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Understanding the Administrative System Behind Travorium

The Basics of CS4000

Objectives

What is the CS4000 & how do we use it?

Unit 1

Review of the System

Unit 2

Reviewing the Bigger Picture

Unit 3

Magnifying Key Features

Index

  • Manage customer data and information
  • Process orders and invoices
  • Send out important information
  • Assist with customer inquiries

The CS4000 is a system uniquely designed for Travorium and its customers. We utilize this system to:

What is the CS4000 & how do we use it?

Objectives

Review of the System

Unit 1

Review of the System

Unit 1

Enter the unique username selected by the member here.

Enter the email address associated with the member account here.

Enter the first name of the individual. NOTE: Exercise caution when using this search method as it may not yield optimal results and should be used sparingly.

Enter the last name of the individual. NOTE: Exercise caution when using this search method as it may not yield optimal results and should be used sparingly.

Enter the last four digits of the card used by the member. NOTE: This method is used primarily for accounting purposes and not to search a member account.

Type in the 5 or 6-digit unique identifier for the member here.

Partner/Customer Maintenance: The majority of partner and customer inquiries will necessitate the use of one or multiple tools from this toolbox.It's essential to familiarize yourself with the function and purpose of the links. Note that not all of them will be outlined, as you may not need to use each one.It's essential to familiarize yourself with the function and purpose of the links. Note that not all of them will be outlined, as you may not need to use each one.

Review of the System

Unit 1

Review of the System

Unit 1

Record any actions taken on the account or information exchanged with the member in this log.

Examine the account detailing commissions disbursed to members and assess whether the requisite qualifications were fulfilled.

Activate, refresh, or reload the member's Dreamcation services, encompassing both Getaways and World Tours.

Activate, refresh, or reload the member's Travel Site services.

Activate, refresh, or reload the member's Dining & Shopping Dollar services. (US ONLY)

Create a template for the efficient and automatic processing of the correct travel membership payment each month.

Process a payment for the member through their account.

Activate, refresh, or reload the Platinum services on an account.

Activate, refresh, or reload the Titanium services on an account.

Review of the System

Unit 1

Access to the member's online account

Order history of transactions, monthly membership payments, reviewing the autoship for the member

Re-send Welcome to Travorium email to a new member.

Review different login sessions and location of account access.

Activate, refresh, or reload the member's Dining & Shopping Dollar services, and/or Travel Site.

Create a template for the efficient and automatic processing of the correct travel membership payment each month.

Review World Tour bookings/transactions for a member.

Send PayQuicker invitation

Downgrade a member's account from Platinum to Titanium.

Review someone's Genealogy

Clear further attempts to process a payment after a payment has been successful on an account.

Review the Travel Points History on the account.

Review the member's volume history.

Reviewing the Bigger Picture

Unit 2

This is an example

Of what you will see

When you open someone's account

Reviewing the Bigger Picture

Unit 2

Reviewing the Bigger Picture

Unit 2

This is the member's unique identifier.

This portion explains the IP Address used and the last known login date into the member's account.

This is where the member's username will be. They can use either their ID number or username to find their unique website.

These represent the member's qualified rank, and the rank they are eligible to earn commissions for.

This indicates the membership level:Customer, Partner Only, Silver, Titanium, or Platinum

This indicates the amount of volume they are applying towards their upline sponsor.

This indicates if the member has completed their verification.

This indicates if the member has completed their Pay Quicker.

If this box is checked the member has elected to stop receiving emails. If they change their mind you can uncheck the box and they will start receiving them again.

Indicates the date a member enrolled with Travorium.

Indicates the date the member made the official payment for their enrollment.

Reviewing the Bigger Picture

Unit 2

This indicates whether the member is inactive or canceled. Inactive: The member has not made a payment. Canceled: The member's account has been closed

This is where the member's SSN or EIN is listed (for US residents)

This is where the name of the partner or customer will be listed. Must match the person who is contacting.

This is where the member's company name is listed.

This is where the member's place of residence is documented.

This is where the member's email is listed. The email address a member contacts us from must match what is on file.

This is where the member's phone number is documented.

This is where the member's date of birth is listed. Must be in mm/dd/yyyy format

This is where the member's card information will be listed (if they are paying by card).

Reviewing the Bigger Picture

Unit 2

This is where the Sponsor of the member will be. You can click on the blue link to go to their page.

This is where the member's password will go. You can edit it here.

This is where the ID number of where the number is placed in the Genealogy. You can click the blue link to go to the person's account.

This is where the Comments will be listed for changes, and cancellations, and payments.

This is where you submit the changes for a member account.

Magnifying Key Features

Unit 3

View Orders: The View Orders section is where you can track all paid, unpaid, refunded, and canceled orders for our members. It is crucial to become familiar with checking this and being able to read and understand the status of a member's account. This will help in the majority of your inquiries.

Call Log: The Call Log is where you will document all your notes, changes, and any interactions with customers where the information may be relevant or important for someone to reference in the future.

Magnifying Key Features

Unit 3

View Online Office: The View Online Office option will take you to the customer's 'back office', where you can access their account services, review their commissions, check their team structure, and see everything from their perspective. This enables you to provide precise information and instructions based on their account details.

Create Autoship: The Create Autoship feature allows you to add a template, which essentially instructs the system to process a specific payment on a designated date, ensuring that payments are processed in an orderly manner.

Magnifying Key Features

Unit 3

Lesson learned!