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Pine Park WOVN Onboarding Doc
Welcome to Onboarding!
Process Overview
Brand Info
Quick Guide
FILIGREEN TO DO LIST
FAQ
Working Pieces
Marketing
More
Share
Explore

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FILIGREEN TO DO LIST

This is the internal checklist for onboarding. It is hidden from the brand, so feel free to check things off as you go through the process!

Before you send to the brand

Duplicate this coda doc (Only Doc Writers have this ability)
Instructions
Go to the top left of this window where it says “TEMPLATE: BRAND Onboarding”. Hover your mouse to the right of the doc title.
Click on the three dots that show up.
Click Copy Doc
Rename coda doc with the actual brand name so it looks like “Biscotti Onboarding”
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@Tal McGowan
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: Adjust the timelines on
Onboarding Timeline Table
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to reflect what was sent to the brand
Create Brand’s Dropbox folder in
Brand Assets
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. Title Folder “BRANDNAME Assets”
ex. Biscotti Assets
Share folder and copy the link
Create File Request for your new Brand Asset folder
(click for walkthrough video)
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Add Dropbox link to Coda
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Brand Info
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: White Label button
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Brand Info
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: Brand Assets button
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Brand To-Do List
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#4
Duplicate
Product Onboarding Sheet
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Rename Sheet with brand name “BRANDNAME Onboarding: New Product Sheet”
ex. Biscotti Onboarding: New Product Sheet
This sheet is ONLY for retail-ready products. If brand has bulk products, they will need to be onboarded separately.
Add Product Onboarding Sheet link to
Brand To-Do List
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#3 ADD PRODUCT INFO
On
Quick Guide
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Your Account Service Rep
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, hide the columns with the ASRs who are not assigned to the brand. If no ASR has been assigned yet, hide all columns.
(click for walkthrough video)
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Instructions
Select unwanted columns by clicking the top of the column
Right Click on the top of the selected column
Click Hide
Reconfirm locking for each page
Welcome
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Image 2020-11-24 at 4.42.21 PM.jpg
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Process Overview
Delete Comments in Process Overview
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Image 2020-11-24 at 4.42.36 PM.jpg
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Brand Info
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Image 2020-11-24 at 4.42.46 PM.jpg
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Quick Guide
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Image 2020-11-24 at 4.42.54 PM.jpg
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Marketing and all the subpages
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Image 2020-12-14 at 11.28.35 AM.jpg
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Publish Page
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Click here to watch walkthrough video
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Share>Anyone with Internet link>can edit
Publish>Doc Interaction>Edit
Copy link
Double check link works and page is fully accessible
In Chrome, go to File and open an incogneto window. Paste the link and check out the page.
Double check all pages to ensure all comments are deleted
Email Coda page link to brand

After you send to the brand

Check tasks off
Onboarding Timeline Table
⁠
as the brand completes them

For Isaiah / Data Entry

Feel free to add or change any tasks below so it matches your workflow.
Your tables can be found in
Working Pieces
⁠
under Reference Tables.
copy paste brand values from
Brand Info
⁠
into salesforce
copy paste retail values from
Retailer Line Cards - Working
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into salesforce
copy paste product values from Brand’s New Product Sheet google sheet into salesforce
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Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
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) instead.