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 Customer Success Manager (CSM) |
|
|
30-60m: Create your TAP account |
|
| 10m: Invite colleagues to be admins | |
| 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 in the email template in the step above) |
|
| AMBASSADORS | |
| Recruit a minimum of 3 ambassadors | |
| Suggested 1h: Train ambassadors | |
| 1h: Invite them onto the platform and approve profiles | |
| PROMOTION | |
| Suggested 1-2h: Think about what promotional campaigns you'll run | |
| GOING LIVE | |
| 30-60m: Go-Live Call with your CSM |