See below for the available resources you can utilize in creating an installation plan for Appcues initial setup.

An installation plan provides a framework for getting Appcues setup and running with your application and can assist in the installation process. We recommend using an installation plan for all users when they're installing Appcues. For Growth and Enterprise plans an Installation Manager can assist with the planning and implementation of an installation plan.

Our Guided Installation Plan Walkthrough is linked here, which will guide you in filling out the basic information for your installation plan. Upon completion of the walkthrough, your installation plan will be emailed to you with any information that you provide already pre-populated. You can then add some additional detail and share it with your team that will be installing Appcues so they know exactly what data you need.

While we highly recommend using the Guided Installation Plan Walkthrough to get started, the installation plan template is available here and can be downloaded in your preferred spreadsheet format without completing the walkthrough. Note that the second tab of the worksheet is an example installation plan for your reference.