1. Optimizing SnapComms
for YOUR Organization
Make life better for your Administrators
Administrator Workshop - Tuesday, May 3, 2016

2. Please meet our team
Paula Cassin
Customer Success, Best Practice
linkedin.com/in/paulacassin
Paula.cassin@snapcomms.com
Kim Cooper
Head of Customer Support
www.linkedin.com/in/kim-cooper-5909b832
Kim.cooper@snapcomms.com
Philip Nunn
Operations & Channel Development
https://nz.linkedin.com/in/philipnunn
Philip.nunn@snapcomms.com

3. SnapComms
Over 1.1 million users
Over 400+ customers in 45+ countries
Used by Fortune 50 companies
Enterprise platform, global usage
Premium service and support

4. Let’s meet you…
Do you use SnapComms?

5. Our goals for this session
Working session – your participation requested
Greater understanding of what’s possible with SnapComms
Confidence to prepare, test and use SnapComms
Provide practical takeaways you can use NOW

6. • Organizing Folders – best practices
• Access Rights – reduce complexity
• Publishing Rights – reduce risk, maintain oversight
• Default Settings – match your standards
• Guidelines for Admins – make your policies clear
• Training, Handovers – mission critical components
Agenda… Folders
Access
Publishing
Defaults
Guidelines
Handovers

7. Folders
Access
Publishing
Defaults
Guidelines
Handovers
Organizing Folders
(Thoughtfulness now saves time later)

8. Assessment Questions
• YOUR USE CASE
What is most important – project, type, department?
• HOW MANY ADMINS
Does one Admin team send all messages?
Or do different Admins look after different content?
• VOLUMES
How many messages get sent per week?
• CONFIDENTIALITY
Do you have messages/content that only certain Admins should access?

9. Poll Question for you…
How many Administrators do you have?

10. Scenario 1: One Generalist Team
One group of Administrators responsible for all messaging across
the audience
Recommendations
1. Organize top-level folders by person’s name or major function
2. Set up sub folders by Month or Quarter, depending on volumes
When Admins look at
your Folder names,
are they confused or
confident on where
to go?

11. Simple Organization: by function
Organize top level by easily understood
departments or functions
– and give Admins their own subfolder.
(In this example, Richard and Stephanie are set
up to message their own CS teams.)

12. Scenario 2: multiple departments
Different departments or teams use SnapComms for different
purposes, with different audiences. Different groups of
Administrators responsible for all messaging across the
audience.
Recommendations
1. Top Level Folders by Division/Function
2. Sub Folders by project, audience or asset type
3. Organize Quarterly (or monthly) folders under that

13. 30 sec demo – how to manage
folders

14. Example by Division/Dept
Organize top level by easily understood
departments or functions
– so it’s easy for you to set up Admin
authorizations, and easy for them to find their
working folders.

15. If you’re using SnapComms for more than one
type of message, set up sub folders.
(This will let you easily control access, set up
default settings, and find related messages.)
Sent messages can pile up over time!
One strategy is to move to a new folder every
quarter/month/year (depending on your volumes
and preference)

16. Question:
what works for you?
How do you set up your folders?
Please post in the Question/Answer area…

17. • Ensure messaging is easy to do
• Find past messages easily
• Focus your Administrators and save them time
• Keep content confidential
If you get Folders right, you can…

18. Access
Focus your efforts, reduce complexity
Folders
Access
Publishing
Defaults
Guidelines
Handovers

19. Customize folder, asset, target access
Prevent
unauthorized
Use
Maintain
confidentiality
Send
messages
faster
Reduce
complexity

20. • What folders do they need to access?
• What kind of messages do they need
to send?
• Who do they need to target?
• Does someone have to approve
before it’s sent?
Key Questions

21. Management: Administrators

22. Only authorized folders appear
• Master Admin • Role Admin
c

23. • Removes access to
any messages of that
type – draft or
published.
Limit by Asset Type

24. • Useful for specific
campaign/project
owners
• Fewer targeting
errors possible
Limit by Target Audience

25. Publishing Rights
Reduce risk, maintain oversight
Folders
Access
Publishing
Defaults
Guidelines
Handovers

26. • Differentiate between
authors and senders
• Useful for
pre-planned
messages
Moderation,
Publishing

27. Poll: Do You Use
Moderation?

28. • Streamline even
further –
• Turns messages into
templates
• Lets you lock down
even more
• Publish faster
Quick Publish user guide
Quick Publish

29. DEMO
Pre-populate your preferred message settings
Message Defaults
Folders
Access
Publishing
Defaults
Guidelines
Handovers

30. Pre-populate your preferred settings

31. DEMO
Communicate desired outcomes
Guidelines
Folders
Access
Publishing
Defaults
Guidelines
Handovers

32. • What does SnapComms do (in your organization)?
• What do you use SnapComms for?
• What outcomes do you need?
• How do you use it?
• Why is SnapComms used? (what problem does it solve)
If your Admins understand the why, the rest is easier!
Who, What, When, Where…and WHY

33. Poll: do you have
Administrator
Guidelines?

34. DEMO
Plan for change from the beginning
Handovers, Training
Folders
Access
Publishing
Defaults
Guidelines
Handovers

35. • Handover
• Shadow an Administrator
• Show good vs. bad messages
• Explain who, what, when, why, how
• Training
• Written guidelines
• Video training?
• Give them a test to pass…
(send test messages to you)
Training and Handover

36. • Organizing Folders – best practices
• Access Rights – reduce complexity
• Publishing Rights – reduce risk, maintain oversight
• Default Settings – match your standards
• Guidelines for Admins – make your policies clear
• Training, Handovers – mission critical components
Agenda… Folders
Access
Publishing
Defaults
Guidelines
Handovers

37. Questions?

38. Right Message, Right Place, Right Time. Every Time.