CUSTOMER SUCCESS WEBINAR FEBRUARY 7, 2014

With Mike Davitt, Customer Success Specialist

LEADING REACH BASIC TRAINING

THE DASHBOARD

Quick Stats

Total Participants

Total Applications

Total Campaigns

Total Content

Global View The Dashboard provides you with a

global view of your Campaigns, Content, and Participants

CAMPAIGNS

What is a Campaign?

A Campaign can be the physical

location/event that your Applications are deployed at.

Example: HIMSS 2014

A Campaign can even be more broad such as a timeframe

that you’d like to distinguish from your normal Application

submissions.

Example: Leading Reach Sales

Campaign Q1 2014

Each Campaign can contain multiple

Applications allowing you to keep track of all Participants at an

event even if they interact with different

Applications.

Example: Using a Game, a Digital

Collateral Browser, and a Survey all at the

same event.

APPLICATIONS

Digital Collateral Browser

Delivers Content, organized by

Category, thumbnail or list

view

Games

Slot machines and lottery

Applications are available to use as attention getters.

Survey

Survey Participants and export results

to PDF or view results in the

backend. Surveys can be added to other Applications

Controller

The easiest way to use more than one Application type

at a show.

CHECKOUT FIELDS

Qualifying checkout field examples:

•  Urgency

•  Next Steps

•  Sales Rep

•  Contact Later

•  Level of Interest

•  Notes

Custom field types:

Helpful Tip: You can still get quality lead

information without overloading the checkout screen.

CONTENT CATEGORIES

Organize your Content using Categories and Sub-

Categories within a Digital Collateral Browser

Unlimited Categories and Sub-Categories to best suit your

needs for each event

Like this!!

MANAGING CONTENT

Serves 3 main functions:

Content Types: PDF

Video Images Any URL

Content Sizes: We recommend

using content that is equal or less

than 15MB

Upload single pieces of Content

Update old Content

Upload multiple pieces of Content

EMAIL TEMPLATES

Hello Jessica,

Thanks for stopping by our booth at mHealth Summit! Please let me know if you have any questions about the content you requested.

My best, Erin Newman

PAT I E N T E N G AG E M E N T P L AT F O R M OV E RV I E W

PATIENT ENGAGEMENT

PLATFORM

REFERRAL MANAGEMENT

SYSTEM

PATIENT SATISFACTION

SURVEYS

W H AT I S A R E F E R R A L M A N AG E M E N T S Y ST E M ?

H OW TO I M P R OV E YO U R PAT I E N T E N G AG E M E N T S C O R E

Leading Reach is a product of Sparksight, Inc. 7719 Wood Hollow Dr. Suite 100Austin, TX 78731

BEST PRACTICE EXAMPLE PLAIN EMAIL EXAMPLE

Customizable per Campaign or Application

Tip: This might be your first digital impression with a prospect, make

it count!