Overview

Zappi’s implementation & onboarding is designed to set you up for success by aligning your research goals with the right solutions and training your team on best practices to achieve your objectives. By prioritizing implementation, we set our customers up for long-term success, ensuring they get the most out of their investment in Zappi. Implementation is included in every Zappi service package and isn’t available separately. It completes within 60 days and includes at least one live project.

Implementation to set you up for long-term success

At Zappi, a strong implementation is key to unlocking your full potential.

Key outcomes:

• Integrated - Realize value quickly from your research and our solutions
• Optimized - Using best practices and strategies
• Learning - Fully trained and have a tailored platform for long-term success

Enables you to:

• Proactively customize the platform
• Empower your team to harness the platform
• Confidently leverage our solutions
• Meet your short- and long-term research needs
• Leverage our expertise and scalable approach
• Receive tailored recommendations for your research goals and objectives
• Maximize the data learning on your platform
• Create a custom data framework for improving learnings and additional insights
• Access scalable resources for quick team integration

Implementation journey

Zappi’s implementation is tailored to meet your needs, ensuring that we’re focusing on the right things. Throughout that, we ensure that core steps are taken so that we can achieve the desired outcomes.

1. Align

• Meet your account team and align on your short- and long-term goals
• Start from your agreed solutions and use cases
• Map them to your teams, markets and ways of working
• Design your recommended platform and data setup, ready for your sign-off

2. Set up

• Branded domain, teamspaces, users, permissions and wallets
• Your solutions enabled, with default survey and report configurations
• A tagging taxonomy built to connect your data over time
• Audiences and categories enabled or built, each with a feasibility check

3. Onboard

• Training sessions on the platform, your solutions and how to analyze your data
• How-to videos, methodology guides and playbooks (tailored on Growth and Enterprise)
• At least one live project before implementation closes

4. Maintain (Growth and Enterprise)

• Setup & Adoption Check-ins at month 6 (and month 9 on Enterprise) to review your tags, teamspaces, defaults and audiences against how you test today
• Maintenance hours for new users, new solutions and setup changes as your needs evolve

Learn more about the different Service Packages.

Best practices for successful implementation

Implementation is designed to integrate Zappi into your workflows, standardize how you do research and help your team learn best practices. These steps help you get there.

• Name a Zappi Champion: Choose someone who knows research and your business, has influence with stakeholders and can make decisions. Plan for 2-4 hours a week during implementation.
• Engage your team: Bring key stakeholders into implementation early, so your setup fits how your teams and markets actually work.
• Be strategic: Share your long-term goals and key metrics, not just today’s research, so your setup and tagging keep your data comparable over time.
• Use your training: Join your training sessions and use the guides, playbooks and how-to videos, so your team can run research with confidence.
• Keep it current: As your needs change, review your setup with us. On Growth and Enterprise, Setup & Adoption Check-ins and maintenance hours keep it aligned to how you test.

Have questions?

Our team is here to support you! If you have questions or need assistance you can reach our Platform Support team in several ways, go to our help page for more information.