New Customer Follow-Up Center FAQ |
New Customers
Q. What are the different columns?
A.
- Month Enrolled –This column indicates the month the listed customers were enrolled.
- Enrollee Name –This column will identify the new customer with their name and phone number.
- Preferred Status – This column will indicate whether the customer is preferred or not.
- Customer Membership Agreement Status – This column will indicate if a Customer Membership Agreement form has been received and processed.
- Independent Marketing Executive Agreement Status – This column will indicate if an Independent Marketing Executive Agreement form has been received and processed.
- Membership Kit – This column indicates if a kit has been assigned to the respective customer.
- Order Placed – This column indicates if the respective customer has placed an order for the current month.
- Made Contact – This column allows marketing executives to indicate whether they have contacted their new enrollments in the current month.
|
 |
|
Q. How many months is information available on new customers?
A. Information will be available for the first 6 calendar months of a customer's enrollment. |
Q. What does the check mark mean in a column?
A. The check mark will indicate that the activity associated with that column has been completed. |
Q. How do I view specific information in a column with a check mark?
A. When a marketing executive places their mouse cursor over the check mark, it will allow them to view detailed information for that customer with respect to the indicated column. |
Q. What does the warning symbol mean?
A. If a warning symbol appears, there is an alert for that column in reference to the new enrollee. |
Q. What does it mean if a column is left blank for a new enrollee?
A. If a column is left blank, Melaleuca has not received the required information for that customer in that column. |
Q. What do the three tabs under Current Month Follow-Up mean?
A. If marked, these tabs will indicate that a marketing executive has made contact with the customer, helped them place the current month order, and answered any questions the customer had. |
Follow-Up History
Q. How do I know if my customer placed an order?
A. If a personal enrollee has placed an order, there will be a green check mark in the column indicating the customer has met their product point commitment for the month. |
Q. Can I find out which day my customer placed their order?
A. No. The follow-up center only indicates if an enrollee has met their product point commitment for the month. |
Q. Can I see how many product points my customers order or what items they ordered?
A. No. The follow-up center only indicates if an enrollee has met their product point commitment for the month. |
Q. How do I know which day I followed up with my customer?
A. If a marketing executive places their mouse cursor over the green check mark in the "Follow-Up" column, a pop-up will appear with the date the follow-up occurred. |
Q. Can I monitor whether my personal customers have placed orders past the first six calendar months of their enrollment?
A. No. However, a monthly business report will show whether they placed an order or received a backup order after the month is over. |
Membership Kit Management
Q. What do the different Kit prefixes mean?
A.
- EN/US-This abbreviation indicates a U.S Membership Kit with materials in English.
- CN-This abbreviation indicates a Canadian Membership Kit with materials in English.
- SP-This abbreviation indicates a U.S Membership Kit with materials in Spanish.
- FR-This abbreviation indicates a Canadian Membership Kit with materials in French.
|
Q. Why do I only see my Membership Kits from the last year?
A. Membership kits expire 1 year from the date of purchase. Policy 9 explains in more detail information regarding membership kits. |
Q. How do I assign a Membership Kit?
A. In the "Assigned To" column, a marketing executive will click "Assign".
- Once this is done, a window will pop up and a marketing executive can search for an enrollee within their organization by phone number or last name.
- They will then select the name of the enrollee they wish to assign the Membership Kit to (It will be highlighted).
- Before the assignment is finished, the will select the option at the bottom of the screen for billing. This will determine which method of payment will be charged for this particular kit.
- Finally, the marketing executive will click "Assign this Membership Kit".
|
Q. What if I have a kit to assign that was not listed on the website?
A. If there are any further questions about assigning membership kits, a marketing executive can call Business Development at 1-800-182-182. |
Q. What information is given below "Replacement Kit Went To"?
A. You can find the kit number, the name of the person the kit was sent to, and the date the kit was drop shipped. |
Alerts
Q. What can show up in the "Alerts" section?
A. The Alerts are as follows:
- The "Alerts" section will indicate if a customer has received a backup order.
- The "Alerts" section will also note if a customer is no longer preferred.
- The "Alerts" section will notify a marketing executive of issues regarding paperwork. If this is indicated, an email will have most likely been sent from Melaleuca to inform the enroller of the error on paperwork.
- The "Alerts" section will display a product point commitment not being met.
- The "Alerts" section will inform a marketing executive when a personal customer has requested the Suspend Preferred Customer Benefits Form.
|
|
