Tips for better adoption

Usage is key. Have your organization use Lucidpress in an effective way.

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Encourage the user courses

We have mentioned it a lot, but the user courses are great for showing how to use Lucidpress. We’ve seen significantly better adoption from organizations that have more people certified.

Access our user courses here.

After a user completes the course, they’ll get a certification and you’ll get an email notification they finished the course. Our courses are also a great starting point if you’d like to build your own training.

Other ideas:

  • To encourage people to take the course, you could do a raffle for a prize to anyone who completes the course.
  • You could require new team members to take the course before you grant them a license in Lucidpress.

 


 

Add notes to your templates

To make your templates easier to use, you can add notes as instructions. There are two ways you can do this:

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1. Notes
You can right-click on any object in Lucidpress to add a note. As long as the style is unlocked, you can format the note however you’d like. These notes will appear on the document as an icon users can click on. They will not be printed or show up when you publish the document to the web.

For example, you can right-click on an image to add some instructions about where to find images to replace it.


2. Off-page content
Another form of notes is to use the “Show off-page content” feature. This allows you to place text boxes, images, shapes, etc. in the gray area outside of the document window. Anything in the gray area will not print or show up when you publish the document to the web.

As an admin, you can turn on “Show off-page content” by default for all users on your account. Go to the Admin panel, then select “Team Settings”. Turn on “Show off-page content by default”.

Now, you can add instructions, screenshots, and detailed instructions to the side of each page.

 


 

Conduct smaller training sessions

When you launch Lucidpress, it’s important to have an initial training for your organization. However, we recommend conducting small training sessions periodically. You could organize them by department, location, etc. You could also do training on specific templates or go more in depth on a feature.

Here are some ideas of training topics:

 


 

Build more templates

Expand your template library. It definitely builds some excitement for your team when new templates are added.

Make sure you have templates for more than one use case. For example, you can create templates for print and digital purposes: flyers, postcards, social media, e-newsletters, LinkedIn banners, etc.

 


 

Announce new templates

Once you have new templates created, announce it to your team. Here are some ideas:

  • Send a monthly email highlighting new templates
  • During a company/department meeting, announce the new templates (and conduct a training)
  • Send a screenshot over Slack/Microsoft Teams

 


 

Get feedback from users

You want to (1) make your templates as easy as possible for people to use and (2) create templates that people actually need. Gather feedback periodically from your organization to make sure you’re accomplishing these goals. This can be done via survey or in-person.

Here are some questions you can ask:

  • How easy is it for you to find a template? How can we improve this for you?
  • What other templates would you like us to add?
  • How easy is it for you to customize a document?
  • How easy is it for you to export/print your document?

 


 

Consider view-only users

A view-only user is essentially an unlicensed user and will not apply to your license count. This allows you to add your entire organization to Lucidpress without having them fill up licenses. As a view-only user, they can log in and view documents shared with them, but cannot edit and create documents.

This is a great option to see who wants a full Lucidpress license. They can see the templates you’ve created and reach out if they want to create their own content.

To learn more, click here.