Your Promoboxx Onboarding Syllabus

Welcome to Promoboxx! Onboarding is where we bring your team up to speed on the platform, share the tactics and strategy behind a successful launch, and get your sales reps and retailers excited to join before you go live.

Below is the timeline of calls, milestones, and tasks you'll move through during onboarding.

Step 1: Kick-Off

• Meet your Promoboxx team
• Review your contract, success metrics, and timeline to launch
• Schedule your next onboarding calls
• Receive your Promoboxx login
• Your tasks:
  • Compile your retailer list and send it to us right away. The sooner we have your data, the more time we have to quality-check it
  • Start gathering marketing assets for downloadables and campaigns
  • Schedule a Promoboxx webinar for your sales reps with your Account Manager, ahead of your launch date

Step 2: Retailer Experience Training

• Walk through a demo of the retailer dashboard
• Brainstorm custom fields for your program
• Your tasks:
  • Invite your sales reps to the rep webinar
  • Choose your enrollment vanity URL
  • Review the enrollment emails we'll send inviting your retailers to sign up
  • Finish gathering campaign assets ahead of campaign creation training

Step 3: Brand Experience and Campaign Creation Training

• Get a demo of the brand dashboard and navigation
• Learn about campaign features like Content Discovery, Industry Content, and Welcome Campaigns
• See a live demo of campaign creation
• Review your retailer list together, once it's been enriched and quality-checked, to confirm exactly who will be part of your network at launch
• Your tasks:
  • Create at least 2 campaigns for your program launch
  • Upload any assets you’d like your retailers to be able to download to the Assets tab of your dashboard
  • Wrap up any open tasks from Step 2

Step 4: Content Strategy

• Discuss your content calendar and retail marketing strategy
• Confirm your retailer segmentation is set up correctly for launch
• Review your drafted campaigns and confirm they're launch-ready
• Cover how to set up automation and invite retailers to campaigns
• Your tasks:
  • Finalize your launch campaigns
  • Mark any applicable campaigns as Welcome Campaigns
  • Close out any remaining tasks from earlier steps

Step 5: Rep Webinar

• Introduce your sales reps to Promoboxx with a live demo of the rep and retailer experience

Step 6: Launch!

• We'll send your first enrollment email to retailers on launch day, so they can learn about Promoboxx, set up their accounts, and connect their social profiles
• Your task:
  • Share internal marketing to energize the launch across your team

Step 7: Monthly Cadence Calls with Your Customer Success Manager

• Transition from onboarding into ongoing customer success, with your CSM as your main point of contact
• Review your Promoboxx reporting
• Identify unreachable retailers (those with bad email addresses) and those without Facebook authenticated
• Assess your program's goals and results against benchmark data
• Discuss tactics for optimization
• Schedule a recurring strategy call with your CSM