User:Natashia~mediawikiwiki

Xing Newsletter Enrollment: Web Form requests routed to Ops Last updated: by Rhea, 1/23/08

Field Format: (as indicated on Web Form) First Name Last Name Title Company Email Address line 1 Address line 2 City State/Province Postal Code Country Phone

Procedure:  (within DB Xinet Person Form)

Search Xinet Person for the person’s Company name, allowing for variants. (Make sure to respect existing entries in Company menu so as not to create duplicates or make confusing entries.)  Also do a look-up in Person by their Last Name, to see if they pop-up at another company than the one they are at now.

Do we have this Person in our database already, under the company name they’ve specified? If so, update existing Person record with new details (email & title, especially).

last names in the Last Name field.
 * OF NOTE: In cases where the customer has more than one surname, put both

If the person is now indicating a different address/physical location than what we have for them, do further research before making a change to their Person record. (Look online, for example: the company may have moved & we’d want to update all known contacts with the new correct address.) If it’s not clear, put notes about your research in the Ops record and we’ll take a closer look....

If we do not have this Person in our database, do we have another contact at the same company physical location? If so, do a ‘Copy to Submit’ from one of the other Person record(s) to preserve main address data and LeadID for that company, if entered. Update this new Person with the new details from the web form.

If we have the exact Person in our DB but at a new company that what they are specifying, we’ll want to update their existing record as ‘inactive’ and make a new Person record for them at their new location. There may be other areas that may need to be updated throughout the database (like if the Person was the main EU for a SN at their old company, we’ll need to find a new contact at that company to pull in as EU for the License since the main contact’s left). Ask about this, when this situation occurs.

Is the Company brand new to us? (i.e., we don’t have their company or any variant in the Person form at all). If so, we want to make a Lead for the site so our salespeople can get in touch and follow-up. Go ahead and make the new Person record, too, at this point, using the “New Request” tool.

For all Person records entered or updated in this process:

— Ensure “Gets FP EU Newsletter” is set to yes.

— Add note in Person Notes field, something like: “Adding this person to our mailing list for Xing, based on a request via our online WebForm.” Can also copy form data into the Notes if you want to cover all bases!

—Be sure to correct any typos or incorrect spelling that the person’s made on the Form. Also follow our normal conventions (use standard lower-case/upper-case vs. all caps, standardize company name to what’s in our menu, add the right Department if you can discern it from the Title, etc.)

— Contact Type = choose “End User” unless it’s clear that the person is a consultant or reseller/integrator

— If something the person’s listing via the Form data seems to conflict with what we have in our database, tag the info for further review so we can resolve it.

Any questions at any point, just ask! :) --