Dotdigital Collaborative Implementation Session for UMG

Dotdigital – UMG Project brief

This is an internal document for the dotmailer UMG Account Manager or Customer Success Manager to use when confirming client’s credits usage. The process manager will use this to complete UMG custom order form.

Please state any additional notes that needs to be added to the service order.

Collaborative Implementation Session

What’s included

• Initial planning call with Implementation Consultancy to confirm session timings and agree on the scope.
• One 2-hour interactive session, covering:
• Welcome and Claim Reminder program build
• Expiration and Reminder program build
• Shopify enrolment trigger setup
• Segment creation for each program
• Testing best practices
• Any additional questions related to the above
• Program builds completed during the session, ready for you to test or set live, provided all required data and assets are available in your account.
• A 30 minute follow up call scheduled 1–2 weeks after the session to address outstanding items or recap the setup.
• Post session documentation (PowerPoint or PDF) including:
• An overview of all programs
• Guidance on copying the programs to other accounts

Things to note

• Anything in addition to or outside of the above will require a rescope and may incur additional costs

Cost: 15 credits