This procedure describes how to process a client’s ad submission through AdChief.
Check Client’s ad submission
- The Active Campaign Funnel will send a notification when a client opens the ad submission form. To access the form go to: https://docs.google.com/spreadsheets/d/1eSL-Nqpbrg8YrhV8b2cNWzK0Qp223sqCClZaRdQW8ok/edit#gid=605474571
Notify Client – Log in to Teamwork Desk
- Log in to Teamwork Desk
- Click on Tickets
- Then click on New Ticket
Teamwork Desk – Notify Client
- Select Source as Email
- Select Type as Unspecified
- Type in client’s email and name
- Type the body of the email
- Select Status as Waiting on Customer
- Assign ticket to “Me”
- Switch Notify Customer to on
- Click on Add Ticket.
Assign Ticket
- Find the email you just sent
- Click on Note and type in the details of the ad into Note, include the line number of the ad in the Ad Submission form.
- Assign the ticket to correct team member (Uday)
- Click Add Note