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/paulacassinPaula.cassin@snapcomms.com

Kim CooperHead of Customer Supportwww.linkedin.com/in/kim-cooper-5909b832

Kim.cooper@snapcomms.com

Philip NunnOperations & Channel Developmenthttps://nz.linkedin.com/in/philipnunnPhilip.nunn@snapcomms.com

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.