DRIVE Admin

All Functions Require User to be Logged In Agency Admin

Create Staff Account (for learning/practice/training)

Use your own name if different name not required

Delete Subaccount

Create Email Signature for DRIVE/Gmail

Non SaaS Client Account Creation

Go to Non SaaS Creation

Access and convert NLID Pixel Codes

1. Access NLID Pixel Creation

Access AirTable Client List

Deploy Snapshot

Populate Existing Blank Subaccount

Nuke Subaccount Assets

If it's not on the list, it has to be deleted manually.

Create New Campaign Shell

Must be 3-6 consecutive alphanumeric and numeric characters. Ex: "ABC", "123". Not: "AB-C D" or "The Best Campaign"
Select Campaign Type. This determines the fields that will be created.
A full detailed description of the campaign. This will be used by the AI when communicating to contacts and speaking about the event. This should include: 1. Who is this campaign for (target audience), 2. What type of campaign it is (webinar, seminar, whitepaper download, etc.), the topic of the campaign (short 3-7 words), and the value proposition (what will be learned or gained? What does someone get out of saying "yes" to this offer?)
This will create fields to display the speaker's name, image, licenses, and contact information on the landing page.
This will create fields to list a registration phone number, or allow the phone number to be removed, from registration pages.
This will create Meal Choice custom fields for a primary and guest.

BLP - Invite Agent

Invite Client to DRIVE

Provide details on their interest, pain points, needs, or anything of note in the sales process that will help onboarding and account management set them up for success.

Resend Onboarding Form

To prevent accidentally changing account information by sending this to the wrong person for the wrong account, the Person You Are Sending This To Must Already Be A User On The Account.

If this email is not already a user on the account, go add them first.