Share Care Week Review (OXG)
Save to Folder
Name the 4 details required when adding a new customer in ADV.
Full name, full address, email address & phone number
What reason will you enter when reshipping a welcome package?
D - Did Not Receive
What reason will you select when doing change eligible publications?
C-CLEP
What is the next step after the customer received the SMS when signing up for text alerts?
Reply CONFIRM PUB
What is the next action after confirming that address and email are correct and subs is active if status of BRK is undeliverable?
Perform MOD RES.
Give the correct steps in order if cust is unable to login to the website after checking the subs are active, website and email are correct.
Direct cust to forgot pw section of the web, send reset pw link, reset pw in ADV to their zip code.
T or F. Liberty Through Retirement is one of the active free e-letters for The Oxford Club.
False.
Name all actions to be performed for deceased customers.
Add estate of on the first name, change promote customer to N and turn off free e-letters.
Identify all areas where you need to change email if cust needs to update email for everything under the Oxford Club.
Cust Search, Cust Activity Web Logins tab, Cust Activity Email Address and Free E-letters screen
What is the whitelisting email for all paid subs under the Oxford Club?
Oxford@mp.oxfordclub.com
What email will you use if a customer has a question about a recommendation or other types of financial advice.
Mailbag@OxfordClub.com
What modification code will you use if customer wants to switch to web only access?
MOD PRO
What information is required to find cust card information?
Date of charge, amount, card type, last 4 digits of card and card exp date
Modified True or False. Customer can find the special report "How to Make a Fortune from this Electric Cancer-Fighter" under BRK.
False. OXF.
True or False. Customer obtained the subscription through a fold.
True.
How did the customer purchase the subscription for 786?
Swap
