Answers come from Circle's approved playbooks on Google Drive
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This usually takes 10 to 20 seconds.Your training
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Playbooks
How we do things at Circle
Templates
Decks, briefs and documents to start from
Training
Tick each one when you've finished it. Come back to any of them any time.
Tools
Tools to work with. Each one opens in its own tab.
Welcome pages
Welcome pages
From the Onboarding Journey Builder, as a link you can send the client. No login for them.
The .html file the builder downloaded (1 MB max). Also save it in the client's Drive folder with its -data.json file. That stays the original.
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Brand books
Client websites exported from the Brand Book Builder. Each one gets a link and a password to send the client.
The "Client website (HTML)" file from the builder's Export tab (15 MB max). You can add the PDF after.
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Admin
Only you and Ayman see this page.
Announcements
Shows on everyone's home page. The first time each person opens the Hub after you post, it pops up for them.
Work
New: requests, shoots, checks and escalation inside the Hub. Off until you turn it on. Turning it off hides it and keeps everything.
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Backups
A copy of everything in the Hub is made every day and kept for 30 days.
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Errors
Anything that broke in the last 7 days, for staff or for a client. Nothing a person typed is recorded.
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Recent activity
The latest changes across all clients, including deletions. Each client has its full list under its ··· menu, Activity.
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Who is signed in
When someone leaves Circle, sign them out here. A sign-in also ends by itself within a day once their Google account is closed.
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How-to guides to update
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Unanswered questions
What people asked that the approved playbooks don't cover yet. Your SOP writing list.