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Category: Maintenance Coaches

  • Account Managers

WEBSITES: ATLAS Access & Training

  • Posted on April 9, 2020May 12, 2022
  • 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 4, 2022
  • by Emily McCardell

FIRST ATTEMPT: Should be part of their launchRECURRING ATTEMPTS: Every year on the anniversary of their live date HOW TO KNOW WHEN TO CREATE ONE: Check their launch date, how…

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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, 2019April 26, 2022
  • 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, 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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