Storyboard 2

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Storyboard Text

  • ER sales representative meets with customer and discusses proposal including definition of custom loop.
  • ER Customer service representative logs into CMO and creates the flexilopp & acceptance profile, sets the customer up, link the customer to its acceptance Profile.
  • Creation of a customized flexiloop for the client
  • CMO
  • Client creation
  • CMO
  • ER Customer service representative logs into CMO and creates a card order. Cards are associated to the Acceptance Profile link to the customer.
  • Order creation
  • CMO
  • ER Marketing provides new content of emails
  • ER operator updates the content of emails template in CMO
  • CMO Administration
  • Client receives the notification with the updated template.
  • Card load notification
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