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

  1. 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).
  2. 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
Trade Areas: try drawing another style of shape using the trade area selector
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

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