TABLE OF CONTENTS


Introduction

 

Welcome to our platform! We understand that a smooth and effective onboarding experience is crucial to your success, and we're here to make it as interactive and supportive as possible. In this knowledge base article, we'll guide you through the use of our interactive 4-step checklist, the support from our implementation team, and what to expect when you complete the Set Up Checklist.

 

Interactive 4-Step Checklist

 

We provide you with a comprehensive 4-step checklist, powered by Appcues, that allows you to set up your account at your own pace. Each step in the checklist is designed to guide you through the setup process efficiently.

 


Dedicated Implementation Team

 

Our implementation team is here to support you during the setup phase. You can reach out to them via multiple communication channels, including email, live chat, or scheduled calls. We aim to provide timely assistance, so you can always book a call with our team using Calendly or the provided contact number.

 

The typical implementation period spans 12 weeks. However, it can conclude earlier if we've obtained all the necessary feedback to ensure a seamless transition. We prioritise your needs and progress.


Account Review

 

Upon completing the Set Up Checklist, you have the opportunity to book an account review. During this review, we'll examine critical aspects of your account to ensure it's set up for success. Here's what we'll check:

 

  • Brand Profile
  • Campaigns
  • Data
  • Showcasing/Integration
  • Responding to Feedback


Basic Reporting Overview

 

As part of the account review, we'll also walk you through a basic reporting overview. This overview includes essential areas like:

 

  • Feedback Breakdown
  • Downloading Feedback
  • Response Performance
  • Scheduling Reports
  • Product Performance (if applicable)


With these insights, you can begin to analyse and utilise data effectively.

 

We're committed to providing you with the support and resources you need to maximise your experience on our platform. If you have any questions or require additional assistance, our dedicated support team is ready to assist you. We hope this article helps you get started on the right foot, and we look forward to assisting you throughout your journey with us.