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Author: Emily McCardell

  • 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: 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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  • Email Marketing

EMMA: How to Set Up a New Account

  • Posted on September 19, 2019April 26, 2021
  • by Emily McCardell

Emma Account Creation Log in into Emma Click on Menu (Top Right) select Sub Accounts from dropdown. Click on Create a New Subaccount Enter Account Name: a. The format should…

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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, 2019November 16, 2021
  • by Emily McCardell

WEEKLY LAUNCH EMAILS: Please find the launch email sequence in Emma under your MAM account under Shared Campaigns. (For Website Only, please only send the first intro email) Each email must…

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  • Account Managers

APP: App Issue Report Form

  • Posted on July 11, 2019June 24, 2020
  • by Emily McCardell

If a merchant or customer contacts you regarding issues they are having with their App, and you need to gather more specific information from them (like the information on their…

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  • Quick Links

MAMS: Wufoo Login (User Access)

  • Posted on July 11, 2019February 21, 2023
  • by Emily McCardell

For those without admin access to wufoo, this login can be used to view wufoo forms, edit wufoo forms, view entries, and even export entry data. With this login, you…

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  • Account Managers

MAMS: Testimonial Procedure

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

If your merchant is a good candidate to provide a testimonial, please use the below email verbiage and below testimonial release form to send to your merchant. Subject Line: Featured…

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  • Account Managers

RESOURCES: Marketing Material Order History

  • Posted on July 10, 2019February 23, 2023
  • by Emily McCardell

All Order and Re-Order forms will be sent to [email protected] for reference. The password is TBD. Shipment/Delivery notifications will not be sent to this address automatically but MAM’s should be…

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