SUBS MOD
ACCOUNT MAINTENANCE
CALL FLOW
ADVANTAGE BASICS
SYSTEM / RESOURCES
100

What comment should you put on the comment 1 field when marking a saved subscription?

Amount saved

100

What is the country code for United Kingdom when updating the address for an international customer?

GBR

100

NON is the reason category when opening a call in advantage.

FALSE – CALL

100

True or False Customer’s auto renew is active.

TRUE (C means A/R with auto charge)

100

What does EWOF stand for?

EMERGENCY WEB ORDER FORM

200

What mod code is used to cancel auto renew, change renewal flag or delivery code?

MOD PRO

200

What information is needed when creating a new account?

Name, full address, email, phone number

200

Where do you get the cross sell path when opening a call?

Five9

200

What does I/P/C/D transaction type combination mean?

Cust was given a refund.

200

What is the timeframe for check refunds?

4-6 weeks

300

Perform MOD CUS from bottom (renewal future terms) to do cancel and refund for the subscription.

FALSE MOD CUS (TOP)

300

TRUE OR FALSE. We should ask for the customer’s email address and last name to search for customer’s account.

FALSE – email first then last name and zip code

300

What information do you need to confirm with cust for verified caller in Five9?

  1. Customer's name
300

What trans type combination will you see in invoice and payments for billing suspend?

I/C/B

300

What are the 2 places you can enter card information? 

ADV and EWOF

400

What mod code will you use to process cancellation and refund for subscription below?

MOD CUS (RENEWAL FUTURE TERMS)

400

What are the 3 places in ADV to change the email address?

Customer search 

Customer activity 

Free e-letters

400

What information should be verified with customer during a sales call?

  • Full Address
  • That address is both bill-to and ship-to
  • Email
  • Phone Number
400

What information will you put on Order Source field when creating a control group?

PHONE

400

What should be the script when placing orders for subscription?

TCC-BHP TCC-Banyan Hill Publishing

500

What MOD code will you use to process cancellation for sample below?

MOD PRO

500

Name the 3 things that must be done when handling requests for deceased customers.

Change the name on the account to start with Estate of

Change Promote Customer to N 

Change Free e-Letters to Inactive

500

Identify 6 items that should be included in your notes.

  • Why cust called
  • Name of subscription
  • Actions taken
  • Upsell offered
  • Outcome of upsell
  • CG initials
500

How does the customer receive the subscription?

EMAIL ONLY

500

What are the 3 ways to assist a customer who’s having website login issues?

  • Walk cust through forgot password section on website.
  • Send link to customer’s email for password reset.
  • Send request via task for tier 2 specialist to send the magic link.
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