Project requests helps you submit marketing requests to the marketing team, get notified of progress, collaborate to advance work and to consult the status of requests without overwhelming the marketing team with emails.
Here’s a typical workflow:
Step1: You use your browser, to go the marketing request system, selects a request type, enter the required information, and submit the request.
Step2: *Optional* A pre-approver receives an email that a request is waiting for his pre-approval, clicks on the link and is redirected to the marketing request system to review/validate the request and clicks on the approve button to approve the request.
Step3: Agent receives the request in a structure way in the production module. He validates the information, assigns a responsible, and processes the request through a customizable workflow.
At any time, you can use the marketing request system to consult the status of the request.
When the request is complete, you can download the files for printing or delivery (if applicable).
Key roles and activities
Most of the information in these documents focuses on 2 roles: Clients and Pre-approvers. Let’s see what they can do: