[Make sure company, contact, and deal are created prior to sending samples]
- Submit sample request
- Instructions here
- Navigate to the contact who requested samples
- Click ‘Create Email’
- Add Subject Line: Your sojo samples have shipped 🚚
- In body of email type: #samplesIPM
- For reference, snippet is titled: “IPM Sample Request Email”
- CC AE on email
- Add AE’s first name in specified locations (paragraph 1 and paragraph 4)
- Delete highlighted section at top
- Double check that formatting in page looks natural
- 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.”