Webinar Optimizing SnapComms for your Org
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Optimizing SnapComms for YOUR Organization Make life better for your Administrators Administrator Workshop - Tuesday, May 3, 2016
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Transcript of Webinar Optimizing SnapComms for your Org
Optimizing SnapComms for YOUR OrganizationMake life better for your Administrators
Administrator Workshop - Tuesday, May 3, 2016
Please meet our teamPaula CassinCustomer Success, Best Practicelinkedin.com/in/[email protected]
Kim CooperHead of Customer Supportwww.linkedin.com/in/kim-cooper-5909b832
Philip NunnOperations & Channel Developmenthttps://nz.linkedin.com/in/[email protected]
SnapCommsOver 1.1 million users
Over 400+ customers in 45+ countries
Used by Fortune 50 companies
Enterprise platform, global usage
Premium service and support
Let’s meet you…Do you use SnapComms?
Our goals for this sessionWorking session – your participation requested
Greater understanding of what’s possible with SnapComms
Confidence to prepare, test and use SnapComms
Provide practical takeaways you can use NOW
• Organizing Folders – best practices• Access Rights – reduce complexity• Publishing Rights – reduce risk, maintain oversight• Default Settings – match your standards • Guidelines for Admins – make your policies clear• Training, Handovers – mission critical components
Agenda…Folders
Access
Publishing
Defaults
Guidelines
Handovers
Folders
Access
Publishing
Defaults
Guidelines
Handovers
Organizing Folders(Thoughtfulness now saves time later)
Assessment Questions• YOUR USE CASE
What is most important – project, type, department?
• HOW MANY ADMINSDoes one Admin team send all messages? Or do different Admins look after different content?
• VOLUMES How many messages get sent per week?
• CONFIDENTIALITYDo you have messages/content that only certain Admins should access?
Poll Question for you…How many Administrators do you have?
Scenario 1: One Generalist TeamOne group of Administrators responsible for all messaging across the audience
Recommendations1. Organize top-level folders by person’s name or major
function2. Set up sub folders by Month or Quarter, depending on
volumesWhen Admins look at your Folder names, are they confused or confident on where to go?
Simple Organization: by function
Organize top level by easily understood departments or functions
– and give Admins their own subfolder. (In this example, Richard and Stephanie are set
up to message their own CS teams.)
Scenario 2: multiple departmentsDifferent departments or teams use SnapComms for different purposes, with different audiences. Different groups of Administrators responsible for all messaging across the audience.
Recommendations1. Top Level Folders by Division/Function2. Sub Folders by project, audience or asset type3. Organize Quarterly (or monthly) folders under that
30 sec demo – how to manage folders
Example by Division/Dept
Organize top level by easily understood departments or functions
– so it’s easy for you to set up Admin authorizations, and easy for them to find their
working folders.
If you’re using SnapComms for more than one type of message, set up sub folders.
(This will let you easily control access, set up default settings, and find related messages.)
Sent messages can pile up over time! One strategy is to move to a new folder every
quarter/month/year (depending on your volumes and preference)
Question: what works for you? How do you set up your folders?
Please post in the Question/Answer area…
• Ensure messaging is easy to do• Find past messages easily• Focus your Administrators and save them time• Keep content confidential
If you get Folders right, you can…
AccessFocus your efforts, reduce complexity
Folders
Access
Publishing
Defaults
Guidelines
Handovers
Customize folder, asset, target access
Prevent unauthorized
Use
Maintain confidentiality
Send messages
faster
Reduce complexity
• What folders do they need to access?
• What kind of messages do they need to send?
• Who do they need to target? • Does someone have to approve
before it’s sent?
Key Questions
Management: Administrators
Only authorized folders appear•Master Admin • Role Admin
c
• Removes access to any messages of that type – draft or published.
Limit by Asset Type
• Useful for specific campaign/project owners
• Fewer targeting errors possible
Limit by Target Audience
Publishing RightsReduce risk, maintain oversight
Folders
Access
Publishing
Defaults
Guidelines
Handovers
• Differentiate between authors and senders
• Useful for pre-planned messages
Moderation, Publishing
Poll: Do You Use Moderation?
• Streamline even further –
• Turns messages into templates
• Lets you lock down even more
• Publish fasterQuick Publish user guide
Quick Publish
DEMOPre-populate your preferred message settings
Message Defaults
Folders
Access
Publishing
Defaults
Guidelines
Handovers
Pre-populate your preferred settings
DEMOCommunicate desired outcomes
Guidelines
Folders
Access
Publishing
Defaults
Guidelines
Handovers
• What does SnapComms do (in your organization)? • What do you use SnapComms for? • What outcomes do you need?• How do you use it? • Why is SnapComms used? (what problem does it
solve)
If your Admins understand the why, the rest is easier!
Who, What, When, Where…and WHY
Poll: do you have Administrator Guidelines?
DEMOPlan for change from the beginning
Handovers, Training
Folders
Access
Publishing
Defaults
Guidelines
Handovers
• Handover• Shadow an Administrator• Show good vs. bad messages• Explain who, what, when, why, how
• Training• Written guidelines• Video training?• Give them a test to pass…
(send test messages to you)
Training and Handover
• Organizing Folders – best practices• Access Rights – reduce complexity• Publishing Rights – reduce risk, maintain oversight• Default Settings – match your standards • Guidelines for Admins – make your policies clear• Training, Handovers – mission critical components
Agenda…Folders
Access
Publishing
Defaults
Guidelines
Handovers
Questions?
Right Message, Right Place, Right Time. Every Time.
