Customer Onboarding

BEFORE
AFTER - Primary onboarding series

Multi-Touch Makeover

 

The Challenge:

Transform a lackluster customer onboarding experience which simply provided an order confirmation with link to download and install instructions—into a robust introduction to the Autodesk ecosystem of resources and tools.

 

The Strategy:

Create persona-based multi-touch nurture campaign to acquaint software administrators and/or end users with a holistic overview of the role/industry-specific need-to-know programs, resources, and tools.

The Creative: 

(see AFTER series in PDF viewers)

Primary onboarding series

  • Touch 1 - Let's get you set up

  • Touch 2 - Check out your support and community resources

  • Touch 3 - Explore your account management tools and features

 

Secondary re-engagement sereis (non-responders)

  • Touch 1 - Activate your software

  • Touch 2 - Assign permissions

  • Touch 3 - Set your preferences

AFTER - Secondary re-engagement series for non-responders