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Category: Maintenance Coaches

  • Account Managers

WEBSITES: ATLAS Access & Training

  • Posted on April 9, 2020January 14, 2021
  • by Emily McCardell

The below are instructions on how to access and navigate the ATLAS site to log any changes you make to a merchant’s website. If WebDev is taking care of the…

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  • Account Managers

MAMS: ROI Chart Procedure

  • Posted on February 27, 2020January 14, 2021
  • by Emily McCardell

The below is the email template to use when you are sending the finished ROI charts to your merchants. Please make sure to keep the rep in the “to” field…

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  • Account Managers

MAMS: Promoting on Print Advertising

  • Posted on February 27, 2020January 14, 2021
  • by Emily McCardell

Please see below for a few examples of merchants who have promote their App and/or Email Club on their Clipper Magazine ads

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  • Account Managers

MAMS: QR Code Generator

  • Posted on February 27, 2020January 14, 2021
  • by Emily McCardell

We automatically create QR Codes for the App (located in Provisioning), but if a merchant ever wants to promote their Email Club with a QR Code, we can create one…

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  • Account Managers

EMMA: Birthday & Anniversary Automations

  • Posted on January 10, 2020January 14, 2021
  • by Emily McCardell

FOR LIVE EXAMPLE: Please log into Emma, choose “TLS – Business Name – ESP# | Category Types | Programs” account, go to Automation, and see both Birthday and Anniversary workflows.…

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  • Account Managers

EMMA: How to Format Date/Time Cells to Import

  • Posted on December 30, 2019January 14, 2021
  • by Emily McCardell

If you have a field/cell in Excel that has both a date stamp and a time stamp in the same cell and you wish to remove the time stamp from…

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  • Account Managers

APP: LF Coupon Blacklist

  • Posted on October 8, 2019January 14, 2021
  • by Emily McCardell

If there is a merchant who does NOT wish for their LF coupons to auto-populate or filter into their App, they can be placed on a blacklist. The current blacklist…

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  • Account Managers

APP: ADA Compliance

  • Posted on October 8, 2019January 14, 2021
  • by Emily McCardell

If a merchant is questioning if their TLS Mobile App is ADA compliant, please use the verbiage below to answer. To meet government accessibility requirements, modern digital devices must include…

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  • Account Managers

MAMS: Concierge & White Glove Service Levels

  • Posted on September 10, 2019January 14, 2021
  • by Emily McCardell

CONCIERGE & WHITE GLOVE: Monthly Promo Newsletter Follow Up Email Monthly OO Outreach Monthly Finance Hold/Cancellation Check Ins Follow Up for Answers/Approvals (set reminders to check in until answered/completed)  CONCIERGE: Monthly Check…

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  • Account Managers

MAMS: Account Launch Procedure

  • Posted on September 10, 2019June 23, 2020
  • by Emily McCardell

When an account goes live, please treat them with concierge type service for the first 3 months in order to help them launch successfully. See below for the steps you…

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