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- Onboarding
Guided Onboarding Checklist
A quick checklist of activities to tick off to ensure you successfully set up your TAP account and get your TAP Feed live on the website.
Action | Completed? |
SETUP | |
Create your TAP account | |
Kick-off Call with your Customer Success Manager (CSM) | |
Invite colleagues to be admins | |
Identify and invite 3 ambassadors | |
Set up your TAP Feed | |
PROMOTION | |
Add promotions to relevant pages of the website | |
Think about what promotional campaigns you'll run | |
GOING LIVE | |
Go-Live Call with your CSM |