90% of clients WW who have 50% activation only have 2 licenses. Which means that for these clients, you would only need to get one additional person activated to reach 100%.
๐ฏ Action Plan
The idea is to engage with the Admin and provide them with the instructions and resources to help them get their colleagues to activate.
The Action Plan will have 3 steps:
- ๐ง Low-engagement - send an email to all the Admins to prompt them to help their colleagues activate
- ๐๏ธ Monitor the activation rate 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.
๐ง Action 1: Low-engagement
Send an Email to Admin
Email template suggestions:
- โWhy should all users activate? for example "Your colleagues 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 - - Instructions on how to assign Roles to members
- ๐ Support resources ( Link for members to click: https://eu1-ifwe.3dexperience.3ds.com/,ย (with instructions to log in with the same email as their Admin used to invite them), How to create 3DEXPERIENCE ID)
- ๐ Timeline expectations (for example: within a week)
- ๐ Need support? -> Schedule a call (preferably with all their team)
How to find the Admin details
Instructions:
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๐ Action 2: High-engagement
Call the Admin (and eventually other members)
๐ For the admins who haven't activated their colleagues by the deadline you gave them, you should engage directly with them.
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 exampleย "You're missing out on someย new SOLIDWORKS features"ย orย "Access your Support Dashboard on your 3DEXPERIENCE platform"
- ๐ Be ready to provide them with an email template they can send to their colleagues with their link to Activate: https://eu1-ifwe.3dexperience.3ds.com/,ย (with instructions to log in with the same email as their Admin used to invite them)
- ๐ Timeline expectations (for example: within a week)
- ๐ Offer to schedule a call with all their team to guide them through their activation, but also to present them your Support process using your Support Dashboard and a quick demo of the new functionalities (Share and Markup for example)
Find the admin user information
Instructions:
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๐Find the Activation and Usage data for a specific client
๐ Share the platform link: https://eu1-ifwe.3dexperience.3ds.com/ (with instructions showing how to log in with the same emailย used to invite them)
๐ฉโ๐ซ Basic training/demo - Prepare hands-on training if you have several or all users on the call - Resources
