Leading Reach Basic Training 2014
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Transcript of Leading Reach Basic Training 2014
CUSTOMER SUCCESS WEBINAR FEBRUARY 7, 2014
With Mike Davitt, Customer Success Specialist
LEADING REACH BASIC TRAINING
THE DASHBOARD
Quick Stats
Total Participants
Total Applications
Total Campaigns
Total Content
Global View The Dashboard provides you with a
global view of your Campaigns, Content, and Participants
CAMPAIGNS
What is a Campaign?
A Campaign can be the physical
location/event that your Applications are deployed at.
Example: HIMSS 2014
A Campaign can even be more broad such as a timeframe
that you’d like to distinguish from your normal Application
submissions.
Example: Leading Reach Sales
Campaign Q1 2014
Each Campaign can contain multiple
Applications allowing you to keep track of all Participants at an
event even if they interact with different
Applications.
Example: Using a Game, a Digital
Collateral Browser, and a Survey all at the
same event.
APPLICATIONS
Digital Collateral Browser
Delivers Content, organized by
Category, thumbnail or list
view
Games
Slot machines and lottery
Applications are available to use as attention getters.
Survey
Survey Participants and export results
to PDF or view results in the
backend. Surveys can be added to other Applications
Controller
The easiest way to use more than one Application type
at a show.
CHECKOUT FIELDS
Qualifying checkout field examples:
• Urgency
• Next Steps
• Sales Rep
• Contact Later
• Level of Interest
• Notes
Custom field types:
Helpful Tip: You can still get quality lead
information without overloading the checkout screen.
CONTENT CATEGORIES
Organize your Content using Categories and Sub-
Categories within a Digital Collateral Browser
Unlimited Categories and Sub-Categories to best suit your
needs for each event
Like this!!
MANAGING CONTENT
Serves 3 main functions:
Content Types: PDF
Video Images Any URL
Content Sizes: We recommend
using content that is equal or less
than 15MB
Upload single pieces of Content
Update old Content
Upload multiple pieces of Content
EMAIL TEMPLATES
Hello Jessica,
Thanks for stopping by our booth at mHealth Summit! Please let me know if you have any questions about the content you requested.
My best, Erin Newman
PAT I E N T E N G AG E M E N T P L AT F O R M OV E RV I E W
PATIENT ENGAGEMENT
PLATFORM
REFERRAL MANAGEMENT
SYSTEM
PATIENT SATISFACTION
SURVEYS
W H AT I S A R E F E R R A L M A N AG E M E N T S Y ST E M ?
H OW TO I M P R OV E YO U R PAT I E N T E N G AG E M E N T S C O R E
Leading Reach is a product of Sparksight, Inc. 7719 Wood Hollow Dr. Suite 100Austin, TX 78731
BEST PRACTICE EXAMPLE PLAIN EMAIL EXAMPLE
Customizable per Campaign or Application
Tip: This might be your first digital impression with a prospect, make
it count!