Follow along with this article to learn more about the Interactive Map onboarding process, for both Self Serve and Full Service clients!
Part 1 (Weeks 1-3)
Review Welcome Email - Your Client Success Manager will reach out to introduce themselves and get things moving. Meanwhile, the rest of our team is already started getting your new map ready behind the scenes.
Consider Your Goals! - It's important to take stock of the most important pieces for your Map. What are the main items around campus you want included? It might be good to meet with your team ahead of your Kickoff Call to brainstorm these items.
Attend Kickoff Call - During this call with your Client Success Manager, you'll review your goals, your main points of contact, who on your team will be performing what role, confirm a Go-Live date, and complete an overview of the TaskRay software we'll use to share progress.
Confirm Render Boundaries - Your CSM will review this with you on the Kickoff Call. You can find a full list of File Types and Examples in our Help Center.
Attend CMS 1 Training - During this call, you'll review Categories and Locations and their settings, before you'll get a tour of the front end map and the Content Management System. This will be recorded by your CSM for future reference, or if members of your team are unable to join at the scheduled time.
Part 2 (Weeks 4-7)
Review Options Tab - Once you've completed CMS 1 training, review the Options Tab in your CMS and make changes as necessary.
Review Front End Styles Tab - Next, review the Front End Styles tab to customize the front end of your map.
Add Categories - This will be the main index and the main categorization for all the content on the map. Brainstorm which main categories need to be featured on your map. Build out categories and subcategories as needed.
Add Locations - Once categories and subcategories are established in the CMS, you can start placing icons at their respective Locations around the map.
Use the Bulk Upload Spreadsheet - A great way to get organized and see everything at one time is to copy the bulk upload spreadsheet. Each department or user can own a spreadsheet and build out all locations individually. Once complete, when the categories are in the CMS, users can bulk upload all their locations to the CMS at one time. Connect with your Client Success Manager prior to uploading your first spreadsheet for confirmation that the correct data is included.
Part 3 (Weeks 8-12)
Determine where the Map will live on your website - Have you considered yet where you're going to place the map for your visitors once it goes live? This would be the time to confirm that location and make the necessary arrangements with your internal team.
Round One Revisions & Call - Your Client Success Manager will reach out to let you know our first round of Map renders have been completed, and you'll need to review them as soon as possible. You'll need to add your revisions before C3D will proceed.
Attend CMS Training 2 - Review Map Tours, Top Bar Buttons, and other pre-launch items your CSM will detail for you and your team. This training will also be recorded for future reference. Please note, if outstanding items are waiting for you to complete, you will be unable to
Round Two Revisions - After your first round, we'll provide the latest version of the Map and request one final round of revisions before we finalize the renders.
Part 4 (Final Stretch)
Attend Final Review Call - You'll meet with your Client Success Manager one last time to make a plan about launching your Map and any other outstanding items.
Launch Your Map! - Once you're ready, we recommend embedding your Map where it can be accessed in two or fewer clicks!
Announce your platform to the community - This can be an email blast, a social media post, or all of the above! Let your community know! You can use our sample press release template right here!
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.