TASK: Activate/Review New Memberships

IMPORTANT: Automations have handled most of the work, this task is just verifying that the automation ran successfully and catching errors if it did not. Assigned To: 🍣 Customer Service : Completion Deadline: Default Deadline: 5PM EOD Every Work Shift Estimated Time to Complete: 0-15 minutes Track Time Actual Date/Time Completed: Task Ingredients Review and address all items under the Pending/🚨 Complete Membership Activation label of the shared inbox. Review profiles to ensure Membership settings are applied, ensuring accuracy Tools Needed: Shared Inbox Access to access Task List Google Drive access to review Tasting Room Member Sheet Shopify Access for updated/editing customer profile details Discord for updating customer's roles & sending welcome messages Klaviyo access to verify they are on the correct email lists Automations: When Order is Placed: [Tasting Room Activation] Membership Order Flow When to do this task: Check the Inbox for new items every shift Completion Means: There are no Activate Membership Task items remaining in the Pending/🚨 Complete Membership Activation Order shared inbox label All Members have a Maki Mail Folder in the File Cabinet All NEW Member's first Maneki Neko Pin is in their Maki Mail Folder, waiting to be shipped with their first selection. All NEW Member's Welcome Kits are shipped within 48 hours of their order being placed in order to verify they will recieve items at their address. Next Task: You (or the person you assign) needs to create the Taste Test Survey 📝 Assignment Info Before you Start: See Activate/Review New Memberships task for tools needed to complete this task Task Responsibility: 🍣 Customer Service performs this task, 📦 Fulfillment may assist if they are caught up on tasks today. What Happens Next: 📦 Fulfillment will fill the order when items are ready to ship Follow Up Procedure: None, customer already recieved an email confirmation 1️⃣ Order Details Customer: {{301215409__defaultAddress__firstName}} {{301215409__defaultAddress__lastName}} Order: Order {{301215708__COL$C}} Plan: {{=gives["301224704"]["output"]}} 2️⃣ What To Do Verify Order order name is Tagged: tasting-room - and - tasting-room-membership-order - and - tasting-room-xx-membership-order PREPAID ORDER: - and - tasting-room-prepaid-membership Verify Customer order name is Tagged & Updated: Tags: General Tags:active - and - otoshi/kaiseki/omakase Month Tags: tasting-room-xx-access -and - tasting-room-xx-survey-access PREPAID ORDER: Prepaid orders should have month tags for all prepaid months! i.e. if someone purchases a 12 month membership in January, apply tags for all months through December. Metafields 🍤 Membership Status: Membership Active 🍤 Membership Plan: Otoshi/Kaiseki/Omakase (Should match the plan ordered in ordername) 🍤 Membership Expiration Date: Verify that date matches the plan ordered 🍤 Membership Coupon: Empty or False Verify the Tasting Room Membership Sheet:Membership Orders Tab was Updated Correctly Make sure there are no duplicate rows, and that order date, number and plan are all correct. Is the row highlighted in purple?: IF YES then go to Step 4. Grant the Member Discord Access. IF NO: Skip to Step 5. Grant the Member Discord Access: Locate the Member's Discord using the username listed on their profile Grant them the 🎫 Tasting Room Member and ✨ VIP roles, if not already present. Send a Welcome Message on Discord in the #tasting-room channel. Mark that roles were added on their Shopify Profile In their profile, in the metafields section, set the Tasting Room Role & VIP Roles to "True" Ensure the Members will receive Tasting Room emails Search for customer's Klaviyo Profile by their email paste original here Filter Member for Priority Customer Service paste from original 3️⃣ What Completion Means Brand New Members will have their New Member Welcome Kit (and Maneki Neko, if applicable) shipped within 24-48 hours of the order being placed The next team member to open this profile will recieve accurate membership information The order is ready for selections to be applied The customer can see Member options on their Tasting Room Landing Page. In-Stock items in the order that can be shipped now are marked as Unfulfilled This email is labeled with ✅/Your Name and Resolved/Membership Activated This email no longer appears Pending/🚨 Complete-Membership Activation Label list. This email has been archived. 🚩 Problem Solving If this checklist is unclear, or if there are any other problems with the order it is attached to, complete the task to the best of your ability first, then submit a pickle report. If you identify a reccuring problem, keep notes and bring them to the #staff-work-chat voice chat on Tuesday between 11AM-1PM Central Time (9AM to 11AM Pacific time) to share and discuss your findings. 2025 Selections to Orders Zap | Branch: Order Found w/o Selection, Monthly, Omakase ------------------------------------------------------------------------------------------------------------------ 💰 Compensation This task should take an average of no longer than 1-3 minutes per item. Hourly Performance Expectations: Once trained, you will be expected to perform at the following speed. Exceptional: 30 completions per hour at 95%+ accuracy average. Above Average: 26 completions per hour at 95%+ accuracy average. Passable: 23 completions per hour at 95%+ accuracy average. Poor: 20 completions per hour at 95%+ accuracy average. Fail to Perform: Less than 20 completions per hour or less than 90% accuracy average. Speed will be measured by blocking out a specific amount of time for the task and calculating the numer of items completed within that timeframe, then averaged over the quarter. By the Job: USD$0.58 will be paid for each completed Activate/Review New Membership task item labeled with a ✅/Your Name tag completed with 100% accuracy. Failure to follow the procedure leading to corrections may result in the compenstation being denied UNLESS you take proactive steps to ensure you are following the prodecure correctly (Asking for help, leaving complete notes, etc)

TASK: Activate/Review New Memberships

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