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Onboarding 2.0

Mission

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• Onboarding 2.0 is an email program for all new English speaking SMB customers

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• Content to engage with our customers and guide them through proper account setup for the sake of achieving performance

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• This program starts upon account creation and continues through ~30 days post activation

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• New + personalized content

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Strategy

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• To get customers interested and engaged in AdRoll, early in their lifecycle

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• Show our customers more reason to care about growing their business with AdRoll

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growth

activation

Customer Experience

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acquisition

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Pre-launch

Checklist

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trigger: account sign up

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Getting

Started

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trigger: 2 days post sign up

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Congrats

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trigger: launch first campaign

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Best

Practices

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Intentmap

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trigger: IntentMap

not yet enabled

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Design Squad

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trigger: has not requested

Design Squad and has incomplete

ad set

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Conversion

Strategy

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Dynamic

Creative

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trigger: has not launched

Dynamic Creative

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Native Ads

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trigger: has not yet launched

Native ads

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Segmentation

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trigger: no conversion segment

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Launch

Web

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trigger: has not launched

on Web

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Launch

Facebook

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trigger: has not launched

on Facebook

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Schedule

Reports

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First

Conversion

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trigger: just booked

first conversion

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Teammates

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trigger: has not yet added

teammates

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Reporting

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Monthly

Metrics

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trigger: day ~30 post Activation

and every 1 month thereafter

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Launch

Email

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trigger: has not launched on

AdRoll Email

What’s next?

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• A/B testing

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• Some additional post activation content

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• How To AdRoll videos