How can I include my customer in my piece's flow in iClips?

What is the best form of communication between your agency and your customer? If you thought about iJob, you're right!

After getting to know iJob, the next step is to understand how the workflow for pieces works: both for your customer and for your agency.

Keep in mind that, to access iJob, the customer uses the same URL as the agency.

1) Always check the iJob flag when opening a new project

In order for your client to be able to approve orders and/or request possible reworking, it is necessary that the flags referring to iJob in the system are activated. The flags are inside the client’s register and also inside the ‘Data’ tab when opening a new project.

It is important to pay attention to make sure if the customer that has that project also has access to iJob or not.

To make this monitoring effective, the agency must create a login and password within the contact in the client's registration and allow access to the module.

2) Adding a customer approval step

For your client to have a step on their dashboard to evaluate the piece, it is necessary to create an approval step in the workflow. The process is simple: just click on the pink ‘+’ button and select the 'Customer Approval’ step.

When all the steps prior to this one are completed by those in charge and the piece arrives at the customer's approval stage, the customer will receive an e-mail notifying them that the pieces are available for approval on their dashboard.

3) Customer approval

When that piece is ready, it's time for it to reach your customer's dashboard!

As in the creation dashboard, when a person is involved in the flow, but the task not yet open to working on it, the customer sees the stages of the piece in an ‘opaque’ color in the ‘in progress’ status until they reach the approval stage.

The colors are only vivid and the client can only click when the step refers to him: ‘Customer Approval’ or ‘Finished’ steps. From then on, he will be able to view the actions performed on the piece and decide whether to approve or request any changes.

4) You need to re-work the piece, now what?

It is quite simple to find out if the customer has requested a change to the piece. Those in charge of that service (service, project assistant, and followers) will receive a notification, along with a comment, regarding the changes requested by clients.

5) New stage in the workflow

When you need to re-work a piece, the part is signaled in the traffic dashboard and a new stage is created in the workflow called ‘Customer Alteration’. Here, the person in charge of the change and the deadline along with its time are flagged.

After the person in charge makes the changes and concludes the step, the piece goes back to the customer’s dashboard, again to the approval step. If approved, and if the customer approval step is the last one in the flow, the piece appears in the iJob dashboard and in the traffic and creation dashboard as completed.

Do you still need help? Please reach out to us at help@rockcontent.com or the platform chat!