Download - Webinar Optimizing SnapComms for your Org
![Page 1: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/1.jpg)
Optimizing SnapComms for YOUR OrganizationMake life better for your Administrators
Administrator Workshop - Tuesday, May 3, 2016
![Page 2: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/2.jpg)
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]
![Page 3: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/3.jpg)
SnapCommsOver 1.1 million users
Over 400+ customers in 45+ countries
Used by Fortune 50 companies
Enterprise platform, global usage
Premium service and support
![Page 4: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/4.jpg)
Let’s meet you…Do you use SnapComms?
![Page 5: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/5.jpg)
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
![Page 6: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/6.jpg)
• 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
![Page 7: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/7.jpg)
Folders
Access
Publishing
Defaults
Guidelines
Handovers
Organizing Folders(Thoughtfulness now saves time later)
![Page 8: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/8.jpg)
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?
![Page 9: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/9.jpg)
Poll Question for you…How many Administrators do you have?
![Page 10: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/10.jpg)
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?
![Page 11: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/11.jpg)
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.)
![Page 12: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/12.jpg)
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
![Page 13: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/13.jpg)
30 sec demo – how to manage folders
![Page 14: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/14.jpg)
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.
![Page 15: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/15.jpg)
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)
![Page 16: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/16.jpg)
Question: what works for you? How do you set up your folders?
Please post in the Question/Answer area…
![Page 17: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/17.jpg)
• 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…
![Page 18: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/18.jpg)
AccessFocus your efforts, reduce complexity
Folders
Access
Publishing
Defaults
Guidelines
Handovers
![Page 19: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/19.jpg)
Customize folder, asset, target access
Prevent unauthorized
Use
Maintain confidentiality
Send messages
faster
Reduce complexity
![Page 20: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/20.jpg)
• 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
![Page 21: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/21.jpg)
Management: Administrators
![Page 22: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/22.jpg)
Only authorized folders appear•Master Admin • Role Admin
c
![Page 23: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/23.jpg)
• Removes access to any messages of that type – draft or published.
Limit by Asset Type
![Page 24: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/24.jpg)
• Useful for specific campaign/project owners
• Fewer targeting errors possible
Limit by Target Audience
![Page 25: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/25.jpg)
Publishing RightsReduce risk, maintain oversight
Folders
Access
Publishing
Defaults
Guidelines
Handovers
![Page 26: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/26.jpg)
• Differentiate between authors and senders
• Useful for pre-planned messages
Moderation, Publishing
![Page 27: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/27.jpg)
Poll: Do You Use Moderation?
![Page 28: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/28.jpg)
• Streamline even further –
• Turns messages into templates
• Lets you lock down even more
• Publish fasterQuick Publish user guide
Quick Publish
![Page 29: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/29.jpg)
DEMOPre-populate your preferred message settings
Message Defaults
Folders
Access
Publishing
Defaults
Guidelines
Handovers
![Page 30: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/30.jpg)
Pre-populate your preferred settings
![Page 31: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/31.jpg)
DEMOCommunicate desired outcomes
Guidelines
Folders
Access
Publishing
Defaults
Guidelines
Handovers
![Page 32: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/32.jpg)
• 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
![Page 33: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/33.jpg)
Poll: do you have Administrator Guidelines?
![Page 34: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/34.jpg)
DEMOPlan for change from the beginning
Handovers, Training
Folders
Access
Publishing
Defaults
Guidelines
Handovers
![Page 35: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/35.jpg)
• 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
![Page 36: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/36.jpg)
• 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
![Page 37: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/37.jpg)
Questions?
![Page 38: Webinar Optimizing SnapComms for your Org](https://reader033.vdocuments.us/reader033/viewer/2022042906/58ab7b881a28ab3e738b4693/html5/thumbnails/38.jpg)
Right Message, Right Place, Right Time. Every Time.