Argyle Client Access Guide: Getting Started

Welcome to Argyle! To ensure a smooth and efficient start to our partnership, please review this guide on how to provide us with the necessary access to your platforms. Completing these steps before our setup meeting will allow us to hit the ground running with your projects.

We’ve kept this guide brief, as detailed instructions for creating accounts and granting access are readily available on each platform’s own help pages. We’ve provided direct links for your convenience.

1. Google Workspace (for Business Email & Tools)

What we need: Access to your Google Workspace Admin console.

Action: Please ensure you have an active Google Workspace account. If you need to create one, or need instructions on how to grant admin access, please refer to their official guides.

Please click the links below:

• • Create Google Workspace: https://support.google.com/a/answer/6365252?hl=en&ref_topic=4388346&sjid=13781620641099242817-NA
  • Grant Google Workspace Admin Access: https://support.google.com/a/topic/2413312?hl=en&ref_topic=4388346&sjid=13781620641099242817-NA

2. Email Marketing Platform (Mailchimp or Klaviyo)

What we need: Access to your Mailchimp or Klaviyo account.

Action: Please ensure you have an active account on your preferred email marketing platform. If you need to create one or grant user access, use the links below.

Please click the links below:

• • Create Mailchimp Account: https://mailchimp.com/help/getting-started-with-mailchimp/
  • Give Agency Mailchimp Access (must send agency the MailChimp Account Owner’s email address to receive invite): https://eepurl.com/gSzYlP
  • Create Klaviyo Account: https://www.klaviyo.com/customer-resources/getting-started
  • Grant Klaviyo Access: https://community.klaviyo.com/marketing-30/adding-users-to-my-klaviyo-account-3257

3. Google Analytics (for Website Performance)

What we need: Access to your Google Analytics account.

Action: Please ensure you have a Google Analytics account set up for your website. If you need to create one or grant us access, their guides provide clear steps.

Please click the links below:

• • Create an Account: https://support.google.com/analytics/answer/9304153?hl=en
    • Argyle will complete the rest of the account setup once you give access.
  • Grant Analytics Access: https://support.google.com/analytics/answer/9305788?hl=en#zippy=%2Cin-this-article

4. Domain & DNS Information

What we need: Your domain registrar login details and/or access to your DNS settings.

Action: Please identify your domain registrar (e.g., GoDaddy, Namecheap, Squarespace, Bluehost) and be prepared to provide login credentials or guide us to your DNS settings. This is crucial for connecting your website and email services.

Please click the links below:

• • Find Your Domain Registrar: https://who.is/
  • Access DNS Settings (General Guide):
    • GoDaddy: https://www.godaddy.com/help/manage-dns-records-680
    • Bluehost: https://www.bluehost.com/help/article/dns-management-add-edit-or-delete-dns-entries
    • NameCheap: https://www.namecheap.com/support/knowledgebase/article.aspx/434/2237/how-do-i-set-up-host-records-for-a-domain/
    • Squarespace: https://support.squarespace.com/hc/en-us/articles/205812348-Accessing-your-Squarespace-managed-domain-s-DNS-settings
  • Give Delegate/Collaborator Access:
    • Squarespace: https://support.squarespace.com/hc/en-us/articles/25974568684557-Managing-domain-permissions?platform=v6&websiteId=6594337295fbda02d6c0b9fc
    • NameCheap: https://www.namecheap.com/support/knowledgebase/article.aspx/192/46/how-do-i-share-access-to-my-domain-with-other-users/
    • GoDaddy: https://www.godaddy.com/help/invite-a-delegate-to-access-my-godaddy-account-12376

Next Steps

During our upcoming setup call, we will require login credentials or clear instructions for granting access to your Google Workspace, Email Marketing (Mailchimp/Klaviyo), Google Analytics, and Domain Registrar/DNS settings. Having this information ready will allow us to seamlessly integrate your platforms and kickstart your projects without delay.

We look forward to a successful collaboration!