The contract is signed, the kick-off call and first CMS training have been held, now what?
Great questions, we’d love to help you with that! Here are the best practices on how to organize users from the start of a project to create the best interactive map possible.
Where to Start Best Practices
- 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.
Internal alignment and structure are the biggest things users need to think about when beginning a mapping project. Working off the bulk upload, section by section aligns all users to make the project manageable. Make sure to get all departments involved from the start of the project. Timeline awareness is key. Your Client Success Manager will keep you on track to hit the target launch date.