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- Open your web browser
- Navigate to httphttps://wwwbillingportaltest.zoom3playcrm.com/
- Click on SIGN IN/REGISTER on the top right of the page
- Insert the following details XXXXXXXXX to login as an existing customer of ZOOM 3PLAY
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- Open your web browser
- Navigate to httphttps://wwwbillingportaltest.zoom3playcrm.com/
- The ZoomLine homepage provides information regarding the available products and services. Scroll down or click on "Packages" to see the available services/packages
- Choose the Service you want to subscribe to and click on Subscribe
- The service registration page opens that allows you to add more services to your selected package
- If the service you choose to subscribe to requires an installed item (Router, STB) on the account, like the Premium Satellite TV (requires STB) or Triple Play (requires Router) service provide the serial number of your already purchased set top box/router
- When you are done with your product selection you can view your selection and rates before you checkout (EDIT ONCE PORTAL IS COMPLETED)
- When you are ready to proceed click on Checkout (EDIT ONCE PORTAL IS COMPLETED)
- The registration wizard opens and you are requested to provide your details so as to complete your subscription registration (EDIT ONCE PORTAL IS COMPLETED)
- When you are done click on Finish to complete your subscription registration
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- When you are done with your product selection you can view your selection and rates before you checkout (EDIT ONCE PORTAL IS COMPLETED)
- When you are ready to proceed click on Checkout
- The registration wizard opens and you are requested to provide your details so as to complete your subscription registration
- Payments for ZOOM3Play are via credit card. You can use the below Credit Card details to simulate the payment:
Card number: 4242424242424242
Card Security Code: 111
- When you are done click on Finish to complete your subscription registration
- As soon as your registration has been completed, a confirmation message will appear on the screen. On successful registration, please check your email for details on how to log in to the portal.
Note: Additionally, an SMS is sent to your mobile phone as soon as your subscription is activated.
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1) Cancelled Subscription scenario - This subscribers subscription has been cancelled/disconnected due to unpaid bills:
Username: demo@maildemo2@mail.com
Password: 123456
- Under the Subscriptions tab you can see the services status as "Not effective"
5. Get familiar with the CRM.COM screens
- Some helping guides to get familiar with the CRM.COM screens:
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- Under the Bills tab you can view details of the billing history and the two unsettled bills which resulted in the subscription to be deactivated.
2) Active Subscription scenario - This subscribers subscription is active:
Username: demo3@mail.com
Password: 123456
You can click on the tabs on the left to view Subscription details and full billing history.
5. Get familiar with the CRM.COM screens
- Some helping guides to get familiar with the CRM.COM screens:
6. How to view existing products setup in CRM.COM
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- This will open a new tab with a more detailed view of the subscription information and an "Action" button with the available actions a customer service agent can execute.
Financial Transactions (Bills, Payments)
To view an issued bill on a subscription:
- Navigate to CRM > Communication Centre > Access Communication Centre
- Change the search filter to "First name" and type "John" to open subscription of "Brian Smith"
- From the Dashboard on the left click "Financials" and the "View more" link below the Dashboard
- This will open a new tab on your browser
- At the bottom of the newly opened tab click the "Financials Transactions" tab
- In the "Classification" drop down menu choose "Invoice" and click search
- Click on the invoice number (11) to open the invoice to get a view of the invoice details with the relevant dates (issued, due dates), the items on the bill and any discounts
- Please note that all Zoom3Play services are offered with a 1 month free discount and hence the specific invoice balance is zero.
- To view a payment posted on the same account repeat the steps above and in the "Classification" drop down under the "Financial transactions" tab choose "Payment" and click on the payment number (6) to view details of this payment record.
CANCELLED Subscription
To view an example of a subscription that has been cancelled:
- Navigate to CRM > Communication Centre > Access Communication Centre
- Change the search filter to "First name" and type "Brian" to open subscription of "John Silver"
- You can see the subscription Life Cycle on the top as "Cancelled"
Note: For more information on Communication Centre click on the link below:
https:Customer scenarios:
- Cancelled subscription due to unpaid bills
- Using the search filters on the top section search Full Name: Evan Davies for the customer to retrieve, hit Enter and click on the customer name.
- If you click the Subscriptions tab you can see the status is set as "Not Effective"
- Under the Customer Care tab you can view the communications the customer received including the last communication informing the customer that their subscription has been deactivated sure to outstanding bills.
- If you click on the communication you can view the email content informing the customer of the deactivation
- Under the Financials click on the "View more" link at the bottom. This will open a new tab on your browser with a more detailed view of the subscribers financial information
- Click on the Financial Transactions tab at the bottom and click Search to view the financial transaction with the latest outstanding bill
- You can click on each bill and payment tranactions to get a more detailed view of each item
- Active subscription
- Using the search filters on the top section search Full Name: Steve Watson for the customer to retrieve, hit Enter and click on the customer name.
- If you click the Subscriptions tab you can see the status is set as "Effective"
- As above, under the Customer Care tab you can view the communications the customer received such as the first activation email and follow up communications with bills and payment confirmations
- As above, under the Financials tab, click on the Financial Transactions in the newly opened tab on your browser and click Search to view the payments and bills for this subscriber.
Note: For more information on Communication Centre click on the link below:
https://discover.crm.com/display/V4Manual/Communication+Centre
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14. How to view and manage Vouchers
Via dedicated interface for Vouchers CRM.COM allows the operator to create, issue and export vouchers to be printed at a print-house and to be made available to subscribers at off line locations. Also online vouchers can be defined and these can be purchased online via a portal. To view available vouchers created in the system navigate to:
- Navigate to Finance > Vouchers > Manage Voucher Lots
- Type "%" in the "Number" field and click Search
- As you will see there are 3 different Voucher lots as per below:
- All Zoom Services - Vouchers which can be used to pay for all services
- Build your Own Package Vouchers - Vouchers for the "Build your Own Package" package
- 2 TVOD Movies Voucher (HD Movies) - Vouchers which can be spent on video on demand movies
- Click on the "All Zoom Services"
- In the new page type "%" in the "Number" field and click "Search"
- Here you can see all the avilable Vouchers in this Lot and their status (Activated), Value (€20.00). If a customer uses a Voucher the status of the Voucher will change to "Used" allowing you to track when each Voucher has been sent.
15. How to view the Warehouses and manage installed items (i.e STB, Routers) for Subscriptions
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