What to know
This meeting should include the Client team, any 3rd party registration representatives, the JUNO Client Success Manager, and the JUNO Client Engineer. The agenda includes:
Understand how data for attendees, speakers, exhibitors will be pulled into JUNO
Understand how users will access the platform
Understand different ticket types and access levels as they relate to content
Understand any CME/crediting integrations
Homework (Prepare before the meeting)
...
Client team
...
JUNO team
...
Share 3rd Party integration representatives' contact information with JUNO
List out ticket types and their access levels
...
Ensure 3rd party integration reps are invited to the meeting
Collect any documentation needed for integration
What to do during and after the meeting
...
Client team
...
JUNO team
...
Client debriefs team on registration flow and ideal user experience
Ensure 3rd party integration reps share testing environment links
Register JUNO team with test accounts and share credentials with JUNO
...
JUNO Client Engineer drives meeting agenda with 3rd party integration rep
Fill out integration form
Make cards for due dates and documentation
Resources
Category: Client Meetings
← Previous / Next →See Set up integrations with JUNO for a complete outline of integrations processes.