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Buyer Experience 3.0 Upgrade Plan

Folloze Internal and Confidential

Buyer Experience 3.0 Upgrade Overview

● Buyer Experience 3.0 offers a variety of new capabilities that allow for complete user

journey orchestration. With that, the model of the boards is changing which will

require an upgrade process for customers.

● The upgraded architecture allows for ‘risk-free’ approach:

○ Boards that were not customized can be upgraded automatically.

○ Boards that were customized, a Unicorn version will be created for them (same

board ID), adjusted and tested, and then switched on, with no disruption to

customers.

● There is no impact or disruption to the other elements of the board such as content,

analytics, campaigns, and tracking or bot scripts.

Buyer Experience 3.0 Upgrade Overview

● Customers are divided into buckets based on upgrade needs:

○ Tier-1: Basic Upgrade - no customizations or scripts

○ Tier-2: Facilitated Upgrade - custom layout (fonts) and/or a couple customization

scripts (promo area background colors, CTA button colors etc.)

● Direct communications with agency clients are optional and up to the agency. (Please

feel free to share our upgrade content and resources.)

● All users will receive in-app messaging upon initial login post upgrade.

*You will be provided a spreadsheet specifying each of your clients and their Tier.

Branding Cleanup/Upgrade

Currently Branding is applied in 3 main ways:

1. Custom Layouts (fonts) 2. Configured on Boards (the selected theme color) 3. CSS Scripting via Custom Script (promo area background colors, CTA button colors etc.)

Branding will be applied in one main way the “Theme”:

Part of the upgrade process is compiling the different ways we currently implement branding and packaging them into easily configured themes.

*Clients can have more than one theme in their instance but only one applied per board.

Upgrade Milestones: Tier-1 Agency Clients

● Customers without customizations or scripts will be upgraded to Buyer Experience 3.0

with all of their boards & users at the same time.

● The Folloze Upgrade Team will communicate the general time that the change will

occur.

● Since there are no branding customizations, upgraded boards should not be

noticeably different than existing boards. The main change will be within the Designer

Tab UI (board building and design options).

Upgrade Milestones: Tier-2 Agency Clients

Org level configuration

The Folloze Upgrade Team will set up branding at the org level etc.

Update one board

Test upgrading one board to ensure all high level branding etc. is intact.

Automatic upgrade and activation for “standard” boards

Upgrade the majority of boards within an instance excluding the more customized/sensitive boards.

All Org Users get access

All users and new boards in the instance will use Buyer Experience 3.0 and have customer aligned branding.

Admin user(s) work on new boards

Your team should create boards in Buyer Experience 3.0 to use as potential templates and work and test branding needs on.

Success!

Reminder to Share: ● Spreadsheet ● Webinar Board ● Asana?