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Implementation Courses & Objectives

Session

What topics will be covered?

Objectives

Who should attend?

1

Community Setup & Training Outline
Align stakeholders and key decision-makers on the strategic goals, implementation plan, technical setup and resource allocation for developing your community.
  • Community admins
  • Stakeholders
  • IT

2

Member Value Proposition & Content Design
Define the member value proposition, content design, privacy settings, and recruitment strategy – ensuring that they resonate with the target audience, meet brand guidelines, and align with the overall goals of the community.
  • Community Admins
  • Stakeholders
  • Brand/Marketing

3

FC Academy: Course 1 – Overview & Navigation
You should understand the fundamental features of the member dashboard, category and topic creation, file management in the Asset library, and the process for submitting Help Center tickets.
  • Community Admins
  • Project Managers

4

FC Academy: Course 2 – Third Party Survey Tools
You should know how to copy the base survey template and create a survey in your survey tool. Supplemental courses will guide you through more detailed survey tool enablement.
  • Community Admins
  • Project Managers

5

FC Academy: Course 3 – The Essentials

You should know how to access the research engine and create discussion and survey activities; as well as how to navigate back to the legacy platform and create a quick poll and leverage the platform’s member communication channels.
  • Community Admins
  • Project Managers
  • Quant Researchers

6

FC Academy: Course 4 – Member Data & Profiling 

You should know how to navigate and use the P2 engine to profile and segment your community to best match your desired community composition. You will also learn about ways to validate member quality.
  • Community Admins
  • Project Managers
  • Qual Researchers

7

FC Academy: Course 5 – Gamification & Incentives
You should know how to leverage the platform’s gamification system including the creation and analysis of member rewards.
  • Community Admins
  • Project Managers
  • Qual Researchers

8

FC Academy: Course 6 – Qualitative Toolkit
You should know how to create two qualitative activities within the platform and gain a comprehensive understanding of the core functionalities offered by our entire qualitative toolkit.
  • Community Admins
  • Project Managers
  • Qual Researchers

9

Community Walk-Through & Recruitment Check – Implementation handoff to account team
You should know how to create two qualitative activities within the platform and gain a comprehensive understanding of the core functionalities offered by our entire qualitative toolkit.
  • Community admins
  • Stakeholders
  • IT
  • Brand/Marketing
  • Project Managers

Post-Implementation Courses

FC Academy: Course 7 – Member Operations
You should know how to leverage the operational component of the platform including recruitment setup, project testing, member support and data exports.

FC Academy: Course 8 – Reporting & Beyond

You should understand how to navigate to the RE reporting dashboard and download reports.