Every customer follows the same path. Start with the plan, set up and go live with the guide, then learn to use the data. Your HappySignals onboarding lead is with you at every step.
Agree the basics, your objectives, what could help or hinder you, and who is involved. Started with your account executive, finalized with your onboarding lead in the first week.
For the executive sponsor, champion and project manager
Open the planStep by step from kick-off to go-live, with a project track and a technical track. Each step shows who does it, how long it takes, and when it is done.
For the project manager and technical owner
Open the guideA self-paced learning path: what you see in the platform, a daily look of a few minutes, and a monthly review. About an hour in total.
For champions and area owners, after go-live
Open the learning pathAfter the Analysis Workshop, your Customer Success Manager takes over and works with you on what comes next.
Ask your HappySignals onboarding lead, or email support@happysignals.com.
Installation and configuration articles for each measurement area are on our support site.