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OUR SERVICES
- DIGITAL MARKETING
- Branding & Design
SITES
CLICKS
REACH US
SHOP
Cart
My Account

Test Forms

Cancel Client

Cancel Campaign

Recurring Task

Restart Automation

National Addon

Test

LP Request

Change DMS

Calls Automation

Audit Tasks

Ad Spend Calculator

Red Alert

Best Performing Assets

Monthly Offers & Creative

Creative Request

Copy Request

Creative Strategist Form

Tech Request

Onboard Corporate Brand

Onboard Single-Owner Brand

New Corporate Offer

HR Incident Report

Message the CEO

Damage Report

Grocery/Item Request

QC Task Automation

Weekly Stats

Campaign Performance Report

Initial Setup Flow Chart

Brand Onboarding Flow Chart

New Offer Flow Chart

313 N. Birch St. Unit 200
Santa Ana, CA 92701

(949) 299-2344
info@reachagency.co

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©2024 REACH AGENCY, INC. | ALL RIGHTS RESERVED

Cancel Client Form

URL of the Client Record in REACH*

If you selected "Other" above, or want to provide additional info, enter it here:

Cancel Campaign Form

URL of the Campaign Record in REACH*

If you selected "Other" above, or want to provide additional info, enter it here:

Set Up a Recurring Task

URL of the Client Record in REACH If you leave the default URL in this field, the task will be assigned to the "Reach Automation" client.

Assign the Task To: Has to match the First and Last name of the user in REACH exactly!

This will determine the task schedule based on the options selected below.

Date of Next Scheduled Task

Create Task X Days Before it is Due

Task Frequency

If you select one of the "Monthly Options" from the first drop down, you still need to select "Months" in the second drop down. If you select "Months" and the date is after the 28th, the automation will not work correctly once it reaches a month without that date.

Automation Restart

For use ONLY by Tech

FormType:

URL of the Campaign Record in REACH

URL of the Client Record in REACH

Is this a New Client? Yes No

National Addon from Shop

For use ONLY by Tech

URL of the Campaign Record in REACH

Landing Page Request

URL of the Campaign Record in REACH*

Type of LP:

Offer:

Change DMS Form

URL of the Client Record in REACH*

New DMS*

Notes

Call Schedule

URL of the Client Record in REACH

Date and Time of Next Scheduled Call This will determine the call schedule based on the options selected below.

Call Frequency

If you select one of the "Monthly Options" from the first drop down, you still need to select "Months" in the second drop down. If you select "Months" and the date is after the 28th, the automation will not work correctly once it reaches a month without that date.

Monthly Audit Tasks

URL of the Client Record in REACH*

Ad Spend Calculator

Submit

Red Alert

URL of the Campaign Record in REACH

Creative Request Form

When do you need it by?*

Request Details (Link to creative you want used [i.e. images for text overlays], Copy in the text overlay you want, etc.)

Did you send me an email with assets/images? (not required) Yes No

Copy Request Form

Project Type (Select One or More):

Facebook Ads

Google Ads

Revisions / Updates

Other

When do you need it by?*

Did you send me an email with assets/images/offer/information?* Yes No

Meilani’s Strategy Form. Do Not Fill Unless You Are Meilani

URL of the Campaign Record in REACH*

Tech Request

If you don't know who to assign it to, select Josh

Optional: If this is for a specific Campaign or Client, please select the option and paste the appropriate URL below.

URL of the Campaign Record in REACH

URL of the Client Record in REACH

Onboard Corporate Brand

Company Contact (CMO):

Onboard Single-Owner Brand

Company Contact (Owner):

New Brand Offer

Corporate Email Address* Make sure this email address includes the company's primary domain

Company Name*

Basic Offer*

Additional Offer Details:

Start Date*

End Date*

Link to Creative Assets for Offer:

Is This Offer For Google?* Yes No

Is This Offer For Meta?* Yes No

Link to Location Opt In/Out List:

HR Incident Report

If you wish to remain anonymous, leave this field empty and check the box below. Anonymous reports will require further investigation.

I prefer to remain anonymous

Date of Report

Date of Incident

I certify everything in this report is truthful

Anything You'd Like to Say to Andre

Your input is valuable in helping shape processes and company culture. Please use this to communicate anything you'd like directly to the CEO. He is the only person who receives these notes.

If you wish to remain anonymous, leave this field empty and check the box below. Anonymous reports will require further investigation.

I prefer to remain anonymous

Damage Report

Groceries/Items Request Form

Please use this form to request anything for the office! This could be simply for restocking an item or something new!

QC Task Schedule

URL of the Client Record in REACH

Date of Next Scheduled Task This will determine the task schedule based on the options selected below.

Task Frequency

If you select one of the "Monthly Options" from the first drop down, you still need to select "Months" in the second drop down. If you select "Months" and the date is after the 28th, the automation will not work correctly once it reaches a month without that date.

Weekly Departmental Stats

Week Ending: (Verify as Correct)

Department:

Stats:

Stats:

Stats:

Stats:

Stats:

Stats:

What your department is working on^*

Do you need something from the team?

What was completed in your area/wins to share

Any problems in your area that you need advice on?

OUR SERVICES
- DIGITAL MARKETING
- Branding & Design
SITES
CLICKS
REACH US
SHOP
Cart
My Account

OUR SERVICES
- DIGITAL MARKETING
- Branding & Design
SITES
CLICKS
REACH US
SHOP
Cart
My Account