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 |