Important information for managers in vProMedia. You can manage your client information.
In vProMedia, you have the ability to edit client information and contacts, add files or merge clients.
Summary
Meeting reviewed new client management tools and file attachment capabilities for streamlining advertiser workflows.
Client Management Features
Users can now edit contact details, merge records, and update general client information directly via the settings menu.
Client File Attachments
System updates allow attaching frequently used assets like logos and jingles to appear automatically on relevant request forms.
Details
- Client Management Features: Users can edit and update contact details, merge clients, and adjust client names or general information for approved and existing clients that was not captured during the initial list import. This functionality is accessed through the client section located under settings in the left-hand navigation.
- Client File Attachments: Users can attach frequently used files for advertisers, such as client logos, jingles, backgrounds, and pronunciations. These files are displayed on the request form whenever a client is selected, and further details regarding the process for adding these files are provided in a separate video on Preloaded Client Files.
If you have any questions regarding this process, please feel free to reach out to the vCreative support team by emailing support@vcreativeinc.com or calling 800-605-9889.