[Make sure company, contact, and deal are created prior to sending samples]

  1. Submit sample request
    1. Instructions here
  2. Navigate to the contact who requested samples
  3. Click ‘Create Email’
  4. Add Subject Line: Your sojo samples have shipped 🚚
  5. In body of email type: #samplesIPM
    1. For reference, snippet is titled: “IPM Sample Request Email”
  6. CC AE on email
  7. Add AE’s first name in specified locations (paragraph 1 and paragraph 4)
  8. Delete highlighted section at top
    1. Double check that formatting in page looks natural
  9. Send away!

Note: If contact replies directly to BDR with questions or anything other than a ‘thank you’ - be sure to reply looping the AE back in.

Ex: “Great question! I’ve CC’d (Kelsey/Diana/Brittni) on this email. She’ll be happy to answer for you.”