Allocation Timeline Checklist
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Whether you need a refresher or about to process your first Allocation Offering in REthink, listed below is a timeline checklist with items you will need to complete.
Processing Emails:
Timeline: 2 Weeks Before Allocation Processing
- Email Templates Formatted (Intro 1, Offering Season Opens, Closing Reminder, Thank You / Wishlist)
- Send Pre-Processing Email (Intro 1)
Offering Season Setup:
Timeline: 2 Weeks Before Allocation Season Opens
- Fulfillment House Notified (If Required)
- Update product Descriptions, Configure Product SKU’s & Quantity
- Add Verbiage to Allocation Order Screens using Allocation Content Wizard
- Activate Shipping carriers / methods, activate state inclusion and verify it matches ship to states
- Set up Volume Based Compliance Rules (if needed)
- Setup Discounts (if needed)
- Configure Auto-Response Emails
- Setup Offering Season / Customer Tiers
- Add Customers and Products to Tiers
Offering Season Opens:
Timeline: Day of Allocation Season Begins
- Send Offering Season Open Email
Post Allocation Processing 1:
Timeline: 1 Week After Allocation Season Opens
- Add New Signups to Tiers
- Send Offering Season Open Email To Newcomers
- Settle Pending Orders
Post Allocation Processing 2:
Timeline: 2 Weeks After Allocation Season Opens
- Add New Signups to Tiers
- Send Offering Season Open Email To Newcomers
- Settle Pending Orders
Post Allocation Processing 3:
Timeline: 1 Week Before Offering Season Ends
- Add New Signups to Tiers
- Send Offering Season Ending Email
- Settle Pending Orders
Post Allocation Processing 4:
Timeline: End Of Offering Season
- Send Thank You Email
- Process Additional Grant Requests
- Settle Pending Orders
- Run Final Summary Report
We are currently hosting our next Allocation Training session on Thursday, January 15th at 10am. Send an email to training@inertiabev.com to signup for the class.
To view our 2009 Training Schedule, visit the following location: Client Trainings
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