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From brochures to booklets, From charts to checklists, From flyers to forms,

Welcome to the March Tricks of the Trade webinar!. From brochures to booklets, From charts to checklists, From flyers to forms, There is a lot of documentation on our website about CU*BASE and the programs and features it offers.

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From brochures to booklets, From charts to checklists, From flyers to forms,

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  1. Welcome to the March Tricks of the Trade webinar! From brochures to booklets, From charts to checklists, From flyers to forms, There is a lot of documentation on our website about CU*BASE and the programs and features it offers. That’s why each month, we send you a Tricks of the Trade email and hold this companion webinar, to highlight key documents that will make your job easier!

  2. This webinar will teach you how to find our online documentation on Smart Messages and the See/Jump feature so that you can learn more about them on your own by reading our documentation. If you prefer more in-depth training about Smart Messages and the See/Jump feature, we have provided links to upcoming webinars that will cover these features: • Managing Self-Service Delivery Products: Audio & Online Banking, Mobile Web and Text – Click here for class content, dates/times, and registration. • CU*BASE Marketing and Sales Tools – Click here for class content, dates/times, and registration.

  3. Ice Breaker Insert an arrow next to your favorite winter vacation spot.

  4. Focus of This Month’s Webinar:It’s Me 247 Reference Resources Page The It’s Me 247 Reference Resources page offers a wealth of documentation on It’s Me 247 products such as online banking and mobile web banking!

  5. It’s Me 247 Reference Resources Page To access documentation on this site, simply scroll down. All documentation is alphabetized.

  6. Fun Fact Do you know how many It’s Me 247 products you can offer your members? Chat in your answer. A prize will be awarded to the person who comes the closest!

  7. Answer There are 4It’s Me 247 products you can offer your members: • Online banking • Mobile web banking • Mobile app • Text banking

  8. Way to go!

  9. Booklets We’ll Look at Today Today we’ll look at the following two booklets found on the It’s Me 247 Reference Resources Page: • See/Jump Controls booklet • The Smart Message booklet Have you ever looked at either of these booklets? Insert an arrow in the box that applies. YES NO

  10. See/Jump Controls Check yes if you’d be interested in knowing: • What See/Jump is • How to give a member See/Jump access in online banking • Learn more about See/Jump security controls • What the member sees in online banking once this feature is activated

  11. Documentation on See/Jump The See/Jump Controls booklet shows you how to do this and more! To access the booklet, click the following buttons.

  12. Documentation on See/Jump

  13. Documentation on See/Jump

  14. It’s Me 247 Reference Resources Page

  15. See/Jump Controls Booklet Table of Contents Insert an arrow next to the section of this booklet you’d most like to read after today’s webinar. Note: All of our booklets offer clickable page numbers in the Table of Contents.

  16. Introduction to See/Jump • Keep in mind: • In order to get See/Jump access to another account, the primary account holder must first call the credit union to request this access for the other member who is joint on the account. • Credit unions can activate See, Jump, or both, and members can grant See, Jump, or both permissions.

  17. Giving See/Jump Permissions

  18. See/Jump from the Member’s View This booklet also contains pictures to help you visualize what the member experiences in online banking when See/Jump has been activated.

  19. See/Jump from the Member’s View

  20. Other Documentation on See/Jump All of our booklets provide links to other documentation on the same topic.

  21. Other Documentation on See/Jump

  22. Other Documentation on See/Jump • Show Me the Steps • CU*BASE online help

  23. Show Me the Steps

  24. CU*BASE Online Help

  25. Smart Messages Raise your hand if you’ve ever wondered: • What Smart Messages are • Where they appear in online banking • What they look like • Where members are directed to when they click one • How to activate them in CU*BASE

  26. Documentation on Smart Messages The Smart Messaging booklet shows you how to do all these things! To access the booklet, click the following buttons.

  27. Documentation on Smart Messages

  28. Documentation on Smart Messages

  29. It’s Me 247 Reference Resources Page

  30. The Smart Message Booklet Table of Contents Insert an arrow next to the section of this booklet you’d most like to read after today’s webinar.

  31. Introduction to Smart Messages

  32. Smart Messages from the Member’s View

  33. Smart Message Selection

  34. Where Smart Messages Direct Members

  35. Activating Smart Messages

  36. Other Documentation on Smart Messages • Show Me the Steps • CU*BASE online help

  37. Show Me the Steps

  38. CU*BASE Online Help

  39. Webinar Links For questions regarding See/Jump or Smart Messages, please refer to the documentation referenced in today’s webinar. For your convenience, links are provided below. Links • See/Jump Controls booklet: http://cuanswers.com/pdf/cb_ref/see_jump.pdf • Smart Messaging booklet: http://cuanswers.com/pdf/cb_ref/smart_messaging.pdf • It’s Me 247 Reference Resources Page: http://cuanswers.com/client_reference_itsme.php • CU*BASE online help site: http://www.cuanswers.com/doc/gold/gold.htm#Using_Help_Web.htm • Show Me the Steps site: http://www.cuanswers.com/doc/stepbystep/stepbystep.htm#welcome.htm

  40. Tricks of the Trade Documentation To access all Tricks of the Trade webinar presentations, including this one, as well as all Tricks of the Trade newsletters, refer to the Tricks of the Trade Newsletter Series page at: http://cuanswers.com/tricks_of_trade.php

  41. Today’s Takeaways On the whiteboard: • Write down your most valuable takeaway from today’s Tricks of the Trade webinar or something you’d like to know more about by reading the booklets we referenced today.

  42. Thank you for attending the March Tricks of the Trade webinar! This webinar was designed to teach you how to find our online documentation on Smart Messages and the See/Jump feature so that you can learn more about them on your own by reading our documentation. If you prefer more in-depth training about Smart Messages and the See/Jump feature, we have provided links to upcoming webinars that will cover these features: • Managing Self-Service Delivery Products: Audio & Online Banking, Mobile Web and Text – Click here for class content, dates/times, and registration. • CU*BASE Marketing and Sales Tools – Click here for class content, dates/times, and registration. We hope to see you at next month’s Tricks of the Trade webinar! Watch for an invitation.

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