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This document is used to set up or change a marketer group with FortisBC, allowing companies to enroll eligible customers under specific terms and pricing.
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How to fill out marketer group setupchange
How to fill out Marketer group setup/change
01
Log in to the marketing platform.
02
Navigate to the 'Group Setup/Change' section.
03
Select 'Create New Group' or 'Edit Existing Group' as needed.
04
Enter the name of the marketer group in the designated field.
05
Add members to the group by searching or selecting from the user list.
06
Assign permissions for the group according to their roles.
07
Review the details to ensure all information is correct.
08
Click 'Save' or 'Submit' to finalize the setup/change.
Who needs Marketer group setup/change?
01
Marketing team members who require access to specific tools and resources.
02
Managers who need oversight of group activities and responsibilities.
03
New team members who need to be added to the marketing platform.
04
Existing members who require changes to their access or responsibilities.
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What is Marketer group setup/change?
Marketer group setup/change refers to the process of establishing or modifying a group of marketers for the purpose of managing marketing operations, strategies, and resource allocation within an organization.
Who is required to file Marketer group setup/change?
Typically, marketing managers, marketing teams, or administrative personnel responsible for overseeing marketing operations are required to file the Marketer group setup/change.
How to fill out Marketer group setup/change?
To fill out the Marketer group setup/change, one must complete a designated form that includes details of the group, such as group name, members, roles, and any specific changes being made to the existing setup.
What is the purpose of Marketer group setup/change?
The purpose of the Marketer group setup/change is to optimize marketing efforts, ensure efficient communication among team members, and align strategies with the overall business goals.
What information must be reported on Marketer group setup/change?
Information that must be reported includes group identification details, member names, roles, responsibilities, and any changes in the structure or approach of the marketing group.
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