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Process A Queued Fulfillment Job

A queued fulfillment job is most often associated with mailing a  gift, postcard, kit, free report, etc. The job is created when a queued fulfillment list used in a campaign sequence in the campaign builder. It includes a list of people due to receive the  mailing, and may also include documents to reference or print. The jobs  are displayed in the fulfillment job widget on your dashboard.

Each  job will accumulate (or queue up) people until you begin processing.  After you begin processing a specific job, the system will not add any  new people to it. It will, instead, create a new job the next time the  template is triggered in the campaign sequence. A queued fulfillment  list job displays the status, name, and count (number of people queued)  as well as a link to view and process the job.

  1. Click on Begin beside a queued fulfillment list job to view and begin processing the job. Clicking on this link updates the job status to processing and the system will stop adding people to the job.

     
  2. Click on the csv File link to download the spreadsheet.

     
  3. (Optional) If there are additional attachments, click on the  other document links to download or view the documents (i.e. postcard  jpg, free report, etc.)
     
  4. Click on the Complete button to remove the job from the user home.
    The job can remain pending until it is fully processed. Do not click Complete until you have truly finished the job.