--- title: Onboarding Page V1 description: On-boarding your enterprise version of CampaignDrive is simple. From platform configuration to local marketer training, here are the steps we will take together. --- [![P9-Logo](https://www.pica9.com/hs-fs/hubfs/Pricing/P9-Logo.png?width=230&height=69&name=P9-Logo.png "P9-Logo")](https://www.pica9.com) ![Search](https://www.pica9.com/hubfs/Pricing/Search.svg "Search") [![P9-Logo](https://www.pica9.com/hs-fs/hubfs/Pricing/P9-Logo.png?width=250&height=75&name=P9-Logo.png "P9-Logo")](https://www.pica9.com) ## On-Boarding Plan: “Enterprise” step 1 ### Platform Configuration The On-Boarding Team reviews your brand community and business processes to develop the best plan for engaging users and activating resources. Learn More ## step 1 : Platform Configuration ## We’ll Ask About : - Your local marketers’ comfort with marketing creative and web-based authoring technologies. - The flexibility you want to build into your brand resources and marketing workflows. - The amount of time your creative teams can devote to the care and feeding of a brand-to-local portal. ## You’ll Learn How To : - Use CampaignDrive’s location-based architecture to make brand compliance fast, easy & fool-proof. - Organize your users and locations so you can deliver the right content at the right time. - Control site copy to provide clear instructions for your local marketers every step of the way! ## Together, We Will : - Activate a community of up to 5,000 users, with roles and permissions tailored to your needs. - Configure a network of up to 5,000 locations, based on your brand structure. - Implement regional and group structures to fit your enterprise's organization. - Install your brand’s fonts and colors. step 2 ### Creative Analysis The Design Team composes up to 50 launch templates, including preparation of assets to be uploaded into the Brand Asset Management module. Learn More ## step 2 : Creative Analysis ## We’ll Ask About : - The content management rules for text and image slots in your templates - Design rules for the handling of typography, logos, and images. - The organization of brand assets, including categories and keywords/metadata. ## You'll Learn How To : - Define text-editing and styling rules in your templates - Curate content, so that users have just the right amount of freedom within your template’s framework. - Configure the “My Documents” page so your users have the brand-activation features they need. ## Together, We Will : - Compose, test, and publish your first 30-50 templates. - Turn approval loops on or off, as appropriate, for each template experience. - Fine tune your first Campaigns prior to launch. step 3 ### Content Management The Content Team recommends content management strategies to save local marketers time and protect the brand against errors and omissions. Learn More ## step 3 : Content Management ## We’ll Ask About : - The local-market content (logos, product listings, legal disclaimers, etc), that are essential for success. - The rules and regulations that govern local marketing for your brand. - The ways you like to deliver content to meet the unique demands of your local marketing community. ## You'll Learn How To : - Upload, categorize and tag assets for use in campaigns and in customizable templates. - Organize/group your locations to deliver the right content to the right locations at the right time. - Create, organize, and manage Campaigns that combine static brand assets and customizable brand templates. ## And Together, We Will : - Configure your platform’s user, location and item databases with the fields your brand needs to succeed. - Organize and group your locations, to help enforce brand compliance and tailor the delivery of content. - Configure the launch set of Campaigns for your platform. step 4 ### Local Marketer Training The On-Boarding Team leads weekly webinars for up to three months, to walk users and creative partners through your CampaignDrive experience. Learn More ## step 4 : Local Marketer Training ## We’ll Ask About : - The length and cadence of training that will work best for your user community. - The most important topics that your users need to learn about first. - The marekting operations tasks that are most time-consuming for you and your creative partners ## You'll Learn How To : - Tailor CampaignDrive training materials to fit your user experience. - Answer the most common questions that users ask about brand-to-local marketing. ## And Together, We Will : - Schedule and lead your custom training curriculum. - Deliver follow-up training materials to help users become independent as quickly as possible. X ## step 1 : Platform Configuration ## We’ll Ask About : - Your local marketers’ comfort with marketing creative and web-based authoring technologies. - The flexibility you want to build into your brand resources and marketing workflows. - The amount of time your creative teams can devote to the care and feeding of a brand-to-local portal. ## You’ll Learn How To : - Use CampaignDrive’s location-based architecture to make brand compliance fast, easy & fool-proof. - Organize your users and locations so you can deliver the right content at the right time. - Control site copy to provide clear instructions for your local marketers every step of the way! ## Together, We Will : - Activate a community of up to 5,000 users, with roles and permissions tailored to your needs. - Configure a network of up to 5,000 locations, based on your brand structure. - Implement regional and group structures to fit your enterprise's organization. - Install your brand’s fonts and colors. ## step 2 : Creative Analysis ## We’ll Ask About : - The content management rules for text and image slots in your templates - Design rules for the handling of typography, logos, and images. - The organization of brand assets, including categories and keywords/metadata. ## You'll Learn How To : - Define text-editing and styling rules in your templates - Curate content, so that users have just the right amount of freedom within your template’s framework. - Configure the “My Documents” page so your users have the brand-activation features they need. ## Together, We Will : - Compose, test, and publish your first 30-50 templates. - Turn approval loops on or off, as appropriate, for each template experience. - Fine tune your first Campaigns prior to launch. ## step 3 : Content Management ## We’ll Ask About : - The local-market content (logos, product listings, legal disclaimers, etc), that are essential for success. - The rules and regulations that govern local marketing for your brand. - The ways you like to deliver content to meet the unique demands of your local marketing community. ## You'll Learn How To : - Upload, categorize and tag assets for use in campaigns and in customizable templates. - Organize/group your locations to deliver the right content to the right locations at the right time. - Create, organize, and manage Campaigns that combine static brand assets and customizable brand templates. ## And Together, We Will : - Configure your platform’s user, location and item databases with the fields your brand needs to succeed. - Organize and group your locations, to help enforce brand compliance and tailor the delivery of content. - Configure the launch set of Campaigns for your platform. ## step 4 : Local Marketer Training ## We’ll Ask About : - The length and cadence of training that will work best for your user community. - The most important topics that your users need to learn about first. - The marekting operations tasks that are most time-consuming for you and your creative partners ## You'll Learn How To : - Tailor CampaignDrive training materials to fit your user experience. - Answer the most common questions that users ask about brand-to-local marketing. ## And Together, We Will : - Schedule and lead your custom training curriculum. - Deliver follow-up training materials to help users become independent as quickly as possible. 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