V . Emails Table of Contents

Content Page #A. Upload and Download Files for CheetahMail V:2 – V:5B. Activate or Deactivate SalesForce Emails V:6 – V:8C. Check Usage of SalesForce Emails V: 9 – V:11

Learn more about:

CheetahMail : Emails launched through CM are sent via an outside vendor (the from field is “Staples Advantage”) and deployed directly to a customer’s inbox.

SalesForce : Emails are posted to SF.com and deployed directly from a Sales Rep (ie john.doe@staples.com) to a customer’s inbox. Emails can be personalized.

5A. UPLOAD AND DOWNLOAD FILES TO CHEETAHMAIL

In order to deploy an email through CheetahMail, a Mail File, Creative File & Creative Request Form (CRF) must be uploaded to the CheetahMail FTP Site.

Upload & Download Files for CheetahMail –

#1 – Go to https://tt.cheetahmail.com/ttview and login.

Password: staples-contract Username: yy479egd

#2a – To Upload a File: Click “tocheetah.”

V: 2

Click “Browse” to select your file and then click “Submit” when you have chosen a file.

You will then see a message that your file has been successfully uploaded.

#2b – To Download a File: Click “fromcheetah.”

V: 3

Click the box to the Left of the file you would like to download.

CheetahMail Process:

#1 – Upload Mail Files

o Database team uploads mail(s) file directly to Cheetahmail FTP Site and emails PM when mail file(s) have been uploaded.

o Mail file(s) must be a .txt or .csv (not excel).

#2 – Upload Creative Files

o PM receives final zipped CheetahMail files from the Agency.o PM re-names Creative file(s) using the campaign name/launch date and saves to shared drive.o PM uploads creative file(s) to Cheetahmail FTP Site. (See below)

#3 – Fill out & Upload CRF

o PM uses “DEPLOY IT” form from the IT Form to fill out the CRF for Cheethamailo DEPLOY IT must contain the exact mail file name, should be-named using the campaign name/launch date and saved

on the drive. o PM uploads DEPLOY IT to Cheetahmail FTP Site. (See below)o PM emails Judith Cohen, CheetahMail generic Email (see below for contact info) & Database team to let them know

that all files have been uploaded to the CheetahMail FTP Site.

#4 – Approve Test Email

o CheetahMail team will send “test” email of email 1-3 days prior to deployment for PM to approve.o PM reviews test email, sends to any other approvers and checks that all links work.

V: 4

o If email is not approved, PM emails CheetahMail team & cc Database team to make them aware of any issues. PM should request new test emails.

o If email is approved, PM emails CheetahMail team & Database team to approve email for launch.

Notes -

o Any email updates/date changes should be emailed directly to Database team.o All email campaign files are due to Cheetahmail 7 business days prior to deployment date.o When uploading files, please be sure to indicate StaplesLink or EWay.o If Campaign has multiple versions, please indicate in DEPLOY IT. Please fill out a different DEPLOY IT for EWay & Link

versions of an email.

o CheetahMail Contact Information:o Contacts: Generic Email - team-staples-contract@adm.cheetahmailo Judith Cohen - Jcohen@cheetahmail.como Chaz Tinch- ctinch@cheetahmail.com

5B. ACTIVATE OR DEACTIVATE SALESFORCE EMAILS

V: 5

#1 –Go to https://login.salesforce.com/and login using user name/password.

#2 – Click “Setup” at the top.

#3 – Under “Email” click “Create or edit an email template”

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#4 – Under “Folder” select the folder your email is located in. Then click “edit” on the Left once you have found the email you are looking for.

#5a – To activate an Email: Next to “Available for Use” check the box. Then, click “Save.”

V: 7

#5b – To deactivate an Email: Next to “Available for Use” uncheck the box. Then, click “Save.”

5C. CHECK USAGES OF SALESFORCE.COM EMAILS

V: 8

#1 –Go to https://login.salesforce.com/and login using user name/password.

#2 – Click “Setup” at the top.

#3 – Under “Email” click “Create or edit an email template”

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#4 – Under “Folder” select the folder your email is located in. Then click on the title of email once you have found the one you are looking for.

#5 – Next to “Times Used” you will see the # of times your email has been sent.

V: 10

V: 11