Follow along with this article to learn more about the 360° Tour onboarding process, for both Self Serve and Full Service clients!
Part 1 (Weeks 1-2)
Determine Tour Account Owner - Every 360 Tour account requires one Owner level permission. This is typically the project lead or overall stakeholder, however, this can be changed after implementation if necessary. Owners have full access to Add, Edit, or Remove tours, as well as create and manage other users within the Tour. Anyone else who requires the same level of access can be made an Admin level permission. Review Tour Builder User Roles here!
Consider Your Goals! - It's important to take stock of the most important pieces for your Tour. What are the main items around campus you want included? Are there any initiatives you'd like this Tour live for? What information would you hope visitors include via forms or external links? It might be good to meet with your team ahead of your Kickoff Call to brainstorm these items.
Attend Kickoff Call - Your Client Success Manager will be reaching out to introduce themselves and coordinate a time to meet with you and your team to get the ball rolling.
Schedule Photography or Gather Existing Imagery - Talk with your CSM about scheduling a photographer to come take 360° images or videos. If you have existing panoramas, 360° media, or static images to use, gather those ASAP to be uploaded to the tour. Learn more about the DIY options here.
Schedule Tour Builder Training Call - Your Client Success Manager will coordinate a second call to train you on the Tour Builder CMS and any add-ons included with your Tour. Check out the Help Center article here!
Part 2 (Weeks 3-5)
Complete TaskRay tasks as assigned - Your Client Success Manager will review TaskRay during your kickoff call, which will remind you to complete certain items when they come due in your timeline. Please note, certain tasks must be completed when assigned in order to progress.
For Full Service Tours, your Client Success Manager will provide a worksheet to fill out with the information we'll use to build your tour. Once you've completed this worksheet, we'll get to work! This should take about 2-3 weeks to complete.
For Self Serve Tours, start gathering information for your Tour such as:
- Tour Title
- Tour Description
- Number of Stops
- Number of Tours
- Logo
- Logo URL
- Main Hex Color
- Hex Color for Buttons
- Favicon Logo
- Google Analytics 4 ID
Attend Tour Builder Training - This meeting will be recorded as a resource for your team going forward, and will cover all the main functions and features of the 360 Tour and where to manage tours and users. You can always review the 360 Tour New User 101 workshop anytime on YouTube in the meantime.
Part 3 (Final Stretch)
Complete Final Review - Before launch, you and your team will complete a final review of the Tour and its contents. Your Client Success Manager will be in contact about resolving any outstanding items before the last step.
Launch Tour - Congratulations! 🎉 Once you're ready, you can start linking your 360 Tour from your organization's website, email blasts, or anywhere you want to place a link to your new tour!
Announce Your Launch! - You should let everyone know about your new Tour, whether it's an email blast, social media posts, or adding it to your website. Here's a sample Press Release you can use, or edit for inspiration!
Let us know! - We're always excited to share new launches with the rest of the team, as well as add it to our Map of Maps, Tours, and Calendars to showcase where all our clients are.
If you have any questions, please reach out to your dedicated Client Success Manager or contact us at Support@concept3d.com.