Da front to back

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Da front to back

  1. 1. VMR DA New Contract<br />‘VMR Assignment’ Through ‘Welcome Call Recap’<br />DA Contracts<br />VMR closes when call is done<br />BZ CT<br />(w/in 24-48 hours)<br />VMR creates Task for scheduled Welcome Call<br />VMR closes Task by changing Status to Completed<br />VMR receives a case alert via Salesforce (email)<br />Contract received via email<br />Contract may not be rollcalled<br />NO CDF<br />VMR sets up Salesforce:<br /><ul><li>Account/Contract
  2. 2. Contact</li></ul>VMR sends out Welcome Call email <br />(CC SALES)<br />VMR sends recap email<br />(Client, cc Ford & Sales as applicable)<br />24/48<br />Contract saved to ct_bz shared drive (DA Contracts folder)<br />VMR performs Discovery<br />VMR closes case<br />INITIAL PROJECT<br />(Set Up)<br />VMR contacts client to schedule welcome Call<br />Salesforce case created for VMR assignment<br />WELCOME CALL<br />24/48<br />Initial Project Creation<br />Successful?<br />Yes<br />Successful?<br />VMR DA New Contract<br />Comments to be appended and dated (not replaced)<br />No<br />No<br />VMR logs each call attempt <br />(Contract) <br />VMR changes Status to Deferred (w/ Comments)<br />Due Date: New Call Date or one week (when dt not rescheduled)<br />
  3. 3. ‘Initial Project Creation’ (A)<br />Thomas receives automated email for project assignment<br />Initial Project Creation<br />Analyst: {Select Analyst}<br />Analyst Stage: Setups Requested<br />Update Contract for CDF<br />VMR creates new project from Contract screen<br />Analyst receives an automated email for project assignment<br />Set Up Project Steps<br />Project Name: DA SetUp<br />Project Type: Digital Advertising (soon to be Digital Advertising – SetUp)*<br />Project Due Date: Two weeks from the Create Date*<br />Project Stage: Assign & Monitor<br />Analyst: Thomas Morelli<br />Analyst Stage: Identify Analyst<br />Setups Due: Dependent upon Element<br />Total Actual Spend: $0 (this is for setups only)<br />Total Budget (as per contract minus maintenance fee)<br />Complete each inclusive element section (including “Required” check box for each applicable element<br />Add Microsite and Website*<br />Add box for “Analyst Acknowledgment”*<br />Analyst reviews case w/in 48 hrs<br />(Check “Analyst Acknowledgement” check box)*<br />Should creative be attached to project?<br /><ul><li>DISPLAY PROOFS
  4. 4. SEM ADWORDS
  5. 5. MICROSITE DESIGN</li></ul>B1<br />Analyst updates completed element status to“Sent to VMR”* <br />Initial Project Creation<br />B<br />
  6. 6. ‘Initial Project Creation’ (B)<br />Initial Project Creation<br />B<br />Analyst updates element stage(s) to Live or Flighted*<br />VMR sends creative, etc to client<br />VMR updates element stage to Dealer Approved*<br />VMR updates applicable element stages to “Awaiting Approval”<br />VMR attaches dealer approval for each element to project<br />Project auto-updates to Complete<br />Approved?<br />Yes<br />Analyst receives automated email alerting them of Approval*<br />VMR and Analyst receive auto-update of Completed status<br />No<br />VMR updates Project for changes (Comments)<br />Analyst flights campaign<br />VMR creates first recurring campaign??<br />(Can SF auto-generate?)*<br />VMR updates element stage to Processing Request Changes<br />Recurring Project<br />B1<br />
  7. 7. ‘Recurring Campaign’<br />For Recurring Revenue reporting only<br />Recurring Campaign<br />

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