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