Here are a few checklist items of different ways to get the most out of Digital Academy.

In Section 1 you'll find some basic ways to start using Digital Academy, and Section 2 discusses a number of ways to fully integrate Digital Academy into your institution — from sales to customer service.

Here are a few fast and simple ways to start making use of your DA.

Include links to your DA:

❏ On your homepage

❏ On product information pages

❏ Within customer on-boarding packages

❏ In customer service email signatures

❏ Within digital products (“Need Help?” buttons directing to tutorials)

❏ Direct customers to your DA through hold messages on support calls

Online Resource Center

❏ Create easily accessible links on your website or app homepage that direct to DA

❏ If you have a separate help centre or FAQ page, add links to demos where you see fit

❏ Put "Need Help?" buttons within your digital products that link to your DA

❏ Have service reps direct customers to your DA should they have future questions

❏ Send out an email to let customers know you're launching DA

❏ Promote your DA through social media posts

Support Calls and Messaging

❏ Support staff use demos to follow along while troubleshooting on calls

❏ Support staff send links to tutorials from within your DA

❏ Create “on hold” messaging that directs customers to your self-service DA

❏ Support staff should encourage customers to visit your DA for future inquiries

In-Person Support

❏ Equip floor staff with tablets to offer hip-to-hip support

❏ Use tablets or computers to offer an interactive risk-free environment for in-branch support

Automated Support

❏ Interactive Voice Response (IVR)

i.e., Connect DA to your IVR and call center and have appropriate demos be sent to clients automatically

❏ Chatbots

i.e., Have chatbots recommend appropriate demos based on customer needs

Internal Training

❏ Increase employee education and familiarity

i.e., Have staff play through demos to increase their knowledge of digital products

Product/Customer On-Boarding

❏ Use DA in-person to help show customers their new product or service

❏ Send out "new feature" emails that include demos when changes are made to digital products

❏ Send related product demos to increase cross-sales

Product Marketing and Sales

❏ Include links to your DA in promotional emails and messaging

❏ Equip staff with tablets and have them use demos as part of hip-to-hip cross-selling

❏ Show your customers just how easy your digital products are to use

i.e., Customers can test products in a risk-free environment

Internal Product Training

❏ Have your staff gain familiarity with your digital products to increase their ability to sell them

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