Basic Implementation Toolkit for Communications Professional (Informz)

This on-demand training is focused on learning how to create all the objects needed to get started using your Higher Logic Informz (Communications Professional) account. The Toolkit Checklist below will provide you with a step-by-step solution to get up and running on your own.  The checklist timeline is an estimate to be used as a guide in your implementation process.

Toolkit Checklist:

0-30 Days

• Establish logins for Account and HUG
• Start Basic Training Courses  (Platform Overview,  Contact Management)
• Prioritize List of Communications to Transition
  • Use Communications to Transition worksheet
• Take Inventory of Email Template Needs
  • Use Email Template Needs worksheet
  • Review our Template Look Book for Inspiration
  • Utilize Template Design Guide for a sample of a requirements gathering document
• Create 1st Email Template
  • Watch Email Design Inspirations and Best Practices Video
  • Watch Template Creation Video

30-60 Days

• Establish unsubscribe process – consider preference management
  • Watch the Integrated Preference Management Video
• Create, Test, Send 1st Email Message
  • Watch Message Creation Video
• Review Mailing Report
  • Watch Reporting Video
• Set up/Organize Account Folders
• Continue with Template Creation
• Set up Web Tracking
  
  • Watch Web Tracking Video

60-90 Days

• Complete Advanced Training Courses (Landing Pages)
• Develop 1st campaign flow (New Member Onboarding Campaign)
  • Watch Introduction to Campaigns and Automation Video
  • Watch Welcome Campaign Video
  • Use the Planning Guide for Automated Campaigns Worksheet
  • Use the New Member Onboarding Campaign Guide
• Gather content assets needed for campaign (template, images, URL’s, etc)
• Build campaign messages
• Define and take inventory of campaign contact group (eligible to enter campaign)
• Set up automated campaign
• Test and Launch 1st campaign

90-120 Days

• Start to Build A/B Testing Strategy
• Monitor/Review Campaign Results
• Continue Template and Message Creation
• Develop 2nd Campaign Plan (Membership Renewal)
  
  • Watch Renewal Campaign Video
• Identify content assets and build messages
• Define and take inventory of campaign contact groups (eligible to enter/exit campaign)
• Build and Launch 2nd campaign