Windows 8 Upgrade Offer Registration Training

1. Windows 8 Upgrade Offer Registration Training For Support Agents Updated 24 July 2012

2. Welcome • This course will prepare you for the Windows 8 Upgrade Offer Program Registration Phase by giving you • Program knowledge • Technical support guidelines • Troubleshooting scenarios • Note: This training is the first of a 2-part training. The second half, covering order fulfillment, will be delivered at a later date.

3. Housekeeping and Classroom Rules • Breaks • Restrooms • Emergency & Safety • Turn off your cell phones • Log out of email • Prepare to participate - Ask questions

4. Objectives • After completing this course, you will be able to • Explain the Windows 8 upgrade offer and eligibility • Guide customers to the Upgrade Offer site • Provide customers with accurate responses to their inquiries about registering for the Windows 8 Upgrade Offer • Provide consistent service after performing a series of exercises • Describe the functions you will perform in the Windows Management Tool (WMT)

5. Lesson 1: Windows 8 Upgrade Offer Review

6. Activity: Windows 8 Upgrade Offer Review • Use the Windows 8 Upgrade Offer website(www.windowsupgradeoffer.com) and VKB to answer the questions in Lesson 1, Activity 1 of the Participant Guide

7. Lesson 2: Customer Registration Processes

8. Customer Registration Paths Views registration confirmation screen Accesses registration site Enters requested information Receives registration confirmation email Registration approved? Yes No LATER Receives email with date promo code will be sent Asked to enter their Windows 7 Product Key When Windows 8 is released, receives email with promo code & ordering instructions Yes Enters their product key? Yes No No Closes registration request Receives denial on screen & via email Registration approved?

9. Registration Status • When a customer registers, they will fall into one of three categories • APPROVED: immediate acceptance of registration • INCOMPLETE: registration request is still waiting for the Windows 7 product key • REJECTED: the registration is not accepted as the information did not meet program requirementsTry to talk to the customer about the registration being “denied” not “rejected”

10. Reasons for Status = Rejected • A customer’s registration request could be rejected because: • Purchase date is outside eligibility period • Customer has been deemed a High Fraud RiskIMPORTANT: This should never be messaged to the customer. • Customer has reached registration limit of 5 • Customer has entered an invalid product key • Customer has entered a blocked product key • Customer has entered a product key that is out of range • Customer has entered a product key that is already used • Will cover later in the training how to handle these

11. Customer Registration for Windows 8 Upgrade Offer

12. Customer Registration Paths Views registration confirmation screen Accesses registration site Enters requested information Receives registration confirmation email Registration approved? Yes No LATER Receives email with date promo code will be sent Asked to enter their Windows 7 Product Key When Windows 8 is released, receives email with promo code & ordering instructions Yes Enters their product key? Yes No No Closes registration request Receives denial on screen & via email Registration approved?

13. Registration Approved Path

14. 1. Initial Screen • Confirm the registration country

15. 2. Required Customer Information • Personal Information • First name • Last name • Email address • Confirm email address • Telephone number • Purchase Information • Date of purchase • Name of retailer • PC Brand • PC Model • Security Check • Terms & Conditions agreement

16. 3. Approved Registration Confirmation • Confirmation displayed after successfully registering

17. Approved Registration Email Sample Email wording is being finalized.

18. Incomplete Registration Path

19. 1. Initial Screen • Confirm the registration country

20. 2. Required Customer Information • Personal Information • First name • Last name • Email address • Confirm email address • Telephone number • Purchase Information • Date of purchase • Name of retailer • PC Brand • PC Model • Security Check • Terms & Conditions agreement

21. 3. Customer Validation Requested • Customer must enter the Windows 7 Product Key

22. Certificate of Authenticity • Product keys are found on the COA. The COA may be found: • on the back of desktop PCs • on the bottom of laptops • under the battery inside the compartment of laptops

23. Invalid Product Key Entered • Customer may attempt to enter a product key 3 times. After the 3rd time, their registration request is rejected.

24. 4. Successful Registration Confirmation • After entering the Windows 7 product key, customers may see confirmation of successfully registering

25. 4. Unsuccessful Registration Screens • After entering the Windows 7 product key, customers may be notified their request has been unsuccessful

26. Registration Rejected Email Sample Email wording is being finalized.

27. Customer Process – Viewing Registration Confirmation

28. Customer Access of Account

29. Approved Registration Status Screen

30. Incomplete Registration Status Screen

31. Rejected Registration Status Screen

32. What Emails Customers Receive • After successful registration and validation, customers will receive three additional emails • Registration confirmation email (with 24-48 hours) • Email announcing when product will be available for purchase (General Availability date announcement) • Customer receives an email with promotional code and instructions for ordering the Windows 8 Upgrade at the promotional price (GA)

33. Lesson 3:Windows Management Tool (WMT)

34. Use Windows Management Tool To • Search for registrations for all regions • View customer information for PII verification purposes • View customer registration status and any messages they have received • View a log of all email announcements the customer has received and resend if needed • Update customer email or phone number • Add notes to a registration • View registration rejection reasons • View the log history of customer registration information

35. WMT Login Screen

36. Change Password Screen – 1st login

37. Change Password Screen: Password Guidelines

38. Registration Search Screen • Search criteria at top of screen • Note search will be global unless a country is selected • All registration statuses will be searched unless a specific one is selected • Can sort search results by any column

39. Selecting a Record • Record line will change color when you hover over it • Select a registration number to open the record

40. Registration Details • View registration information including registration status • Navigate to edit information, resend emails or view activity log • Add notes directly

41. Edit User Info • You can update • Email address • Phone number • Case ID with the CAP SR #

42. Edit User Info: Escalation Agents • Escalation agents and supervisors can also update the registration limits per guidelines

43. Registration Details: Notes

44. Registration Details: Emails • View emails sent to customer including the date email was sent • Resend emails if requested

45. Registration Details: Activity Log • View history of activities made to the record • If customer takes an action on the registration site, no agent will be listed

46. Registration Details: Rejected Registrations • If a customer is rejected, there will be a more info link that contains the reason • Hovering over the more information link will reveal the reason

47. More Information Reasons

48. Message Handling • More Info Message • Customer is not eligible for the program. • Customer has been denied registration due to High Fraud Risk. • Your Action • Inform the customer: “Unfortunately our system has determined that we cannot process your registration. There are a number of factors that go into this determination. Microsoft is not at liberty to be able to discuss that information.” • If the customer becomes irate, transfer to an escalation agent

49. Message Handling • More Info Message: Customer has reached registration limit. • Your Action • Inform the customerthat the program limit is 5 registrations • If customer is interested in purchasing more, help them navigate to www.microsoft.com/licensing • If customer insists they should be entitled to more than 5 and becomes irate: • Navigate to notes and record the answers to: • Where did you make your purchase? • What is the purpose of use of these additional copies of Win8? • Are you a reseller? If the answer is yes than an immediate denial. • Inform customer decision will be made within 3-5 business days if escalation agent isn’t available • Transfer case to escalation agent for resolution

50. Message Handling • More Info Message • Customer has entered an invalid product key • Your Action • If you are familiar with PIDPlus or KIT confirm that the product key is invalid • If key is valid, send to escalation agent with recommendation to set to approved. • If key is invalid, let the customer know that the key is invalid and they will need to contact their retailer. • If you are unfamiliar with PIDPlus or KIT, inform the customer that you will need to escalate the concern and that they should be contacted within 24 hours if an escalation agent isn’t available • Transfer the case to an escalation agent