This is an additional channel to activate alongside email campaigns. It helps increase touchpoints, build reassurance, and showcase the solution.

It is important to keep in mind 

• That the registration process is facilitated by importing quality data into the store manager.

A user can be invited:

• From the store manager on Placeloop
• From a personalized email via an external email router
• By a field person, for example, the sales force

How to involve the field?

It is much more effective to initially contact the establishments via email.

And it is more useful to allocate the time of your field teams to deliver the right message and highlight the initiative.

When activating the field, we recommend starting with short lists of target establishments.

It is better to establish a culture of collaboration between marketing and the field, with recurring small targeted actions.

Method

Using the client reference number

• The first login can be done directly from the login page.

• Representatives can inform each establishment about its existence.

• They will instruct each establishment to use its client reference (and where to find it, e.g., on their invoices).

Using the invitation code

• Just build the invitation links as if you were planning to send them via your email marketing platform.
• Provide each representative with the relevant references and invitation links.
• It is then up to the representative to share the link with each establishment.