Digital Enrollment
General Industry
Overview
Automate customer enrollment with a digital self-service experience that lowers overall cost to serve and accelerates time to revenue. Trigger this experience through a weblink sent via email, SMS, or QR code, an IVR system (e.g., Genesys, Five9), system of record (CRM), or through an existing mobile app. Customer intake information is then sent back to core systems, like your CRM.
In this experience, look for:
- Reflexive form fields (dynamically adjust questions based on user responses)
- Payment setup
- eSignature for accepting consent or terms and conditions
- Opt in to SMS messaging to receive enrollment confirmation and updates
- PDF download of submission for receipt (initiate a variety of PDF operations, including create or merge PDFs, map user inputs to existing PDFs, convert HTML to PDF)
- CSAT survey