Safed o Siyaah (From Johannesburg to Bareilly – Answers to booklets)
From brochures to booklets, From charts to checklists, From flyers to forms,
description
Transcript of From brochures to booklets, From charts to checklists, From flyers to forms,
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From brochures to booklets, From charts to checklists,
From flyers to forms,There is a lot of documentation on our website about CU*BASE and the programs and features
it offers.
That’s why each month, we send you a Tricks of the Trade email and hold this companion
webinar, to highlight key documents that will make your job easier!
Welcome to the March Tricks of the Trade
webinar!
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This webinar will teach you how to find our online documentation on Smart Messages and the See/Jump feature so that you can learn more about them on your own by reading our documentation.
If you prefer more in-depth training about Smart Messages and the See/Jump feature, we have provided links to upcoming webinars that will cover these features: O Managing Self-Service Delivery Products: Audio & Online
Banking, Mobile Web and Text – Click here for class content, dates/times, and registration.
O CU*BASE Marketing and Sales Tools – Click here for class content, dates/times, and registration.
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Insert an arrow next to your favorite winter vacation spot.
Ice Breaker
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Focus of This Month’s Webinar:It’s Me 247 Reference Resources Page
The It’s Me 247 Reference Resources page offers a wealth of documentation on It’s Me 247 products such as online banking and mobile web banking!
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It’s Me 247 Reference Resources Page
To access documentation on this site, simply scroll down. All documentation is alphabetized.
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Fun Fact
Do you know how many It’s Me 247 products you can offer your members?
A prize will be awarded to the person who comes the closest!
Chat in your answer.
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Answer
There are 4 It’s Me 247 products you can offer your members:
O Online bankingO Mobile web bankingO Mobile appO Text banking
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Way to
go!
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Booklets We’ll Look at TodayToday we’ll look at the following two booklets found on the It’s Me 247 Reference Resources Page:
O See/Jump Controls bookletO The Smart Message booklet
Have you ever looked at either of these booklets? Insert an arrow in the box that applies.
YES NO
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See/Jump Controls
Check yes if you’d be interested in knowing:O What See/Jump isO How to give a member See/Jump access in
online bankingO Learn more about See/Jump security controlsO What the member sees in online banking once
this feature is activated
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Documentation on See/JumpThe See/Jump Controls booklet shows you how to do this
and more! To access the booklet, click the following buttons.
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Documentation on See/Jump
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Documentation on See/Jump
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It’s Me 247 Reference Resources Page
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See/Jump Controls Booklet Table of Contents
Note: All of our booklets offer clickable page numbers in the Table of Contents.
Insert an arrow next to the section of this booklet you’d most like to read after today’s webinar.
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Introduction to See/Jump
Keep in mind:• In order to get See/Jump access
to another account, the primary account holder must first call the credit union to request this access for the other member who is joint on the account.
• Credit unions can activate See, Jump, or both, and members can grant See, Jump, or both permissions.
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Giving See/Jump Permissions
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See/Jump from the Member’s View
This booklet also contains pictures to help you visualize what the member experiences in online banking when See/Jump has been activated.
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See/Jump from the Member’s View
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Other Documentation on See/Jump
All of our booklets provide links to other documentation on the same topic.
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Other Documentation on See/Jump
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Other Documentation on See/Jump
O Show Me the Steps
O CU*BASE online help
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Show Me the Steps
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CU*BASE Online Help
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Smart Messages
Raise your hand if you’ve ever wondered:O What Smart Messages areO Where they appear in online bankingO What they look likeO Where members are directed to when they
click oneO How to activate them in CU*BASE
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Documentation on Smart MessagesThe Smart Messaging booklet shows you how to do all
these things! To access the booklet, click the following buttons.
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Documentation on Smart Messages
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Documentation on Smart Messages
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It’s Me 247 Reference Resources Page
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The Smart Message Booklet Table of Contents
Insert an arrow next to the section of this booklet you’d most like to read after today’s webinar.
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Introduction to Smart Messages
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Smart Messages from the Member’s View
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Smart Message Selection
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Where Smart Messages Direct Members
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Activating Smart Messages
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Other Documentation on Smart Messages
O Show Me the Steps
O CU*BASE online help
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Show Me the Steps
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CU*BASE Online Help
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Webinar Links
LinksO See/Jump Controls booklet: http://
cuanswers.com/pdf/cb_ref/see_jump.pdf O Smart Messaging booklet: http://
cuanswers.com/pdf/cb_ref/smart_messaging.pdf O It’s Me 247 Reference Resources Page:
http://cuanswers.com/client_reference_itsme.php O CU*BASE online help site: http://
www.cuanswers.com/doc/gold/gold.htm#Using_Help_Web.htm O Show Me the Steps site: http://
www.cuanswers.com/doc/stepbystep/stepbystep.htm#welcome.htm
For questions regarding See/Jump or Smart Messages, please refer to the documentation referenced in today’s webinar.For your convenience, links are provided below.
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Tricks of the Trade DocumentationTo access all Tricks of the Trade webinar presentations,
including this one, as well as all Tricks of the Trade newsletters, refer to the Tricks of the Trade Newsletter
Series page at: http://cuanswers.com/tricks_of_trade.php
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Today’s Takeaways
On the whiteboard:O Write down your most valuable takeaway from
today’s Tricks of the Trade webinar or something you’d like to know more about by reading the booklets we referenced today.
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Thank you for attending the March Tricks of the Trade webinar!
This webinar was designed to teach you how to find our online documentation on Smart Messages and the See/Jump feature so that you can learn more about them on your own by reading our documentation.
If you prefer more in-depth training about Smart Messages and the See/Jump feature, we have provided links to upcoming webinars that will cover these features: O Managing Self-Service Delivery Products: Audio & Online Banking, Mobile
Web and Text – Click here for class content, dates/times, and registration. O CU*BASE Marketing and Sales Tools – Click here for class content,
dates/times, and registration.
We hope to see you at next month’s Tricks of the Trade webinar!
Watch for an invitation.