Firm Settings: Firm Options

These settings affect the user experience for everyone in your market cluster ("Firm").

General Settings

Allow past date in PRF - Allows people to submit PRFs that start and/or end before today.

Campaign Colors - Choose the background and foreground colors for your Campaign calendar items

Sales

Prompt Sales for Event Info - Add a To Do List item for the Sales Person of any upcoming Event X days before the Event to request information that may not have been available prior.

• How many Days in advance - The number of days before and event that you want the reminder to post
• What information (Comma separated) - Each phrase entered in this field, separated by a comma will result in a new field to be added to the Detail of the Event PRF
• Send Email Notifications - Check this box to send email notifications in addition to To Do List items

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Disallow Sales PRF Changes Before 1st Approval - Sales people can edit or delete a PRF that has been submitted, but not approved by anyone if this check box is UNCHECKED. Checking the box prevents sales people from changing or adjusting a PRF that has not yet been approved by anyone. (Either way, once a PRF has been approved by the first approver, a revision must be submitted by sales to make changes.)

Include Cancel Option for Sales - Gives Sales the Option to Click "Cancel" on a promotion to request a cancellation. This notifies the Promotions Director of the Cancellation Request.

Enable Idea/Proposal Workflow - Checking this box and adding at least one ability to the "Proposal Approval Process" enables the "Idea Request" button for sales people. More information is available Click here for details.

Locked Client List - Choose this to lock your Client List so new Client Names cannot be added on the fly

Prize Emails

Auto Email Winners - This checkbox adds:

• Settings / vPromo / Winner Email Template - This is the area where you can design your prize winner email "look" to speed up adding an email to individual prizes. Click here for details.
  
  
• Settings / vPromo / Prize In House Email Template - This is the area where you can design the automatic emails that go to winners whose prizes were not in house when they won, when their prize is in house. Click here for details.
  
  
• Send BCC Email for Prize Emails - Check this box and add an email address to which all Prize Winner Emails will be sent. This gives you the ability all emails that have been sent to your winner. We suggest setting up a separate email address for these, as they may be numerous.

Signed Document Emails

Require Release Form via Email Link - Enables the Signed Winner Documents via Email process to get winner's signed contest release form via a secure email link. Click here for details.

Require W-9 (when needed) via Email Link - Enables the Signed Winner Documents via Email process to get winner's signed W-9 form via a secure email link (US). Click here for details.

Require W-9 for all wins - If the "Require W-9 (when needed) via Email Link" (above) is checked, checking this will require a new W-9 to be signed for every prize after the winner surpasses the taxable limit (US).

Collect Banking Info via Email Link - Enables the Signed Winner Documents via Email process to allow winners to provide bank account number and routing number via a secure email link. There is no option to require this information. Click here for details.

Request Photo ID Upload via Email Link - Enables the Signed Winner Documents via Email process to allow winners to upload a photo of their legal ID via a secure email link.  Click here for details.

Require Photo ID Upload - If the "Request Photo ID Upload via Email Link" (above) is checked, requires that the winner upload a photo of their legal ID via a secure email link. (The system only allows a photo upload here)

Show Winners Requiring Signed Documents Going Back - Enter the number of months back that you would like to list winner on the Signed Document Requests table in the Front Desk tab. Click here for details.

Manually input and track a Contest Number - Add an optional field to every PRF labeled "Contest Number" for the account number or budget line number for that contests prizes. Click here for details.

On Air

Require Winner SSN on Prize Assignment - Requires that the Social Security Number (US) must be provided at winner assignment if the prize has the "Require SS#" box checked. (Not recommended)
Click here for details.

Disallow Winner Override - Hides the "Winner Override" check box for On Air Talent to prevent them from overriding the contest rules. 

Use Province and Territory - Accommodates Provinces and Territories on the Winner Form.

Enable Canadian Zip Codes - Allows Canadian Postal Codes on the Winner Form.

Prize Closet

Hide Zero Available Qty Prizes - Hides Prizes in the Prize Closet that have all been assigned to Contest Plays

Hide Expired Prizes - Hides Prizes in the Prize Closet that have all Expired

Auto Archive Expired Prizes - Checking this will automatically send expired prizes to the Prize Archive in the Prize Closet

Days after expired until Auto Archive - Enter the number of days after the expiration date to send prizes to the Prize Archive in the Prize Closet

Integrations

Enable vPPO Integration - For vPPO clients, this enables the two system to work together. Ask an Affiliate Relations Rep on our Help Desk for details.  If you select this option, you must reload to access the vPPO options. Click here for details.

Locked Client List - Choose this to lock your Client List so new Client Names cannot be added on the fly