In this video, we will be looking at the different stages of the onboarding process as well as taking an in-depth look at each step of the process. Welcome to the AlertFind family. Here’s what the onboarding process covers:

1. Provisioning Form

The onboarding process begins with you receiving an email with the link to our provisioning form. The information you provide on this form gives us the preliminary information needed to begin the process. Please fill in the information and click on the submit button at the bottom of the form.

2. AlertFind Introduction Video

This is the video you’re watching right now!

3. Introduction To Your Dedicated Customer Success Manager

Once you have submitted the provisioning form, you will receive an email with instructions on how to schedule the kickoff call. In this call, we run through the onboarding process and review the roster import template file that we use to map out and import your initial data to AlertFind. If you have any questions, please reach out to your assigned customer success manager for assistance.

4. Complete Kickoff Call

During the kickoff call, your customer success manager will go through the following agenda with you:

  1. Customer success manager introduction
  2. AlertFind onboarding process
  3. AlertFind customer success hub
  4. Data management - Update alternatives (AlertFind Connector, SFTP, manual update)
  5. Next steps

5. Roster File Video

We have created a video that will explain step-by-step how to fill in the roster import that you can use as a reference while you create your import file. The link to this video will be provided in an email as soon as you complete the kickoff call. If you do not receive the link, you can find the video in the video library section on the Customer Success Hub. You can also reach out to your assigned customer success manager and they will be able to provide the link.

6. Kickoff Call Feedback 

After the kickoff call has been completed, you will receive an email requesting that you verify that you completed the kickoff call and that you have no questions. You can also provide any feedback at this time.

7. Receive Customer Roster File

Once you have confirmed you have no further questions, you need to send in the roster import file. With that information we are able to create your new environment in AlertFind.

8. Technical Set Up

Our technical onboarding team will create your AlertFind environment and provide the login credentials. The SLA for the technical set up is two business days.

9. Data Validation

When the technical set up has been completed, we will send you an email to set up the data validation call. During this call, we will:

  1. Review the application settings
  2. Review the user module
  3. Review how to create a support ticket
  4. Introduce you to the AlertFind Training Portal
  5. Discuss next steps

10. Data Validation Feedback

Once the data validation call has been completed, you will receive an email to verify that you completed the data validation call and that you have no questions. You can also provide any feedback at this time.

11. Training 

We have created a training portal that is open to all AlertFind customers.  When you reach this stage, your assigned CSM will send you access information.

The portal has four different types of training resources to help system admins use AlertFind to its full capacity. The first section is three recorded training session videos. Each video focuses on different modules of the AlertFind user interface. 

The second resource is a collection of text tutorials and pdf documents that you can use to learn how to master the AlertFind user interface. 

The third resource is a collection of short explainer videos called Nuggets. Each nugget is a 2- to 3-minute video that will explain how to perform a specific action within the user interface. 

The fourth resource is a series of webinars that you can register for. These webinars are hosted by one of our AlertFind trainers. In them, you will be able to get answers to any question or concern that you have.

Training Session Videos

Now let’s discuss each resource type in more detail. The training videos have been created specifically for admins and will explain what an admin can do within the user interface. The training session videos cover the following points:

 Training Session Video 1: 

  1. Compose Advanced: How to create a communication from scratch
  2. Sent notifications section: How to review the results of the communications that you have already sent out

Training Session Video 2: Covers three modules of the user interface

  1. Manage Library: How to create and manage templates
  2. Alert Console: Where you can execute templates that have already been created
  3. Groups: Where to find the different types of distribution lists that you can create in AlertFind

Training Session Video 3: Covers the last three modules in the user interface

  1. Creating and Managing Teams: Learn how to sub-segment your user base as well as create a hierarchy within your permissions
  2. Reports: Learn how to run the different reports that are available to all admin in the user interface
  3. SmartContact: Learn how to configure and turn SmartContact on as well as the different reports that are available for you

Content Guides

The content guides are designed to help admins learn the concepts of the AlertFind platform using text tutorials. We have the interactive admin guide online and PDF versions for the admin Guide, team leader guide and the user guide.

Nuggets

Nuggets are short 2- to 3-minute videos that explain how to perform a specific task within the user interface. We are constantly creating new nuggets, and they will be added to the portal as they are produced. 

Live Webinars

We have two live webinars that you can register for.  The first one is the Introduction to the AlertFind Customer Hub Webinar. In this webinar, the trainer will take you through our training and onboarding process and answers any questions you have about the system.

The second one is The Master Class webinar. In it, the trainer answers any question that you have after completing the three training session videos and looking through the content guides.

12. Test Your Knowledge

Once you have completed the different training steps available to you and you sign off on the training, we will send you a test. This test is designed for you to demonstrate knowledge of the different AlertFind user interface modules. It is important that you complete it because it allows us to see if you require additional training. Once you pass the test, we will proceed to send you a certificate as a fully-trained AlertFind Admin.

 Success

Once you have completed and signed off on the training, we will proceed to the Success stage. Here we will schedule two customer success calls with you.

The first call will be with your assigned customer success manager one month after you have signed off on the training. In it, you will discuss:

  1. Any open support tickets that you might have
  2. Your AlertFind usage
  3. Any questions or concerns that you might have
  4. How successful you have been with the AlertFind product

VP of Customer Success – Success Call

The second call will be scheduled six months after you have signed off on the training. This call will be with your customer success manager and our VP of Customer Success. During this call we will discuss:

  1. Any questions or concerns that you might have
  2. How successful you have been with the AlertFind product

If you have any questions or concerns regarding this topic, please do not hesitate to contact your customer success manager for further guidance. 

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