Onboarding Process

What does the Clearview Social onboarding process look like?

Michael Faliero avatar
Written by Michael Faliero
Updated over a week ago

We strive to streamline the onboarding experience with Clearview Social, ensuring a seamless and effective initiation into our platform. The onboarding process is thoughtfully divided into four key components:

Learning-

Introduction Meeting- During this crucial session, you'll have the opportunity to connect with your dedicated Clearview Social Client Success Specialist. You'll discuss what your Clearview Social expectations are and what you would like to see happen as a result of using the platform. This personalized discussion aims to align our services with your goals effectively. We'll also take time to discuss your launch timeline to ensure we get your account up and running in a timely manner.

Administrator Training- We'll spend time together covering platform essentials from user management to building Collections and monitoring analytics! This prepares you to take control once your account is ready for posting. Additionally, we'll outline the remaining onboarding process and schedule User Training. You can watch pre-recorded new client trainings here, and here.

Whitelisting- Coordinate with your IT team to ensure Clearview emails will not be blocked by your security settings. Check out this article for guidance on this process.

Launch-

Heads-Up Email- Time to launch! Prior to adding users to the account we suggest sending a heads-up email to your professionals to prepare them for the welcome email. This ensures they're prepared to receive their welcome email. This is a great time to share the User Training meeting invite. You can check out this article for suggested heads-up email templates and other great resources.

Add Users- Add your Clearview Social users to the platform shortly before their user training- either the day before or the day of. Once they are added to your account, they will receive a welcome email, which will prompt them to connect their social media account. You can check out this article for guidance on this topic.

User Training- We'll meet with your users and walk them through setting up their account, sharing content via Collection emails, and other features throughout the platform. Whether you're starting with a pilot group or all of your users at once, we'll be here to guide them along the way. Click here if you would like to view pre-recorded user trainings.

Sharing-

Start Sharing!- Now that your users are added you'll want to start sharing. Build your first Collection in the Collection Builder, and send it to your users! The image below is what a Collection looks like to your users. Try sending yourself a Collection preview to ensure it's ready to be shared. For more tips on building a Collection check out this article.

Track- 

Monitor the results of your shares on the Analytics page, Leaderboard, and Company Stats. These tools provide valuable insights into the effectiveness of your efforts.

Customization-

While our four-part process is effective for most, we understand that one size does not fit all. We are flexible and will work at a pace that aligns with your organization's needs. For more information, visit the following articles.

Embark on your Clearview Social journey with confidence, knowing that we are here to support you every step of the way.

Any Further Questions?

If there is anything else we can assist you with, you can contact Clearview Social Support either by emailing support@clearviewsocial.com or through the Intercom chat button in the bottom right of the site.

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