Dailies Process Guide

Running the Daily Report: Enter eFiling and select the appropriate brand – 1st / Rapid / Quality Hover over Reports > Services, then click “Renewal Vs Purchase Enter the previous day’s date in both the “Date Range” & “To” fields.  If running the report on a Monday, enter the date range to cover the previous Friday, Saturday & Sunday.  “Type” field should be selected as “New Services” while “Includes” field should remain set to “All”. Hit “Go”. Once the report has concluded, download as a CSV (Excel) document.   Adjusting the Report in Excel: Remove the top row which includes only headings. Remove Columns A-D and allow sheet to readjust. Now Remove the new column B and allow the sheet to readjust. Now Remove Columns C-L and allow the sheet to readjust. Finally, remove columns D-F. You should now be left with three columns containing the customer’s email address, first name, and Company Name. Highlight all 3 columns and select:  Data > Remove Duplicates.   Preparing Spreadsheet: Open the correct brand spreadsheet in Excel Online (links will be provided). Copy the remaining data from your Excel Sheet into the bottom of the spreadsheet.   Verifying Orders: Copy and Paste the first company’s name into eFiling (make sure you still have the correct Brand selected). View separate document “Verifying Company Orders (Paused & Dailies) to determine what is required at this stage. Once you have determined what is required, fill in the sheet accordingly. Include the names of those shareholders/customers who require ID Do this for every company on the list. Filter today’s list by Column F (ID Required).  This will arrange the list to have all the Nos and Yes’ together.     Issuing BIQ Only Campaigns: For all “No”s, bring up the company profile in the CRM. Edit profile to indicate “BIQ Required”. Launch Campaign to request BIQ. – To do this, tick the box to the left of the customer’s name (the one with an email address listed); then click “more” on the right-hand side; click Add to Campaign; then search for the Dailies BIQ Only campaign for the appropriate brand, and click “Add to Campaign”. This will send an initial email requesting the BIQ information, as well as scheduling 9 further reminder emails which will continue to be sent until the campaign is stopped.   Issuing ID Campaigns: For all “Yes’s”, bring up the company profile in the CRM. Edit profile to indicate “BIQ Required” + names of individuals for whom ID/POA needs to be requested. Launch Campaign to request ID & BIQ using same steps as for BIQ Only Campaigns. This will send an initial email requesting the ID & BIQ information, as well as scheduling 9 further reminder emails which will continue to be sent until the campaign is stopped. Open brand-relevant Credas account and issue individual invitations for each person who is required to provide ID.  This should be done a few minutes after campaign is issued, to ensure email arrives prior to Credas invitation.   Saving documents & Updating CRM: All documents should be saved to the CRM by dragging and dropping them into the documents section at the bottom of the company’s CRM profile page. The “contacts” section should then be updated to reflect receipt of POI & POA for individual officers by ticking the corresponding boxes.  Initially, only the customer will be present, and so other officers will need to be added in manually by using the “Add” button, and inputting first name and surname. Accepted BIQs should be noted by using the “Edit” button at the top right of the page, and selecting “yes” next to “BIQ on File”. The above is in addition to leaving the normal notes on the company’s Efiling overview page.   Ending Campaigns: Once all documentation has been received for a company: First ensure all documents have been saved and details updated. Stop the Reminder Campaign.  To do this, scroll to the campaign section of the company’s CRM profile, and select (by ticking the box to the left of each) all reminder emails from the relevant campaign only, which still show status as “queued”.  Then click delete, to delete these reminders. All tickets with status “mailed” or clickthrough” should be left for our records.   Housekeeping:   Once all the above are complete, remember to make one final review of the order on both the CRM and Efiling to check for errors or omissions.  In particular, ensure that any services on Efiling which are still paused are immediately activated.