Contents
Purpose
Creating the Email
Kick Off Templates
Revision History
Purpose
For all new projects, the Project Manager will send an introduction email or “kick-off” to inform the customer of the following
- Who is the Project Manager
- Introduction to the project
- Next Steps
- Documentation for the customer to review prior to the next steps
- Preinstall checklists or forms to be completed
- Items to verify, such as current product version or On-Prem vs Hosted.
This article will outline the basics of sending a kickoff email for new projects. The basic steps are the same across all project types, the template used however will be different.
Top of Document
Creating the Email
From your project, open the Project Task view and locate the Kickoff task. Follow the steps below to create and send the email:
- Open the Kickoff task
- Under the ‘Activity’ section select ‘Email’
- Click in the ‘Write an Email’ box
- Enter the recipient(s) name in the ‘To’ field
- Select the Primary Implementation Contact from the project’s ‘Customer Onboarding Information' section
- Click ‘cc’ in the ‘To’ to copy recipients
- From the button of the email, select the template icon to pull in a template to populate the email subject, content, and signature information
- Select the appropriate template
- Recently used templates will show in the list to select
- Click Insert Template to locate additional templates
- Search for the correct template by entering a template name in the Search box
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- Click on the template name to select it
- The template will populate the subject, content, and signature information
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- It pulls information from the project for all areas with brackets as shown above. Do not edit these fields.
- Edit the body of the email
- Read the contents to ensure that the email template is appropriate.
- Edit all areas in red with the correct information for the customer
- Review/Add email attachments
- Review existing attachments and remove any that are not applicable to the project
???????- Click the Attachment icon to upload additional attachments
- Click Send to send the email
- The email will appear in the Activity section
Kick Off Templates
Below is a list of current Kick Off Templates by project type. Always review content fully to ensure correct template use. Notify the template owner of any template changes required
- AlarmBiller
- New Implementation - Welcome to AlarmBiller
- Add on Module – AlarmBiller Additional Module!
- Eforms – AB-eForms Only
- API – API Install Kick Off
- Managely
- New Implementation – Managely Kick Off
- Manitou
- New Implementation – Welcome to Manitou!
- Add on Module – Manitou – Add On Module/Reinstall
- Additional Licenses – Manitou Licensing
- SedonaOffice
- New Implementation - Welcome to SedonaOffice
- Server Migration – SedonaOffice Server Migration/Reinstall
- Add on Modules – SedonaOffice Add on Module!
- Additional Licenses – SedonaOffice Licensing
- Sedona-X Mobile
- SedonaOffice – SX App for SO for FSU Customers
- SedonaOffice – SX App for SO
- SIMS
- New Implementation -
- stages
- New Implementation -
- WeSuite
- With API install – WeSuite Integration with API Install
- Without API Install – WeSuite Integration
