Content Snare

The typical implementation process for Content Snare is designed to be straightforward and efficient, helping teams quickly start collecting information from clients without the usual back-and-forth. Here's a breakdown of the process and estimated timeline:

Implementation Process

1. Initial Setup
   • Sign up and create your account.
   • Customize your branding and account settings.
   • Set up your team and client profiles.
2. Request Builder Configuration
   • Use the drag-and-drop builder to create requests for files, images, or text.
   • Group items into logical sections to simplify the client experience.

   • Add clear instructions to reduce errors and delays.

3. Templates & Automation
   • Create reusable templates for common requests.
   • Set up automated reminders and notifications.

   • Integrate with tools like Zapier, Google Drive, Dropbox, and CRMs for workflow automation.

4. Client Onboarding
   • Use email templates to introduce Content Snare to clients.
   • Share requests via a secure portal—clients don’t need to log in.

   • Enable discussions so clients can ask questions directly within the request.

5. Review & Approval
   • Monitor submissions, approve or reject items, and provide feedback.

   • Use the dashboard to track progress and outstanding items.

6. Training & Support
   • Access tutorials, guides, and the “Success Blueprint” to optimize usage.

   • Use the “Content Collection Handbook” for best practices.

Estimated Timeline

• Day 1–2: Account setup and initial configuration.

• Day 3–5: Build first request templates and test internally.

• Day 6–7: Begin client onboarding and send first live requests.

• Week 2 onward: Full rollout with automation and integrations.

Content Snare is highly customizable to suit various business needs across industries like accounting, law, digital agencies, education, and finance. Here are the key customization features:

1. Field-Level Customization

You can tailor each field in your request forms:

• Text Fields: Set instructions, required status, confidentiality, multiple answers, placeholders, and character limits.
• Upload Fields: Restrict file types, set image dimensions, file size limits, and aspect ratios.
• Verified Fields: Validate emails, URLs, phone numbers, and restrict addresses to specific countries.

• Selection Fields: Use checkboxes, dropdowns, and image choices with limits and conditions.

2. Templates & Builder Tools

• Create custom templates for requests, pages, and sections.
• Use conditional logic to show/hide fields based on client responses.

• Add instructions in text or video format to guide clients.

3. Branding & Portal Customization

• Customize your client portal with branded folders, team access, and email notifications.

4. Integrations

• Connect with over 5,000+ apps via Zapier, Make, and webhooks.
• Sync with Google Drive, Dropbox, OneDrive, SharePoint, and CRMs like Xero Practice Manager and FYI.
• Use the API for deeper integration into your own systems.

• Basic Plan: $35/month (annual billing): 2 users: 20GB storage: 40 SMS credits: Includes basic integrations.

• Plus Plan: $71/month: 5 users: 50GB storage: 100 SMS credits: Includes custom branding and premium integrations.

• Pro Plan: $119/month: 10 users: 100GB storage: 200 SMS credits: Designed for growing teams.

• Custom Plan: $215+/month: 20+ users: 200GB+ storage: 400+ SMS credits: Tailored for large organizations.

Concierge Onboarding (Optional):

• Cost Range: $200–$1,500

• Includes:
  • Setup calls: Personalized onboarding support.
  • Form conversion: Convert existing forms (PDF/web) into Content Snare.
  • Branding setup: Customize portal and email domains.
  • Reminder customization: Tailor automated follow-ups.
  • Team training: Live sessions or recorded guides.

  • Integration assistance: Help with connecting third-party tools.

Support & Maintenance:

• Included in all plans:
  • Unlimited reminders: No extra charge.
  • Unlimited templates: Create and reuse as needed.
  • Help center access: Tutorials, guides, and documentation.
  • No additional support fees: Email and chat support included.

Training Resources:

• Getting Started Guides: Step-by-step instructions and videos.

• Video Tutorials: Cover key features like requests, templates, and integrations.

• Client Training Tools:
  • Pre-recorded welcome videos: 2–3 minutes, unbranded.
  • Editable scripts: For creating custom walkthroughs.

  • Embeddable videos: Can be added to request instructions.

Support Channels:

• Help Center: Access to documentation and guides.

• Live Chat & Email Support: Available to all users.

• Concierge Onboarding: Personalized setup and training (optional).

Certifications & Infrastructure:

• ISO 27001 Certified: International standard for information security.

• Hosted on AWS: Secure cloud infrastructure with network isolation.

Encryption:

• Data in Transit: SSL/TLS with RSA 2048-bit encryption.

• Data at Rest: Encrypted with unique keys per company.

• Individual Answer Encryption: Each answer encrypted separately.

Authentication & Access Control:

• Two-Factor Authentication (2FA): Optional, enforceable by admins.

• Unguessable Links: Secure access via long, random URLs.

• PIN Codes & Confidential Fields: Optional client-side access control.

Client Access Options:

• Account login: With password.

• PIN protection: For added security.

• Confidential fields: Disappear after submission.

Update Management:

• Recurring/Bulk Requests: Automate repeated tasks.

• Zapier & Airtable Integration: Advanced workflows and scheduling.

• Custom Reminder Schedules: Tailored automated follow-ups.

Release Cadence:

• Updates: Ongoing and user driven.

• Feature Requests: Accepted via feedback channels.

• System Status: Trackable via Trust Center.

Ownership of Data:

• User Data: You retain full ownership of all data uploaded or collected through Content Snare.

• Platform Access: You are granted a license to use the software; ownership of the platform remains with Content Snare.

Portability:

• Export Options: Data and files can be exported or downloaded at any time.
• File Access: Stored securely and accessible for transfer or backup.

• Encryption: Each company’s data is encrypted with unique keys for secure portability.

Data Protection Agreements:

• Privacy Policy: Defines how personal and business data is managed.
• Data Processing Agreement: Available to clarify how data is handled and protected.

Plan Flexibility:

• Upgrade/Downgrade: You can change your subscription plan at any time.

• Pro-Rata Billing: Charges are adjusted based on the timing of the plan change.

Limits & Adjustments:

• Active Requests & Team Members: Each plan has usage limits; exceeding them requires upgrading.

• Downgrading: Requires reducing usage to fit within the limits of the new plan.

Custom Plans:

• Larger Needs: Custom plans are available for organizations with higher usage or specific requirements.

No Penalties:

• Switching Plans: No cancellation fees or penalties for scaling up or down.

Renewal Terms

• Content Snare subscriptions typically auto-renew unless manually canceled.

• Users are expected to keep payment details updated and ensure timely payments to maintain access.

• The license to use Content Snare is non-transferable and non-exclusive, granted only under the terms of the agreement.

Cancellation Process

You can cancel your subscription through several methods depending on how you signed up:

1. Directly via Content Snare:

   • Log in to your account.

   • Go to Account Settings > Subscriptions.

   • Click Cancel Subscription and follow the prompts.

   • A confirmation email will be sent.

2. Via Third-Party Platforms:

   • Apple: Cancel through iOS Settings > Subscriptions.

   • Google Play: Cancel via Play Store > Subscriptions.

   • PayPal: Manage pre-approved payments and cancel.

   • Stripe: Use the link in your Stripe receipt to manage and cancel.

3. Free Trial:
   • No card is required to start a 14-day trial.
   • If no plan is selected, the trial expires automatically.
   • If you added a card, you can cancel before the trial ends to avoid charges.

ISO 27001 Certified

• Content Snare is ISO 27001 certified, the global gold standard for information security.

• Certification includes:
  • Access control
  • Encryption
  • Incident response planning
  • Continuous risk assessments

  • Independent security audits

Security Features

• Encryption:
  • Data in transit: SSL/TLS with RSA 2048-bit encryption.
  • Data at rest: Encrypted databases and salted passwords.

  • Stored answers: Encrypted with unique keys per company.

• Authentication:

  • Two-Factor Authentication (2FA) available and enforceable by admins.

• Infrastructure:

  • Hosted on Amazon Web Services (AWS) with network isolation and time-based access signatures.

• Client Access Controls:

  • Options include unguessable links, PIN codes, and account/password requirements.

HIPAA Compliance

• Content Snare is not currently HIPAA compliant, though they maintain strict security protocols.
• No ETA is provided for HIPAA certification.