๐ฏ Action Plan
For all the Clients who are in your 0% activation list, the Action Plan will have 3 steps:
- ๐ง Low-engagement - send an email to all the Admins to ask them to activate
- ๐๏ธ Monitor the activation of these clients
- ๐ For the Clients who haven't activated following your email, by the deadline you gave them, you will need to engage directly with each of them.
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๐ง Action 1: Low-Engagementย
Send an email to the Admin for tenant activation
We recommend you draft an email that will give reasons for the Admin to want to activate. Explaining the value of Cloud Services, and/or - if it's a strategy that you are endorsing - explaining that you provide some services through the platform now (support, resources, training material...) and that activation is required to access these.
This email should give them all the information they need to self-activate (including their own Tenant Activation link ๐), set a deadline ๐ (which will make it easier for you to follow up later), and finally offer activation support (for example, a link to book a 10-min call ๐).
Email content suggestions:
- โ Why should they activate: for example "You're missing out on some new SOLIDWORKS features" or "Access your Support Dashboard on your 3DEXPERIENCE platform"
- more information about the Support Dashboard can be found here - - ๐ Call for action -> Add a button clearly calling for action with your Client's Tenant Activation link
- ๐ Timeline expectations (for example: within a week)
- ๐ Need support? -> Schedule a call
Here are the instructions to retrieve some of the information you will need to send this email:
How to find admin details
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๐ How to retrieve the Tenant Activation link (๐ directly from the Cloud Adoption Dashboard now!)
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๐ก Suggestion: in exporting the table as a CSV, you could automate the sending of these emails as a batch.
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๐ Action 2: High-Engagementย
For those who haven't activated by the deadline -> Call
๐ For the clients who haven't activated by the deadline you gave them, you should engage directly with them.
Knowing your client's needs will help you find the right arguments to convince them to activate. Resources
๐ฉโ๐ซ Here are also some useful basic training/demo Resources
How to prepare for the call:
๐Prepare a script
Script content suggestions:
- Introduction: "Did you receive our email? (...) Can I help you now?
- โฒ๏ธ It will only take ... minutes
- โ Give them reasons why they should go through the Activation now: for example "You're missing out on some new SOLIDWORKS features" or "Access your Support Dashboard on your 3DEXPERIENCE platform"
- ๐ Be ready to provide them with their Tenant Activation link
- Once your Admin has activated, if there is more than one user, you can also offer to support them in assigning roles to their colleagues and helping them to activate (see this page for supporting Users' Activation action plan)
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๐Search for a specific client (by name)
Instructions:
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Find the admin user information
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๐ Retrieve their Tenant Activation link from the Cloud Adoption Dashboard
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