What to Expect: Samples Training

Last Updated: Jun 08, 2017 08:34PM BST

Samples On-boarding Process

Prepare for the on-boarding process.

Initial Implementation Meeting (30/45 minutes)

This meeting will serve as an introduction in which we will review how to enter your current information into the system. In this meeting we will cover the following:

  • How to fill out the Contacts Excel template (to enter your contacts database into the system).

  • How to fill out the Samples Excel template (to enter your sample data into the system).

  • The New Client Implementation Form (to help us build your site).

Basic Samples Training (1-2 hours)

This meeting will take place after you have completed your Excel templates and will cover the basic functionalities of the system, including:

  • Contact database management (how to add to, edit, search, and manage your Contacts database)

  • Using our mail merge to send personalized emails through the system

  • Sample database management

  • Send outs

  • Returns

  • Importing large lists of contacts and samples

  • Basic reporting on sample and delivery history and inventory status


Please come prepared with:

  • Both Excel templates pre-approved by your Client Relations Account Manager

  • 1 delivery to be sent out on the day of the training

Advanced Samples Training (1-1 1/2 hours)

This meeting will take place after you feel comfortable with the basic functionalities and will cover the more advanced features of the system, including:

  • Planning for future send outs using our Request and Reservation tools

  • Creating and sending Look books through the system

  • Entering press hits into the system and creating press books

  • Managing and fulfilling credit requests

  • Reports on invoices, requests, credits, and press hits


Please come prepared with:

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