Objective
This SOP outlines the steps to create and share a custom link for seamless client communication, enhancing the client experience.
Key Steps
Step 1: Access the Link Creation Tool 0:13
Begin by accessing the link creation tool.
Ensure you are logged in to the appropriate platform.
Step 2: Create a Custom Link 0:26
Click on the option to create a new custom link.
Enter a creative name for the link that is relevant to the client or project.
Step 3: Copy the Custom Link 0:45
Once the link is generated, copy the short version of the link.
This link can be used in various communication formats.
Step 4: Share the Link via Email 1:01
Open your email client (e.g., Gmail).
Create a new email addressed to the client.
Include a subject line (e.g., 'Custom Link Demo').
Paste the custom link into the email body along with any relevant details.
Step 5: Share the Link via Text Message 2:08
Open your messaging app.
Compose a new message to the client.
Paste the custom link and send it.
Step 6: Verify Link Functionality 2:28
Check your inbox to confirm the link was sent successfully.
Click on the link to ensure it directs to the correct portal.
Step 7: Utilize the Link in Other Formats 2:40
Consider printing the link on flyers or including it in templates for future emails.
Cautionary Notes
Ensure the custom link is tested before sending to clients to avoid any issues.
Double-check the recipient's email address or phone number to ensure the link reaches the correct client.
Tips for Efficiency
Use templates for emails that include the custom link to save time.
Keep a list of frequently used custom links for easy access.