Below you can find the basic protocol, procedures and best practices to maximize the effectiveness of the marketing department which will allow us to serve you better.
Ticketing Best Practices & Tips!
- Any and All Marketing requests are made by emailing marketing@jetdirectmortgage.com – this will generate a ticket which will allow for collaboration, status updates and most importantly, ensure that your request does not fall through the cracks.
- Keep your requests to the marketing department – The ticketing system was created as an efficient method of requesting, logging, and prioritizing projects through the marketing department – so please refrain from CCing multiple parties. If you need permission or wish to discuss the details of your project with anyone outside of the marketing department, please do so prior to making your request.
- Tickets must come from a Jet Email – We do not accept emails from external emails other than approved B2B partners.
- Include as much detail as possible – The subject of your email will be the title of the ticket, so a general description of what you’d like is the best way to go. The body of the email is the “meat” of the request – sizes, specs, formats, content, deadline dates and any other detail.
Good Ticket Example (subject line allows marketing department to easily identify request – body gives well thought out, coherent insight into request)
- Subject: 1313 Mockingbird Lane - Open House flyer request
Body: Good morning,
Could you create an flyer for me and my realtor for an open house this weekend?
The house is 1313 Mockingbird Lane, Anytown NY and the MLS# is 34343
My realtor is Johnny Sales with Century 21 Generic and his phone number is 555-867-5309 – his headshot is attached
Bad Ticket Examples (subject line says nothing of request type – body gives no info on project or requests multiple projects);
- Subject: Hey Frank
Body: See me / Call me when you get a chance - Subject: Marketing
Body: I need flyers and brochures
- Do not email your request to an individual – while it may seem more direct, it really isn’t, and greatly increases the chances for your request to slip through the cracks. A ticket triggers a notification to all involved parties.
- Email each request individually - Different requests means different emails. (Start a new Email) Each request has its own title in our system, so your 2nd request has a huge chance of slipping through the cracks if it's bundled in with another request.
- Do not make a new request by replying to an old email chain - Start a brand new email. Old tickets go to the closed pipeline – tickets are tied to specific email threads, so if that issue is closed, it’s no longer visible on our dashboard.
Appropriate Ticketing Pipelines
The right channel for the right request - Although we will transfer tickets to the appropriate ticket pipeline, initially sending your request to the appropriate ticket pipeline will increase your request turn time.
Requests that go to marketing@jetdirectmortgage.com
- Requests for custom marketing collateral (Flyers, brochures, doorhangers...)
- Website support
- Help with intranet
- Support with HubSpot
- Ordering of promo items
- Help with social media