Integrated Services - Next Multi-Channel Marketing
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The Integrated Services - Next Multi-Channel Marketing window lets you define the integration options for using Next Multi-Channel Marketing with Portico. To access the Integrated Services Next Multi-Channel Marketing window, in the Administration menu on the Portico Explorer Bar, click Products/Services. On the Product/Services top menu bar, click Integrated Services, then click Next Multi-Channel Marketing to display the Integrated Services - Next Multi-Channel Marketing window.
Next Multi-Channel Marketing is available through the Portico User Experience.
How do I? and Field Help
Complete the following fields to define the Next Multi-Channel Marketing integration options.
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A number that uniquely identifies the application or channel over which the customer/member is interacting with the financial institution. Required. Length: 10 numeric |
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The total number of combined offers and services messages that will be sent to Portico from Next Multi-Channel Marketing. The valid values are 1-10. System default is 10. Required. |
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The maximum number of basic offers that will be sent to Portico from Next Multi-Channel Marketing. The valid values are 1-10. System default is 10. Required. |
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The sorting order of the basic offers and service messages sent to Portico from Next Multi-Channel Marketing. If this value is lower than the Service Message Sort value, then basic offers will be displayed first. The valid values are 1-2. System default is 1. Required. |
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The maximum number of service messages that will be sent to Portico from Next Multi-Channel Marketing. The valid values are 1-10. System default is 10. Required. |
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The sorting order of the basic offers and service messages sent to Portico from Next Multi-Channel Marketing. If this value is lower than the Offer Sort value, then service messages will be displayed first. The valid values are 1-2. System default is 2. Required. |
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The number of days referral and decline history to display in Portico from Next Multi-Channel Marketing. The valid values are 1-90. System default is 90. Required. |
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Indicates how referrals and declines should appear in Portico from Next Multi-Channel Marketing. Required. The valid values are: Descending - Display the most recent referrals and declines first. Ascending - Display the oldest referrals and declines first. |
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Indicates if referrals and declines will be displayed in Portico from Next Multi-Channel Marketing. Required. The valid values are: All - Both referrals and declines will appear. Maybe - Only referrals will appear. Rejected - Only declines will appear. |
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| Indicates which type of offer will be returned from Next Multi-Channel Marketing. The valid values are: Both, Basic Offer, Service Message. Required. | |
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The channel ID indicating the method in which the member responded to the offer. This value is system-generated by Next Multi-Channel Marketing. Enter 0 in this field to retrieve history from all the channels. System default is 0. Required. |
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The maximum number of history records to send to Portico from Next Multi-Channel Marketing. The valid values are 1-20. System default is 20. Required. |
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| The credit union’s certificate key for interacting with AA’s MKT service. This value is provided by the AA team as part of their configuration for the credit union. Required. |
Click Save to save the information.
To view and maintain the Integrated Services - Next Multi-Channel Marketing window, users must be assigned to one of the Portico - Security - Administrator security group or you can add the following permissions to a credit union-defined security group using the Security Group Permissions – Update window.
- IntegratedServices - Next Multi-Channel Marketing - Menu Option
- IntegratedServices - Next Multi-Channel Marketing - View Only
- IntegratedServices - Next Multi-Channel Marketing - Maintain
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Next Multi-Channel Extract Report 361