WarmlyYours
WarmlyYours.com
P:+1 (800) 875-5285
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info@warmlyyours.com
F: +1 (800) 408-1100

Mailings to Customers

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Mailings to Customers Contents by mailing type and additional processes informationMLHOMMLPROMLBGMLTRSMLCUST

ETA for all mailing types: 3 business days max.


MLHOM (mailing to Homeowners)

Assign. to: Accounting Rep

  • Pro Catalog
  • Account Manager Business Card


MLPRO (mailing to Professionals)

Assign. to: Accounting Rep

  • Pro Catalog
  • Account Manager Business Card


MLBG (mailing to new Buying Group associates)

Assign. to: Allie (backups: Nia-Shea, Victoria)

  • Custom Cover Letter
  • Pro Catalog
  • Towel Warmers/Radiant Panels Catalog
  • Floor Heating Kit Take One brochure
  • Pricing sheets
  • Copy of the forms of all our new dealer programs (Personal Use Discount, SPIFF, Promotion, and more coming -- model home, webinar, personal use)
  • Account Manager Business Card

G Drive folder


MLTRS (mailing to TradeShow leads)

Assign. to: Allie (backups: Nia-Shea, Victoria)

  • Custom TBD after TradeShow (Victoria and Elodie to coordinate)
  • Respective Account Manager Business Card


MLCUST

Assign. to: Accounting Rep

  • Custom content (determined by sales rep)
  • Respective Account Manager Business Card

-> LOCAL SALES MLCUST

Content: https://drive.google.com/open?id=0Bzd0siMP3INnUW5O...


When there is no address where to send the mail to:

-> Accounting/Marketing will reassign the activity to the rep who processed the request stating the reason for it: no address, or order needs to be created instead of mailing

-> Rep will either get the address and reassign it back to accounting/marketing, or cancel it if no address could be obtained/if order was created instead

Returned Mailings:

-> Hand returned mailings down to Allie. Allie to coordinate with Jen on calling those customers and confirming their addresses so we can re-send the mailing and keep the database updated with customers’ information.

Written by Alessandra Perez
Posted on
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