• ticket should come in through the Communication request form
  • any type of ticket can be a request to include in the newsletter
  • steps to label and sort these types of requests:
    1. change status to "Advising Newsletter"
    2. make sure the "Group" of the ticket is labeled as "Advisor Training and Development"
    3. tag the ticket "Advising Newsletter"
    4. click "Update"


  • screenshot is pasted into this solution for reference:
  • After newsletter is sent out follow these steps:
    1. change status to "Resolved"
    2. update the "Agent" cell in the ticket
    3. reply to the requester and tell them the date the item will be sent out or that it was sent out on X date
    4. click the Update button (sample screenshot pasted into next section of this solution)