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Onboarding goes quickly when the decisions have already been made. Most delays come from questions that need someone else in the organisation to answer, so work through this with the relevant stakeholders before you open the wizard.

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Scope and planning

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Communication

Activating the report button at the same time as the announcement keeps the first month clean as a baseline measurement, and gives people somewhere to send what they spot from that point on.

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Data to supply

Decide how the user data reaches us, then collect what that method needs. Whichever method you use, the same fields matter: The optional fields are what make targeting and personalisation work, so gather them if you can. Agree as well which segmentations you want to filter your results by later, since those come from the same data. See Mapping data.
Colleague names from your data are used inside simulations, so recipients see the name of a real colleague. Confirm internally that this is acceptable before you supply the data. You can switch it off. See Software tag and colleague names.

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Next

Once the answers are in place, continue to How it works.