How do I process Brand Ambassadors?
Whenever you have a Non-CDS Sales Advisor work an Event, they are referred to as a Brand Ambassador. The problem with Brand Ambassadors is that they will not check in and out of the tablet like the other sales advisors. In order to properly document the Brand Ambassador’s hours on the Event, follow the steps below:
- Sign into the Field Link application.
- Go to Event Recap Approval (or Today’s Events, if the event is today)
- Tap on the Event.
- At the top of the Recap, you will see “Please Enter the total Brand Ambassador hours.”
- Tap on the blank box to the right, which displays as “0.00.”
6. This will load up the time picker, where you can enter your Brand Ambassadors hours and tap Set.
7. Be sure to scroll to the bottom of the recap and tap on Save.
If you go to the EDDR, you will see the Event listed as Brand Ambassador under the Employee Hours section.
How to properly fill out the paper DDR Form (if Event is Executed within 7 days)
If the biller is unable to read a DDR Form, or the Form is missing necessary information, the biller will create an issue on the Event System and the Warehouse will be placed on the Issues List.
The sample DDR Form below displays in yellow the required fields from the warehouse.
Please include the code for Brand Ambassador “99999” and print their name and sign in and out with their hours and signature.
On the day of the event, enter a Manager’s Note “Brand Ambassador worked this Event” and save the Recap, to prevent the Event from being automatically rescheduled at the end of the day.
The scheduled Brand Ambassador didn’t show up for the Event. How do I reschedule the Event?
Whenever a Brand Ambassador fails to show up for their assigned Event, you will need to reschedule the Event. The problem with Brand Ambassador Events is that they are not scheduled from CDS, but from Specialized Services / Triple Point. This means you cannot reschedule this event for another day without first contacting the Brand Ambassador corporate representative. They will instruct you on when to reschedule or cancel the Event.
If the event is rescheduled past the original 7 days and can no longer be rescheduled to the date, you will be required to fill out the paper Reschedule form and send to CDS Archives (firstname.lastname@example.org) and cc: your biller. If you are unable to scan and email, you can fax the form to 1-888-484-9858. Please include a note at the bottom of the EDDR under Events, indicating that the Brand Ambassador was executed on that date and paperwork was sent to CDS Archives.
How to properly fill out the Reschedule Form (if Event is Rescheduled)
If the biller is unable to read a Reschedule Form, or the Form is missing necessary information, the biller will create an issue on the Event System and the Warehouse will be placed on the Issues List.
The sample Reschedule Form below displays in yellow the required fields from the warehouse.
Please include the Brand Ambassador name as the “Employee Name” on the Reschedule Form.