We’re all looking to save time (and headaches) wherever possible. “Automation” is a buzzword for this very reason – and in 2020, it’s predicted to take off more than ever, relegating “commodity” tasks to computers?so humans have time to tackle complex challenges.?Adpoint?is no exception to this trend, and Lineup’s?Workflow plugin?is designed to free up your team from tedious administrative tasks so you can chase revenue opportunities instead of day-to-day problems.??
What can?Adpoint?Workflow do for your organization? The possibilities are endless; Workflow can be customized to suit your needs and follow your policies. But to give you an idea, here are ten tasks that customers commonly automate using?Adpoint?Workflow:??
Automate copy chasing
Automate copy chasing, so orders never fall through the cracks. Never wonder if your “friendly reminder” email is lost in the shuffle again –?Adpoint?notifications will remind the correct person when you need approved copy. Keep reminders out of your calendar and rely on automation to keep your team on track!?
Perform QA & compliance checks
Quality assurance and compliance checks?can run in the background based on your pre-defined criteria.? Not only does this save time, it reduces human error overall.?Whether this is set up as a replacement for your human QA or an enhancement to it,?Adpoint?Workflow is a great tool for catching small mistakes that are easily missed by human eyes.?
Escalate case disputes automatically?
Escalate case disputes automatically?instead?of manually monitoring the comments. With?Adpoint?Workflow, cases are sent to the correct person directly, cutting customer wait times and your team’s frustration significantly.?
Keep track of material statuses
Track material statuses in real-time?so you never have to manually look them up. Set up notifications for when ads are pushed to the ad server and once campaigns start delivering, and trust that they are accurate.??
Automate production & inventory approvals
Receive?automatic inventory and production approvals, because Workflow can automatically approve?orders?based on your pre-defined rules. This helps ensure policies are followed uniformly throughout your organization, without forcing you to rely on human approvals.??
Monitor over-sells in the background?
Monitor over-sells?so you can make smarter sales decisions.?If?your?sales?team?consistently?over-sell a certain section of?your?website,?Adpoint?Workflow?will?automatically?send offending orders?back to the planning team?or?sales coordinators.??
Automatically adjust order formats
Adjust order formats automatically per channel.?This allows a single multi-channel, multi-ad order to be distributed to different delivery systems?and collect?the correct data simultaneously. For example, if you have a Google Ads campaign running, Workflow?will call a form to fit. Sales reps won’t have to memorize the steps for each unique user journey if?Adpoint?Workflow rules are running in the background.??
Receive correct creative collection forms
Recall correct creative collection forms,?so you don’t have to remember them or look them up?Based on the?type of advertising sold,?you’ll have?access to?the correct?creative collection form?options, so you never have to worry about missing a field or gathering unnecessary data points for an order.?
Lock ads from unauthorized revisions
“Smart lock” ads from revisions,?so your entire record is auditable. Set rules for your organization about who can edit an order and when, so that you can trust your records without complicated policies for your team to memorize.??
Create workflows specific to each sales journey
Customize workflow criteria per each kind of sales journey.?Selling and managing large, multi-channel, months-long campaigns is very different from selling small local campaigns.? Offering the same sales profile (opportunity structure) in both situations will cause one of your sales reps to become lost in the process, because the profile will either be too simple or too complicated.?Adpoint?Workflow will automatically evaluate the information on the opportunity shell or customer profile and provide a different journey appropriate to the type of sell you are trying to make.?
Want to learn more about automating these tasks and more with?Adpoint?Workflow??Whether you’re interested in getting started or modifying your Workflow setup, we can help.?Contact your account manager directly or reach our team?via the website.??
