After finalising your onboarding journey, you are fully transitioned to the support and customer success teams to guide you through your post-onboarding journey.
When you finish your onboarding, all your onboarding training sessions recordings will have already been sent to you in an email outlining them all, with all the information you should be aware of to help you navigate your post-onboarding journey.
The onboarding sign-off email
When your onboarding journey with Acteol SE is completed, you will receive an onboarding sign-off email from your onboarding consultant.
The onboarding sign-off email subject line
The onboarding sign-off email subject line would have these wordings:
Congratulations on completing your Acteol SE Onboarding – Now, what’s Next?
The onboarding sign-off email content
The onboarding sign-off email subject line would have the below content. Also, it will let you know that you will receive an official onboarding sign-off document that you are requested to sign.
⚠️Important: The onboarding sign-off document serves as the formal confirmation of the successful implementation and go-live of Acteol SE within your organisation. You are requested to review and sign it as soon as you receive it. It will also request an NPS score that you will provide to your Acteol SE onboarding consultant.
Key resources for your first few months
Your onboarding sessions recordings
Your key resources for your first few months training has your onboarding training sessions recordings and links.
Tips for successful adoption
Start with the basics: Focus on core features to get your team comfortable using the system.
Utilise the in-product videos or refer to our available e-learning course: available for you to serve as a helpful memory refresher regarding the various features of Acteol SE. just simply click on the Video Tour icon. Check these articles for Introducing in product video help guides and Acteol SE foundational e-learning course | Acteol Se Help Center.
Build your confidence with Acteol SE: We’re introducing new resources as part of our post-onboarding efforts to help you get even more value from your Acteol SE CRM directly in your product. Our goal is to make it easier for you to understand, adopt, and confidently use the system day-to-day. Build your confidence with Acteol SE Journey
Explore our Acteol SE Help Centre: Find step-by-step guides, videos, and best practices at Acteol: Utilise our Help Centre knowledge base.
Use the Access Digital Assistant: Access 24/7 in-app support by clicking the blue bubble at the bottom right of your Acteol SE screen. Acteol: Use the Access Digital Assistant– includes in-product tours also, all the product-related communication and reminders from our Customer Success Team.
Need support?
If you've checked our Help Centre containing useful guides, and used the Access Digital Assistant but still want to speak to the team or raise a support ticket, follow the steps below: Submit any support queries via the Access Digital Assistant, directly accessible within your Acteol SE system:
On Acteol SE, click the Access Digital Assistant bubble.
Click Ask a question, then enter your query.
Confirm that you want to speak to someone or to raise a support ticket.
Provide the needed information about your request.
Acteol SE support team will review your conversation, and creates a support ticket as required.
Here is our detailed guide into how to raise a support case for Acteol Acteol: Raise a support case