Prior to going live with Battlecards and reports for your consumers, review and confirm important steps to ensure the content is accurate and these assets are easily accessible
Below is a list of items:
Finalize the Battlecard layout and content: Ensure that the Battlecard has been thoroughly reviewed and edited for accuracy. It should be clear, concise, and easy to understand. Mark the Battlecard as Reviewed.
Add yourself as the Battlecard template admin to receive email alerts for Battlecard suggestions.
If using the Kompyte Chrome extension, check the trait extension order.
Set a Battlecard welcome message at the consumer portal level and/or at the Battlecard template level to provide helpful information and guidance on how to get started using Battlecards.
Test out the available consumer portal display options under General Settings.
Reorder the Battlecards, if needed, based on your priorities.
Publish and distribute the Battlecard or report: Once you have completed all the necessary steps, you can publish the asset to your Kompyte portal. Publish to all consumers across the company using the All Company team or customize targeted access by creating custom teams and enabling access to certain teams only.
Make these assets even more accessible to your team by also distributing Battlecards and reports in your CRM and content management systems via Kompyte’s integrations and by promoting the Kompyte Chrome extension.
Schedule Battlecard training for your consumers. Pro tip: Regularly schedule refresher training sessions to train new consumers and to help drive adoption.
Steps for keeping Battlecards updated:
Schedule the Battlecard Upkeep report and the Battlecard Analytics report to be sent to Battlecard admins on a regular basis to identify the most referenced Battlecards, Battlecards in need of review, and traits that need to be updated. Here are steps for Scheduling Reports or Editing Existing Report Schedules.
Encourage and motivate consumers to contribute their valuable field intel.
Create automation workflows to help keep strategic curated trait values current by pinning relevant insights. Be sure to review pinned intel on a regular cadence and update trait values as needed.
Overall, following the above steps will help ensure that your Battlecards are of the highest possible quality and easily accessible to your consumers.