Onboarding Timeline

Item # To From CC Template Link Key Points Attachments Timing
1 Reps Brand
(internal communication from platform)
rep-support@promoboxx.com Brand > Rep Email Intro program, promote webinar,
create excitement
Launch sheet, Retailer one pager 10-14 days prior rep webinar
2 Retailers Brand 
(internal from platform)
support@promoboxx.com Brand > Retailer Email Intro program, promote webinar, 
create excitment
Retailer one pager 10-14 days prior retailer webinar
3 Reps Brand 
(internal from inbox)
rep-support@promoboxx.com Login info, how to access reporting, launch date reminder, enrollment info Launch sheet, Retailer one pager 7-10 days prior to launch
4* Retailers Promoboxx Platform N/A Enrollment invitation Invites retailers to platform; can access Content Discovery campaigns




Launch Day
5* Retailers Promoboxx Platform N/A Campaign invitation Links directly to campaign Launch Day
6 Reps Brand 
(internal from inbox)
rep-support@promoboxx.com




Rep Launch Notification Notification-program is live; promote enrollment reminder, check reporting, list content available Retailer one pager Launch Day
7 Retailers Brand 
(internal from platform)
support@promoboxx.com Enrollment reminder Reminder of the importance of the program, support channels Retailer one pager 1x/ quarter moving forward






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