Part 1: Set-up

Step 1: Log on to Vault as the system admin for your office (https://login.vaultre.com.au/)

Step 2: From The Sidebar Menu, Click on Office Integrations

Step 3: Select Third-Party Access and click on Add Token

Step 4: (A Pop-Up Window Will Appear)

Under Third-Party, Select AIM Digital Marketing

Step 5: Tick ALL options under Scopes, and click Create Token.

Step 6: Copy and email token to support@aimdigital.io with email subject “VaultRe Token for AIM, Office: [office name] - campaign stats feed”

Note: The set-up of this may take approx. 2 weeks as it requires RnD work from our side.

Part 2: Create Owner/Report with AIM Stats in Vault

STEP 1: In VAULT click on Create Owner Report and select the right Style under Templates.

STEP 1: In the Enquiry/Holding Area you will be able to access the AIM leads.