Pro Onboarding is led by an onboarding team, who will guide you through the implementation of your Splash instance.
This service will consist of (1) project kickoff meeting, a project plan with delivery deadlines, weekly email updates, (3) pre-scheduled one-hour live touchpoints, user/role/group creation, Vanity URL setup (with security certificate(s)), and Brand Library configuration.
Once implementation is complete, onboarding ends with (2) one-hour education/training sessions and a seamless transition to our Customer Success and Support teams.
We'll work with you to set up Single Sign On (SSO) in your Splash environment to secure who can register (or even see) your Splash events via either OAuth or SAML protocols. Attendee SSO will protect your Splash pages with an SSO login gate upon page landing - allowing you to carefully and securely manage your pool of registrants.
Here you can find a list of validated Identity Providers (IdPs). If you don't see yours listed, don't worry — we can connect to just about anything that uses either protocol.
Verified Partners: Okta, Azure, ADFS, Google Auth, Zephr, Auth0, ForgeRock, and PING.
We'll work with you to set up Single Sign On (SSO) in your Splash environment to make logging in more convenient and secure via either OAuth or SAML protocols.
Admin SSO will cover sign-ins for event hosts, admins, and other users who access the Splash events console to run the events program.
Here you can find a list of validated Identity Providers (IdPs). If you don't see yours listed, don't worry - we can connect to just about anything that uses either protocol.
Verified Partners: Okta, Azure, ADFS, Google Auth, Zephr, Auth0, ForgeRock, and PING.
Our Vanity URL feature allows your team to create an unlimited number of Splash events using your custom domain.
The first domain is included in the team license for each customer. For multiple vanity domains in Splash, the cost of $500/year, per added domain, will be included in your contract at the time of renewal and included in subsequent renewals.
To ensure that all of your Splash pages are secure, each vanity domain set up also includes a TLS certificate.
We’ll configure and locally QA your tracking pixel on your Splash page. This is priced per one pixel with one trigger (upon page-load or upon RSVP submit) applied to one page or theme.
Any additional pixels (2+), triggers (RSVP call to action or RSVP submit), and pages will come at an additional cost.
Verified tracking pixel partners: GA, GTM, Adobe Launch, Segment, Twitter, Linkedin, Facebook, Marketo, Hubspot, Bizible, Lytics, Adobe DTM, and Parse.ly.
Add custom fields to your team’s event creation form in Splash.
Data submitted in these fields can be sent to your integrated systems (e.g. CRM, MAP, etc.) and be used in Splash reporting, increasing the sophistication of your tracking and insights.
The default fields on the event creation form are: Event Title, Date, Time, and Event Type.
You can update up to 10 additional fields.
Complete our request form to determine if your team’s needs are a good fit for the Splash API.
Required: The customer's technical resource is responsible for building and facilitating the configuration. A team member of the Splash team will guide you through setup and questions, if approved. Signature of API addendum is also required.
- Splash to generate and send securely API keys for access
- Support via scheduled meetings and/or email communications with Technical Specialist.
Consult with a Splash Creative resource to help conceptualize the design of an event or the promotion of an event program. Completion of a customer questionnaire is required before scheduling.
This service includes an up to 1-hour recorded call, and documentation of best-practices or additional resources (if applicable).
A Splash Creative resource will intake your brand’s assets and configure your Brand Library for your Splash organization. This will ensure every event created using a Splash Branded theme will inherit your colors, fonts, and logos.
Configuration of Brand Library requires a completed customer Brand Asset questionnaire.
The Splash Plug-and-Play Theme service provides customers with a semi-custom theme produced through the use of Splash’s Theme Builder tool.
Customers will be sent a questionnaire to collect brand assets (logo, colors, fonts, and imagery) and make selections about which content blocks they'd like to include in their theme.
Upon receipt of the questionnaire, the Splash Creative Team will create a unique Builder Link that will then be sent to the customer. This Builder Link is where the customer will make layout choices for each of the content block types they selected in the questionnaire. Customers can also adjust the content block order (top to bottom) to further customize to specific event needs.
Once the Splash Creative team has received the customer's Builder Link, the branding assets that were supplied in the questionnaire will be applied to the customer-selected content block layouts.
Deliverables:
• Six blocks (Cover Block + five additional content blocks)
• Four email templates (RSVP "Yes" Confirmation + three additional options)
• Application of the customer's brand and customization to content blocks and email templates
Splash Creative will design a custom-built template that can be used to create an unlimited number of event pages. All templates will be built with the customer's brand assets, which are used to design the event landing page, registration form, emails, and social media share card.
Scheduling of a Design Discovery call will be initiated following receipt of the completed customer intake questionnaire and project start date.
Deliverables:
• Design Discovery Call: A one-hour meeting between the customer's team and Splash Creative to discuss specific design needs, such as branding, content blocks, event types, etc.
• Custom Template: This includes up to 11 content blocks, in addition to the Cover Block that is standard.
• Email Templates: This includes three email templates in addition to the auto-triggered confirmation email. These selections are made by the customer in the intake questionnaire
• Social Media Share Card: A dynamic thumbnail image that displays when an event is shared to a social media timeline or messaging service (e.g. Slack).
• Registration Form Design: Includes questions for First Name, Last Name, and Email — does not include complex questions or conditional logic.
• Customer Feedback & Revisions - One round of revisions includes feedback on content and use of branding.
Note: All Custom Themes are built using the customer's branding and within the native limitations of Splash's content management system.
Splash Creative will design a custom-built Hub theme, a template that can be used to create pages that display — and link to — multiple individual events,
Templates will be built with the customer's brand assets, which are used to design the Hub landing page, subscription form, emails, and social media share card.
Deliverables:
• Design Discovery Call: A one-hour meeting between the customer's team and Splash Creative to discuss specific design needs, such as branding, content blocks, event types, etc.
• Custom Template: Includes up to 11 content blocks in addition to the Cover Block that is standard.
• Email templates - Includes three email templates in addition to the auto-triggered confirmation email.
Social Media Share Card: A dynamic thumbnail image that displays when an event is shared to a social media timeline or messaging service (e.g. Slack).
• Subscriber Form Design: Includes questions for First Name, Last Name, and Email — does not include complex questions or conditional logic.
• Customer Feedback & Revisions - One round of revisions includes feedback on content and use of branding.
Note: All Custom Themes are built using the customer's branding and within the native limitations of Splash's content management system.
Splash Creative will implement semi-custom accordion functionality on a single page and apply the customers brand colors, fonts, and hierarchy to the accordion. Customers will select from layout options for the collapsed-state accordion copy, expanded-state accordion copy, and the open/close icon. There are no revisions to ensure quick delivery.
A Splash representative will scope requests to identify functionality and stylistic goals. Common requests include custom development, such as tabbed interface functionality, element hover states, and multi-image carousels.
This service engagement requires a scoping discovery call with the customer, as well as active communication throughout the project to ensure final deliverable needs are met and the customer is able to edit and update content independently.
Documentation for any custom development and necessary user training will be included in each project estimate.
This course focuses on setting a great foundation for productivity and team success. The Education Manager will walk you through the core areas of the Splash platform: Events, Library, Contacts, Reporting, Integrations, and Team. In addition to functionality, this course will familiarize you with documented FAQs and guidelines that will save you time and let you focus your energy on hosting amazing events.
Prerequisite: Completion of the “Intro to Splash” on-demand course (25 minutes).
Duration: 60 minutes.
Requirements: License: Builder (Admin)
Role Type: Admin, Admin (Basic), Group Organizer
This course focuses on the essentials of creating and marketing your event. The topics are organized by Splash’s main touchpoints: Event Page, Form, Share Card, Confirmations, and Hub Page.
We also dive into the heart and soul of your Splash event, also known as Event Settings, where you’ll learn how the most important details are configured.
Attendees will also learn how to use our amazing email system for effective and efficient communication. From setup to going live, this session will teach you how to create successful events from start to finish.
Duration: 60-75 min
Requirements: License: Builder (Admin); Host
Role Type: Admin, Admin Basic, Group Manager, Creative Specialist, Integration Specialist, Event Organizer
This course teaches you the best tactics and strategies for hosting virtual and hybrid events. We’ll cover the advantages of Splash’s Virtual Event Page and how you can create scalable options for both single and multi-session virtual events.
More than a “how-to,” this course will also highlight industry best practices in appearance, organization, and audience engagement. The Education Manager can also serve as a test audience for your join links and livestreams to make sure your virtual event is ready to go!
Duration: 60 minutes
Requirements: Web-Conferencing Platform (Zoom, Splash Studio, Vimeo, etc.)
Role Type: Admin, Admin Basic, Group Manager, Creative Specialist, Integration Specialist, Event Organizer
This course focuses on all things Splash Studio! Attendees will learn how to create Studio events within Splash’s Virtual Event Page, how to host these events, and how to engage audiences using Studio’s powerful engagement tools and networking circles.
Duration: 60 minutes
Requirements: Splash Studio Purchase
Role Type: Admin, Admin Basic, Group Manager, Creative Specialist, Integration Specialist, Event Organizer
A live, interactive training where an expert Design Education Specialist takes a deep dive into the topics covered in the Designer Pro: Part 2 on-demand course, while expanding upon advanced design concepts and best practices. This session focuses on the appearance of your event touchpoints, which may include the event page, form, confirmations, share card, virtual event page and/or email templates and provides a space for you to ask questions about additional topics in real time. This session is perfect for anyone looking to take their design skills to an expert level and can be especially helpful for customers who have custom themes built by the Splash Creative team.
This session does not focus on creating events, managing your guest list, sending emails, setting up your registration form, understanding Event Settings or any topics related to function and/or workflow.
Topics covered in this session may include: Imagery In Splash, Repeatable Technology, Buttons and Hover States, Mobile Device Styling, Saving Custom Blocks, Elements and Themes, Styling of Event Touchpoints, and/or additional topics submitted by the trainee.
Duration: 60 minutes
Requirements:
Completion of the “Intro to Splash” on-demand course (25 minutes)
Completion of the “Intro to Designer Pro: Part 1” on-demand course (90 minutes)
(Recommended:) Completion of the “Intro to Designer Pro: Part 2” on-demand course (60 minutes)
Role Type: Builder Role
A live review of an existing event page you've created where an expert Design Education Specialist provides feedback, solutions, and best practices specific to your design questions in real time. The agenda for this training is customized to address specific questions you provide ahead of the training in order to help you with your existing event page.
This review is conducted by working directly within the Splash tool to gain proficiency with more advanced design and layout challenges while optimizing the appearance of your event touchpoints, which may include the event page, form, confirmations, share card, virtual event page and/or email templates.
Duration: 60 minutes
Requirements:
A “completed” Splash event page
Completion of the “Intro to Splash” on-demand course (25 minutes)
Completion of the “Intro to Designer Pro: Part 1” on-demand course (90 minutes)
Completion of the “Intro to Designer Pro: Part 2” on-demand course (60 minutes)
Role Type: Builder
This course is customizable to support the particular needs of your organization. There are two main tracks this course can take:
1. Designed and built to scope - Your use cases are important to us, and if you need something highly tailored to your organization, then this is the session for you. Your CSM and your Education Manager will set up a consultation session with you to begin this journey.
2. A “Pick 5” Training - Splash will provide you with a list of all the topics that can be covered in a training. Look at the list of options to pick from, and complete the form to make your training selections.
Duration: TBD
Requirements: Creating Your Events; CSM/PM approval; Additional Cost
Role Type: Admin, Admin Basic, Group Manager, Creative Specialist, Integration Specialist, Event Organizer
Splash and relevant subject matter experts will vet your learning needs before providing details for the SOW.
Our team of Data Scientists will build you a dashboard to help calculate the impact of your Splash events integrated via the Salesforce Integration (bidirectional).
This dashboard leverages your Splash and Salesforce data to give you the following filters and parameters: Event Program, Event Type, Event Spend, Event Touch, Event Attribution, Pre-Event Window, and Post-Event Window.
This is a single-use session of up to 4 hours from a dedicated Level 1 Splash Support team member, who will provide immediate support to an event program during hours already provided in a Splash Support Plan.
Unused hours do not roll over.
This is a single-use session of up to 4 hours from a dedicated Level 1 Splash Support team member, who will provide support to an event program for additional hours not provided in a Splash Support Plan.
Unused hours do not roll over.
Each privacy gate will be styled with your company branding (colors, fonts, logo, image) and will accommodate each of the (4) privacy restriction types (password, 18+, 21+, and email validation). The 4 Branded Privacy Gate options are all designed to scale seamlessly on desktop, tablet, and mobile platforms. A single privacy gate service can be applied to one (1) theme or one (1) event page unless specifically scoped otherwise which may result in additional fees.
Layout Options and Details:
Each layout is able to be styled with your company logo (linkable on all but the centered gate), fonts, colors, and image. Two of the layouts also have an option to include social media links (Twitter, Facebook, Instagram, LinkedIn) and Gate 1 (the 2-column gate) has an option for additional customized copy that can also accommodate one link within the copy.
Splash Creative recommends applying Branded Privacy Gates at the theme level though they can be applied on an event page if desired. Event page gates are unique and appear only on the event page to which they have been applied. Theme-level privacy gates will propagate to any current event page or future event page created from that theme unless turned off on each event page. Customers are responsible for turning off/updating privacy settings per event if they do not wish for a gate applied at that event’s theme level to display. Any event page with a gate that has been created from a theme with a gate applied can not be edited/updated/changed individually. There are no edits in scope for the templates and no revisions to ensure quick delivery.
• None of the template options allow for any edits/changes/adjustments/revisions to the layout, alignment, or alternate styling of the page elements (buttons, copy, drop shadows, line stroke, etc).
• Social Links can be removed from any of the gates if desired however no additional links may be added.
• Customers have full control to change the Privacy Gate restriction type and the ‘headline’ copy. Splash will not edit the Headline copy set int he event; this can be accomplished by the customer in the Settings Tab.
• Background image files should NOT include text or logos as they will likely be cut off depending on the viewing screen size.
• Customers have access to the CSS with each gate through Designer Pro and may edit certain items for each gate within that interface. Customers should be aware that any lost or broken CSS can not be recovered and the implementation of new code may result in additional fees.
• The Splash Support team does not support edits to Branded Privacy Gate service and will not be able to make any changes to Branded Privacy Gates CSS or JS.
• No event page using a gate that has been created from a theme with a gate applied can be edited/updated/changed individually.
A single carousel service can be applied to one (1) theme or one (1) event page unless specifically scoped otherwise which will result in additional fees. In order to ensure a fast delivery, there are no revision rounds and no customizations to the designs (layout, content, functionality, etc.) are available. The look and feel—fonts, colors, hover state, rule lines, sizing, spacing — can be modified DIY by the customer once Branded Carousel has been delivered.
Layout Options and Details:
Splash Creative has created 6 scalable layouts that will accommodate the majority of use cases. Each layout is able to be styled with your company fonts, colors, and hierarchy.
● None of the carousel options allow for any edits/changes/adjustments/revisions to the layout, alignment, or alternate styling of the page elements (buttons, copy, line stroke, etc).
● Customers have full control to change carousel content such as text details and colors DIY post delivery.
● The Splash Support team does not support edits to Branded Carousel and will not be able to make any changes to the CSS or JS.
● No changes to information provided in the intake questionnaire will be applied to the Branded Carousel post project start date."
Notes: If a customer saves a carousel block and adds it to another page the carousel will not function as the code associated with the carousel functionality will not exist on that other page. If a customer would like a carousel that is already applied to one page to be available on another page our Support team will be able to assist in duplicating the code.
Splash Creative recommends applying carousel functionality at the theme level though they can be applied on an event page if desired. Event page carousels appear only on the event page to which they have been hard-coded on, while theme-level carousels will propagate to any current event page or future event page created from that theme.