Get a head start on your implementation with these 3 steps:
- Collect your branding and media assets that will be used to brand your map and add image content to your locations. These will be uploaded directly into your maps' content management system.
- Create your list of categories to organize your map content. Need ideas on where to start? Check out these suggested categories. Go the extra step and prepare for upload into your map by populating your list of categories into the bulk upload spreadsheet.
- Gather your location content and populate your location bulk upload spreadsheet. This will create a quick and easy way to add all your location content to the map.
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Here are the best practices on how to organize users from the start of a project once you have kicked off to create the best interactive map possible.
- Who is going to be on your team? Assemble everyone from the start: Marketing, Admissions, Facilities, etc.
- Did everyone attend the training? If not, reach out to your Client Success Manager for a copy of the training recording. They are always available to answer any questions along with our robust help site.
- Can users log into the CMS? Map Managers can add new users to the CMS, if you need help, reach out directly to your Client Success Manager.
- Do certain users need certain roles? Admin users can create different roles within your accounts page and assign permissions to a role.
- Build-out 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.
- Build-out locations. Once categories and subcategories are established in the CMS, divide and conquer. For example, Admissions can be in charge of all the buildings, marketing “places of interest” and events on campus, facilities can build out parking and construction locations.
- 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.
When starting a mapping project, focus on internal alignment and structure. Use bulk uploads to keep the project manageable, aligning users section by section. Involve all departments from the outset, and stay timeline-aware. Your Client Success Manager will help ensure you meet the target launch date.