Description: Our expert team has developed a comprehensive onboarding schedule to support you. The onboarding process has multiple phases, and this article will walk you through the detailed approach to working directly with Innovid's ad management platform.
Note: This article focuses on ad serving and creative, but we can also support your measurement objectives, see Introduction to Ad Measurement.
Ad serving onboarding process
The following table lists and outlines each step in the onboarding process. If there are any nuances or additional areas that need in-depth discussion, we are here to support you all the way. Check out the sample training agendas below.
| Step | Description |
| Requirements |
Innovid will discuss all business goals and KPIs with you and determine if additional training sessions are required. We recommend that these conversations begin around 30 days before you can work directly on platform traffic digital ad campaigns. |
| Training |
You will be granted access to the Innovid Learning Management System (LMS): Innovid Ad Serving to complete the self-guided video content and quizzes. When you are finished, you will receive a certificate of completion. Note: Certification takes 1-2 hours, depending on the learner's pace. |
| Demo |
Once you have completed the certification, let us know, and we will organize a live (usually virtual) demo and training session specific to your setup. This includes live platform features and workflow examples to ensure your team is confident about beginning tracking. We will record the session and send it to the Account team for review. |
| Support and help |
We provide ongoing support, including our Help Center and from our team. Our Help Center includes articles, videos, overviews, step-by-step instructions, and more. |
Sample training agendas
(1) The following is a sample of the ad serving training schedule:
(2) The following is a sample of the dynamic creative training schedule, which is similar to ad serving but contains a few extra modules: