Account kickoff call

New Parse.ly customers are offered a kickoff call to align on priorities and clarify installation instructions. New customers are offered this call with the Parse.ly team via email as part of the integration process.

Who will be there from Parse.ly

• Relationship Manager (RM): This is your primary point of contact at Parse.ly. They help you make the most of the Parse.ly Dashboard, receive product feedback, and answer contractural and billing questions.
• Support: A Parse.ly Support member will lead you through all the technical aspects of your integration. Parse.ly Support will continue to help with questions long after completing setup.

Who should be there from your team

• Technical lead: This is the individual who’s ultimately responsible for installing Parse.ly on your site. They are the primary audience for Parse.ly’s installation and developer resources. The Parse.ly team may ask questions on the call such as:
  • How do you intend to deploy Parse.ly’s tracking code?
  • Do you have any questions about Parse.ly’s metadata requirements?
  • Is your site a Single-Page Application?
• Business lead: This person advocates for your organization’s strategic needs. They will help Parse.ly prioritize which features to install first. They understand the needs of the end user. They can answer questions like:
  • Are you already using campaign tracking with UTM or ITM parameters?
  • Do you have any forms, downloadable files, affiliate links, or anything else that you would like to track with conversions?
  • Are there any geographic regions that you want to segment? Any particular audience that you want to devote extra attention towards (e.g., subscribers)?

Call agenda

• Personal introductions.
• A high-level introduction to Parse.ly.
• Goals.
• Installation walkthrough.
• Questions for the Parse.ly team.

Next steps after the call

The kickoff call can occur at any time during integration. Some customers haven’t started, while others have finished setting up the Parse.ly Dashboard. Therefore, next steps can vary.

Generally speaking, the objective following the call is completing the basic Dashboard components. This includes tracking code deployment on all site pages and sending properly formatted metadata.

Once happy with your basic Dashboard setup, contact Parse.ly Support at support@parsely.com to review. The team will look for common errors and test the integration. You’re encouraged to perform your own testing, as well.

Following a successful review of your Dashboard setup, Parse.ly Support will recommend that your RM coordinate your pre-training call, leading to the next step: Parse.ly Dashboard Training. From this point forward, you may continue installing any add-on features that you’ve purchased.

About training

Many customers are eager to receive training as soon as possible, and Parse.ly aims to deliver excellent training sessions. To avoid training time being taken up by technical troubleshooting, the quality checks noted above are completed first.

Your RM will coordinate a call with Parse.ly’s Training and Education team. This begins with a 30-minute pre-training call with your content leadership. This allows Parse.ly to tailor training to your goals, making no two training sessions the same.

If you’d like a head start with standard training, even before the kickoff call, learn more here:

• Getting started guide.
• Learning courses.