1 / 32

Build QS 64

Build QS 64. October 20, 2011. Learning Objectives. By the end of this session, you will be able to: Explain the changes made to the domain transfer process State the reasons a customer may use point rather than domain transfer List the four steps of the revised domain transfer process

jerod
Download Presentation

Build QS 64

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Build QS 64 October 20, 2011

  2. Learning Objectives • By the end of this session, you will be able to: • Explain the changes made to the domain transfer process • State the reasons a customer may use point rather than domain transfer • List the four steps of the revised domain transfer process • Explain the purpose of the View Status link

  3. Learning Objectives • List the three common scenarios customers may encounter when migrating to the IAM login identity • List the visual indicators used to indicate that errors occurred during the migration process • Identify the location of two new fields on the CRM used to locate a customer’s PIN or launch SB+

  4. Domain Transfer Flow • Domain transfer flow being revised • Moving from one page to multiple pages • Clearer step-by-step instructions included for customers

  5. Current Domain Transfer Process

  6. Choosing Transfer vs. Point

  7. Setting Expectations

  8. Setting Expectations

  9. Setting Expectations

  10. The New Transfer Flow

  11. The New Transfer Flow

  12. The New Transfer Flow

  13. View Status Link

  14. Domain Transfer Review

  15. IAM Migration Overview • Changes made to the IAM migration for this build: • Improved messaging for customers • Improved error handling and error messaging • Added links to password reset • Fixed bugs in older Firefox versions that prevented error messages from displaying (making it appear to loop) • Limited the number of users who are asked to complete the login migration

  16. IAM Migration Overview • Users are going to migrate from their Homestead login to the Intuit Account Management (IAM login process • Affected users include: • Long-time Homestead customers • Those who signed up for our services by phone • Those who have an Intuit identity and don’t know it

  17. IAM Migration • When logging in, users will be asked to update their password • In some cases, they may need to pick a new IAM identity • If a user is stuck or confused, the easiest option is to create a new identity • Update is mandatory at login for select customers

  18. IAM Migration Scenarios • HS e-mail address is available in the IAM; the current HS password isn’t strong enough for IAM • HS e-mail address matches one IAM ID • HS e-mail address matches multiple IAM IDs or e-mail accounts

  19. Setting a New Password If successfully converted, users see this confirmation dialog before going on to LIS:

  20. Setting a New Password

  21. One IAM Account

  22. One IAM Account

  23. Multiple IAM Accounts

  24. Multiple IAM Accounts You have the option of randomly choosing or associate the one that most identifies with your business. How will I know which IAM user ID I should associate with my HS account?

  25. IAM Migration Review

  26. Search for Customer by PIN

  27. CRM Launch SiteBuilder Plus Link

  28. SiteBuilder Plus Changes

  29. SiteBuilder Plus Changes • Update button element • Match the Contact Us button and update the look • Removed bevel; change the corner shape (rounded, square); add gradient • Contact Us form • Fix display issues in IE

  30. SiteBuilder Plus Templates

  31. SiteBuilder Plus Review

  32. Summary • Domain transfer process • Pricing up front • 60 day domain ownership • 4 step process; green status bar; definitions • IAM migration • Three scenarios • Setting a new password • One IAM account • Multiple IAM accounts • Error prompts provided • SiteBuilder Plus • Snap to grid; grid element reactivated • Button look updated • Reduce the number of templates that display

More Related