True or False
Blank Spaces
Name it!
Macro-manage
100
A user can cash out with $0.00 balance on their Upside app.

FALSE

100

Offers take up to ______ to be processed.

Offers take up to 10 days to be processed.

100

This type of cash out is no longer supported/offered by Upside.

Check

100

This is the macro you will use if the user asked about they haven't received their cash out to their bank account that has been completed and is still within 7 business days.

Cash Out: ACH - Where Are my Funds?

200

If a gift card cash out status within 24-48 hours states that it's "COMPLETED" but the Gift card URL is not available, you can send the macro Cash Out: Gift Card Resend Request.

FALSE

You can use: Cash Out: Gift Card - Pending


200

A user reaches out asking for their missing gift card. You've checked their account and saw that the gift card cash out was COMPLETED the link to the gift card is available.

The macro you'll use will be:

__________________

Gift Card - Link To Card

200

This is the type of cash out method for a user with a US-east email.

PayPal

200

What is the macro you can use to explain to the user that there's a $1 fee if they didn't meet the minimum cash out amount for PayPal?

Cash Out: PayPal - $1 Fee

300

You can always assign your ticket to the Fraud team if the Cash out status is IGNORED.

FALSE


You can only route IGNORED cashout statuses to Fraud team if:

1. the note next to the cash out status states that it may be connected to a banned account or banned destination email 

2. You have asked your Team Lead for validation of Escalation to the Fraud Team

300
ACH cash outs have a minimum cash out amount of ___ for the ___ fee to be waived.

ACH cash outs have a minimum cash out amount of $10 for the $1 fee to be waived.

300

Name three methods on how a user can Cash out on Upside.

Paypal

Bank Transfer
Gift Cards

300

The user has reached out for the first time about a cashout concern and said that their confirmation link did not work. 

What is the macro that you can use in this scenario?

Cash Out: Did Not Receive Verification Email

400

You can handle a non-working Gift card cashout issue where a user has mentioned "can someone please escalate this"

FALSE


You must escalate to your Team Lead

400

Fill in the blank: 

Users will be charged __ for cash outs less than __ to PayPal.

Users will be charged $1 for cash outs less than $15 to PayPal.

400

What is the macro you can use when the user says that the verification or confirmation link does not work

Cash Out: Confirmation Link Not Working

400

What is the macro that you can use when a user has raised an issue with cashing out and you checked that they have a US-east email?

Cash Out: us-east Email

500

Upside pay is a method of cashing out their account balance.

FALSE


Upside pay is another method of receiving cash back through purchase of a gift card. A user will use their credit or debit card to purchase this gift card and the gift card will be used to pay at the retail store/restaurant.

500

A gift card cash out _____ be reversed.

A gift card cash out cannot be reversed.

500

This is something you will need to obtain if the user's ACH cash out has been completed for more than 48 hours and has passed the 5-7 business days time frame.

Destination Trace ID

500

A user asks for help in cashing out their account balance. What is a macro that you can use?

Cash Out: ACH - How To

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