Search

Set Up Your Community

Welcome to the Onboarding section of the 360Alumni Knowledge Base - everything you need to know to set up your 360Alumni community. Use the outline below to see the steps of our onboarding process, find quick links to documents, and plan your timeline accordingly. The whole process can take as little as 2-3 weeks, but the pace is set by each client. If you need further assistance, please contact us.

Step 1: Kickoff Meeting


During this video conference meeting, we will kickoff your project, review the timeline, deliverables and steps to get your community configured, talk about data and the steps to be ready to launch. 

After this meeting, we will ask you to complete and return Administrative Documents, New Community Configuration Questionnaire and Brand Assets before our next meeting.  Click here for the documents and agenda for your kick-off meeting.

Step 2: Data Decisions and Delivery Meeting


During this meeting, we will answer any outstanding questions related to the New Community SetUp Questionnaire and review the Data Fields/User Defaults section from the SetUp Questionnaire.  We will discuss the remaining data fields and template for sending your data to 360Alumni for your online directory configuration.  Click here for data discussion agenda

Step 3: Admin & Email Marketing Setup and Training Meetings


Typically scheduled as two separate meetings, the Admin Training meeting is to review the administrative and reporting capabilities of the 360Alumni Platform.  The Email Marketing Setup and Training meeting will review the features of the integrated email marketing platform.  Click here for administrator training agenda

Prior to these meetings, our client services team will email your credentials to access your new community platform, so you can familiarize yourself with the features and tools available to your users and to you as an admin.

360Alumni has integrated Emma® email marketing with your online community.  You will have access to the full suite of Emma email tools as part of your contract with 360Alumni.

Step 4: Pre-launch Consultation and Content Prep


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.  Click here for goals and strategy agenda.

Couldn't find what you were looking for? Call or email us for assistance!