Guided Onboarding Checklist

A quick checklist of activities to tick off to ensure you successfully set up your TAP account and get your Feed live on the website.

Please note that all times listed are rough indications and some steps are just suggestions as noted. 

Action Completed?
SETUP   

 1h: Kick-off Call with your Client Success Manager (CSM). If you have signed up to our active management service, your Delivery Manager will also be introduced to you on this call

 
30m: Customise your Feed   
15-30m: Ask your IT Team to set up the Feed and any pop cards on relevant pages of the website  

30-60m: Your IT Team will create a new page on your CMS for the Feed, copy and paste our embed code and do the same for pop cards if relevant

(All of this will be explained on the Kick Off call and in the follow up email)

 
AMBASSADORS  
Recruit a minimum of 3 ambassadors   

Optional 1h: Live Training Session for Ambassadors

Please let your CSM know if you'd like to include this on your contract 

 
1h: Invite Ambassadors onto the platform and approve profiles  
PROMOTION  
Suggested 1-2h: Think about what promotional campaigns you'll run to promote the Feed and Future Students App  
GOING LIVE   
60m: Admin Training Session with your CSM