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Setting up your 360Alumni community is easy with our step-by-step guide. Below, you’ll find an overview of the onboarding process, quick links to key documents, and tips to help you plan your timeline. While onboarding typically takes a few weeks, we can work with any needed timeline. You can set the pace that works best for you.
To ensure a smooth start, please complete the action items noted in this step and return the required documents before your initial kickoff meeting. These are essential for building your community space, and timely submission will help keep your onboarding on track.
During this video conference meeting, we will review the timeline, deliverables and steps to get your community configured. We'll also discuss your data and the necessary steps to prepare your community for launch.
During this meeting, we will look at your new site together, review and discuss the New Client Form 2: Data Decisions, and explore your data strategy and needs. This includes a review of the remaining data fields, as well as the 360Alumni data template.
Typically scheduled as two separate meetings, the Admin Training meeting is to review the admin functions and reporting capabilities of 360Alumni. The Email Marketing Setup and Training meeting will review the features of the integrated email marketing platform.
Prior to these meetings, we will email your credentials to access your new community platform and provide you with a login for Emma, so you'll be able to explore a bit beforehand.
Here we delve into your overall goals and objectives, provide recommendations for prepping your community with content, identify your early adopters and community supporters and create a plan for success.
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