What steps are required for successful Onboarding?

The following steps lead to successful Onboarding.

  1. An initial kick-off call with a MetaCompliance Onboarding Lead, during which objectives and a timeline can be confirmed.
  2. Users are successfully provisioned onto the platform for targeting purposes.
  3. All allowlisting recommendations are reviewed and implemented where required.
  4. Training sessions are completed - resulting in sufficient platform knowledge.
  5. The platform is tested via pilot content.
  6. Go live with the initial Campaign content.
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