We know that your team’s time is valuable, so we’ve designed our onboarding and activation program to be both customizable to help you achieve your goals, and flexible to align with your team’s availability.

As a customer, you’ll work closely with a dedicated customer success (CS) lead. They will be your primary point of contact from onboarding to ongoing support, who will build out your onboarding calendar, which typically takes between two–four weeks.

Here is a quick overview of the process.

Step #1: Kick-off meeting

• Identify users, define your priorities, and set a training schedule

Step #2: Training

• All packages include two to four training sessions conducted by your CS Lead.

Training Sessions

Session 1: Intro to intelligentVIEW – Part 1

• Passwords and logging in
  • How to set up a user account on intelligentVIEW
• Navigating the dashboard
  • An overview of all the key features of intelligentVIEW
• CiG Help Centre
  • Access quick breakdowns and step-by-step guides for all of intelligentVIEW’s functions and features.

Session 2: Intro to intelligentVIEW – Part 2

• Understanding insights reports
  • A walkthrough of intelligentSEGMENTS and insights reports modules.
  • Learn how to compare multiple files with each other
• Carrier Walks — direct mail activation
  • How to use carrier walks for unaddressed ad-mail campaigns

Session 3: Audience Builders

• Numeris and Dealertrack Audience Builders
  • Learn the basics of intelligentVIEW’s audience builder tools.
• Using comparison reports
  • Create and scale audiences across multiple attributes
• How to leverage custom audiences
  • Make strategic decisions from custom audience profiles.

Session 4: Digital Media Activation

• Audience selector:
  • Select and action intelligentSEGMENTS for media activation.
  • Define and extract digital audiences.
• Pushing audiences to programmatic:
  • Learn to place orders with programmatic media vendors.

Future Support

Don’t worry, your CS Lead will continue to be available to support you and your team as you fully adopt intelligentVIEW into your marketing workflow. Support includes weekly or bi-weekly status meetings to remain aligned on project goals & deliverables.