{"id":12430,"date":"2017-11-30T14:18:44","date_gmt":"2017-11-30T14:18:44","guid":{"rendered":"https:\/\/www.process.st\/templates\/onboarding-andrew-m-test\/"},"modified":"2024-02-28T20:43:23","modified_gmt":"2024-02-28T20:43:23","slug":"onboarding-andrew-m-test","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/onboarding-andrew-m-test\/","title":{"rendered":"Onboarding &#8211; Andrew M"},"content":{"rendered":"<section id=\"onboarding-welcome--overview\">\n<h2>Onboarding Welcome &amp; Overview:<\/h2>\n<div class=\"text-content\">\n<p>Hello and welcome to the UserVoice family!&nbsp;<\/p>\n<p>I wanted to take a moment and introduce myself. My name is Aaron Lapierre and I'm the Director of Customer Success here at UserVoice.&nbsp;&nbsp;<\/p>\n<p>Your Customer Success Manager will&nbsp;be your primary point of contact during this time. They'll be responsible for driving the technical setup to completion and consulting with your team on how to change business processes. Ultimately, our goal is to enable you to make data-driven product prioritization a reality.<\/p>\n<p>As you can imagine, we take feedback here seriously. If you ever have advice for us, please don't hesitate to share.<\/p>\n<ul>\n<li>Product&nbsp;suggestions&nbsp;can be submitted via our <a href=\"http:\/\/feedback.uservoice.com\" rel=\"nofollow noopener\" target=\"_blank\">online portal<\/a><\/li>\n<li>Service suggestions can be sent directly to me via <a href=\"mailto:aaron.lapierre@uservoice.com\" rel=\"nofollow noopener\" target=\"_blank\">email<\/a><\/li>\n<\/ul>\n<p>Thanks again for your business and we're glad to have you on board.&nbsp;<\/p>\n<\/p>\n<p>Cheers,<\/p>\n<p>Aaron Lapierre<\/p>\n<p><a href=\"mailto:aaron.lapierre@uservoice.com\" rel=\"nofollow noopener\" target=\"_blank\">aaron.lapierre@uservoice.com<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"your-customer-success-manager--andrew\">\n<h2>Your Customer Success Manager - Andrew<\/h2>\n<div class=\"text-content\">\n<p>Hello! My name is Andrew Mulvaney and I'm a Sr. Customer Success Manager here at UserVoice. I was one of the original members of UserVoice\u2019s Success department and created the initial Customer Advisory Board. I'm&nbsp;passionate about making sure both Product Managers and Executives find value in UserVoice to meet their specific business needs.<\/p>\n<p>When I'm not working with customers, you can usually find me learning the ropes of parenting my first child. Occasionally though I get to determine the next place to travel or go for a hike with my wife, son, and large dogs. Hopefully ending in a brewery.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/s-FTvlTzeY_VgEdy-HVLag.jpg\" alt=\"Your Customer Success Manager - Andrew\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/s-FTvlTzeY_VgEdy-HVLag.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"uservoiceuservoice\">\n<h2>UserVoice@UserVoice<\/h2>\n<div class=\"text-content\">\n <\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/fast.wistia.net\/embed\/iframe\/n3xtoml12x\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<div class=\"description\">\n    Here's a fun, brief video of how we use UserVoice.\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"onboarding-overview\">\n<h2>Onboarding Overview<\/h2>\n<div class=\"text-content\">\n<p><strong>Onboarding Objectives<\/strong><\/p>\n<ul>\n<li>Complete technical implementation of UserVoice<\/li>\n<li>Educate team on incorporating UserVoice into day-to-day<\/li>\n<li>Communicate launch to end users<\/li>\n<li>Start the shift towards data-driven product decisions<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vazfZl2mlXuc58-vr1tD-g.png\" alt=\"Onboarding Overview\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vazfZl2mlXuc58-vr1tD-g.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"project-finalization\">\n<h2>Project Finalization:<\/h2>\n<\/section>\n<section id=\"project-team\">\n<h2>Project Team<\/h2>\n<div class=\"text-content\">\n<p>To help facilitate the onboarding of UserVoice, please note some rolls you may need to fill.<\/p>\n<p>Use this list to help you track the members of your team, if you find it helpful.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ljpvJWJ788S7MUsnF4BFJg.png\" alt=\"Project Team\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ljpvJWJ788S7MUsnF4BFJg.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Champion Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Champion Email <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Sponsor Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Sponsor Email <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Front-End Technical Contact Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Front-End Technical Contact Email <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Back-End Technical Contact Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Back-End Technical Contact Email <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Other Technical Contact Name (as needed) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Other Technical Contact Email (as needed) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Marketing Contact Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Marketing Contact Email <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Contributor Lead Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Contributor Lead Email <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"configuration-requirements\">\n<h2>Configuration Requirements<\/h2>\n<div class=\"text-content\">\n<p>The below configuration requirements will be used to inform us of the implementation steps and touchpoints needed. While these are not meant to be static requirements, changes to this during the onboarding period may result in delays.<\/p>\n<\/p><\/div>\n<div class=\"multi-choice-content form-field-content\">\n<div class=\"form-group\">\n   <label> Which channels do you want to prioritize for launch? Note that we can complete additional feedback channels after launch. <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"\">Multiple options can be selected from this list<\/option><\/select>\n  <\/div>\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Web Portal\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      In-App (Web)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Contributor Sidebar\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Contributor Sidebar Salesforce Opportunity Integration\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Current Feedback (via import)\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Do you have specific privacy requirements for feedback submission? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Which form of authentication would you like to allow for your users? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Will you be branding your web portal with custom CSS? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Will we be pulling User\/Account traits into UserVoice? (recommended) <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"portal-setup\">\n<h2>Portal Setup:<\/h2>\n<\/section>\n<section id=\"forums-and-categories-created\">\n<h2>Forums and Categories Created<\/h2>\n<div class=\"text-content\">\n<p>To get started, here are some helpful Knowledge Base articles on how to set up the basics.&nbsp;<\/p>\n<ul>\n<li><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/860418-setting-up-a-forum\" rel=\"nofollow noopener\" target=\"_blank\">Setting up Forums<\/a><\/li>\n<li><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/10093-forum-categories\" rel=\"nofollow noopener\" target=\"_blank\">Creating Categories<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"welcome-message-added\">\n<h2>Welcome Message Added<\/h2>\n<div class=\"text-content\">\n<p>We always suggest<a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/917130-uservoice-setup-guide#sitesetup\" rel=\"nofollow\"> adding a welcome message<\/a> that lets users know what you are looking for from them when it comes to feedback and what they can expect from you.<\/p>\n<hr>\n<p>Here is a standard one to start with:<\/p>\n<p>Welcome to [Product Name]\u2019s feedback site. &nbsp;We love hearing from our customers. If you have suggestions for how we can improve our product, please share them with us. While we can't respond to every suggestion, our product team regularly reviews all of the ideas submitted.<\/p>\n<p>How it works<\/p>\n<ul>\n<li>Search to see if your suggestion currently exists<\/li>\n<li>If you have a suggestion that\u2019s not listed yet, submit your own<\/li>\n<li>Include one suggestion per post<\/li>\n<\/ul>\n<hr>\n<p>Customer examples<\/p>\n<ul>\n<li><a href=\"https:\/\/office365.uservoice.com\/\" rel=\"nofollow\">Office365<\/a><\/li>\n<li><a href=\"https:\/\/xbox.uservoice.com\/forums\/363186--new-ideas\" rel=\"nofollow\">Xbox<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"site-design\">\n<h2>Site Design<\/h2>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What site design have you selected? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>When it comes to your site design, you have a couple of options.<\/p>\n<p>You can simply update the logos and colors on your site to match your brand.<\/p>\n<ul>\n<li><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/855270\" rel=\"nofollow\">Customize your web portal<\/a><\/li>\n<\/ul>\n<p>Or you're welcome to create a uniquely branded experience.<\/p>\n<ul>\n<li><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/855672-customize-the-html-css-and-javascript-of-your-user\" rel=\"nofollow\">How to customize the CSS and HTML<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"existing-feedback-populated\">\n<h2>Existing feedback populated<\/h2>\n<div class=\"text-content\">\n<p>It's a best practice to populate your forums with existing ideas prior to launch. This will serve the purpose of both guiding your users on how to submit feedback and getting them excited about feedback that's currently in progress.<\/p>\n<ul>\n<li><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/1169305-import-ideas-suggestions\" rel=\"nofollow\">Importing existing feedback<\/a><\/li>\n<li><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/1169299-import-supporters-and-requests\" rel=\"nofollow\">Importing existing supporters<\/a><\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Below is the template for importing suggestions<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"admin-created\">\n<h2>Admin Created<\/h2>\n<div class=\"text-content\">\n<p>Once you're ready, you can begin adding the rest of your Admin team to UserVoice.&nbsp;<\/p>\n<ul>\n<li><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/219968-add-an-admin-aka-an-agent-to-your-account\" rel=\"nofollow noopener\" target=\"_blank\">Adding an Admin<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"statuses-reviewed\">\n<h2>Statuses reviewed<\/h2>\n<div class=\"text-content\">\n<p>Our most successful customers complete status updates on suggestions at least monthly. Statuses are an important part of closing the loop with users to keep engagement up.<\/p>\n<p>When first getting started with UserVoice, you will have default statuses, but we recommend customizing them to align more closely with the stages you want users to be aware of.<\/p>\n<ul>\n<li><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/44860-custom-idea-statuses\" rel=\"nofollow\">Custom Statuses<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"managing-feedback-at-scale-planning\">\n<h2>Managing Feedback at Scale Planning<\/h2>\n<div class=\"text-content\">\n<p>As you begin to get more feedback, it's important to set expectations around communication. We recommend setting thresholds on when and why you manage suggestions.<\/p>\n<p>There's no one size fits all approach. You should consider your user base &amp; your resources. Also know that these may change over time.<\/p>\n<p>Example thresholds:<\/p>\n<ul>\n<li>Only ideas with more than 10 votes are reviewed.<\/li>\n<li>The top 10% of suggestions are reviewed monthly<\/li>\n<li>Ideas that do not get 3 votes within 7 days are declined.<\/li>\n<li>Ideas with less than 100 votes are merged together as needed and status is changed to \"In Consideration\"<\/li>\n<li>Ideas with no activity in the last 90 days are declined.<\/li>\n<\/ul>\n<p>Work with your Customer Success Manager to define what works best for your team.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/k3DBFYYloaX9Xg7ihwhEMA.png\" alt=\"Examples of managing feedback at scale\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/k3DBFYYloaX9Xg7ihwhEMA.png\"> <\/a><figcaption>\n     Examples of managing feedback at scale<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"technical-setup\">\n<h2>Technical Setup:<\/h2>\n<\/section>\n<section id=\"inapp-feedback-widget\">\n<h2>In-App Feedback Widget<\/h2>\n<div class=\"text-content\">\n<p><span>Below please find the steps required for setting up your UserVoice In-App Feedback Widget.<\/span><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Technical team meeting scheduled\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      In-App Feedback Widget built in Staging\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      QA Complete\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      In-App Feedback Widget pushed to Production\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>To get started, here are some helpful Knowledge Base articles on how to set up the In-App Feedback Widget.<\/p>\n<ul>\n<li><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/934170-set-up-the-post-idea-widget#set\" rel=\"nofollow\">Setting up the Post Idea Widget<\/a><\/li>\n<li><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/527042-set-up-the-nps-widget\" rel=\"nofollow\">Setting up the NPS Widget<\/a><\/li>\n<li><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/275732-adding-the-widget-code-to-your-website\" rel=\"nofollow\">Adding the Widget to your website<\/a><\/li>\n<li><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/934170-set-up-the-post-idea-widget#advanced\" rel=\"nofollow\">Advanced Widget features<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"single-signon\">\n<h2>Single Sign-On<\/h2>\n<div class=\"text-content\">\n<p><span>Below please find the steps required for setting up Single Sign-On with UserVoice.<\/span><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Technical team meeting scheduled\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      SSO built in Staging\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      QA complete\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      SSO pushed to Production\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Below is some documentation to review based on the type of SSO you will be implementing.<\/p>\n<ul>\n<li><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/227013-configuring-saml-for-uservoice-with-onelogin\" rel=\"nofollow\">One Login<\/a><\/li>\n<li><a href=\"https:\/\/developer.uservoice.com\/docs\/single-sign-on\/single-sign-on\/\" rel=\"nofollow\">Token Based<\/a><\/li>\n<li><a href=\"https:\/\/developer.uservoice.com\/docs\/single-sign-on\/single-sign-on-with-saml\/\" rel=\"nofollow\">SAML<\/a><\/li>\n<li><a href=\"https:\/\/developer.uservoice.com\/docs\/single-sign-on\/saml-with-azure-active-directory\/\" rel=\"nofollow\">Azure AD<\/a><\/li>\n<li><a href=\"http:\/\/saml-doc.okta.com\/SAML_Docs\/Configure-SAML-2.0-for-UserVoice.html\" rel=\"nofollow\">Okta<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"useraccount-traits\">\n<h2>User\/Account Traits<\/h2>\n<div class=\"text-content\">\n<p><span>Below please find the steps required for passing User\/Account trait data into UserVoice.<\/span><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Technical team meeting scheduled\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Integration with CRM built in Staging\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Integration QA\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Integration pushed to Production\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Here are some helpful Knowledge Base articles on how to pass data into UserVoice.<\/p>\n<ul>\n<li><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/1857493-salesforce-lightning-integration-setup\" rel=\"nofollow\">Salesforce Lightning Integration Setup<\/a><\/li>\n<li><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/1857496-salesforce-classic-integration-setup\" rel=\"nofollow\">Salesforce Classic Integration Setup<\/a><\/li>\n<li><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/1127239-getting-started-with-user-and-account-fields\" rel=\"nofollow\">Getting started with User and Account Fields<\/a><\/li>\n<li><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/1142125\" rel=\"nofollow\">Passing User and Account Fields into UserVoice<\/a><\/li>\n<li><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/1162303-import-user-and-account-fields-from-a-csv\" rel=\"nofollow\">Importing User and Account Fields into UserVoice with a CSV<\/a><\/li>\n<\/ul>\n<p>Set up a technical call with your Implementation Engineer to get this started.<\/p>\n<\/p><\/div>\n<div class=\"multi-choice-content form-field-content\">\n<div class=\"form-group\">\n   <label> Common Account Traits <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"\">Multiple options can be selected from this list<\/option><\/select>\n  <\/div>\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Account Name\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Region\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Industry\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Lifetime Value\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Revenue\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      CAB Member\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Renewal Date\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       8\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Conversion Date\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       9\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Products\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       10\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Company Size\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       11\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Activity Segment\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       12\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Use Case\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       13\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Stage (Current Customer, Prospect, Churned)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       14\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Other\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"multi-choice-content form-field-content\">\n<div class=\"form-group\">\n   <label> Common User Traits <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"\">Multiple options can be selected from this list<\/option><\/select>\n  <\/div>\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Name\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      NPS\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Region\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Lifetime Value\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Role\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      CAB Member\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Persona\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"jiravsts-integration\">\n<h2>Jira\/VSTS Integration<\/h2>\n<div class=\"text-content\">\n<p>As part of your workflows, it is helpful to be able to link suggestions and features to projects in Jira or VSTS.<\/p>\n<p>Please review the relevant documentation and set up a call with your Implementation Engineer if necessary.<\/p>\n<ul>\n<li><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/1855840-jira-integration-overview\" rel=\"nofollow\">Jira Integration Overview<\/a><\/li>\n<li><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/363410-vsts-vso-integration-overview\" rel=\"nofollow\">VSTS Integration Overview<\/a><\/li>\n<\/ul>\n<\/p><\/div>\n<\/section>\n<section id=\"launch--feedback-collection\">\n<h2>Launch &amp; Feedback Collection:<\/h2>\n<\/section>\n<section id=\"user-notification-plan-created\">\n<h2>User Notification Plan Created<\/h2>\n<div class=\"text-content\">\n<p>This area serves to outline steps for creating a notification plan for your end-users.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Identify the Marketing team member who will assist in the comms rollout\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Identify target dates for internal and external release\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Draft internal messaging for customer facing teams and key stakeholders\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Draft external messaging for customers highlighting feedback submission process\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Finalize messaging and prepare for go-live date\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Here are some template emails that we have seen people customize in the past<\/p>\n<ul>\n<li><a href=\"https:\/\/docs.google.com\/document\/d\/1TAy97P45IAkIaUSNen56WT8quUhxUujtRtGvYpBFkS0\/edit?usp=sharing\" rel=\"nofollow noopener\" target=\"_blank\">Template 1<\/a><\/li>\n<li><a href=\"https:\/\/docs.google.com\/document\/d\/1yuw-qIL5fP9d1DFmWTW0XNpfQpYj0h6Ao5Km6UwqWrw\/edit?usp=sharing&nbsp;\" rel=\"nofollow noopener\" target=\"_blank\">Template 2<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"final-review\">\n<h2>Final Review<\/h2>\n<div class=\"text-content\">\n<p>Before we roll UserVoice out to your end-users, let's do one last check.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Links are valid and you can access your forums\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Site design is complete\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Forums have existing feedback content populated\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Content is queued up\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"launch-to-users\">\n<h2>Launch to Users<\/h2>\n<div class=\"text-content\">\n<p>Congratulations! You're ready to launch UserVoice to your users.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"training\">\n<h2>Training:<\/h2>\n<\/section>\n<section id=\"admin-videos\">\n<h2>Admin Videos<\/h2>\n<div class=\"text-content\">\n<p><span><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/1845007-getting-started-with-managing-feedback-admin-tra\" rel=\"nofollow\"><u>Admin Training Video<\/u><\/a><\/span><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"contributor-sidebar\">\n<h2>Contributor Sidebar<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/917820-getting-started-with-the-contributor-sidebar\" rel=\"nofollow noopener\" target=\"_blank\"><span>Getting started with the Contributor Sidebar<\/span><\/a><\/li>\n<li><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/917247\" rel=\"nofollow noopener\" target=\"_blank\"><span>Creating Teams for the Contributor Sidebar<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.zendesk.com\/apps\/support\/uservoice\/?source=app_directory\" rel=\"nofollow noopener\" target=\"_blank\"><span>ZenDesk App (If Applicable)<\/span><\/a><\/li>\n<li><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/1845013-video-using-the-contributor-sidebar\" rel=\"nofollow noopener\" target=\"_blank\"><span>Video overview of using Contributor Sidebar<\/span><\/a><\/li>\n<li><a href=\"https:\/\/feedback.uservoice.com\/knowledgebase\/articles\/1855399-salesforce-feedback-and-opportunity-integration-ov\" rel=\"nofollow noopener\" target=\"_blank\"><span>SFDC Feedback and Opportunity Integration<\/span><\/a><\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Onboarding Welcome &amp; Overview: Hello and welcome to the UserVoice family!&nbsp; I wanted to take a moment and introduce myself. 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