When You Receive An Email+ Signup Notification
After a member signs up for Email+, the help desk will receive an email from Travel Quest Network with the subject line New WorldVia Marketing Suite: Email+ Sign Up Notification. The email will include the following:
- First Name
- Last Name
- Email Address
- Agency Name
If the Agency Name does not appear in the email, you will need to pull it from the member’s contact record in FreshDesk. If FreshDesk also does not have the Agency Name, name the subaccount the member’s first and last name (ex. Jane Smith).
Once you have all this information, log into Email+, then click Users in the top navigation.
Search to see if the member has an existing account. If they do, you will be able to see the email address associated with the user, their users first name, last name, role, subaccount count, and last login.
If The Member Has an Account and Has Logged in Previously
If the user has an account and has logged in previously, send them the following canned message: Existing Email+ Account
If The Member Has an Account, But Never Logged In
If the user has never logged in their last login will say Pending Invitation Acceptance. Click the arrow to the right side of their name and click Send password reset email.
Then send the member this canned message: Existing Email+ Account But Never Logged In
If there is no record of the member having an account, click Subaccounts from the top navigation. Then search for the member’s agency name.
If there is an existing account, you will you see the Account Name, Status, and Created date.
If A Subaccount Already Exists
If this is an associate advisor, please email the lead and ask the lead wether they approve the associate being added to their main account or if the associate should get their own account.
If own account, create a new subaccount followed by a number (ex: Storybook Trips2)
Members are only allowed one Email+ account per domain. If there is an existing account, click the arrow to the right side and select View subaccount.
This will take you to the subaccount. Then click Subaccount settings in the top right corner and select Users to see which users are tied to the subaccount.
Then send the member this canned message through FreshDesk: Existing Email+ Subaccount
Creating a New Subaccount + Adding a User
If the member does not have an existing user account or subaccount, click Subaccounts in the top navigation. Then click Create a new subaccount.
This will open a popup. Enter the Agency Name as the Subaccount name, and double check the account is set to Active and we are set as the Parent account. Then click Save.
Click Users from the top navigation, then click Add a user. Enter the member’s email address, First name, and Last name. Change the role to Administrator. Then click Assign subaccount.
Check the box next to the correct subaccount, then click Save.
Then send the member this canned message through FreshDesk: Your Email+ Account Is Ready
When the email invitation from Email+ goes to a members spam folder, the link to finish setting up the account does not always work. Resending them the invite (as described in If the Member Has an Account, But Never Logged In) normally works.
If you see that the agent already has an active account with this supplier, send the canned response titled: Agent Already Exists