I'm a Brand Manager

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Getting Around: Mega Menu

With version 3.0 of Promomash, we introduced a new menu style. Most of you learned to “look left” to see where you wanted to click in the old version 2.0 platform. Our new “Mega Menu” across the top…

Updated 3 years ago by YS

Creating and Adding Venues for Scheduling

Adding Venues With Google Search Engine (This is one of our newest options, so if you would like to turn it on, let our support team know!). Adding Venues One at a Time. You may prefer one way over t…

Updated 3 years ago by Sarah Meyerdirk

The Event Workflow in Promomash

Every activation begins with creating a New Event in Promomash. The event includes the date, time, duration, location and Brand Ambassador (BA) information. On the day of the event but not before, th…

Updated 4 years ago by Sarah Meyerdirk

Approvals - Approving Submitted Events

After reports have been completed and submitted by the Brand Ambassador (BA), the event status will change from Report Due/overdue to Pending Approval. This stage is the perfect opportunity to review…

Updated 4 years ago by Sarah Meyerdirk

Accounting Overview

Accounting Overview. Below is a brief overview for anyone who wants to understand the main accounting features of the Promomash management platform and how these features can greatly streamline and r…

Updated 4 years ago by YS

How Does Promomash Bill Me?

We invoice on the 1st of each month for the current month's subscription fee, unless the subscription is paid annually. If any new clients come in after the 1st, then the subscription will be prorate…

Updated 4 years ago by Sarah Meyerdirk

Accounting: Generating Invoices & Payroll Reports

Navigating the Payroll Management Menu: You must have access to this menu to follow these steps. After each event is approved and the status changes to Payment Due, Promomash consolidates the details…

Updated 4 years ago by Sarah Meyerdirk

Uploading Required Docs on Behalf of a Brand Ambassador

Click Set Up. Under Lists , select the Brand Ambassadors. Find the BA by typing in his/her name. Click on the BA's name (hyperlink). Scroll down to find the required documents. Click the three dots t…

Updated 3 years ago by Sarah Meyerdirk

BA QuickView

We know putting the integrity of your company into Brand Ambassadors' (BAs) hands is one of the biggest decisions you make. That's why we've made it easier than ever to access BA information anywhere…

Updated 4 years ago by Susan Lessman

Adding Ambassadors to the Database

Your team is always growing, and we can create an onboarding process with you so you can easily host all required documents, brand assets and login credentials all in one step. Here are the steps to…

Updated 3 years ago by Sarah Meyerdirk

How to Pull Payment History By Brand Ambassador

As long as you've been tracking payments in Promomash, you can use the following steps to pull historical details by Brand Ambassador (BA): Click Approve and Pay. Click Payment History. Click Ungroup…

Updated 4 years ago by Sarah Meyerdirk

Zapier Integration

We are excited to announce our existing Zapier integration. From the very beginning we knew that building a connection to Zapier was important to our customers. You can do so much more with Promomash…

Updated 4 years ago by YS

Mileage Reimbursement

If you reimburse your employees for mileage, please follow the steps below in order to make the changes in your Promomash account. The IRS has just announced a new rate of $.58 per mile for 2019 From…

Updated 3 years ago by Susan Lessman

Editing Events in List View

We know demos and event scheduling can be unpredictable and sometimes things change. That's why we’ve made it easier than ever to make changes to all the events you need to edit, all at one time. Her…

Updated 4 years ago by Susan Lessman

How to Filter: Completed Reports

If you're ever in need of pulling completed reports, please see the step by step below on how to use filters to make your life a little easier while completing this task. Let’s say your Brand Ambassa…

Updated 4 years ago by Susan Lessman

Creating Custom Reports

Under Set Up > Templates > Post-Event Questions. Click Create Report Template and Enter report template name (If you already have a report template and would like to edit it, just click on the name o…

Updated 3 years ago by Susan Lessman

Adding Regions to Your Venues

Well, we made it easy to quickly filter by state and update the venue to reflect the correct region. Let's take a look at those steps now: From the Dashboard, click the alert that shows how many venu…

Updated 3 years ago by Susan Lessman

Rights and Roles

Let's take a deeper look at the options for setting permissions in Rights and Roles: Rights & Roles - Brand Managers. Under Admin, in the Rights & Roles column, click Brand Managers (BMs). Here you w…

Updated 3 years ago by Susan Lessman

Required Documents and Training Materials

Required Documents. Under Setup, Assets, click on Required Docs. Here you have the ability to create single documents that your BAs are required to complete. You can also create folders to organize y…

Updated 3 years ago by Susan Lessman

BA Photo Requirements Setup

To turn on photo requirements: Click Admin. Under General, click Company Settings. Scroll down and click "Require Photos in Addition to Main Profile Photo" to turn on Required Photos - this will only…

Updated 3 years ago by Susan Lessman

Exporting Your Schedule from Promomash

Click here to learn how to export your schedule to excel and click here to learn how to export your schedule as calendar invites! If you have any further questions, please contact us at support@promo…

Updated 4 years ago by Sarah Meyerdirk

How to Filter: Photos

In this example, we want to see pictures in Promomash from a demo we did in March 2018. 1. Click Report & Analyze > Reporting > Photo Gallery. 2. Click Add Filter. 3. Under Event Date, select March 1…

Updated 4 years ago by Susan Lessman

Getting to Know Your Dashboard

As we learn how to best serve our clients, we are implementing as many tools for your time-savings and efficiencies as we can. On the home-screen, you'll see we've added a new Dashboard containing tw…

Updated 4 years ago by Susan Lessman

Adding Venues From Our Master Venue Database

Adding Venues from our Master Venue Database is easier than ever, but first, let's talk about what exactly this database is. We've been collecting all the store information our clients have been doin…

Updated 3 years ago by Susan Lessman

Co-Branded Demos

The moment you've all been waiting for... In Promomash you can now create custom reports for co-branded demos. You'll be able to use these when you have two non-competing brands complete a demo toget…

Updated 3 years ago by Susan Lessman

How to Create Events By Date-Range

There are so many possibilities when scheduling events in Promomash. One way, is scheduling your events by a date-range. Check out the steps below on how you can schedule your events by a date-range:…

Updated 4 years ago by Susan Lessman

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