Managing the internal distribution of a produit
This article is intended for the following people:
Insurance / Banks Brokers / Distributors
For more information on roles on Plug, please see this article.
The Particeep Plug solution makes it easy to distribute a subscription journey to a previously created panel of Broker accounts.
How to distribute a subscription journey
- 1
- Connect to the Plug instance
- 2
- Click on Users product in the sidebar menu then on the icon representing a link at the top-tight corner of the sheet.
- 3
- Select the Broker accounts that will receive the product(s) of your choice and click Next
- 4
- Select the product(s) to be distributed and click Next
- 5
- A summary page will be displayed. Click on Confirm.