Marketing Policies & Procedures

3. Hector will send you a PDF of the email blast. Send the PDF to Cynthia, Nicholas and Dennis to provide their feedback. They will have 48 hours to provide this feedback. 4. Once you have compiled all the comments and notes, send Hector an email with the changes. Also ask him to begin working on the HTML file so it can be sent to members through the RightNow CRM system. 5. When you have the HTML file, upload it into RightNow by creating a New email.

6. Fill out the Audience & Message Tab completely. a. Use your Cheatsheet for the From and Reply to email address depending on the audience you are sending the email out to. 7. Send the proof to the correct distribution list and allow 48 hours for feedback. 8. Send PDF of eblast to Call Center so they can distribute to the floor at least 48 hours prior to sending to members and train the agents on it. 9. At the end of the 48 hours, schedule the email to go out to the correct member databases. Don’t forget to attach the internal distribution lists to the “Audience” tab so they also receive a copy of the final mailing.

Marketing Policies & Procedures

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