DocumentationLearn how to use and master Marketing Rocket! Our software is designed to guide you through during use with helpful tooltips and step by step guides during API setups. Check the videos on each page of MR located at the bottom left of each menu item screen inside your Marketing Rocket Installation.

Installation & Set Up (including API's, Lead Status, Lead Tags, Campaign Categories)

A - INSTALLATION

This section details the steps involed to install Marketing Rocket on a Joomla CMS and activating it with your 'Download ID'.

For each release of Marketing Rocket you will find up to 3 downloads.

 

Joomla Component Installer:

If you have a Joomla website, download the extension files and install it, as explained below (under Wordpress Plugin).

 

Agency LaunchPad Installer:

If you dont have a Joomla Website, or you have an Agency or you are a Web Developer wanting to rapid deploy Marketing Rocket, then this is for you.  You can install Marketing Rocket on a subdomain or subfolder on your site, or use it as a fresh install for a new website.  It installs Joomla with Marketing Rocket.  This is needs to be installed for Wordpress sites, then the Wordpress Plugin needs to be installed. Here are the full Installation instructions for this situation.

Wordpress Plugin:

This plugin is installed into your Wordpress website after you have installed Marketing Rocket alongside a Wordpress Installation (often you would use the Agency LaunchPad Installer to install Marketing Rocket).  You link your Marketing Rocket Software to your Wordpress Installation by adding the appropriate API inside your Marketing Rocket installation.  This will allow you to show pages or forms/buttons in your Wordpress website from your Marketing Rocket installation.

Once you have installed Marketing Rocket you will see a menu option for it on your website's top admin menu.

Step 1 - Download Marketing Rocket Files
a)   Login to Marketing Rocket, using the Email address and the password you registered when purchasing.
b)   Select the 'Support' menu.

c )  Select the 'Download' sub-menu option. You will then be taken to the Download page.

d)   Select the "View Files" button, this will show the following type of screen.
 
e)   Select the "Download Now" button and Save the Marketing Rocket zip file into a dedicted website or website/mr folder on your local harddrive (example - PramStore/mr).
f)    Select the 'Support' menu - 'Download ID' option.  Your 'Download ID' can be seen in a yellow box.  Record this ID somewhere safe, perhaps where you store your passwords.

f)    Lower down on the page please ensure the correct url is shown for your website.  If it is not there or correct please enter the correct details.
g)   Select the disc icon to save these details.

Step 2 - Install Marketing Rocket onto your desired website
a)   Login to your desired website as the Administrator.

b)   Select the 'Extensions' menu
c )  Select the 'Install' sub-menu option. You will then be taken to the "Upload & Install Joomla Extension" page.

d)   Select the "choose file" button (as shown in the image above), this will open explore so you can navigate to where you saved the Marketing Rocket zip file.  
e)   When you have selected the file, press the "Open" button. The "Upload & Install Joomla Extension" page will then show the file name to the right of the "choose file" button (pkg_marketingrocket.zip).
e)   Select the "Upload & Install" button.  When it has finished installing you will see a message in a green box telling you the installation of the package was successful.

Step 3 - Activating Marketing Rocket
Activating Marketing Rocket enables the software to be updated through the Admin Update of your site, via one click.  This only works while your paid support subscription to Marketing Rocket is valid. Go here to check on or up date your subscription.
a)  Select 'Marketing Rocket' from the top menu, then select Dashboard.  The top part of the screen, above the Marketing Rocket logo, you will see a message in a red box that says the "Download key is wrong", actually it is missing because you have not entered it yet.
 
b)  Select the grey cog "Options" button to the right side of the screen.  This will take you to the 'Configuration' page.  You can tell that this screen refers to Marketing Rocket configuration because on the left menu it shows Marketing Rocket in a red box.  The tab that will be open will be the 'Main Configs'.

c)  Now select the "Live Update" tab.
d)  Enter or past your 'Download ID' into the empty box.

e)  Press the green "Save" button toward the top left corner of this window.

 

 

 

B - SETTING UP MARKETING ROCKET

PART 1 - API's (Application Programming Interface's)

API's provide a means for programs to communicate, either one way or in both directions. This way they can provide links, which are system building blocks.

Marketing Rocket can link to the following emails services:
*   Mail Chimp
*   SparkPost
*   Mandrill

Marketing Rocket can link to the following payment gateway and proccessors:
*   PayPal
*   Donate
*   VariablePricing

Marketing Rocket can link to the following CRM's and Lead systems:
*   Akeeba Subscriptions
*   Joomla User Sync/Import
*   API for CRM

Marketing Rocket can link to the following other things:
*   Landing pages in other websites
*   Akeeba Subscriptions
*   Google Hangouts
*   Hikashop
*   Image Slideshow
*   Membership Pro
*   VirtueMart

We update these integrations every so often.  If there is one in particular you need let us know, we may be able to arrange something or tell you where it is on our priority list.

This documentation will step you through creating the links to your SparkPost and PayPal accounts.  There are also step by step instructiosn on the 'Manage Api' page for each particular API.

 

MAILCHIMP

I have to say here, to be completely honest with you, if you use Marketing Rocket to it's full potential you won't need to use other services like this or any other CRM systems.

To Link with MailChimp you need to have a MailChimp account that you pay for.

Step 1 - Getting the MailChimp API Code
a)  Go to the MailChimp website
b)  Login to your MailChimp account. - COMMENT ONLY - Here display MailChimpMenu.jpg
c)  Select your account name from the top right corner.
d)  Then select the 'Account' option.  The screen will then show your account details.
e)  Select 'Extras' menu item under your business name or account name.
f)   Select 'API keys' from the 'Extras' submenu.
g)  Toward the bottom left part of this screen will be a "Create A Key" button, press it.
h)  An entry will then be shown under the 'Your API keys' heading, as shown in the image here.- COMMENT ONLY - Here display MailChimpAPIKey.jpg
i)   Highlight and copy the API key into your clipboard.

Step 2 - Linking Marketing Rocket with MailChimp
a)  Go to the Marketing Rocket 'Api List' window.
b)  Select MailChimp from the 'Emailing Systems' section of the list.
c)  Enter the Title as MailChimp API.
d)  In the Api Code field paste the API key you obtained from your MailChimp Account.

 

SPARKPOST

The instructions are also on the lower half of this page of your Marketing Rocket Plugin.

Step 1 - Creating your Sparkpost Account

a)  Go to the SparkPost website.  Follow the steps on the SparkPost website to create your account. The images for the remaining SparkPost screens are shown in the Marketing Rocket Introduction Video.
b)  After you create the account you will recieve an email from SparkPost with a confirmation link.  You must open this link to activate your SparkPost account.
c)  On the SparkPost website select account on the left.
d)  Then select 'Sending Domains' from the next menu.
e)  Press the "Add Domain" button on the right side of the window.
f)   Enter your Domain Name of the Email address you want the Emails sent from.  For example - if your Email address is admin@marketing-rocket.com then you should enter marketing-rocket.com as your 'Domain Name'.
   IMPORTANT NOTE:  the email address you enter must exist on the mail server and it must be the one you always use in your campaigns as the 'from Email address', as this is the only email address that is verified to send emails using sparkpost (yes you can verify multiple email addresses in SparkPost) and anything else will mean no emails will be sent out (you can use a different E-mail address for notifications).  You cannot setup @gmail or shared email domains using sparkpost. Having said that we advise strongly against using them as your mail hosting service for your Marketing Endeavours where posible. Please read the following article on our blog for important information relating to the topic of using shared domains (@hotmail, @gmail etc) for business:  Dont Risk your Marketing Automation success by using Gmail, Hotmail, AOL and other Shared Mail Domains
g)  Press the "Add Domain" button.  If it is successful the 'Domain Name' will be next to a green circle with a white tick in it.
h)  Press the "Add Domain" button.  It will show the 'Domain Name' next to an orange triangle with a white exclamation mark in it.
i)   Press 'Configure' option underneath 'DKIM Record'.  This will show an expanded section underneath.  'DKIM' means DomainKeys Identified Mail and is a method to validate the authenticity of Email messages against the Domain Name.
j)   Under 'Hostname' there is a code shown.  Note the code so you can add this code to your email host/server.
k)  Under the 'Value' heading thereis also a code copy this into your clipboard so you can add it to your email host/server as mentioned in the next step.

Step 2 - Linking Sparkpost to your Mail Host/Server
Because your website host can host also your Email server and most medium size businesses do it this way, we have shown you how to update the steps accordingly.  If you have a different mail host please refer to their documentation about where to add these detail.
a)  Login to the cPanel (Control Panel) of your website hosting account.
b)  Go to the 'Domains' section and select 'Simple DNS Zone Editor' (or 'Advances DNS Zone Editor' if you are a Web Developer and fully understand the workings of DNS entries).
c)  Select your Domain Name and add a record.
d)  Paste or enter the code from the 'Value' section of SparkPost in the 'TXT data' field.
e)  Enter 60 for the 'TTL' field.
e)  Select 'TXT' as theType.
f)   Enter the code that you noted from the 'Hostname' section of SparkPost in the 'Name' field.
g)  Press the "Add Record" button.  You should receive a success message when the record has been saved.

Step 3 - Testing the link between Sparkpost and your Mail Host/Server
a)  Go back to the SparkPost window.  After a short while it will have tested the link and when successful, then will show a green circle with a white tick in it.

Step 4 - Getting the Sparkpost API key
a)  On the SparkPost website select 'API & SMTP' from the 'Account' submenu.
b)  Select the "New API Key" button on the right side of the window, in the 'API Keys' section.  This will expand and show a new section and new fields.
b)  In the 'API Key Name' field enter a name of Marketing Rocket.  
d)  In the 'API Permissions' section press on the box next to the 'Select All' option so the box now has a tick in it.
e)  At the bottom of this section (under Allowed IP's and Account Password) select the "Add API Key" button.  The next thing will be show is what looks like a lot of random letters and numbers.  This is your API key for SparkPost.  Copy this to your clipboard.

Step 5 - Linking Marketing Rocket with Sparkpost
a)  Go back to the Marketing Rocket 'Api List' window.
b)  Paste the clipboard into the 'Api' field.
c)  Make sure the 'Default mail provider' option is green on yes.
d)  Select the "Save & Close" button toward the top of the window.

 

MANDRIL

Coming Soon

 

PAYPAL

a)  On the Marketing Rocket Menu in your website administration select 'Api List'.
b)  Select the Green "New" button on the left side of the window.  This will show the 'Choose Api Type' screen.
c)  Select 'PayPal' from the 'Payment Systems' section.  A new screen will be shown where you enter the relevant account details.
d)  In the Title filed enter "PayPal API" if it is not already shown.
e)  In the 'PayPal Account Email' field enter the email address used for your PayPal account login.
f)   When you are creating your first Landing Page and want to test through to payment processing select 'Yes' (green) for the 'Use Sandbox' section.  This means that no charges will be made to any PayPal accounts and it will allow you to see how things go through to PayPal, including cancellation messages and purchase response screens.

 

DONATE

Coming Soon

 

VARIABLE PRICING

Coming Soon

 

VIRTUEMART - Products Sell

Coming Soon

 

AKEEBA SUBSCRIPTIONS

Coming Soon

 

JOOMLA USER SYNC/IMPORT

Coming Soon

 

HIKASHOP

Coming Soon

 

MEMBERSHIP PRO

Coming Soon

 

VIRTUEMART

Coming Soon

 

OTHER LANDING PAGES

Coming Soon

 

GOOGLE HANGOUT

Coming Soon

 

IMAGE SLIDESHOW

Coming Soon

 

 

PART 2 - LEAD STATUSES

A lead's status enables you to not only track conversions, when used correctly it enables the encouragement of leads through your sales funnel efficiently - Lead Management.  For example - I am sure you have have registered for information about a product or service and later decided to purchase it. Yet from that same entitiy you have had those annoying Emails come in that promoting the very product/service you have already purchased.  This won't happen if you setup your Campaigns properly in Marketing Rocket.

In Marketing Rocket this lets the system track the new leads and conversions in the system.   Marketing Rocket also allows you to perform actions on leads based on their current status in a Campaign.

We have have enabled you to customise and add more statuses to the list if you have a complex funnel.  Although we suggest to keep it fairly simple so statuses are relevant to all Campaigns.   These default 3 statuses work well and you shouldn't need any others.  Below are the statuses and their meanings, these must be clearly understood by the marketing, sales and customer service teams to enable them to do their jobs effectively and achieve the best results.  

To utilise Marketing Rocket more effectively set up smaller Campaigns, and feed leads through multiple Campaigns rather than converting many multiples of times on a single, very long Campaign, this will give you a better grasp of what leads are converting on, and give you more accurate segmentation and reporting.  Below are two diagrams to demonstrate the differences we are referring to. - COMMENT ONLY - Here display the following diagrams - ComplexCampaignDiagram.jpg and 2SimpleCampaignsDiagram.jpg

Next we have detailed the simple setup for statuses and relevant meanings in Marketing Rocket and business uses:
1) New Lead:  This is the 'default' status, which means that it is how a lead is marked when first entering the system when it completes the Call To Action on the initial Landing Page.
2) Not Interested:  This status could be used if a lead gets through to a point in the system but, for example clicks a call to action advising they are not interested in this particular offer/Campaign, allowing you to begin targeting those leads with a new and hopefully more relevant Campaign for them.
3) Converted:  This is considered a final status, which means a lead has completed the 'Call To Action' for this Landing and when you set the converted flag to be set for on this Campaign (Example - The lead has requested a sales call or booked a time with you).  A lead can convert multiple times on a single Campaign.  This metric will affect the 'conversion rates' in your reporting.

 


CREATING LEAD STATUSES

Coming Soon

 


MODIFYING LEAD STATUSES

Coming Soon


MANUALLY CHANGING LEAD STATUSES

 

Coming Soon

 

 

PART 3 - LEAD TAGS

Lead Tags are a flexilble way of grouping those who have come into your Lead Generation System - Marketing Rocket.  Rather than having many different lists to segments your leads, that can't cross over (like in some mail management or autoresponders services) use Tags instead.  Because a lead can have multiple Tags you can much more easily send customised emails relevant and interesting to your leads (and customers).  When leads are contacted with things that are only relevant to them they are more likely to read your emails and convert to sales for your offers - increasing conversion rates.

The Lead Tags can be used to refine your list by the actions that leads take (for example, when a lead reaches your thanks for downloading my ebook page, you might assign 'Downloaded Marketing Ebook' Tag.  This allows you to perform custom actions for those leads that have just downloaded your ebook.).  Lead Tags combinations can be used to sending specific information to and/or to make specific offers to relevant leads (Example - leads who have the tag 'Downloaded Ebook', and also 'watched webinar', can then be assigned to a new Campaign.).

One way of refining your list is to quickly identify who really is in your Target Market and who isn't, you can do this by having Tags for each of these criteria.  Here are just a few Lead Tags ideas for you to choose from:

  • Lead source - how they found you
  • Type of Relationship (example customer, JV partner, Affiliate)
  • Action they have taken
  • Contact methods
  • Geographical areas
  • Number of children
  • Marital status
  • Age range
  • Business or occupatin industry
  • Business profession
  • Business Structure
  • Employment position type (example - administration, middle management, upper management, etc.)
  • What they are wanting from you
  • Number of staff
  • Interests
  • The Lead Tag area manages a list of possible Tags that you can assign to leads.  This area is for the maintenance of Tags.  You can add Leads Tags manually here prior to setting up a new Campaign (during landing page creation) or throughout the Campaign in other Marketing Rocket screens.  Once set up Tags have been created you don't need to come back to this page to use them.

     

    CREATING LEAD TAGS

    Coming Soon

     


    MODIFYING LEAD TAGS

    Coming Soon

     

     

    PART 4 - CAMPAIGN CATEGORIES

    If you're running a few Campaign objectives, or run Campaigns for multiple clients, then you might want to create a category to store each Campaign in so you know which is which. 

    Example Scenario 1:
    Peter is a Marketing Consultant.  He runs campaigns for Cupcakes R Us and Toys Warehouse, he doesn't want to get confused as to which campaigns are which, so he creates two categories, one Titled Cupcakes R Us, and one Titled Toys Warehouse.  Now when he creates a new Marketing Campaigns he can assign each Campaign to the relevant category (therefore Customer), so he knows who owns what campaign.  Nice Job Peter!

    Example Scenario 2:
    Mary is a OHS & First Aid Trainer.  She three different target market she works with - Small Businesses, Large Corporates and Charities. So she creates a category for each one to track more easily them individually.

    Example Scenario 3:
    Jack is a Social Marketer.  He promotes his own and other peoples programs and products. He needs to know which mediums work best for each campaign so he creates a different category for each social media platform he is promoting the campaign on - Facebook, Instagram, Twitter, LinkedIn, etc.

    When Marketing Rocket is installed there is one Campaign Category of 'Uncategorised'. Others can be added to suit your needs and business model.

     

    CREATING CAMPAIGN CATEGORIES
    a)  Select 'Campaign Categories' from the left menu in Marketing Rocket. - COMMENT ONLY - Here display MRCampaignCategories.jpg
    b)  Select the green "New" button.
    c)  In the 'Title' field enter the name you want to call the Campaign Category.
    d)  In the 'Description' field enter the description and reasons or situations to use this campaign category. - COMMENT ONLY - Here display MRNewCampaignCategory.jpg
    e)  When this category is to be a sub-category you can select the category it is to be a sub-category off in the 'Parent' dropdown on the right side of the window.
    f)  A category can be deactivated by selecting 'Unpublished' under the 'Satus' option on the right side of the window, under the 'Parent' setting.
    g)  When all the relevent details have been entered and options selected press on the "Save & Close" button toward the top left corner of the window.  When the Campaign Category has been saved you will see a success message in a green box toward the top of the window.

     

    MODIFYING CAMPAIGN CATEGORIES
    a)  Select the tick box next to the Campaign Category name you want to edit.
    b)  Select the "Edit" button. or you can just select the category name.
    c)  Edit the appropriate details.
    d)  Select the "Save & Close" button toward the top left corner of the window.

    Here is our video version of this text