
☐ Basemaps: change your map's look and feel to satellite view, transit, dark, etc
☐ Streetview: easily check out what’s going on a site that you’re not too familiar with
☐ Candidates: bookmark sites of interest by making a Candidate Layer
☐ Measure a distance: calculate distance from an origin to a destination
☐ Upload data: any file you have with an address can be geocoded in your account
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📆 Week Four
Let your Customer Success Manager know how things are going. It’s been one month now and they want to make sure you’re 110% confident in using your account.
Features to Learn
☐ Heatmap Filtering: isolate the top or bottom demographic areas on the map
☐ Batch Reports: create multiple reports at once based on your Layer data
☐ Shape Layers: show city boundaries, zip codes, or custom territory shapes
☐ Demographic Tables: bring in mass amounts of data to your single-site report
☐ Show customer data: find out where your customers are coming from
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Still have questions? Ping your Customer Success Manager in the Chat or
email our team at support@piinpoint.com.