Welcome mail
You receive a welcome mail where we ask you to provide us the right information for the setup of your account
Account setup
We configure your account so it is ready to be used by all your employees:
Account Setup:
- User creation
- User rights setup
Design:
- Creation of 3 company branded campaign design templates
- Creation of 1 company branded mini-site wrapper
Technical Setup:
- 3 identity master forms
- Opt-in creation
- CRM variable creation
- Integration of your analytics tags and scripts
- CNAME of your sub-domain + SSL (https)
Training (1/2 day):
- Instructor-led training at your offices
- Campaign creation
- Document management
- Settings management
Kick-off call
We do a call to go through the content of the kick-off mail to complete the setup of your account and plan the training day
Admin & end-user training
Once the account setup is completed, a Qualifio expert comes to your office for a training to the admin/superuser of your account.
Here you will learn:
- the main backoffice settings
- how to create a campaign and adapt your designs
- how to publish your campaigns on your publication channels
Welcome mail
You receive a welcome mail where we ask you to provide us the right information for the setup of your account
Kick-off call
We do a call to go through the the content of the kick-off mail to complete the setup of your account and plan the training day
Account setup
We configure your account so it is ready to be used by all your employees:
Setup and configuration of account settings and user rights
Creation of design templates
Technical setup
Training at your offices (1/2 day)
Admin & end-user training
Once the account setup is completed, a Qualifio expert comes to your office for a training to the admin/superuser of your account.
Here you will learn:
- the main backoffice settings
- how to create a campaign and adapt your designs
- how to publish your campaigns on your publication channels
You’re ready to get started!
What’s next?
Customer Success:
Strategic plan
Academies
These are a large set of trainings for your users that can take place at your offices
Expert workshops
The expert workshops are sessions where we address your concrete business challenges.
Strategic review call + report
Quarterly
Strategic review call + report
Quarterly
Strategic review call + report
Quarterly
…
Strategic review call + report
1st month
Strategic review call + report
2nd month
Strategic review call + report
3rd month
…
Academies
These are a large set of trainings for your users that can take place at your offices
Expert workshops
The expert workshops are sessions where we really try to tackle the challenges of your business
Qualifio Success Plans
Our success plans are designed to offer you an ongoing support during your subscription. Together with your team, we create a strategic plan to achieve this business goals. With our regular strategic calls and reports we follow-up your progress towards your objectives and help you define the next steps. Next to this, you get access to both academy training sessions and expert workshops.
Need more support?
Our success plans give you access to a dedicated account manager and premium helpdesk
