new user here! tracking system question
I have a person creating Eloqua emails upon request. The requester fills a form with instructions and attachments of the email body. The email body will be sent back and forth for edits between the requester and the person creating the email on Eloqua. Is there a way to track the edits and keep them all in one request? I am looking at something like a ticketing system (like Zendesk) where all conversations and attachments are within ONE ticket, in one place.
Answers
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Hi Laura,
Yes, there is if I understand you correctly.
Have a look at the Proofing feature.
You could also keep everything on a row or multiple rows for each "ticket" with conversations, text and attachments in one place.
Make sense?
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Great! but how?
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Here's a video of the proofing feature.
Do you have a sheet/structure created or are you starting from scratch?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I am the administrator but I cannot turn on the proofs button. Do we need an upgrade to access the Proofs feature?
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I don't know what plan we have. I think basic?
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Then you'll probably need to upgrade your account.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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