Before you start your journey with Storyteq, we will onboard you and your team on our platform and tools, making sure you can successfully make the most out of it. This article describes what to expect from the Storyteq Onboarding.
We understand that different companies have different needs. That's why the following Onboarding flow should be taken as starting point. Depending on your company's needs and expectations, together we will agree upon the best route to take. For instance, if your company will be using our Manage Service team from the get-go, it makes more sense to postpone the Template Builder session. On the other hand, if your company heavily relies on static display ads and uses no video ads, we might start with the Template Builder, while skipping the Storyteq Templater for After Effects session altogether.
Who to Invite
For each part of the Onboarding, it is necessary that you determine the appropriate stakeholders that should be involved. This ensures each department can see the value of Storyteq for their own teams. For the Kick-off call, we normally recommend that the decision-makers and Design and Marketing Leads are present. If you are integrating with Storyteq via API or SFTP, it's a good idea to also include Development in this call. You should invite anyone who will be using the platform to the Platform onboarding. This could be the Design and Marketing teams, for instance. For the template building sessions, you should logically include those who will be creating templates. It might be also interesting to involve other departments so they understand the potential of our tools. In case you will be using our Templater for AE, we normally recommend that video editors be present.
You should plan to have one session per week after the kick-off call. By meeting weekly, we can ensure that your team has enough time to digest, explore and practice what was taught. Each session should last between 1 and 1,5 hours. Should you need to rearrange the order, frequency and duration of those sessions because of your objectives, please let us know and we are more than happy to align.
1. Kick-off Call
During the kick-off call, you will be introduced to your dedicated Customer Success Manager (CSM). Your CSM will be guiding you from this point on throughout the rest of the Onboarding. On this call, we will be discussing your goals when using Storyteq, your current and desired workflows. It is important that we understand as much as possible what your challenges are, so we can guide you on how to be successful with Storyteq. How do you create media? How and where do you traffic assets? What type of assets need scaling? These are a few questions we will be addressing as well.
Besides that, we will be discussing and agreeing upon the Onboarding plan for your company. This gives you the opportunity to think about what is required, and who will be involved.
We also like to understand what has the highest priority for you in creative terms, so we can already address those while your team is being onboarded. This can be one upcoming campaign, for instance.
In this first session, we will be explaining the main functionalities of Storyteq: creating single media and in batches, creating templates, reviewing and distributing media to your connected channels. We will walk you through the platform, showing you all the features and how to find your way around it.
After this session, you will be able to:
Navigate the platform;
Create media (both single and batches);
Connect your workspace to different output channels;
3. Template Builder
Our low-entry template editor, the Template Builder, is the focus of this session. We will go through the different types of templates you can create (video, static, HMTL5 banner), their outputs, how to use the Builder, all its functionalities, and the most important: the smart resizer and how to make dynamic elements. Whenever possible, we build a functional template with your company's assets.
We will also be explaining when to choose between the Template Builder and the Templator for AE for template creation.
After this session, you will be able to:
Create video templates;
Create static templates;
Create banner templates;
Change quality settings for the outputted files.
4. Storyteq Templater for After Effects
A unique and powerful tool, the Storyteq Templater for AE is our plugin for complex video templates. In this session, we will explain how to use the Templater in depth. We will go through the steps to create dynamic parameters and logic in your project, how to have different sizes in your template, and how to finalize and upload your project to the Storyteq platform.
We understand the Templater for AE is a bit more complex to use due to its nature. Therefore, more than one session might be necessary after this first introduction to it. However, we expect that after this session, you will be able to:
Understand how the Templater works;
Decide between using basic and expert mode;
Create video templates in After Effects;
Use the Templater to create parameters;
Create logic to the dynamic elements;
Upload your project to the platform.
5. Template Thinking
When getting started with Storyteq, your workflow is very likely to change. What was once done manually, will become automated. That means less work adapting and changing copy for instance, but more attention to what is going to be replaceable in your ad. This optional template thinking session is a moment for us to discuss how to work in templates, give you insight into how your creative assets could (or shouldn't) be templated, and foster your imagination.
This session does not have a structured or predetermined shape. But expect to be more inspired and confident about how to use creative automation in your favor after it.