Congratulations! You’ve signed your MediaOS contract—what’s next? It’s time to onboard. To ensure a smooth and seamless transition, it’s important to understand our structured onboarding process and what’s expected from you and your team. Onboarding is a collaborative effort, and each member plays a vital role. To keep you informed and set up for success, we’ve outlined our step-by-step onboarding process below. Thank you for trusting and following our proven approach—we’re excited to get started!
The Onboarding Process: #
Welcome Email #
Once you complete your MediaOS registration, you’ll receive a welcome email from your Onboarding Specialist. This email will include your initial account details, a sample onboarding packet, a proposed date and time for your introductory call, and other key information to help you get started smoothly.
Onboarding Intro Call #
Your introductory call is a key step in your onboarding journey. This session will give you a clear overview of your onboarding schedule, data migration process, and user training expectations. While this isn’t a training session, it’s designed to set you up for success by outlining the process ahead. To keep things efficient, only decision-makers or your designated onboarding point of contact should attend.
Pre-Onboarding Check-Ins #
Your Onboarding Specialist will check in with you weekly leading up to your official onboarding start date, ensuring you have the support and guidance needed for a seamless transition. These check-ins are an opportunity to address any questions, clarify next steps, and help you feel fully prepared. Of course, if you ever need assistance between check-ins, don’t hesitate to reach out—we’re here to help every step of the way!
Data Migration to MediaOS #
Your Onboarding Specialist will determine the most effective import method for your data. If you're migrating from Salesforce, AdOrbit, Magazine Manager, Launchpad, or Zoho, we’ll use backup files for the import. For all other data sources, you'll provide CSV files formatted using our import tool templates to ensure accuracy.
Key Data Migration Milestones: #
- Data Delivery Day: You will receive a deadline by which final data must be sent to your Onboarding Specialist. Please note, no additional data files can be submitted after Data Delivery Day. Please review and ensure data accuracy before submission.
- Import Review: You'll have time to review the imported data for any discrepancies and notify us immediately of any issues.
- Data Approval: Once the data is verified, you’ll sign the Data Import Approval Guide. After it's signed, product setup training can begin!
Product Setup Training Questionnaire #
Before your first training session, you’ll need to complete this Product Setup Questionnaire. This form provides our MediaOS trainer with essential details to develop a personalized training plan tailored to your specific needs and goals. To ensure a seamless training experience, the completed form must be submitted no later than noon the day before your first session.
MediaOS User Training #
MediaOS onboarding training is a two-step process for all users:
- Step 1: Watch Training Videos: Before attending live training, all users must watch the role-specific training videos below. Take notes and bring any questions to your live session.
- Step 2: Attend Virtual User Training:
- Live training is essential for getting the most out of MediaOS. Each user must attend a virtual session based on their role. Training dates and times can be found on the last page of this guide, and you’ll also receive a Google Calendar invite. During the session, your MediaOS trainer will cover key features and answer any questions, including those related to account setup.
Note: A Zoom recording will be provided after each session. These training sessions are by invitation only, and you will receive a calendar invite. Watch your training videos beforehand, as coming unprepared may slow you down.
Go Live! #
Your account has been successfully set up, and all users have completed their training, so you're now fully prepared to go live! With everything in place, you'll be able to smoothly transition to using MediaOS, equipped with the knowledge and tools necessary to get the most out of the platform. We’re excited to see you start using MediaOS, and remember, we're here to support you every step of the way.
Post-Onboarding Support #
After onboarding, you will be assigned an Account Manager who will support you with account reviews and ensure you’re maximizing the potential of MediaOS. Please note, your Account Manager’s role is focused on helping you optimize your experience, and should not be confused with technical support.
For ongoing assistance, we encourage users to make use of our Knowledge Base, Chat Bot, Live Chat, and Live Training Sessions. Additionally, we offer monthly user-specific Q&A sessions to address any questions or challenges you may have. To attend a Q&A session, simply register by navigating to Support > Live Training > Register. This is a great opportunity to dive deeper into any topics and get real-time answers from our experts.
Thank you for choosing MediaOS! We’re truly excited to have you with us and are committed to supporting your success. Our team is here to ensure you make the most out of all the features and capabilities MediaOS offers, helping you streamline processes, improve efficiency, and achieve your goals. We look forward to working with you and being a part of your journey toward greater success.
