What are the 4 phases of the campaign implementation process to take the campaign live that are done by the CS team after a Life Sciences program contracts with Phreesia?
PHASE I: Pre-Kick off/Kick Off
PHASE II: Creative Development
PHASE III: Submissions & Programming
PHASE IV: GO LIVE
What is ‘PHASE I’ of the campaign implementation process?
PRE-KICK OFF/KICK OFF
Formally kick off the campaign internally and externally. Kick offs ensure that all external and internal stakeholders are aligned.
Some campaigns may require additional kick off calls to cover Data Pass, Measurement, etc.
What is ‘PHASE II’ of the campaign implementation process?
CREATIVE DEVELOPMENT
Phreesia creative: CS collaborates with Creative to communicate brand goals and requests.
AOR creative: CS collaborates with brand/AOR to communicate Phreesia’s best practices and support the development of the creative content.
What is ‘PHASE III’ of the campaign implementation process?
SUBMISSIONS & PROGRAMMING
Submit the campaign components to MLR Review and incorporate any necessary revisions.
Once layouts are approved, Phreesia can begin programming the content.
What is ‘PHASE IV’ of the campaign implementation process?
GO LIVE
Once a campaign has completed development, the go-live process can begin.
The go-live process includes deployment and smoke testing.
What are the required steps of PHASE 1 (Pre-Kick off/Kick Off)?
- Pre-Kick Off
Client Pre-Kick Off email
Timeline request
60-day timeline information
Brand research template
2/3. Internal & External Kick Offs
External kick off deck
What are the ‘if necessary’ steps of PHASE 1 (Pre-Kick off/Kick Off)?
> > Concept Review
Concept review deck
Concept & legal review information
> > Creative Onboarding
Phreesia media guide
Creative best practices
> > Measurement Kick Off
> > Data Pass Kick Off
DP kick off deck
Data Pass process training
What are the ‘content design’ steps for Phreesia Creative during PHASE 2 (Creative Development)?
- CS develops internal and external creative briefs
- Brand/AOR approves external creative brief
- CS schedules internal creative kick off with Creative and DP
- Creative develops layouts
- Brand/AOR reviews the creative
- Brand/AOR provides feedback/approval on all pieces
- If revisions are required, CS marks up Ziflow for Creative to implement changes
- CS re-sends to Brand/AOR for approval ahead of MLR submissions
- CS adds approved layouts to Custom Insights Board for Research to begin survey development
What are the ‘content design’ steps for AOR Creative during PHASE 2 (Creative Development)?
- AOR designs layouts using the Phreesia Media Guide and sends to CS for review
- CS submits Ziflow request
- CS, Creative and Dev review content to ensure alignment to Phreesia’s required specs and Creative Best Practices
- CS provides consolidated feedback or approval on all pieces
- AOR implements required changes and sends to CS/Brand for approval
- CS adds approved layouts to Custom Insights Board for Research to begin survey development
What are the steps for PHASE 4 (Go-Live)?
- Deployment/Smoke Testing
- Early Smoke Testing
- Go-Live Checklist - Post Go-live
- Post-Go Live Checklist
- Monthly Report Template
- Monthly Report Tracker 3.0
- Campaign Optimizations Process
- New Products and Features
What are the 4 phases of the Data Pass process?
PHASE 1: Initial Conversations
PHASE 2: Data Pass Kick-off
PHASE 3: Development & Testing (Test Environment)
PHASE 4: Go-Live, Smoke Testing (Prod Environment)
What are the 3 groups of external stakeholder?
- Brand Clients
- Agency Clients
- Support Clients
What are Brand Clients (external stakeholder)?
BRAND CLIENTS
1) Manufacturer team
2) Brand team
3) In-house creative team
What are Agency Clients (external stakeholders)?
AGENCY CLIENTS
1) Media agency
2) Creative agency
What are Support Clients (external stakeholders)?
MLR submitter/team
1) Project managers
2) CRM database partners
What are CS tasks before Pre-KOC?
- CS sends client Pre-KOC email
- CS sends timeline request in Monday & works w/ DP to include brand needs and most efficient timing
- CS begins brand research
- CS create EKOC deck
What are CS tasks before Internal KOC and its purpose?
Purpose: Review contract and EKOC deck to level-set expectations for creative, timing, measurement, next steps, etc.
- CS shares brand research for reference
- CS shares EKOC deck for CE, AI, Research to update, as needed
What are CS tasks before External KOC and its purpose?
Purpose: Review EKOC deck to level-set expectations for creative, timing, measurement, next steps, etc.
- CS confirms concept review needs
- CS requests brand documents (if not already provided)
- CS schedules status calls
- CS works with DP to finalize client timeline
What are CS tasks before Concept Review and its purpose?
Purpose: 1) Client’s MLR team requires Phreesia to be approved before contracting, 2) Level-set expectations and prevent MLR delays for contracted campaign with new manufacturer, 3) Refresher for MLR team of contracted campaign with current/previous manufacturer
- CS creates Concept Review deck to provide client’s MLR team with Phreesia overview and answer platform/respective campaign questions
- CS to confirm with clients Phreesia’s roles/responsibilities (Phreesia’s participation varies and may be limited)
What steps are involved in the Creative Development phase?
1) Creative Onboarding
2) Content Design
What are CS tasks for Creative Onboarding?
Purpose: CS discusses with brand and/or AOR a few things:
1) Phreesia’s platform
2) Program/Campaign components & objectives
3) Timing & roles/responsibilities
4) Phreesia Media Guide and platform specifications
5) Creative thought starts that align with best practices
What are CS tasks for Content Design?
1) AOR designs layouts using the Phreesia Media Guide and sends to CS for review
2) CS submits Ziflow request
* CS, Creative and Dev review content to ensure alignment to Phreesia’s required specs and Creative Best Practices
* CS provides consolidated feedback OR approval on all pieces
3) AOR implements required changes and sends to CS/Brand for approval
4) CS adds approved layouts to Custom Insights Implementations Board for Research to begin survey development
