User Adoption Toolkit
Elements of the User Adoption Toolkit
- Executive Leadership
- Email Onboarding
- Hero Stories
- Gamification
- Engagement Campaign
- Curated Content
- Content Broadcast
Your Lucy Customer Success Manager can help by crafting communications tailored to your audience so you can easily get the message out to your team.
- Email Messages, Social Channels & Onboarding Guide
- Generate & Share Hero Stories
- Gamification with Scavenger Hunts & Contests
- Communications for busy leaders to share directly with users.
We provide customers with emails with helpful tips, a portal of training videos, Lucy Knows to share examples of usage and emails with latest news for new features and capabilities.
Lucy can send email campaigns direct to users OR we can provide content that can be sent by the customer through their systems.
Onboarding Email Flow:
- These emails are Lucy branded and this will need to be considered while offering to customer who have rebranded instances.
- The content of the emails can be shared as HTML or plain text for repurposing.
Find hero stories, promote them and edify the behavior. As we find early examples of beneficial usage, we have the opportunity to promote these success stories out to all users. Success breeds success and these stories can inspire other users to try new systems to achieve similar benefits. Further, edification of the early heroes rewards those that are trailblazers for their effort to experiment with and adopt the new technology.
We have found that gamification can be a fun and productive means of follow up training after initial on-boarding. You can create content with special tags or medals in it that can only be found by properly searching via Lucy. We can assist you in setting up the hunt and success should require use of multiple features of Lucy so the users develop a comfort and proficiency in search while participating in the hunt.
- Usage Contest
- We can also simply create a contest and direct users to ask unique questions, provide feedback, indicate time saved and share answers. We can track results in a leaderboard, identify and reward users who have excelled in these key areas.
- Discuss customer gifting policy to determine if a gift card and logo swag can be given out, if not a simple pro badge can be generated for users who complete all tasks.
- We can also simply create a contest and direct users to ask unique questions, provide feedback, indicate time saved and share answers. We can track results in a leaderboard, identify and reward users who have excelled in these key areas.
- Scavenger Hunts
- Leaderboard
- Incentives
- Pro badges
- Sticker
- Sweatshirts
To encourage usage and expand engagement during onboarding, the following communications will be rolled out to encourage adoption of the Lucy platform for the customers community.
- Leaderboard
- Incentives
- Pro badges
- Lucy / Capacity Stickers
- Lucy / Capacity Sweatshirts / Swag
Training campaign in announcement example:
One of the best ways to drive adoption is to have content that is only available via Lucy. Many customers are using the Lucy CMS as a way to make Dashboards, Leadership Communications, Bulletins, Price List or other valuable content available only via the Lucy interface. Driving users to Lucy for mundane, everyday task and / or for critical communications makes Lucy’s capability more present and available to users every day.
Examples of curated content
- Playbooks
- Event Promotions
- Newsletters
As we know, Lucy is only as good as the content she is connected to. We are connecting internal and external sources all the time, but users won’t know unless we tell them. We can use new source connection broadcasts to inform users, get them interested about the content and drive adoption of the platform.
Additionally, if a user completes the onboarding campaign, they may not receive many emails from Lucy, so these broadcasts can be a great way to remind them to use the system.