Import from Onboarding to Main App

A detailed guide to fill in information for Admin and Teams Pages

Owner Admin

Make sure that you have followed well the steps to make the data ready for import in the onboarding app

STEP 1. Create Account

Go to app.aptiv.io > Open Owner Admin

Important: A change to our authentication process may require you to re-register with your work
email to access your account.
Open Owner Admin
Logout
Welcome Lou Prevot
Which team do you want to go to?

Create your Client Account :

Enter Client Name
Select Default
Check Is Active
Select TRIAL
Click Add

Your Client has been added to the list of all Clients! 😀

Find your Client Name by using the Search bar and Click on Admin
A new tab will open; it is the Account Admin page where you can find the general information on your account.
Enter Client domain and linkedin id

Example for Aptivio as a client:

Url : https://aptiv.io/ Domain: aptiv.io

LinkedIn Url : https://www.linkedin.com/company/aptivio/about/ LinkedIn id : aptivio

Go to Teams
Enter Client Team Name and Click Add New
Client Team name is usually the same as the Account Name, but can be different if you need several Teams for the same Account. Ex : Aptivio 2.0 (Account) have Aptivio PE and Aptivio CE (Teams)

Production
Client Name
General
Teams
Users
Products
Team
Client Name
Active
Client Name
Created Date
Thu May 27 GMT+0200 (Central
European Summer Time)

STEP 2. Fill out Team Information

Click on the Team you just created. It opens a new tab; it's the Team Admin Portal
Check Is Active, and Enable Auto-Buyer
Click on Import Settings

Client Name - Client Name
General
Members
Roles
Territories
Is Active
Production
Job Status
Lou Prevot
Import Settings
Name
Page Title
Description
Client Name
Enter title for signals page
Type here...
Enable Auto Buyer
Max Buyers per Opp
10
Enable Challenge Emails
Reset All Notifications (caution)
Enable All Team Users

Select your Onboarding App Team in the drop down list and Click Run Import. A new tab will open.

Import Onboarding Settings into Client Name
First Import: Import ID:
Choose an import team
Warning: Imports cannot be undone. You can only run them on clean teams or to update an existing import.
Remember to retest all affected signals.
Run Import

Import is done when Status changes from RUNNING to SUCCESS

Status: success
Started: May 24, 2021 5:28 pm Duration: 206638ms
Setting importid on team:
Starting team import:Goodyear Fleet Services

Close tab
After the import is done, go to Opportunities and activate all the products one by one

Go to Signals and Retest all signals flagged in red.
Signals are automatically tested by the system. If a signal needs to be retested, it's because it's too noisy. There are 2 options to deal with this:

1. 1. 1. It's a buyer signal and it's fine if too noisy, you can save it.
    2. It's a search signal. Then you need to verify your keywords and remove the noisy ones from the Onboarding App, import again, and retest your signal.

Go to Roles and create a role for <client name> marketing team as Marketing
Add a customer user in the member tab and assign the <client name> marketing team Role

Make sure that the "Don't send invite" checkbox is checked, as we don't want the client to access the platform right now.

Assign Business Unit
Don't Send Invite
Add User
Cancel

STEP 3. Fill out the rest

There are 3 more section you need to worry about. You will find instructions on how to fill them up in the following documents:

Configure CHALLENGES in Team Admin

Configure ROLES in Team Admin

Configure Signal ALERTS in Team Admin

That is all. You are done!🙌