Follow along with this article to learn more about the 360° Tour onboarding process, for both Self-Serve and Guided Setup!
How to Prepare
Determine Tour Account Owner & Admins
Every 360 Tour account requires one Owner, typically the project lead or overall stakeholder; this can be changed after implementation if necessary. Owners, like Admins, have full access to Add, Edit, and Remove tours, and to create and manage other users within the Tour. Anyone else who requires the same level of access can be made an Admin. Review Tour Builder User Roles here!
Consider Your Goals!
Take stock of what your Tour is meant to accomplish. What landmarks should your tour include? How can you organize your Tour so that it is relevant to your intended audience(s)? Is this Tour being created to support any initiative(s) on campus? Are there lead-generation forms, external links, or other additional media that should be included? Consider connecting with your team ahead of the kick-off call to discuss!
Content to Gather
Here are the details that we recommend and require for building a 360 Tour. Feel free to use this spreadsheet to consolidate this information before creating your tour.
- Number of Tours
- Number of Stops per Tour (8-10 is the recommended maximum)
- Hint: one tour stop can only be used in one tour; additionally, we recommend succinct, highly topical tours (5-7 stops) to maximize user stickiness.
- Tour Title (required)
- Tour Description
- Logo
- Main Hex Color
- Hex Colors for Buttons
- Normal and Hover State
- Favicon/Browser Tab Icon
- Google Analytics 4 ID
- Media for tour stops/hotspots: images, YouTube or Vimeo videos, audio files, etc.
Tour Milestones: Self-Serve Setup
1. Kick-Off Meeting Week 1
- Review project details and timeline
- Introduce 360 Tour Tutorial and Self-Guided Worksheet
- Initiate 360 Tour Photoshoot Process (optional)
2. Complete 360 Tour Self-Guided Tutorial (Weeks 2-4)
- Watch tutorial videos and follow along in TourBuilder and in the Worksheet
- Set up your first 360 Tour and Tour Stops
- Begin populating Media Library with media content
- Hint: As you add media to tour stops, that media will also automatically populate in the Media Library!
3. Optional: Complete Photoshoot (timing can vary)
- Photographer delivers panoramas
- Concept3D processes and uploads panoramas to Media Library + Drive
4. Optional: Schedule 30-Minute Consultation (Week 5)
- Review 360 Tour progress with your Onboarding Success Manager and address any questions
5. Launch your Tour
Start linking your 360 Tour(s) from your interactive map, your organization's website, in email blasts, and/or anywhere else you want to place a link to your new tour!
6. 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!
7. 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.
Once you've launched, we will send you an Onboarding Survey, and once we receive that back we can send you a swag bag to celebrate your launch!
Tour Milestones: Guided Setup
1. Kick-Off Meeting Week 1
- Review project details and timeline
- Initiate 360 Tour Photoshoot Process (Optional)
2. 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
3. Optional: Complete Photoshoot (timing can vary)
- Photographer delivers panoramas
- Concept3D processes and uploads panoramas to Media Library + Drive
4. Build your 360 Tour(s) (Weeks 2-4)
- Set up your first 360 Tour and Tour Stops
- Begin populating Media Library with media content
- Hint: As you add media to tour stops, that media will also automatically populate in the Media Library!
5. Onboarding Review Call + 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
6. Launch your Tour
Start linking your 360 Tour(s) from your interactive map, your organization's website, in email blasts, and/or anywhere else you want to place a link to your new tour!
7. 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!
8. 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.
Once you've launched, we will send you an Onboarding Survey, and once we receive that back we can send you a swag bag to celebrate your launch!
Tips for Success
Scheduling Photography or Gathering Existing Imagery?
Concept3D can work with you to schedule a photographer to come take 360° panoramas or 360° videos. If you have existing panoramas, 360° videos, and/or static images to use, gather those to be uploaded to the tour. Learn more about the DIY options here, and see our help article on TourBuilder Media Guidelines here.
Organizing your 360 Tours
When designing a 360 Tour, the name of the game is topical. The first stop of your tour should grab a user's attention, but the second, third, and later stops should keep it. Make sure you do not overwhelm your users with too much content on the first stop. Keep your tours succinct and focused, and take advantage of Hotspots and Top Bar Buttons to enhance your users' journey not just to external resources, but to other tours you have created!