Virtual StrongBox Automated Messaging

Free!

If you are sending documents to Virtual Strongboxes for your members but members just don’t seem to be responding by accessing them, then this service could be just what’s in order. With this service members will be sent an email noting they have a document in their strongbox and in the case the member has never enabled their strongbox they will get an additional email reminding them to do so. The end results are increased adoption and less paper receipts on the teller line. If you are using the Standard or Premium version of virtual strongbox this product is for you. Best of all it’s FREE!

Additionally, you can if you wish, subscribe for an additional charge to other helpful emails to educate members and help them understand how to get the most out of their strongbox. Read below to learn how these services can team up to help you up your internet retailing game with your members.

Overview

When you order this service CMS Sales will coordinate getting you the necessary agreements and engaged for implementation with the virtual strongbox team. This typically takes a couple weeks to get started and implementation usually is complete within 30 days. Just select the desired messages you want your members to receive below. If you’re unsure or have questions indicate that as well and someone from Virtual Strongbox will be in contact to consult with you. You will need to complete an API agreement that allows Virtual Strongbox to access your member’s email addresses inside of CU*BASE and work with the Virtual Strongbox team to customize your messages and the timing of them if you opted for the additional educational emails. If you aren’t currently utilizing Virtual Strongbox, be sure to sign up for that too here in the store.

Free messages to assist with driving member utilization and adoption to eliminate paper receipts!

Transaction Message – A document was placed in the member’s Strongbox.
For those sending receipts or forms to your member’s Virtual StrongBox, the member will receive a plain text email message indicating there is a document waiting. This message encourages members to experience the benefits of the free storage options you are providing. Example message:

Sample Message

Pending Registration Message – Member has a document waiting but hasn’t enabled their Strongbox yet.
If the member has not activated their Virtual StrongBox, they will get a one-time friendly reminder to login and experience the benefits of utilizing this valuable service.

Pending Message

*Be sure to ask Virtual StrongBox about your personal branding options for Transactional and Pending Registration member communications.

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