*Please Read through all the way once before getting started ❤️
*IMPORTANT STEP: each time you log into a different account - hover over their name in the top right corner and copy their email address.
*PLEASE NOTE - ONLY clients with a previous note for a signature will get a lipstick signature. New clients will no longer get the signature unless I email you letting you know :)
Cancels: if you see a your client with another manager name please email before you take them off your sheet
Please skim this list of cancels for those who have you marked as manager, these contacts can be fully deleted from your V cards sheet moving forward. If you have any questions/discrepancies please let me know
V card Steps
BEFORE YOU START STEPS:
1. Please be sure you are copying the correct source codes. Take a moment to review these links for our OLD version of the emails. We are replacing these - so if they have any custom content/videos that are not reflected on our default we need to grab them and move it over :)
Unit Anniv OLD email: http://vid.us/m7js74 Unit Birthday OLD email: http://vid.us/lrvnhe Customer Birthday OLD email discount 10/25: http://vid.us/dgt0gr Customer Birthday OLD email discount 15/30: http://vid.us/6pr7vm Customer Birthday OLD email discount 20/40: http://vid.us/inwp3c (Spanish will have the same layout - you will just want to review their email for a video they may have added on spanish email)
2. Send me your FULL v card sheet asap (preferably before you start V card work not after you finish) We are doing our annual audit and need to confirm management for all clients. Please do not remove their unit count, email address, full name or notes from your sheet. Send to support@shanisoffice.com
Step 1: emails tab > email: spring 2021 pcp (unit) > schedule for unit on date jan 12
Check your notes - if it says Unit Sends - skip this step
Spring 2021 PCP (UNIT)" it is the pink floral background > click "Use" > (add notifications unless other wise noted) add signatures as needed > select list Unit > Schedule for Jan 12 @ 7 am > Click send/Schedule
step 2: automation tab > locate their Customer birthday month 2020 > duplicate > rename: customer birthday month 2021 > save title> edit the email > check for custom content > replace source code of matching discount > save email > save auto
Go to the automation tab > locate their automation "Customer Birthday Month 2020 " > (It may be titled something slightly different but will be the one with the green play button)
IF they do not have one with a green play button Skip this step and step 3!!
1. Click the drop down arrow for the automation > duplicate > rename: Customer Birthday Month 2021 > save the title.
2.Click the drop down arrow for the email click "Edit" > When the page loads skim the email for any custom content (Video with their face, additional images, or a different discount) If the email is SUPER different - please leave as is and do not replace the source code. If they do have custom content i find it easiest to open a second web browser to copy their changes off. I will show this in the video tutorial.
3. To replace the source code > click the "source" button on the top left > Highlight all > Delete > paste in the new code > click the source code button again to save the new code > add their custom content and lipstick signature if they have one > click save on the top right and you can close that browser.
4. Click save and start on the Customer Birthday Month 2021 automation
step 3: automation tab > locate the old automation customer birthday month 2020 > click the drop down arrow > delete
Go back to the automation tab > locate the old automation Customer Birthday Month 2020 > click the drop down arrow and delete the automation.
<p style="color: rgb(0, 0, 0); font-family: Arial,Helvetica,sans-serif; font-size: 12px; line-height: 18px; margin: 9px 0px; padding: 0px; text-align: center;"><span style="color:#696969;"><span style="font-size: 16px;"><span style="font-family: tahoma, geneva, sans-serif;">#profile_title# #profile_phone#</span></span></span></p> </td> </tr> <!-- end of Paragraph --><!-- Blank Space --><!-- end of Blank Space --><!-- Link --><!-- end of Link --><!-- Blank Space --><!-- end of Blank Space --> </tbody> </table> </td> </tr> </tbody> </table> </td> </tr> <tr> <td align="center" style="border: none;"> </td> </tr> </tbody> </table> </div>
step 4: automation tab > locate the automation unit birthday 2020 > duplicate > rename: unit birthday 2021 > save the title < edit the email> check for custom content > replace source code > save email > save auto
Go to the automation tab > locate the automation Unit Birthday 2020 it may be titled something slightly different but should have a green play button if there is not a unit birthday with a green play button skip this step.
1. Click the drop down arrow for the automation > duplicate > rename: Unit Birthday 2021
2.Click the drop down arrow for the email click "Edit" > When the page loads skim the email for any custom content (Video with their face, additional images) If the email is SUPER different - please leave as is and do not replace the source code. If they do have custom content i find it easiest to open a second web browser to copy their changes off. I will show this in the video tutorial.
3. To replace the source code > click the "source" button on the top left > Highlight all > Delete > paste in the new code > click the source code button again to save the new code > add their custom content and lipstick signature if they have one > click save on the top right and you can close that browser.
4. Click save and start on the Unit Birthday 2021 automation
step 5: automation tab > locate the old automation unit birthday 2020 > delete
locate the old automation Unit Birthday 2020 > click the drop down arrow and delete.
<p><img alt="undefined" border="0" id="cf3e2b43-30a5-0f68-d7a7-aaaf67852a66" name="bb_video" src="https://content.bombbomb.com/video_thumbs/cf3e2b43-30a5-0f68-d7a7-aaaf67852a66.jpg?r=48783" width="500" /><br /> <em><span style="font-size:16px;"><span style="font-family: tahoma,geneva,sans-serif;">May you have an amazing day, and get more than you wish for :)</span></span></em></p>
step 6: automation tab > locate the automation unit anniversary 2020 > duplicate > rename: unit anniversary 2021 > save the title > edit the email > check for custom content > replace source code > save email > save auto
Go to the automation tab > locate the automation Unit Anniversary 2020 it may be titled something slightly different but should have a green play button if there is not a unit anniversary with a green play button skip this step.
1. Click the drop down arrow for the automation > duplicate > rename: Unit Anniversary 2021
2.Click the drop down arrow for the email click "Edit" > When the page loads skim the email for any custom content (Video with their face, additional images) If the email is SUPER different - please leave as is and do not replace the source code. If they do have custom content i find it easiest to open a second web browser to copy their changes off. I will show this in the video tutorial.
3. To replace the source code > click the "source" button on the top left > Highlight all > Delete > paste in the new code > click the source code button again to save the new code > add their custom content and lipstick signature if they have one > click save on the top right and you can close that browser.
4. Click save and start on the Unit Anniversary 2021 automation
<p style="text-align: center;"><img alt="" height="174" src="https://bbemail.s3.amazonaws.com/PROD/ulib/vvft4m/img/ScreenShot20201229at100854PM.png" style="border-width: 0px; border-style: solid;" width="500" /><br /> <br /> <span style="font-size:16px;"><strong><span style="font-family: tahoma,geneva,sans-serif;">Today is a special day for you!<br /> It’s the day you signed up to be a consultant and joined our team. I am blessed to do life with you.</span></strong></span><br /> <br /> <br /> <img alt="undefined" height="312" id="6c069b19-58bc-6810-359b-7569b4b4be1f" name="bb_video" src="https://content.bombbomb.com/video_thumbs/6c069b19-58bc-6810-359b-7569b4b4be1f.jpg?r=43384" style="border-width: 0px; border-style: solid;" width="500" /></p>
<p style="text-align: center;"><span style="font-family:arial,helvetica,sans-serif;"><font size="3"><i>I love this video of our sweet Mary Kay Ash and love this business she started for us years ago! May your business this next year bring you many blessings of new friendships, new clients, new team members and everything you need to help you achieve your goals & dreams!</i></font></span><br /> </p>
<p style="text-align: center;"><span style="font-size:18px;"><em>May this be your best year yet, #profile_first_name# </em></span></p> </div> </div> </div>
<p style="color: rgb(0, 0, 0); font-family: Arial,Helvetica,sans-serif; font-size: 12px; line-height: 18px; margin: 9px 0px; padding: 0px; text-align: center;"><span style="color:#696969;"><span style="font-size: 16px;"><span style="font-family: tahoma, geneva, sans-serif;">#profile_website# #profile_phone#</span></span></span></p> </td> </tr> <!-- end of Paragraph --><!-- Blank Space --><!-- end of Blank Space --><!-- Link --><!-- end of Link --><!-- Blank Space --><!-- end of Blank Space --> </tbody> </table> </td> </tr> </tbody> </table> </td> </tr> <tr> <td align="center" style="border: none;"> </td> </tr> </tbody> </table> </div>
step 7: automation tab > locate the old automation unit anniversary 2020 > delete
locate the old automation Unit Anniversary 2020 > click the drop down arrow and delete.
step 8: automation tab > locate the automation last of T through aug 2021 > edit > edit the email > replace the $ amount to $130 > save on the top right
Go to the automation tab and locate the automation Last of T through Aug 2021 it may be titled something slightly different but it will be the Last of T with a green play button. If there is not one with a green play button skip this step.
1. Click the drop down arrow for the automation > click edit > click the drop down arrow for the email > click edit email
2. locate the second bullet point in the email, locate the part that says ($100) - we are updating this to be ($130)
3. Click save on the top right and move on to the next step.
step 9: contacts tab > connect the lists to the automatons
The below lists need to be connected to the automation, Please work very carefully here as connecting the wrong one can lead to incorrect content sent out.
LIST -------------- AUTOMATION Cust B-Day - - - Customer Birthday Month 2021 Unit B-Day - - - Unit Birthday 2021 Unit Anniv - - - Unit Anniversary 2021
step 10: contacts tab - confirm unit count
Confirm unit count by combining Unit and Spanish list total. If their box moves please let laura know asap.
Additional steps for Spanish Clients
lifehack: if the spanish automation has 0 contacts ran through it - JUST edit it/rename and replace the source code, you do not need to duplicate or delete etc.
p.s. NO customer birthday for Spanish
STEP 1: emails Tab - Locate the email Spanish spring 2021 PCp (Spanish) - Click "use" - send to list spanish for jan 12
Spanish SPRING 2021 PCP (Spanish)" it is the purple floral background > click "Use" > (add notifications unless other wise noted) add signatures as needed > select list Spanish > Schedule for Jan 12 @ 7 am > Click send/Schedule
step 2: automation tab > locate unit b day 2020 span > duplicate rename: unit b day 2021 span > save title > edit email > replace source code > move custom content > add signature > save email > save auto
Go to the automation tab > locate the automation Unit B Day 2020Span it may be titled something slightly different but should have a green play button if there is not a unit birthday with a green play button skip this step.
1. Click the drop down arrow for the automation > duplicate > rename: Unit B Day 2021 Span
2.Click the drop down arrow for the email click "Edit" > When the page loads skim the email for any custom content (Video with their face, additional images) If the email is SUPER different - please leave as is and do not replace the source code. If they do have custom content i find it easiest to open a second web browser to copy their changes off. I will show this in the video tutorial.
3. To replace the source code > click the "source" button on the top left > Highlight all > Delete > paste in the new code > click the source code button again to save the new code > add their custom content and lipstick signature if they have one > click save on the top right and you can close that browser.
4. Click save and start on the Unit B Day 2021 Span automation
<p><img alt="undefined" border="0" id="cf3e2b43-30a5-0f68-d7a7-aaaf67852a66" name="bb_video" src="https://content.bombbomb.com/video_thumbs/cf3e2b43-30a5-0f68-d7a7-aaaf67852a66.jpg?r=48783" width="500" /><br /> <br /> <em><span style="font-size: 16px;"><span style="font-family: tahoma,geneva,sans-serif;">Te deseo un dia maravilloso y que recibas mas de lo que deseas :)</span></span></em><br /> </p>
step 3: automation tab > locate old automation unit b day 2020 span > delete
locate the old automation Unit b day 2020 span > click the drop down arrow and delete.
step 4: automation tab > locate unit anniversary 2020 span > duplicate > rename: unit anniversary 2021 span > save title > edit email > replace source code > move custom content > add signature > save email > save auto
Go to the automation tab > locate the automation Unit Anniversary 2020Span it may be titled something slightly different but should have a green play button if there is not a unit birthday with a green play button skip this step.
1. Click the drop down arrow for the automation > duplicate > rename: Unit Anniversary 2021 Span
2.Click the drop down arrow for the email click "Edit" > When the page loads skim the email for any custom content (Video with their face, additional images) If the email is SUPER different - please leave as is and do not replace the source code. If they do have custom content i find it easiest to open a second web browser to copy their changes off. I will show this in the video tutorial.
3. To replace the source code > click the "source" button on the top left > Highlight all > Delete > paste in the new code > click the source code button again to save the new code > add their custom content and lipstick signature if they have one > click save on the top right and you can close that browser.
4. Click save and start on the Unit Anniversary 2021 Span automation
<p style="text-align: center;"><img alt="" height="167" src="https://bbemail.s3.amazonaws.com/PROD/ulib/vvft4m/img/ScreenShot20201229at105116PM.png" style="border-width: 0px; border-style: solid;" width="500" /><em><span style="font-size:16px;"><span style="font-family: tahoma,geneva,sans-serif;">¡Hoy es un día especial para ti! Es el día que se inscribió para ser consultor y se unió a nuestro equipo. Tengo la bendición de hacer la vida contigo.</span></span></em></p>
<p style="text-align: center;"><em><span style="font-size: 16px;"><span style="font-family: tahoma,geneva,sans-serif;">Creo que este video es perfecto para ti HOY!</span></span></em></p>
<p style="text-align: center;"><span style="font-size: 16px;"><span style="font-family: tahoma,geneva,sans-serif;">Y, este es uno de mis videos preferidos. Te mando este de parte de tus clientes para agradecerte por tu servicio. Es muy divertido! Te va a encantar ;)</span></span></p>
<p style="text-align: center;"><span style="font-size:18px;"><em>Que este sea tu mejor año, #profile_first_name# </em></span></p> </div> </div> </div>
locate the old automation Unit anniversary 2020 span > click the drop down arrow and delete.
step 6: contacts tab > connect spanish lists to new autaomtions
The below lists need to be connected to the automation, Please work very carefully here as connecting the wrong one can lead to incorrect content sent out.
LIST -------------- AUTOMATION Unit B-Day Span - - - Unit Birthday 2021 Span Unit Anniv Span - - - Unit Anniversary 2021 Span