V Card Steps
Due date: April 11 th by midnight
*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
This is a combination of February And March cancels just in case any were last min cancels and missed :)
This is a combination of February And March cancels just in case any were last min cancels and missed :)
March cancels:
February Cancels:
V card Steps
- Step 1: emails tab > email: SUMMER PCP ENROLLMENT 2021 (unit) > schedule for unit on date APRIL 12
Check your notes - if it says Unit Sends - skip this step
SUMMER PCP ENROLLMENT 2021 (UNIT)" it is the blue glitter background > click "Use" > (add notifications unless other wise noted) add signatures as needed > select list Unit > Schedule for APRIL 12 @ 7 am > Click send/Schedule
SUMMER PCP ENROLLMENT 2021 (UNIT)" it is the blue glitter background > click "Use" > (add notifications unless other wise noted) add signatures as needed > select list Unit > Schedule for APRIL 12 @ 7 am > Click send/Schedule
- STEP 2: EMAILS TAB > RELOAD THE EMAILS TAB > CONFIRM EMAIL IS SET TO CORRECT LIST/DATE > CLICK UNSCHEDULED IF NEEDING CORRECTION
Confirm their email is scheduled to Unit for April 12th, You will need to hover over the small grey scheduled box on the left next to the email to preview the scheduled details.
The TIME may preview differently then 7AM that you originally selected - that is ok. It is based off their time zones so no need to reschedule.
Click unschedule if needs corrections.
If you are doing Spanish for this client wait till both emails are done to confirm scheduling details.
The TIME may preview differently then 7AM that you originally selected - that is ok. It is based off their time zones so no need to reschedule.
Click unschedule if needs corrections.
If you are doing Spanish for this client wait till both emails are done to confirm scheduling details.
- step 3: confirm unit count > let laura know of each change asap
Go to the contacts tab, combine the total of Unit + Spanish lists. Adjust it on your sheet. IF they moved up or down sizing categories please let laura know.
Categories are:
-Less then 40
-41-120
-121 or more
Categories are:
-Less then 40
-41-120
-121 or more
Additional steps for Spanish Clients
- STEP 1: emails Tab - Locate the email Spanish SUMMER PCP ENROLLMENT star reminder 2021 (Spanish) - Click "use" - send to list spanish for April 12
Check your notes for the client - No UNIT SENDS = skip this step.
SPANISH Q3 STAR REMINDER 2021 (Spanish)" it is the pink glitter background > click "Use" > (add notifications unless other wise noted) add signatures as needed > select list Spanish > Schedule for Apr 12 @ 7 am > Click send/Schedule
SPANISH Q3 STAR REMINDER 2021 (Spanish)" it is the pink glitter background > click "Use" > (add notifications unless other wise noted) add signatures as needed > select list Spanish > Schedule for Apr 12 @ 7 am > Click send/Schedule
- Step 2: emails tab > reload the page > confrim emails are scheduled to correct lists/date > unschedule and correct AS NEEDED
Confirm BOTH or their emails are scheduled correct.
Blue sparkle background to: to Unit for April 12th,
Pink sparkle background to Spanish for April 12th
Click unschedule if needs corrections.
Blue sparkle background to: to Unit for April 12th,
Pink sparkle background to Spanish for April 12th
Click unschedule if needs corrections.