Customer Management
      Back to home
      1. Compliance Publishing Support
      2. Affiliate Operations Portal
      3. Customer Management

      How to automate training credit orders from customers.

      AFFILIATE NOW HAS MULTIPLE OPTIONS FOR MANAGING CUSTOMER TRAINING CREDITS

      Training Credits 1

      TRAINING CREDIT SETUP SCREEN

      ▪ A new option to use the automated training credit system
      Training Credits 2

      HOW ARE TRAINING CREDITS DISTRIBUTED TO A CUSTOMER

      Affiliate Chooses:

      ▪ Auto replenish Affiliate pool
      ▪ Customers order online though portal
      ▪ Remaining choices currently exist in system
      Training Credits 3

      AUTO REPLENISH SETTINGS:

      Upper Right Corner:

      ▪ Current Affiliate Pool Credits available
      ▪ Price tiers for additional credits

      Mid-Screen:

      ▪ Affiliate indicates desired auto replenishment quantity when training credit pool reaches zero
      Training Credits 4

      CUSTOMER PORTAL SETTINGS:

      ▪ Global customer price per credit (option for customer specific pricing discussed below)
      ▪ Message to customer in portal when ordering
      Training Credits 5

      TRAINING CREDIT REPORT:

      ▪ Lists each credit distribution for period chosen
      ▪ Facilitates timely and accurate customer billing for credits purchass
      Training Credits 7

      CUSTOM PRICING OF TRAINING CREDITS:

      ▪ Global price was $10 per credit as indicated above
      ▪ Update Customer Data Screen can be used to customize multiple customer prices at one time
      Training Credits 8

      CUSTOM PRICING OF TRAINING CREDITS:

      ▪ Custom Price per credit is stored in Customer Settings
      ▪ Custom Price per credit can also be maintained in this screen
      Training Credits 9

      AFFILIATE EMAIL NOTIFICATION OF CREDITS DISTRIBUTED

      ▪ Can be sent each time a customer orders credits
      ▪ All current emails in the system will be set to receive this email by default.

       

      CUSTOMER ORDERS CREDITS DIRECTLY THROUGH THE COMPLIANCE PORTAL AS NEEDED
      Training Credits 10

      CUSTOMER PORTAL:

      ▪ Indicates training 0 credits available
      ▪ Customer chooses "Purchase Additional Credits"
      Training Credits 11

      CUSTOMER PORTAL:

      ▪ Customer orders five credits
      ▪ Total Cost is $50.00
      Training Credits 12

      CUSTOMER PORTAL:

      ▪ Customer now has five credits available