Marketing
With the passing of the Marketing Wizard, where should you begin your marketing journey?
Salesforce, Marketplace, 4-4-4 bundle.
How can you view appointment data as an excel document?
Export reservations/appointments (top right) *bonus pts for knowing the difference*
Within Benefit Manager, how can you download digital brochures for the available benefits?
Go to the main page of the case, scroll down to view Enrollment Period Products, select benefit to view - link to brochure.
Where can someone find a list of FSA/HSA/DCA eligible expenses?
What is the minimum size group to request a custom benefits video for your benefits review site? Where do you order it?
0 – you can now request a custom video for all of your groups!
Salesforce - Marketplace
There is a feature that allows you to be notified when an appointment is scheduled for the same day. Where is this feature located?
Site manager, then “manage notifications”
What is the best way to handle discrepancy reports?
Call your group!
Click the "Search Reservation" button on the top right of the site manager screen.
How can you create a simple and safe QR code for a webpage(site)?
In Google Chrome while on the page that you want to refer to click the three ellipses on the top right, scroll to "Save and Share," click "Create and Share"
What tool would you use to demonstrate to an employer how and where to upload a data file?
Employer Portal Demo(Test) Site.
Where can you create Group Messages to share with the group on your Benefit Review Site?
From site manager, click on “Edit Benefit Review Site.” Scroll midway down the page to “Group Message.” Create a custom message to “Submit for Approval” or choose a message from the “Download the group message examples.”
Within site manager, there is a way to bulk assign appointments to a single rep. How is this done?
View schedule by rep number, then click assign appointments, and finally type the name of the rep.
How do you find the scheduler MACRO?
PA Team channel in Teams. Shared. PA Team Channel folder
Where can you find the amount of additional life insurance available to existing life customers of a group?
Bonus: Show how to get there?
QLIK - Worksite Life Potential
Where can you find a comprehensive overview of all marketing pieces and their applications?
Salesforce - Marketplace - Marketing Guide
Within site manager, how can you change appointment durations from one to another after appointments have already been scheduled (i.e 30 mins to 25 mins)?
You cannot. You must delete any schedules and remake after changing the appointment duration for the entire site (location).
How do you identify which Account Manager last worked with an Incomplete employee in Benefit Manager?
Under the incomplete employee select the audit tab, click the run report button.