...
This training article is designed for end users (loan officers, account executives, and other sales team members) who are sending content to clients.
See the Content Library: Creating l Editing Content article for administrator features.
...
Click the Send icon.
Complete the 5-Step Task Approval Process that is initiated. It includes the following steps:
Step 1: What do you want to send?
Step 2: Who is your audience?
Step 3: Who is this to/from?
Step 4: Let’s schedule it!
Step 5: Review and submit.
Step 1: What do you want to send?
...
This step automatically loads a screen displaying a list of applications assigned to you. This list includes essential details that can be filtered to narrow down the population of clients to send the content to. The details include:
The application name or Partner partner name
Creation date
Status
The campaign to which the application belongs
The last activity taken on the application
The current population total who will receive the content (This is included next to the step rather than the list of applications.)
...
| Note |
|---|
The information that auto-populates in the Audience section is subject to the settings in your User Preferences. The Customer Type default setting controls the audience results.
|
Step 3: Who is this to/from?
...
This step allows you to review the content and delivery schedule and submit it. The template name, audience size, action type (e.g., email), and scheduled date and time are on this screen. If everything is accurate, you can add any necessary notes or click Send to complete the setup for sending the content. If you need approval before sending it, you can submit it for review and wait for the approval. Once approved, the content will be automatically delivered to the selected recipients at the scheduled time and date.
Depending on your permissions:
...
Select Send Schedule to send the content for delivery.
...
If you are a Task Self-Approver, you will see the Sendbutton. Click the Send button to send the task. If no edits are made to the content, the task is approved automatically. If any edits are made to the content, the task must be approved by a Task Approver.
If you are not a Task Self-Approver or you have made edits to the content, you will see the Submit for Approval button. Click the Submit for Approval button to send the task through the task approval process.
...
More About the Content Library
...