Folloze Pre-Launch Checklist

Targeted Launch Date: ________

To-Do’s:

Inform internal stakeholders/parties of launch timeline Conduct final review of board layout, content, and settings

Check mobile viewing experience (banner image and text)

Confirm all content can be viewed properly within the Folloze iFrame and all assets have clear thumbnail images

Check for typos or grammatical errors

Checks that action buttons populate the correct forms or URLs

Review security settings

Review & test personalization parameters to all board links (if applicable) Review & test UTM values to all board links (source, medium, and campaign) Review & test tracking ID fields/scripts in Board Settings & Custom Scripts tab in Company Admin Test all board links in incognito windows

Test personalization rules (if applicable)

Check that data integration is connected (if applicable � Demandbase, 6sense, Dun & Bradstreet) Complete a test form fill to ensure that MAP/CRM is connected and the data is passing correctly (if applicable) Clear Testing data Schedule post-launch review meeting with Folloze CSM

For Inbound Campaign(s): Review audience journey for consistency in messaging & imagery Finalize copy and retargeting strategy for social media posts or ads Conduct final review of segments (if applicable)

For Outbound Campaign(s): Add individuals as subscribers to boards for contact card, alerts, & pulse table access Finalize email campaign content & messaging Conduct final review of target account list Schedule email campaign in Folloze (if applicable) & send a test email Schedule email campaign in MAP/CRM (if applicable), send a test email, & verify that dynamic params are mapping properly from Folloze Campaign link

Board Links - Use this template to compile the corresponding links for each platform/audience.

Audience Platform Board Board Link (include UTM values/personalization parameters)

Enterprise Folloze Healthcare

https://help.folloze.com/hc/en-us/articles/235676868-Images-in-Folloze-Sizing-Recommendations https://help.folloze.com/hc/en-us/articles/4402401281043 https://help.folloze.com/hc/en-us/articles/1500006194441-Remove-Testing-Data