Operations

sending out client ad reports each month

Assigned to
Christina Christina Hector Mota, Operations Manager at Medstar Hector M.

Comments & Events

whitney.zelig@gmail.com, Medstar
Here is a video on how to do it. Hector Mota, Operations Manager at Medstar Hector   you will most likely send out reports for Chris & I's clients, and Christina Christina you would send out your client's reports. The reason i don't have hector doing all of them is because I want you to be aware of how your client's campaigns are performing. 

This is a simple copy & paste job from shane's emails you will be doing. If a report looks very bad please contact one of us. 

Next monthly report we do, I will be happy to assist you guys on the first few. 
video:

https://drive.google.com/file/d/1hoLKOD5cyuj-jvR-ahu_7EDu1ipa2Uat/view
Hector Mota, Operations Manager at Medstar
Whitney, 
Good morning. 
When do we start sending out these reports? Is there a list of which clients will be under Christina's domain and which ones will be under ours?
whitney.zelig@gmail.com, Medstar
Yes . I'll get you those soon. All new clients since last week
Christina
Sounds good. whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com   When do I send these reports out / when does Shane get them to us (like 1st of the month)? 

Making sure I understand. Shane emails separate reports for each client to Support@MedStar, so around the 1st(?) we'll see a ton of ad report emails and we grab the ones that belong to our clients - or - there's a master spreadsheet he sends in 1 email? 
whitney.zelig@gmail.com, Medstar
Each month he sends them out on the 1st or 2nd. You will go through and send out the clients that are yours. However, we are trying to eventually figure out a better system for this. and then we mark in the WEEKLY CS spreadsheet whether they got sent or not
Christina
I've got it in my calendar to connect on this again next month <3
whitney.zelig@gmail.com, Medstar u da best
Hector Mota, Operations Manager at Medstar
Who's taking over this now Whit?
Are they back on you?
whitney.zelig@gmail.com, Medstar
support@medstarmedia.com
should be getting those emails. has chris taught you how to do ad reports? If not i'm happy to jump on a call with ya
Hector Mota, Operations Manager at Medstar
Actually, he has not..
Let's do so right away if it means taking some of the workload off of you.
I am going to train Melissa Neil, Medstar Melissa  on Secret Shopping that way she can do that for us. That will allow me some more time for this.. 
Hector Mota, Operations Manager at Medstar
The reports are now sent out by me accordingly so this task can be marked complete. 
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.