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

      Control how customers order their training credits.

      ADMINISTRATION OF THE OSHA TRAINING PROGRAM IS NOW MUCH MORE AUTOMATED AND REQUIRES LESS AFFILIATE TIME TO MANAGE

       

      CONTINUE READING TO VIEW THE STEPS TO OPT IN TO NEW FUNCTIONS

       
      Training Credits 1

      TRAINING CREDIT SETUP SCREEN
      Training Credits 2

      CHOOSE HOW TRAINING CREDITS ARE DISTRIBUTED TO CUSTOMERS

      Select the new option to use the automated training credit system:

      ▪ 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:

      ▪ Base 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 credit purchases
      Training Credits 7

      CUSTOM PRICING OF TRAINING CREDITS:

      ▪ Base 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

      AUTO REPLENISH REMOVES THE NEED FOR CUSTOMERS TO CALL THE AFFILIATE TO PURCHASE MORE CREDITS, THUS REDUCING AFFLIATE LABOR REQUIRED TO MANAGE THE PROCESS