Follow along with this article to learn more about the 360° Tour onboarding process, for both Self Serve Setup and Full Service Setup!
Things to Prep:
Determine Tour Account Owner & Admins - 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.
Content to Gather - below are the details required to build your tour you can begin to gather. Feel free to use this spreadsheet to help consolidate everything in one place before creating your tour.
- 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
- Media for tour stops (images, youtube or vimeo videos, audio files)
Tour Milestones (Self Service Setup)
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Kick-Off Meeting (Week 1)
- Review project details and timeline
- Introduce 360 Tour Tutorial
- Initiate 360 Tour Photoshoot Process
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Complete 360 Tour Self-Guided Tutorial (Week 2-4)
- Watch tutorial videos and follow along
- Set up your first 360 Tour and Tour Stops
- Begin populating Media Library with media content
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(Optional) Complete Photoshoot (timing can vary)
- Photographer delivers panoramas
- Concept3D processes and uploads panoramas to Media Library + Drive
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(Optional) Schedule 30-Minute Consultative Session (Week 5)
- Review 360 Tour progress and address any questions
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Launch your tour
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Start linking your 360 Tour from your organization's website, email blasts, or anywhere you want to place a link to your new tour!
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Announce Your Launch! 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!
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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.
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Tour Milestones (Guided Setup)
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Kick-Off Meeting (Week 1)
- Review project details and timeline
- Initiate 360 Tour Photoshoot Process
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360 Working Session + Training (Week 2)
- Attend live training / working session with your Onboarding Success Manager. 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.
- Set up your first 360 Tour and Tour Stops
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(Optional) Complete Photoshoot (timing can vary)
- Photographer delivers panoramas
- Concept3D processes and uploads panoramas to Media Library + Drive
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Final Review Meeting + Launch Plan (Week 5)
- Meet with your OSM to review 360 Tour and prepare for launch
- Assistance and Guidance in tweaking tour settings and content prior to launch
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Launch your tour
-
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! 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.
-
Scheduling Photography or Gathering Existing Imagery? Concept3D can always schedule a photographer to come take 360° images or videos. If you have existing panoramas, 360° media, or static images to use, gather those to be uploaded to the tour. Learn more about the DIY options here.