*Clients on HOLD: (Below image is an Example) If the account says "self paid" in bombbomb - please peek at the "Hold list" Below and do not complete the steps for them until further notice - I will email you directly when they are off hold - If you find someone who shows self paid but they are not on the Hold list please email me.
If you had someone on Hold last month and they are NOT on hold below and they are NOT on the cancel list below then they are now OFF hold and work can be completed for Septemeber :)
Please skim this entire list for cancels, these contacts can be removed from your V cards sheet. If any are marked for you and do not belong to you please let me know so we can look into it - I have sorted by manager name.
Clients on HOLD for November
The list below are clients on "Hold" meaning please do not complete this months work until further notice - But do not delete them off your sheet just yet. I will email you when they are "off" hold
STEP 1: Emails tab - locate the email winter product launch 2018 - schedule to unit for 11/12
Go to emails Tab > Locate the email "winter product launch 2018 (UNIT)" > click "Use" > Check their notes for notifications/signatures and add as needed > click "send" > select list Unit > Schedule for Nov 12 @ 7 am > Click send
STEP 2: emails Tab - Locate the email customer winter product launch 2018 - send to their list of choice - for 11/16 @ 10 AM
Check your notes for client - they will be opted in for one of: NONE, ALL or PCP
if NONE - Skip this step If ALL - Schedule to list : Customers If PCP - schedule to list: PCP
Go to emails Tab > Locate the email "CUSTOMER winter product launch 2018 (Customer)" > click "Use" > Check their notes for notifications/signatures and add as needed > click "send" > select list of choice > Schedule for Nov 16 @ 10 am > Click send
Step 3: automation tab - locate if 13 steps needed - update November 2018 - click use - replace in automatons
Check notes - or "automation" tab to see if they have 13 steps.
If notes say DO NOT update their 13 steps or Custom 13 steps - SKIP this step.
Look in automation tab for automation: 13 steps, NC or New consultant.
if they do not have the 13 steps email there - Skip this step.
If they do have 13 steps:
Go to emails tab > search 13 steps > locate email "13 steps for new consualtants (unit) updated November 2018" click use > add signature/notifications as needed > click save. > go to automation > edit automation with 13 steps > click pause > click "change" for 13 steps email > select new top email for 13 steps > click save > click start
Step 4: Emails tab - skim and double check email are scheduled for correct lists and dates
Go to the emails tab - Skim and review each email is scheduled for the correct list and date - if needed click unschedule and correct.
Additional steps for Spanish Clients
STEP 1: emails Tab - Locate the Spanish winter product launch email -Click "use" - send to list spanish for Nov 12
Go to emails Tab > Locate the email "Spanish winter 2018 PCP (Spanish)" > click "Use" > Check their notes for notifications/signatures and add as needed > click "send" > select list Spanish > Schedule for Oct 12 > Click send