Onboarding Checklist

The Onboarding team is here to help you tackle these to do's. Here is an overview of what action items to expect.

Kickoff

Log In at app.folloze.com
Set Up Subdomain/ SSL
Confirm subdomain (e.g. engage.companyxyz.com or discover.companyxyz.com)
Locate the stakeholder in your company, typically within IT or Marketing Operations to configure the DNS setting by taking the following steps:
Edit the Host Aliases (CNAME Records).
Point the new alias (subdomain) to the host: v3gateway.folloze.com
Notify Folloze about the domain you configured. Folloze will then implement subdomain and SSL certificate.
Send your font file(s) to your Folloze Onboarding Specialist
Verify with your IT/web team that Folloze will be permitted to iframe your website/webpages
Cookie Compliance
Confirm cookie requirements with your Folloze Onboarding Specialist
If using OneTrust or TrustArc: After your subdomain is configured, send Folloze your TrustArc/OneTrust script
Review relevant integrations documentation in the Folloze Technical Knowledge Hub
Schedule Training Sessions and complete associated action items
SSO (if applicable)
Share SSO Integration Guide with your IT team and connect for next steps with your Onboarding Specialist
Please note that you will need to schedule a call with the Folloze Support team and your technical lead to finish the implementation process
Whitelist Folloze Email addresses: invitation@folloze.com, access@folloze.com, product@folloze.com, notifications@folloze.com, messages@folloze.com

Add Folloze Users
If any Teams are needed (Sales, Marketing, Regional, etc.), confirm with your Folloze CSM & Onboarding Specialist
Plan your Buyer Experience
Consider: Messaging, CTAs, Gating, Channels of Delivery, Follow Up/ Nurture
Add Custom Scripts & Tracking ID’s as needed
Configure Self-Serve Connections:
Email Provider - Connect Gmail/ Outlook (recommended) under 'My Settings'
Add your Demandbase or 6Sense Key (if applicable) under Company Admin
Plan the Personalization strategy for your first use case
Plan your strategy for board security, taking the following into consideration:
2FA
Passwords
Domain Restrictions
Plan your organizational strategy, taking the following into consideration:
Content Center
Board Channels
Board & Content Tags
Internal Board Sharing
Media Library
Board Templates
Folloze User Management & Teams

Upload brand-compliant images and videos in the Media Library for your first campaign
Add Content Items
Create Board Template(s)
Design board(s) for your first use case
Create Campaign (email) Template(s)
Build Audience List(s) for your first campaign
Following the ID Model & Campaign Orchestration session, schedule an integrations overview call if needed to review:
MAP Integration, e.g. Marketo (recommended)
CRM Integration, e.g. Salesforce
Other integrations that have previously been discussed with the Folloze team