Embedded Files
Overview:
Overview:
This page offers a variety of note templates for use within our tools, designed to help streamline your workflow and improve efficiency.
Member Mouse Template
Member Mouse Template
Name Initials | Date | Issue | Actions taken
Example: HPN | 09.01.2023 | Customer find their login information | Resent welcome email
Sticky.io Template
Sticky.io Template
Issue:
Resolution:
Example:
Issue: The customer declined retention offered and was asking a refund for their MBC
Resolution: Processed refund of $29, provided information on refund timeline and their refund transaction ID
DigiStore 24 Template
DigiStore 24 Template
Agent's Full Name
Issue:
Resolution:
Asking Question or Help in General GC
Asking Question or Help in General GC
Ticket Link: (If you're working on a ticket)
Order Number:
Product Name:
Summary of Concern:
Actions Taken: (Actions you did on your own to check for answers)
Recommended Resolution: (What do you think we can do for this customer as a resolution)
ShipOffers Request Template
ShipOffers Request Template
Order Number:
Customer Name:
Customer Email Address:
What is being cancelled or updated in the order?:
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