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On-Boarding Plan: “Enterprise”

step 1

Platform Configuration

The On-Boarding Team reviews your brand community and business processes to develop the best plan for engaging users and activating resources.

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step 1 : Platform Configuration

We’ll Ask About :

  • Your local marketers’ comfort with marketing creative and web-based authoring technologies.
  • The flexibility you want to build into your brand resources and marketing workflows.
  • The amount of time your creative teams can devote to the care and feeding of a brand-to-local portal.

You’ll Learn How To :

  • Use CampaignDrive’s location-based architecture to make brand compliance fast, easy & fool-proof.
  • Organize your users and locations so you can deliver the right content at the right time.
  • Control site copy to provide clear instructions for your local marketers every step of the way!

Together, We Will :

  • Activate a community of up to 5,000 users, with roles and permissions tailored to your needs.
  • Configure a network of up to 5,000 locations, based on your brand structure.
  • Implement regional and group structures to fit your enterprise's organization.
  • Install your brand’s fonts and colors.
step 2

Creative Analysis

The Design Team composes up to 50 launch templates, including preparation of assets to be uploaded into the Brand Asset Management module.

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step 2 : Creative Analysis

We’ll Ask About :

  • The content management rules for text and image slots in your templates
  • Design rules for the handling of typography, logos, and images.
  • The organization of brand assets, including categories and keywords/metadata.

You'll Learn How To :

  • Define text-editing and styling rules in your templates
  • Curate content, so that users have just the right amount of freedom within your template’s framework.
  • Configure the “My Documents” page so your users have the brand-activation features they need.

Together, We Will :

  • Compose, test, and publish your first 30-50 templates.
  • Turn approval loops on or off, as appropriate, for each template experience.
  • Fine tune your first Campaigns prior to launch.
step 3

Content Management

The Content Team recommends content management strategies to save local marketers time and protect the brand against errors and omissions.

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step 3 : Content Management

We’ll Ask About :

  • The local-market content (logos, product listings, legal disclaimers, etc), that are essential for success.
  • The rules and regulations that govern local marketing for your brand.
  • The ways you like to deliver content to meet the unique demands of your local marketing community.

You'll Learn How To :

  • Upload, categorize and tag assets for use in campaigns and in customizable templates.
  • Organize/group your locations to deliver the right content to the right locations at the right time.
  • Create, organize, and manage Campaigns that combine static brand assets and customizable brand templates.

And Together, We Will :

  • Configure your platform’s user, location and item databases with the fields your brand needs to succeed.
  • Organize and group your locations, to help enforce brand compliance and tailor the delivery of content.
  • Configure the launch set of Campaigns for your platform.
step 4

Local Marketer Training

The On-Boarding Team leads weekly webinars for up to three months, to walk users and creative partners through your CampaignDrive experience.

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step 4 : Local Marketer Training

We’ll Ask About :

  • The length and cadence of training that will work best for your user community.
  • The most important topics that your users need to learn about first.
  • The marekting operations tasks that are most time-consuming for you and your creative partners

You'll Learn How To :

  • Tailor CampaignDrive training materials to fit your user experience.
  • Answer the most common questions that users ask about brand-to-local marketing.

And Together, We Will :

  • Schedule and lead your custom training curriculum.
  • Deliver follow-up training materials to help users become independent as quickly as possible.
X

step 1 : Platform Configuration

We’ll Ask About :

  • Your local marketers’ comfort with marketing creative and web-based authoring technologies.
  • The flexibility you want to build into your brand resources and marketing workflows.
  • The amount of time your creative teams can devote to the care and feeding of a brand-to-local portal.

You’ll Learn How To :

  • Use CampaignDrive’s location-based architecture to make brand compliance fast, easy & fool-proof.
  • Organize your users and locations so you can deliver the right content at the right time.
  • Control site copy to provide clear instructions for your local marketers every step of the way!

Together, We Will :

  • Activate a community of up to 5,000 users, with roles and permissions tailored to your needs.
  • Configure a network of up to 5,000 locations, based on your brand structure.
  • Implement regional and group structures to fit your enterprise's organization.
  • Install your brand’s fonts and colors.

step 2 : Creative Analysis

We’ll Ask About :

  • The content management rules for text and image slots in your templates
  • Design rules for the handling of typography, logos, and images.
  • The organization of brand assets, including categories and keywords/metadata.

You'll Learn How To :

  • Define text-editing and styling rules in your templates
  • Curate content, so that users have just the right amount of freedom within your template’s framework.
  • Configure the “My Documents” page so your users have the brand-activation features they need.

Together, We Will :

  • Compose, test, and publish your first 30-50 templates.
  • Turn approval loops on or off, as appropriate, for each template experience.
  • Fine tune your first Campaigns prior to launch.

step 3 : Content Management

We’ll Ask About :

  • The local-market content (logos, product listings, legal disclaimers, etc), that are essential for success.
  • The rules and regulations that govern local marketing for your brand.
  • The ways you like to deliver content to meet the unique demands of your local marketing community.

You'll Learn How To :

  • Upload, categorize and tag assets for use in campaigns and in customizable templates.
  • Organize/group your locations to deliver the right content to the right locations at the right time.
  • Create, organize, and manage Campaigns that combine static brand assets and customizable brand templates.

And Together, We Will :

  • Configure your platform’s user, location and item databases with the fields your brand needs to succeed.
  • Organize and group your locations, to help enforce brand compliance and tailor the delivery of content.
  • Configure the launch set of Campaigns for your platform.

step 4 : Local Marketer Training

We’ll Ask About :

  • The length and cadence of training that will work best for your user community.
  • The most important topics that your users need to learn about first.
  • The marekting operations tasks that are most time-consuming for you and your creative partners

You'll Learn How To :

  • Tailor CampaignDrive training materials to fit your user experience.
  • Answer the most common questions that users ask about brand-to-local marketing.

And Together, We Will :

  • Schedule and lead your custom training curriculum.
  • Deliver follow-up training materials to help users become independent as quickly as possible.