New Registration Emails

Owned by Jesilyn Barnes (Deactivated)
Last updated: Jun 02, 2019 by Karen Jennings
2 min read

โœ…Operations, CSR & Credit Verified

New User: Set Up your Account

  • Customer:ย Welcome & Credit Information Email (#13)
  • Customer:ย Welcome & Confirmation Email (#7)
  • Internal:ย Lead Portal Email (Text Format no need for template) (#8)
  • Internal:ย Branch Emailย which will forward the initial Lead Email (#37)
  • Internal:ย CSR Emails (Lead Forwarding Unsuccessful) (#38)
  • Internal:ย CSR Setup Requestย (#34)

Existing User: Get Online Access

  • Customer:ย Confirmation Email (#27)
  • Internal:ย CSR Lead Request (#28)
  • Internal:ย CSR OLBP Lead Request (#29)

Both

  • Customer:ย Access Granted & Password Reset (#32)


Notes:

For specifications needed for each email please checkย https://859paq.axshare.com/#c=2ย using the reference number above in (#).

ACMC - CSR User Creation:

*All the fields and content was organized based on the Customer Support Team (CSR) process, where they have to copy and paste this information intro ACMC (See Interface Below):

LEAD PORTAL EMAIL REQUEST EXAMPLE
Here is an example of the format they use for the emails they got from theย Contact Us form, and forwardย to a Specific Branch using the Add-On in Outlook (Text Format):

OLBP Request Email

*When a user request Online Bill Pay Access, this is the email that Creditย billtrust.files@ferguson.comย gets: