Email- Audio Guestbook Portal Information

This is the SOP for the: Email- Audio Guest Portal Information– this task only pertains to the sales team.

1. 1. Click the small downward pointing arrow to open the drop down to edit.
   2. Once that drop down is open, locate the “Password Protection” slider and ensure that it is clicked to be on (you’ll know it is on because it will be green and there will be an area to edit a long password.
   3. Highlight the generated password and type it to a new one. Their password should be their first name in all lower case. For example: client name is Jason Whaley, the password would be jason.
   4. Be sure to hit save after the password has been made. This will be the password the client uses to access all of their files.
   5. Send their welcome email with the “Email Link” Button, click on it. A new email should appear on your screen.
   6. Ensure you are emailing the correct person at the top of the email, then locate the “Templates” drop down and click on it.
   7. After clicking on the “Templates” drop down locate the email template that the client has booked, in this case look for “09.Audio Guestbook Portal & Booking Confirmation”
   8. Hit send.

Video below to show visual step by step of above information.