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Set Up Video and Launch Guide

Step-by-step video guide to customising your portal and preparing for launch

Em Powell avatar
Written by Em Powell
Updated over 3 months ago

Hello,

We've created your Care Friends portal and completed Step 1: Portal set up ✔

We’ve also sent through your portal login details. If you have not received these, please do let me know.

Next up, watch the video below to complete Step 2: Customise your portal.

Watching the tutorial and completing the tasks will take around 35 minutes.

To complete the tutorial video you will need:

  • Bookmark this page in case you need to come back to it!

  • Names, email addresses and mobile numbers of your admin users

  • If you have more than one ‘site’ you will need the name, address and number of staff for each

  • A spreadsheet of names, email addresses, mobile numbers & the site each employee belongs to, for everyone you would like to use the app. Click here for a template.

  • We’ve added a default advert to your portal already. If you would like to add your own advert, you will need a current ad and a ‘day in the life’ style image (recommended) or video link (optional)

Please do let me know if you have any questions about the above details.

Once you have successfully completed this video guide you are ready for Step 3: Planning your launch! Read on for our best practice tips 🚀

In our experience, good preparation and planning are the key to a successful launch.

We recommend allowing one-two weeks to prep for launch day, including sending teaser comms and giving your champions time to get to know the app. Followed by a two week launch period where you keep promoting your scheme and offer a launch incentive.

We’ve put together everything you need to help make your launch preparation easy.

Join one of our live launch planning sessions for best practice tips which have been tried and tested by other organisations.

If you would prefer to go it alone, start out by downloading our launch planning checklist for launch best practice tips which have been tried and tested by other organisations.

  • Phone 02038279475

  • Live chat with us via the chat button in the bottom right corner of your screen.

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