Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Webinar Optimizing SnapComms for your Org

97 views

Published on

  • Be the first to comment

  • Be the first to like this

Webinar Optimizing SnapComms for your Org

  1. 1. Optimizing SnapComms for YOUR Organization Make life better for your Administrators Administrator Workshop - Tuesday, May 3, 2016
  2. 2. Please meet our team Paula Cassin Customer Success, Best Practice linkedin.com/in/paulacassin Paula.cassin@snapcomms.com Kim Cooper Head of Customer Support www.linkedin.com/in/kim-cooper-5909b832 Kim.cooper@snapcomms.com Philip Nunn Operations & Channel Development https://nz.linkedin.com/in/philipnunn Philip.nunn@snapcomms.com
  3. 3. SnapComms Over 1.1 million users Over 400+ customers in 45+ countries Used by Fortune 50 companies Enterprise platform, global usage Premium service and support
  4. 4. Let’s meet you… Do you use SnapComms?
  5. 5. Our goals for this session Working 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
  6. 6. • 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
  7. 7. Folders Access Publishing Defaults Guidelines Handovers Organizing Folders (Thoughtfulness now saves time later)
  8. 8. Assessment Questions • YOUR USE CASE What is most important – project, type, department? • HOW MANY ADMINS Does one Admin team send all messages? Or do different Admins look after different content? • VOLUMES How many messages get sent per week? • CONFIDENTIALITY Do you have messages/content that only certain Admins should access?
  9. 9. Poll Question for you… How many Administrators do you have?
  10. 10. Scenario 1: One Generalist Team One group of Administrators responsible for all messaging across the audience Recommendations 1. Organize top-level folders by person’s name or major function 2. Set up sub folders by Month or Quarter, depending on volumes When Admins look at your Folder names, are they confused or confident on where to go?
  11. 11. 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.)
  12. 12. Scenario 2: multiple departments Different departments or teams use SnapComms for different purposes, with different audiences. Different groups of Administrators responsible for all messaging across the audience. Recommendations 1. Top Level Folders by Division/Function 2. Sub Folders by project, audience or asset type 3. Organize Quarterly (or monthly) folders under that
  13. 13. 30 sec demo – how to manage folders
  14. 14. 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.
  15. 15. 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)
  16. 16. Question: what works for you? How do you set up your folders? Please post in the Question/Answer area…
  17. 17. • 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…
  18. 18. Access Focus your efforts, reduce complexity Folders Access Publishing Defaults Guidelines Handovers
  19. 19. Customize folder, asset, target access Prevent unauthorized Use Maintain confidentiality Send messages faster Reduce complexity
  20. 20. • 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
  21. 21. Management: Administrators
  22. 22. Only authorized folders appear • Master Admin • Role Admin c
  23. 23. • Removes access to any messages of that type – draft or published. Limit by Asset Type
  24. 24. • Useful for specific campaign/project owners • Fewer targeting errors possible Limit by Target Audience
  25. 25. Publishing Rights Reduce risk, maintain oversight Folders Access Publishing Defaults Guidelines Handovers
  26. 26. • Differentiate between authors and senders • Useful for pre-planned messages Moderation, Publishing
  27. 27. Poll: Do You Use Moderation?
  28. 28. • Streamline even further – • Turns messages into templates • Lets you lock down even more • Publish faster Quick Publish user guide Quick Publish
  29. 29. DEMO Pre-populate your preferred message settings Message Defaults Folders Access Publishing Defaults Guidelines Handovers
  30. 30. Pre-populate your preferred settings
  31. 31. DEMO Communicate desired outcomes Guidelines Folders Access Publishing Defaults Guidelines Handovers
  32. 32. • 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
  33. 33. Poll: do you have Administrator Guidelines?
  34. 34. DEMO Plan for change from the beginning Handovers, Training Folders Access Publishing Defaults Guidelines Handovers
  35. 35. • 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
  36. 36. • 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
  37. 37. Questions?
  38. 38. Right Message, Right Place, Right Time. Every Time.

×