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Partner Outreach and Scheduling

This is a guide to get your partners engaged and scheduled for their capture session!

There are two ways to get your partners scheduled with Threshold 360, and the best option depends on how you plan to manage your outreach.

For most partner outreach, we recommend using the Threshold 360 Dashboard to send invitations. If you're running a broader campaign across a large number of partners, the Partner Scheduling Link provides an easy way for partners to schedule themselves.

Table of Contents

Choose Your Method

Emails

Partner Webinar

Phone Calls

Texts

Location Examples

Partner Value

Managed Services

Next Steps


 

Choose Your Method

Option 1: Invite Partners Through Your Dashboard - Recommended

For Enterprise customers, we recommend inviting your partners directly through your Threshold 360 Dashboard.

From the Dashboard, you can send individual partners an invitation to schedule their capture. Your partner will receive the invitation and can select an available date and time that works for them.

This is the recommended option because it gives your team greater control over the scheduling process. You can manage your partner invitations and keep track of your scheduling activity directly within your Dashboard.

How-to:

  1. To invite a partner, simply login to dashboard.threshold360.com and click on the Request Capture tab.

  2. Enter the Location's POC information including their name and email
  3. Enter any relevant notes for the POC. These can be notes for the POC on the desired outcome of the capture or anything you want them to consider while booking a time.
  4. Enter any Shot List requests. These can be requests for specific spaces you want to ensure are available during the capture day/time. You can also mark any spaces with the desired product you want captured onsite: Pano Virtual Tours or Aether videos (Aether plan required). 
  5. Send the invite. The POC will receive an email with the next steps to book. Once they do, you'll see that appt in your Capture tab in your Dashboard. 
Option 2: Use the Partner Scheduling Link

The Partner Scheduling Link is also still available and can be a useful option for larger outreach campaigns.

If you're reaching out to a large number of partners at once through email campaigns, newsletters, text messages, or other broader outreach efforts, you can share the scheduling link directly with your partners. You can also post this link in any internal partner portals for them to see as well. 

How-to:

  1. Send an email or text and include this link in the copy: threshold360.com/schedule

Emails

  • Design your own email: if you have a regular template for partner newsletters or announcements, feel free to use that. Be sure that this call-to-action is prominent - "Schedule now by going to threshold360.com/schedule!"
  • Co-branded email template: We have created an email template specifically for outreach, that can incorporate your logo and provide helpful information along with the scheduling link. Our team can send the email to your provided list of partners, or your team can take it from here! To request a co-branded email, email scheduling@threshold360.com.

Partner Webinar

  • Co-host a webinar with Threshold! We'd love to co-host a webinar with you for your partners. Invite your partners to a 30-minute virtual webinar where we will demo the Threshold platform, explain the benefits, and answer Q & A. Feel free to set this up with Jaci Wandell or Corin Cassario.
  • Schedule the Webinar during a pre-existing partner meeting. Instead of trying to wrangle partners to a new meeting, you can also schedule a time for the webinar during an existing partner meeting. That way it makes it easier and more likely for most of your partners to attend and get the information they need.

Phone Calls

Here's a sample call script if you would like to reach your partners via phone:

You: Hello, this is [name] from [organization], how are you doing today?

Partner: Excellent to hear from you, I’m doing great, what can I help you with?

You: I was giving you a quick call to ensure you had heard about our new partner benefit of capturing a virtual tour of your location! We recently partnered with Threshold 360 to capture virtual tours and we have a local photographer who would be creating them.

Partner: Hmm, sounds interesting! I did see the email but I hadn’t had a chance to look into it further. What else can you tell me about it?

You: Glad you saw the email! The process is pretty simple. You go to threshold360.com/schedule and book an appointment for a day that is ideal for you. An individual photographer shows up with a 360 camera and tripod, and can capture your space in 90 mins or less!

Partner: Do I need to prepare for the appointment in any way? Do my staff or patrons need to be away?

You: You should prep any spaces for photographs but it doesn’t have to be prepared for an event, unless you want to show a certain setup. And no, Threshold does privacy blurring on all faces present, so business can proceed as usual.

Partner: Great to know! You said the link to schedule was threshold360.com/schedule, correct? I’ll take a look now.

You: Yes, that’s the one. I do encourage you to book soon before the weather changes! And if you have any questions, please reach out.

Partner: Thanks, will do! Have a wonderful day.

Texts

Here's a sample text message template if you would like to reach your partners via text:

Hello from [org]!

We have partnered with Threshold 360 to bring virtual tours to our destination! This is an awesome benefit for our partners because it will drive more engagement for our destination and increase our interest with business and leisure travelers.

As a partner of [org], we invite you to schedule your virtual tour capture today! Go to threshold360.com/schedule now!

A capture session involves a single 360 photographer and can be done in under 90mins! Minimal preparations required and can be done during normal business hours. You will also receive access to the virtual tour to be used for your website or social media campaigns. What are you waiting for? Schedule now! threshold360.com/schedule.

Location Examples

Some partners have a hard time visualizing what they can expect of a virtual tour of their location. It can be helpful to provide some examples similar to their business. Check out some examples here, or feel free to get in touch with us if you don’t see what you’re looking for.

Partner Value

It can be helpful to distill the value a partner receives with their virtual tour into a few key points. We’ve created a one-pager that does exactly that and can be used as part of your outreach strategy. See the Partner One Pager here.

Managed Services

Threshold 360 also offers Managed Services to teams that need extra bandwidth to ensure they can effectively reach and schedule partners, as well as create media assets from your virtual tour content. If you interested in how our team can assist your with regards to partner outreach and scheduling, check out our Managed Services page for more information.

 

Next Steps

Now that you have some ideas to pull from, you should decide an outreach strategy and put a plan in place. Please let our Senior Manager of Customer and Field Success, Jaci Wandell, know at what date you plan to launch your outreach communications to partners so that we can ensure that our scheduling page is optimized for your project and your Creator is ready to go! Let’s get started!