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Send Email: 02.Event.Outreach Add-On Email

This is the SOP for the Send Email: 02.Event.Outreach Add-On Email– this task only pertains to the sales team.

  1. Send email: 02.Event Outreach Add-on Email (This is set to be sent 18 days before the base date (the date of the event itself)).
    1. Make your way to the client page.
    2. Locate the specific workflow for the service the client has. For example: 01.aBKD.Audio Guestbook workflow from the client page on the right side under “Workflows”
    3. After locating the task item, press the “Review” and click on it. There should be an email popping up on your screen.
    4. Ensure that the email is going to the right person and hit send.

Video below depicts the steps stated above.