Sales team! Need to send a final spot or other files to your client? You can send an email in vPPO!
In vPPO, it's easy to send your client an email! You can include any files attached to the production order for that client and even customize your message.
Summary
Presentation detailed client email procedures and final file delivery for order fulfillment via standardized help desk support.
Client Email Process
Client email workflows involve entering addresses during order creation and utilizing the send email option within the files column.
File Delivery Finalization
Users must select specific files for delivery and customize the message content prior to clicking the final send button.
Help Desk Resources
Technical support for email procedures remains available through the help desk at 800-605-9889.
Details
- Procedure for Sending Client Emails: the presentation outlined the process for sending an email to a client, which begins by entering the client's email address into the "email to" field when creating an order. After submitting the order and attaching the necessary items, the user should navigate to the files column on the outside of the order and select the "send email" option.
- Finalizing and Sending Files: To complete the email delivery, the user must choose the specific file to be sent, such as the final spot, customize the email as needed, and click the send button.