Factivate Professional Onboarding Overview

Professional Onboarding is designed for new customers looking to set up or review their data practices and want a personalized implementation experience.

Your Implementation Specialist will discuss and evaluate your current infrastructure (from UTM nomenclature to KPI identification) and make recommendations based on best practices we have developed. You will receive actionable advice on best data practices while getting a completely customized report and dashboard view that will help you navigate your marketing data moving forward.

 

This service may include, but is not limited to:

• Access to an assigned Implementation Specialist for up to 16 hours for the first 60 days from the start of your Factivate subscription
• Two insights review with your data specialist (once per month) for the first 60 days from the start of your Factivate subscription
• A custom-branded Campaign UTM builder and tracker connected to your template
• Customization of a Dashboard & report file using Factivate for three management layers: Executive, Manager, Analyst
• Assistance in connecting Factivate with available channels
• Strategic guidance on marketing and campaign performance monitoring

As a Factivate customer you will also receive ongoing access to the following resources:

• • The Factivate Support Team
  • The Factivate Customer Success Team

Factivate Enterprise Onboarding Overview

Enterprise Onboarding is designed for enterprise customers looking for our most complete personalized implementation solution to help you check on your agency, review your data practices, and get your team and organization set up with a proven marketing data tracking strategy.

Your Implementation Specialist will begin by discussing your current marketing data and account practices. This includes creating a preliminary audit of your current performance KPIs (from your agency or internal team), helping you navigate the issues between Campaign URL tracking, Google Analytics, even Google Tag Manager.

We then make recommendations based on best practices we have developed. You will receive actionable advice on best data practices while your implementation team gets to work on building the necessary dashboards and automated reports that will help you and your marketing team move forward. By the end of the Enterprise Onboarding experience, you will be comfortable analyzing your insights, know where to look for specific insights in your reports/dashboards, and will see an immediate increase in your marketing productivity.

This service may include, but is not limited to:

• Access to an assigned Implementation Specialist for up to 40 hours for the first 90 days from the start of your Factivate subscription
• Three insights review with your data specialist (Once per month) for the first 90 days from the start of your Factivate subscription
• A discovery session to uncover existing systems and processes
• A custom-branded Campaign UTM builder and tracker connected to your template
• Customization of up to three files with multiple Dashboards or Reports per file (for Executives, Managers, or Analysts)
• Set up of performance-monitoring alerts and automated emailed data reports
• Assistance in connecting Factivate with available channels
• Strategic guidance on marketing and campaign performance monitoring

As a Factivate customer you will also receive ongoing access to the following resources:

• • The Factivate Support Team
  • The Factivate Customer Success Team

Quick Launch Consultation Onboarding Overview

If you're looking to get up and runnig with Factivate quickly (whether you want to start from one of our popular templates or want to automate your data reports/dashboards yourself, this onboarding package will help you complete the essential configuration of the software, accomplish your short-term goals, and see value rapidly.

Completing the Quick Launch Consultation will help you:

Complete and Connect your Factivate template.

Understand the process of analyzing your template's data and how to navigate through finding the best insights for you

Feel empowered to be a self-sufficient user of the Factivate platform

With our Quick Launch Consultation, you'll gain access to personalized support from our Data Implementation Specialists in addition to self-serve resources.

This service may include, but is not limited to:

• Up to 1.5 hours of support from an Implementation Specialist
• Completion of the configuration of your software
• Walk through of your Factivate template to know where to find your best insights

If you're looking for more hands-on support to help you optimize your data strategy and increase your marketing ROI with Factivate, consider our professional-level onboarding experience.