This is the SOP for the Send Email: Booked Event: Venue Outreach– this task only pertains to the events team.
This email is meant to be sent (send 7 days before the base date) to client in order to gather information about the venue. Information like if there is a loading procedure, wifi restrictions, and if there are any venue specifics on how to successfully reach it to the set up location on site. Please note: this email should only be sent if we have NEVER been there and do not already have a connection with the venue to assist.
- 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”
- After locating the task item, press the “Review” and click on it. There should be an email popping up on your screen.
- Ensure that the email is going to the right person with the staff member filled in (if applicable) and hit send.
Video below depicts the steps outlined above.