the lincoln service credit card - pictures.dealer.com service credit card – from maintenance and...
Post on 31-Mar-2018
218 Views
Preview:
TRANSCRIPT
The Lincoln Service Credit Card
PROGRAM GUIDE
Contents
Important Information & Phone Numbers ..................1
Program Overview ...........................................................2
Store Pricing & Financing Options ..............................3
Lincoln Exclusive Owner Advantage Rewards® $10 Bonus ..........................................................................4
Lincoln Exclusive Lincoln Service Credit Card Privileges Program ...........................................................5
Client Rebate Incentive ..................................................6
Ask & Earn Employee Incentive ...................................... 7
The 3 Step Process & Manager Checklist ................8
Handling Client Concerns ..............................................9
Overcoming Employee Reservations .......................10
Tips for Maximizing the Program ................................11
Lincoln Service Program Supplies ............................12
New Account Processing .............................................14
Transaction Processing ................................................15
PAYware Consumer Processing ................................16
PAYware Connect Setup ............................................. 17
Citi Field Sales Team ....................................................19
19
Citi Field Sales TeamOur Field Sales Team is here to assist you with training and sales support.
To find the Citi representative for your region, please call
Retailer Service Assistance at
1-888-621-7981
50 Northwest Point Blvd.Elk Grove Village, IL 60007
LIN-GDE-0215© 2015 Citibank, N.A. Citi and Citi with Arc Design are registered service marks of Citigroup Inc.
1
Important Information& Phone Numbers
DEALER QUESTIONS/ASSISTANCE 1-888-346-4777New Account Applications or Transaction Processing (If POS System is Unavailable) Option 1
New Accounts with Pending Referral Number Option 2Manual Sales Authorizations, Account Lookup or Credit Line Increases Option 3Merchant Services – Training, Dealer Setup, Settlement Questions/Reports and General Inquiries Option 4
Credit Card Supplies including Cardholder Applications and Point of Sale Materials
Option 5 or go to http://custompoint.rrd.com
PC/PAYWARE SUPPORT QUESTIONS & ACCESS PROBLEMSClient Services Help DeskFor PC/POS System Issues
1-888-346-4777Option 4
PLEASE NOTE: To process brand-specific consumer applications, please ensure you are logged into the PAYware site with that brand’s login ID. For example, if you are processing a Lincoln application, you need to be logged into PAYware as a Lincoln dealer (not a Quick Lane or Ford dealer). Transactions may be processed with any ID.
CLIENT REBATE 1-877-310-3673Status inquiries; Allow 6-8 weeks for delivery
ASK & EARN EMPLOYEE INCENTIVE PROGRAM 1-844-290-8229Check status of cards www.rewardcheck.net
or call 1-844-290-8229Online submission of completed Ask & Earn Cards www.acbincentives.com/lincolnincentivesFax submission of completed Ask & Earn Cards 1-844-686-9368
To print additional cards or to see Official Rules, go to FMCDealer.com/Parts & Service Tab/Contests & Incentives FCSD/Service/Dealership Employee Incentives
FMCDealer.com/Parts & Service Tab/Contests & Incentives FCSD/
Service/Dealership Employee Incentives
CARDHOLDER ASSISTANCE 1-888-344-2237Account and Statement Questions, Change of Address & All Other General Account Questions
CREDIT PROMOTIONS/MINIMUM PURCHASERegular Revolving $1 Minimum6 Months No Interest If Paid In Full $199 Minimum12 Months No Interest If Paid In Full $499 Minimum
APPLICATION PROCESSINGTo send completed credit applications to us, please be sure to follow the instructions on page 12 for logging, packaging and shipping credit applications. Then mail the completed credit application and the log to:
DataVision Resources4300 Westown Parkway, Suite 200
West Des Moines, IA 50266
LINCOLN SERVICE CREDIT CARD PRIVILEGES PROGRAMLincoln Service Credit Card Privileges Client Service 1-800-741-8932
https://lincolnprivileges.vipdesk.com
LINCOLN OWNER ADVANTAGE REWARDS PROGRAMOwner Advantage Rewards Dealer Program Headquarters (Dealer assistance with OA Tracker or offer details)
1-800-755-0347OwnerAdvantageRewards@
ProgramSupportHQ.com
The last 5 digits of your merchant number will be your Store Number & should also match your P&A Code. Please have the last 5 digits, or your Store Number/ P&A Code, available when using any of the phone options below.
PLACE “CITI MERCHANT ID NUMBER AND STORE NUMBER STICKER” HERE
IMP
OR
TAN
T IN
FOR
MA
TION
&
PH
ON
E NU
MB
ERS
32
Program OverviewThe Lincoln Service Credit Card Program is designed to provide many
great benefits to your clients, your team and your business.
6 Months Deferred Interest
on purchases of $199 or more. Minimum Payment Required.†
12 Months Deferred Interest
on purchases of $499 or more. Minimum Payment Required.†
Merchant Discount Rates (MDR)*
Revolve
Store PricingThe Lincoln Service Credit Card Program provides competitive pricing to make
it easy for every Lincoln retailer to offer the Lincoln Service Credit Card.
Financing OptionsRetailers can offer the following plans to their clients:
0.24%Merchant Fee
1.87%Merchant Fee
5.95%Merchant Fee
*As of 1/1/15†See promotional plan disclosures for full terms and conditions.
6 Months 12 Months
Payment Terms
Revolven 25 day grace period
n $1 minimum purchase required
6 Monthsn Deferred interest with
minimum payments required†
n $199 minimum purchase required
12 Monthsn Deferred interest with
minimum payments required†
n $499 minimum purchase required
l Extended term credit plans enable your client to spend more now and pay over time
l Offering financing options helps close the sale on all the products/services the client needs because the client can spread the payments out over a longer period of time
l Clients can save their Visa/MC credit line and use the Lincoln Service Credit Card as their “Vehicle Maintenance Card”
Your Client Benefits
Your Team Benefits:
Your Business Benefits:
n Extended deferred interest financing plans
n Rebate offers for new and existing cardholders
n Clients can potentially double their rebate during Lincoln promotions just by using their Lincoln Service Credit Card
n Clients can save on ALL service purchases, including tires, maintenance, accessories and extended service plans
n Additional client benefits offered through the Lincoln Service Credit Card Privileges Program
n Owner Advantage Rewards $10 Bonus on top of all existing rebate and financing offers
n Ask & Earn incentive program runs 365 days a year and allows your Service Advisors to earn extra money for processing Lincoln Service Credit Card applications
n The Lincoln Service Credit Card promotions and financing options give your Service Advisors more “tools” to help close sales and upsell to better tires and/or services
n Increased client loyalty
n Higher average tickets than with other tender types
n Special credit promotions running throughout the year
n Clients receive a dedicated line of credit for use at your store
n Dealership loyalty encouraged by the Owner Advantage Rewards program
Note: References to the Owner Advantage Rewards program throughout this training guide are for dealers who participate in the Owner Advantage Rewards program only.
PR
OG
RA
M
OV
ERV
IEW
STOR
E PR
ICIN
G &
FIN
AN
CIN
G O
PTIO
NS
54
Lincoln Exclusive Owner Advantage Rewards®
$10 Bonus
Lincoln Exclusive Lincoln Service Credit Card
Privileges ProgramOFFER OVERVIEW Questions?
Owner Advantage Rewards Dealer Program Headquarters (Dealer assistance with OA Tracker or offer details)
n 1-800-755-0347 or
n OwnerAdvantageRewards@ ProgramSupportHQ.com
Lincoln Service Credit Card Client ServiceCitibank Client Services Team Line:n 1-888-346-4777, Option 4
The Citibank Client Services Team is available:n Monday – Saturday
8 a.m. – 9 p.m. ESTn Sunday
9 a.m. – 8 p.m. EST
Dealer EligibilityDealers must participate in the Owner Advantage Rewards and Lincoln Service Credit Card programs.
Lincoln Service Credit Cardholders will receive a $10 Bonus in their Owner Advantage Rewards account for every eligible purchase made on the Lincoln Service Credit Card – from maintenance and parts to accessories or an Extended Service Plan (ESP). This is an exclusive members-only benefit for the Lincoln Service Credit Card and is not available for the Ford Service or Quick Lane Credit Card Programs.
Offer Detailsn PROGRAM PERIOD: January 1, 2015 – December 31, 2015.
Bonus expires on June 30, 2016, if not redeemed.n For every qualifying purchase made on the Lincoln Service
Credit Card, clients will receive a $10 Bonus in their Owner Advantage Rewards account.
n $10 minimum purchase required to receive bonus.n Subject to credit approval and complete purchase
must be made on the Lincoln Service Credit Card.n Purchase must be made at a participating Lincoln Service
Credit Card and Owner Advantage Rewards dealership.n No action is required by the dealership or member
to receive the $10 Bonus.n The $10 Bonus will be automatically applied to an active
Owner Advantage Rewards account within 45 days. No dealer or client action is required.
n Once posted, members will see the $10 bonus included in their Service Reward balance on LincolnOwner.com and within Owner Advantage Rewards communications.
n It is important to ensure the member’s address in the OA Tracker is current and correct.
Dealer ReimbursementAll redeemed bonuses will be reimbursed via the Parts Statement. Dealers can review all submitted transactions by month and download a detailed report for reconciliation on OA Tracker.
Promote this exciting enhancement with your Lincoln Service Credit Cardholders and Lincoln clients in your service drive.
OFFER OVERVIEW Questions?Lincoln Service Credit Card Privileges Client Service
n 1-800-741-8932 or
n https://lincolnprivileges. vipdesk.com
n Clients will need the first 6 digits of their Lincoln Service Credit Card account number
Lincoln Service Credit Card Client ServiceCitibank Client Services Team Line:n 1-888-346-4777, Option 4
The Citibank Client Services Team is available:n Monday – Saturday
8 a.m. – 9 p.m. ESTn Sunday
9 a.m. – 8 p.m. EST
Dealer EligibilityDealers must participate in the Lincoln Service Credit Card program.
Program DescriptionLincoln Service Credit Card Privileges is a benefit offered to all new and existing cardholders holding a Lincoln Service Credit Card. The Privileges team of representatives provides virtual assistance with a variety of needs, including research or recommendations for entertainment and dining, as well as booking travel reservations, shopping, or other personal or household needs.
Cardholders will have special access to additional benefits at hotels, restaurants and retail. For example:
n Room upgrades, early check-in or late check-out at luxury hotels and resorts throughout the world.
n VIP Amenities are offered at many of the top luxury hotel brands, plus hundreds of boutique luxury hotels in more than 70 countries.
n Discounts on global travel experiences, airport assistance and transportation. n Access to added value amenities on over 20 cruise lines.n Priority reservations at participating restaurants, as well as added benefits
such as a complimentary appetizer, dessert or chef visit.n Access to thousands of tours, museums, galleries and other attractions
in hundreds of markets around the world.n Access to tickets for sold-out concerts, Broadway shows or sporting events.n Access to golf tee times.
Cardholders will have access to these benefits via telephone, email and website 24/7. All they need to do is reach out, and Privileges will create a unique experience for your Lincoln clients.
n Clients can place a request by calling the toll-free number, 1-800-741-8932.n They may also visit the website, https://lincolnprivileges.vipdesk.com,
for information on special offers and benefits available through the service or to email a request for assistance.
n Users will be asked for the first six digits of their Lincoln Service Credit Card to have access to the service.
This service is complimentary and provided as a benefit of the Lincoln Service Credit Card. However, clients are responsible for all costs associated with reservations, tickets, or other purchases that a Privileges representative may make on their behalf. A client will be asked to provide their personal credit card in order to fulfill a purchase or reservation. All benefits are based on eligibility. Cardholders will receive information on the Privileges program via:
n Existing Lincoln Service Credit Cardholders will receive a Privileges welcome package.n New cardholders will receive information in the card carrier package.
Note: References to the Owner Advantage Rewards program throughout this training guide are for dealers who participate in the Owner Advantage Rewards program only.
OW
NER
A
DV
AN
TAG
E R
EWA
RD
S®
PR
IVILEG
ES
PR
OG
RA
M
76
Client Rebate Incentive
*Offer is subject to change.
Ask & Earn Employee IncentiveDatesn Available Every Day
Rebate Offern $25 for purchases
of $250 or more*
Cost to Dealern $0
Datesn Available Every Day
Offersn $25 for each
Ask & Earn card
Cost to Dealern $0
Earn More!Lincoln Service Advisors can earn $25 for each completed and approved Ask & Earn card!
Only 5 Apps!Only 5 applications required per Ask & Earn card. Lincoln Service, Ford Service and Quick Lane applications may appear on one card.
Unlimited Cards!Unlimited number of Ask & Earn cards can be sent in!
IT’S EASY TO EARN EXTRA CASH! Guidelinesn Incentive paid on all
applications processed (approved or declined)
n Only 5 submitted applications required per card
n Submit completed cards online, by mail or fax
n Template should be photocopied for future use
n Check status of cards at www.rewardcheck.net
1 Now enter, save & submit applications online, plus receive status updates via email!
Online www.acbincentives.com/lincolnincentives
Or, fill out an Ask & Earn card with 5 valid applications and submit by:
Mail Lincoln Ask for Apps, Dept. #579900 P.O. Box 1919, Memphis, TN, 38101
Fax 1-844-686-9368
3 Upon receipt and validation of each card submitted, $25 will be credited to your Genuine Rewards MasterCard® Award Card.*
4 Be sure to make a copy of each submitted card and keep for your records.
5 To check the status of any card log into www.rewardcheck.net or call 1-844-290-8229.n For balance inquiries and transaction history,
call 1-800-759-9610
n If the Ask & Earn funds have not been loaded to your Genuine Rewards MasterCard® Award Card, please contact Dealers Ask Ford and provide your STARS ID
If you are a dealership in the State of Texas and do not enroll in “Texas FCSD Incentive Programs” on DPES you will not be eligible to participate in any dealership incentive programs for the 2015 Calendar year.*The Genuine Rewards MasterCard® Award Card is issued by Comerica Bank pursuant to license by MasterCard International Incorporated. MasterCard is a registered trademark of MasterCard International Incorporated.
HERE’S HOW IT WORKS
New and existing clients who spend $250 or more on their Lincoln Service Credit Card account can receive a $25 prepaid debit card by mail-in rebate!*
Benefitsn Rewards clients for ANY service purchase
including tires, maintenance or accessories
n Offer is good for all clients, new and existing
n Clients who make a qualifying purchase on their Lincoln Service Credit Card will qualify for a rebate!
n Good on every qualifying purchase of $250 or more
n Cost to dealer: $0
DATE CARD COMPLETED
LAST 4 DIGITS OF ACCOUNT # OR 13 DIGIT PENDING # FIRST AND LAST NAME
CITY, STATE, ZIP
(5 required for valid card)1.
2.
3.
4.
5.
PLEASE BE SURE TO KEEP A COPY OF EACH CARD YOU SUBMIT FOR YOUR RECORDS.
For Official Use Only: LIN15
By submitting this card, employee acknowledges that he or she has read the Official Rules and agrees to be bound by them.
LIN-AFA-0215
2015 ASK & EARNPLEASE WRITE LEGIBLY. ALL INFORMATION IS REQUIRED.
Employee Name
STARS ID Number
Dealer Name
Dealer P&A Code Dealer Sales Code
Dealer Address
Dealer City
State Zip
Dealer Phone
Employee Phone
Employee Email*
*By providing your email address, we may use this to contact you about the status of your claim.
Funds loaded directly to your Genuine Rewards MasterCard®
Award Card…plus, now you can submit your claim online and
receive status updates by email!
If you are a dealership in the State of Texas and do not enroll in “Texas FCSD Incentive Programs” on DPES you will not be eligible to participate in any dealership incentive programs for the 2015 Calendar year.
* The Genuine Rewards MasterCard® Award Card is issued by Comerica Bank pursuant to license by MasterCard International Incorporated. MasterCard is a registered trademark of MasterCard International Incorporated.
FOR EVERY 5 APPS
EARN
$25Here’s How:• Complete the form on the reverse with the required information for each completed and
valid Lincoln Service Credit Card application submitted between 1/1/2015 and 12/31/2015.
• Forms may be submitted by one of the following methods once you’ve completed
5 valid applications:
• Get paid with $25 loaded directly to your Genuine Rewards MasterCard® Award Card
for every qualifying Ask & Earn card submitted or postmarked by January 15, 2016.
Online www.acbincentives.com/lincolnincentives
Mail Lincoln Ask for Apps, Dept. #579900
P.O. Box 1919, Memphis, TN, 38101
Fax 1-844-686-9368
2015 ASK & EARNDefinition of Qualifying Ask & Earn Card:
• Must complete all fields for 5 eligible applications.
• Employee information must also be filled out
completely in order to be processed.
• Eligible applications are those applications that
are complete and valid Lincoln Service, Ford Service
or Quick Lane Credit Card applications submitted
during the promotional period (1/1/15–12/31/15).
Applicants must be 18 or older.
• Completed Ask & Earn cards must be submitted or
postmarked no later than January 15, 2016.
General Rules:• No partial or incomplete cards will be accepted.
Cards missing information will be rejected and
returned to employee’s address on card.
• There is no limit to the number of cards you
can submit.• Duplicate or fraudulent submissions of applications
may result in being ineligible to continue to participate
in this incentive program.• Not responsible for lost, late, misdirected, mutilated,
illegible cards, or cards not received in time.
• To print additional cards or to see Official Rules,
go to FMCDealer.com/Parts & Service Tab/Contests
& Incentives FCSD/Service/Dealership Employee
Incentives.• Please allow 4-6 weeks for eligible awards to be
loaded directly to the Genuine Rewards MasterCard®
Award Card.*• To check on the status of submitted card(s), log
on to www.rewardcheck.net or call 1-844-290-8229.
• For balance inquiries and transaction history,
call 1-800-759-9610.• If the Ask & Earn funds have not been loaded to your
Genuine Rewards MasterCard® Award Card, please
contact Dealers Ask Ford and provide your STARS ID.
NEW
LIN-TAB-OAR-1214
* Subject to credit approval. Rebate valid on qualifying purchase before tax; not valid on prior purchases. Complete purchase must be made on the
Lincoln Service Credit Card. Offer valid through 12/31/15. Submit rebate by 1/31/16. Limit one $25 mail-in rebate per visit. Rebate by prepaid debit
card. Cannot be combined with other Lincoln Service Credit Card offers. Valid at participating Lincoln dealerships.
**Lincoln Service Credit Card Privileges may change or be discontinued at any time for any reason.
† Subject to credit approval. Complete purchase must be made on the Lincoln Service Credit Card. $10 minimum purchase required to receive bonus.
Bonus may take up to 45 days to post to your active Owner Advantage Rewards account. Bonus expires 6/30/2016, if not redeemed. Offer valid
1/1/2015–12/31/2015. The Lincoln Motor Company and your dealership reserve the right to modify the terms of this offer at any time. For additional
program information, contact your dealer.
See your Service Advisor for details
Owner Advantage Rewards® Members
EARN A $10 BONUSwith every qualifying purchase†
SPECIAL FINANCING AVAILABLE
$25 MAIL-IN REBATE
on a qualifying purchase of $250 or more (before tax)*
A refreshing approach to luxury.
Exclusive Lincoln Service
CREDIT CARD PRIVILEGES**
NEW
A refreshing approach to luxury.
LIN-TAB-1214
* Subject to credit approval. Rebate valid on qualifying purchase before tax; not valid on prior purchases. Complete purchase must be made on the
Lincoln Service Credit Card. Offer valid through 12/31/15. Submit rebate by 1/31/16. Limit one $25 mail-in rebate per visit. Rebate by prepaid debit
card. Cannot be combined with other Lincoln Service Credit Card offers. Valid at participating Lincoln dealerships.
**Lincoln Service Credit Card Privileges may change or be discontinued at any time for any reason.
See your Service Advisor for details
SPECIAL FINANCING
AVAILABLE
Exclusive Lincoln Service
CREDIT CARD PRIVILEGES**
$25 MAIL-IN REBATE
on a qualifying purchase of $250 or more (before tax)*
CLI
ENT
REB
ATE
IN
CEN
TIV
E
ASK
& EA
RN
EM
PLO
YEE
INC
ENTIV
E
98
The 3 Step Process Handling Client ConcernsAnticipating client concerns and responding appropriately is key to the selling process.JUST ASK
IT ONLY TAKES
17SECONDSOffer each client the chance to use or apply for the Lincoln Service Credit Card and enjoy the benefits of the promotion.
OFFER THE LINCOLN SERVICE CREDIT CARD IN 3 STEPS
1 Ask the “May I” Question Begin each transaction with, “May I put this on your
Lincoln Service Credit Card?”
2 If the Client Says “No” Ask client, “Do you have a Lincoln Service Credit Card?”
3 Give the Client a Good ReasonDID YOU KNOW:n You can receive a $25 prepaid debit card by mail-in rebate
with a purchase of $250 or more?
n You will receive a $10 Owner Advantage Rewards Bonus with a purchase of $10 or more?
n You receive the Lincoln Privileges program where our representatives can offer research or recommendations for entertainment and dining, as well as booking travel reservations, shopping, or other personal or household needs?
Manager Checklist1 Emphasize credit on a daily basis–
what gets focus gets done! 5 Create a report to track and review Service Advisor credit performance daily.
2 Develop a dealership policy on what financing offer(s) to present. 6 Recognize exemplary credit performers
at daily store meetings.
3 Establish and communicate credit share and application goals daily. 7 Make sure signage and applications
are displayed and visible to clients.
4Train and educate Service Advisors, as well as other dealership employees, on the benefits of credit and current credit promotions.
8Communicate exclusive Lincoln benefits to Service Advisors and other dealership employees.
OBJECTION RESPONSE
“I don’t have time
right now.”
“No problem. All I need is a driver’s license and a few minutes to start the application process. If you are approved for a Lincoln service Credit Card, you can use your card right away and get deferred interest financing on a purchase of $199 or more and also receive a $25 prepaid debit card by mail-in rebate on a purchase of $250 or more, a $10 Owners Advantage Bonus on a purchase of $10 or more, and enjoy the benefits of the Lincoln Services Credit Card Privileges program!”
“I don’t need another credit card.”
“The Lincoln Service Credit Card is different. It entitles you to exclusive benefits that are offered only to Lincoln Service Credit cardholders, such as the ability to receive a $25 prepaid debit card by mail-in rebate on a purchase of $250 or more, a $10 Owners Advantage Bonus on a purchase of $10 or more, and enjoy the benefits of the Lincoln Services Credit Card Privileges program! Also, you can use your Lincoln Service Credit Card on ALL services purchases, including tires, maintenance or accessories and save your cash and other credit cards for purchases outside of our stores.”
“I’d rather use my visa.”
“If you are approved for a Lincoln Service Credit Card, you can take advantage of deferred interest financing and receive a $25 prepaid debit card by mail-in rebate on a purchase of $250 or more, a $10 Owners Advantage Bonus on a purchase of $10 or more, and enjoy the benefits of the Lincoln Services Credit Card Privileges program! It only takes a few minutes to apply. All I need is a driver’s license to get started.”
“The interest rate is high.”
“If you make a qualifying purchase of $199 or more with the 6 month deferred interest promotion and make minimum monthly payments on time, there is no interest charged on the purchase if you pay it in full in 6 months!”
“I’ll never get approved.”
“The application process is quick and easy and it doesn’t cost anything to apply, so why not give it a try? And if you are approved, you can take advantage of deferred interest financing on a purchase of $199 or more and receive a $25 prepaid debit card by mail-in rebate on a purchase of $250 or more, a $10 Owners Advantage Bonus on a purchase of $10 or more, and enjoy the benefits of the Lincoln Services Credit Card Privileges program!”
THE
3 ST
EP
PR
OC
ESS
&
MA
NA
GER
CH
ECK
LIST
HA
ND
LING
C
LIENT
CO
NC
ERN
S
1110
Overcoming Employee ReservationsThe top 5 reasons Service Advisors don’t always have a credit conversation.
1 “I don’t think credit is a good value for the client or the dealership.”
n The Lincoln Service Credit Card makes it easier for clients to purchase today and pay over time. Plus, it lets clients receive a $25 prepaid debit card by mail-in rebate on a purchase of $250 or more, a $10 Owners Advantage Bonus on a purchase of $10 or more, and enjoy the benefits of the Lincoln Services Credit Card Privileges program!
2 “I don’t like hearing the client say ‘no’.”
n Clients may be unaware of the special benefits, so tell them they can save money on their purchase and let them decide whether they want to take advantage of it or not.
3 “I forgot about the credit offer.”
n Remember, you can earn $5 for every application you process (whether approved or declined).
n You can use it to upsell other services needed at time of the visit.n The competition uses credit as a powerful tool for store profitability.
We need to do the same!
4 “The application process holds up the checkout process.”
n It’s OK to take the time to process an application. Acknowledge the next client in line and explain it will only take a minute.
n Other clients in line may be more aware of the Lincoln Service Credit Card special benefits just by listening.
5 “Clients think the interest rate is too high.”
n The Lincoln Service Credit Card rate is competitive with other comparable cards.n Not all clients are concerned about the rate. Many of our clients prefer the
convenience of making monthly payments that fit their budget, or taking advantage of promotions, money-saving offers events and special benefits, too!
Tips for Maximizing the ProgramA good selling strategy can make all the difference when promoting the card.
Establish a Promotional
Strategy
1 Integrate the Lincoln Service Credit Card into your dealership advertising
2 Have events at your store promoting the card
Educate Service
Advisors
1 Make sure your Service Advisors know about the card program features and benefits
2 Have Service Advisors offer program to clients early in sales process before work is completed
3 Encourage Service Advisors to offer program to everybody, including clients getting estimates
4 Explain current promotional offers
5 Practice selling tips and how to overcome objections with client
6 Ensure other dealership employees are aware of the credit program
Dress Your
Station
1 Make sure signage and applications are displayed prominently and visible to the client
2 Ensure signage is displayed within the store service area and client waiting area(s)
3 Have applications available at the counter and waiting area(s)
4 Plan special events around promotions throughout the year
OV
ERC
OM
ING
EM
PLO
YEE
R
ESER
VA
TIO
NS
TIPS FO
R
MA
XIM
IZING
TH
E PR
OG
RA
M
1312
Lincoln Service Program SuppliesTo order any of the following components, please go to http://custompoint.rrd.com
APPLICATIONS CODE
1 Acrylic Application Holder N/A
2 Credit Application with Owner Advantage Rewards (pack of 25)
LIN-APP-OAR-0114
3 Credit Application without Owner Advantage Rewards (pack of 25)
LIN-APP-0114
CREDIT SIGNAGE CODE
4 We Accept Window Cling LIN-ACC-0313
5 Tabletop Insert Holder N/A
6 Tabletop Insert with Owner Advantage Rewards LIN-TAB-OAR-0114
7 Tabletop Insert without Owner Advantage Rewards LIN-TAB-0114
STORE TRAINING CODE
8 Dealer Program Guide LIN-GDE-0114
9 Employee Pocket Guide (pack of 10) LIN-PCT-0114
10 Employee Quick Reference Guide (2) LIN-IIS-0313
11 Payment Estimator Tool LIN-PET-1214
EMPLOYEE INCENTIVE CARDSTo print additional Ask & Earn Forms, go to: FMCDealer.com / Parts & Service Tab / Contests & Incentives FCSD / Service / Dealership Employee Incentives
REBATE FULFILLMENTPrinted copies of the consumer rebate forms are no longer available for order. Clients can claim rebates on: LincolnOwner.com/rebates
41
LIN-TAB-OAR-1214
* Subject to credit approval. Rebate valid on qualifying purchase before tax; not valid on prior purchases. Complete purchase must be made on the Lincoln Service Credit Card. Offer valid through 12/31/15. Submit rebate by 1/31/16. Limit one $25 mail-in rebate per visit. Rebate by prepaid debit card. Cannot be combined with other Lincoln Service Credit Card offers. Valid at participating Lincoln dealerships.
**Lincoln Service Credit Card Privileges may change or be discontinued at any time for any reason.† Subject to credit approval. Complete purchase must be made on the Lincoln Service Credit Card. $10 minimum purchase required to receive bonus. Bonus may take up to 45 days to post to your active Owner Advantage Rewards account. Bonus expires 6/30/2016, if not redeemed. Offer valid 1/1/2015–12/31/2015. The Lincoln Motor Company and your dealership reserve the right to modify the terms of this offer at any time. For additional program information, contact your dealer.
See your Service Advisor for details
Owner Advantage Rewards® Members
EARN A $10 BONUSwith every qualifying purchase†
SPECIAL FINANCING AVAILABLE
$25 MAIL-IN REBATEon a qualifying purchase of $250 or more (before tax)*
A refreshing approach to luxury.
Exclusive Lincoln Service
CREDIT CARD PRIVILEGES**
A refreshing approach to luxury.
LIN-TAB-1214
* Subject to credit approval. Rebate valid on qualifying purchase before tax; not valid on prior purchases. Complete purchase must be made on the Lincoln Service Credit Card. Offer valid through 12/31/15. Submit rebate by 1/31/16. Limit one $25 mail-in rebate per visit. Rebate by prepaid debit card. Cannot be combined with other Lincoln Service Credit Card offers. Valid at participating Lincoln dealerships.
**Lincoln Service Credit Card Privileges may change or be discontinued at any time for any reason.
See your Service Advisor for details
SPECIAL FINANCING AVAILABLE
Exclusive Lincoln Service
CREDIT CARD PRIVILEGES**
$25 MAIL-IN REBATEon a qualifying purchase of $250 or more (before tax)*
2 3
6 7
For Technical Support with PAYware Connect or for Lincoln Service Credit Card Program Assistance Call
1-888-346-4777, Option 4
Important Phone Numbers
Quick Reference Guide
Dealer Questions/Assistance 1-888-346-4777New Account Applications or Transaction Processing (If POS System is Unavailable) Option 1
New Accounts with Pending Referral Number Option 2
Manual Sales Authorizations, Account Lookup or Credit Line Increases Option 3
Merchant Services – Training, Dealer Setup, Settlement Questions/Reports and General Inquiries
Option 4
Credit Card Supplies including Cardholder Applications and Point of Sale Materials
Option 5 or go to custompoint.rrd.com/lincoln
Cardholder Assistance 1-888-344-2237Account and Statement Questions, Change of Address & All Other General Account Questions
PC/PAYware Client Services Help Desk 1-888-346-4777For PC/POS System Option 4
PAYware Connect Website https://ipcharge.com/mc
Customer Rebate Status Inquiries 1-877-310-3673Allow 6-8 weeks for delivery
Ask & Earn Employee Incentive Program 1-844-290-8229Online card submission www.acbincentives.
com/lincolnincentivesFax card submission 1-844-686-9368
Card status www.rewardcheck.net
To print additional cards or to see Official Rules, go to FMCDealer.com/Parts & Service Tab/Contests & Incentives FCSD/Service/Dealership Employee Incentives
The last 5 digits of your merchant number will be your store number & should also match your P&A Code. Please have the last 5 digits, or your store number, available when using any of the phone options below.
PLACE “CITI MERCHANT ID NUMBER AND STORE NUMBER STICKER” HERE
PLEASE NOTE: To process brand-specific consumer applications, please ensure you are logged into the PAYware site with that brand’s login ID. For example, if you are processing a Lincoln application, you need to be logged into PAYware as a Lincoln dealer (not a Ford or Quick Lane dealer). Transactions may be processed with any ID.
New Account ProcessingLog in to the VeriFone PAYware website at https://ipcharge.com/mc
NEW ACCOUNT APPLICATIONScreen Display Your ActionAny Screen Click Transaction drop-down box and select Citi Credit ApplicationCredit Application Click Yes if the customer has signed the paper application and you have verified IDCredit Application Data Complete each data field with the information on the paper application
Click Submit to send the application to Citi for processingIf the Application Response Screen shows Approved
Write the account number on the Store Copy of the Credit Card Application
If the Application Response Screen shows Pending
Write the pending number on the paper application and call 1-888-346-4777 Option 2 to complete the processing of the application
If the Application Response Screen shows Unable to render decision
Write the reference number on the paper application and request another form of payment from the applicant. The application cannot be approved at this time.
NEW ACCOUNT APPLICATIONScreen Display Your ActionAny Screen Click Transaction drop down box and select Citi Account LookupAccount Lookup – Verification Click Yes if you have verified ID (a new paper application is not required)Account Lookup – Data Enter either the Lincoln Service Credit Card account number OR the cardholder’s
Social Security Number, then enter the cardholder’s zip codeConfirm Identification Confirm the customer name and address is correct, then click Yes to continue Result The system will display the account number, credit line, available credit and other details
Click Proceed to Sale if ready to process a sale transaction or Close
CREDIT STATUS INQUIRYScreen Display Your ActionAny Screen Click Transaction drop-down box and select Citi Credit Status InquiryCredit Status Inquiry – Verification Click Yes if you have verified ID (a new paper application is not required)Credit Status Inquiry – Data Enter the pending number for the application in question and the last 4 digits of the
applicant’s SSNClick Submit Status Inquiry to send the application to Lincoln Service Credit Card
Result The system will display the application decision
Before Processing the Application
1 Be sure the applicant has completed and signed the Lincoln Service Credit Card paper application
2 Verify the customer’s identification. The first ID should be a government-issued ID such as a driver’s license or passport
After Processing is Completen Detach the bottom portion of
the paper application data entry page AND the Initial Terms and Condition section and give both to the applicant for their records
n Confirm that all applicable areas of the Store Copy section are complete
n After processing is complete, send the application to Citi for retention:
Datavision Resources 4300 Westown Parkway, Suite 200 West Des Moines, IA 50266
n Refer to Transaction Processing when you are ready to process the transaction
VeriFone PAYware Merchant Code: — — — — — — — — — — — — —(This number can be found on the “PAYware Connect/PAYware Mobile New Merchant Activation” email you received from support@ipcharge.com)
8
9
10 11
5
$42
N/A
6 MONTHS*†
12 MONTHS*†
$5006 MONTHS*†
12 MONTHS*†
$ 459
$ 2306 M
ON
THS
*†
12 M
ON
THS
*†
$41
7
$ 209
6 M
ON
THS
*†
12 M
ON
THS
*†
$37
5 $18
8
6 M
ON
THS*†
12 M
ON
THS*†
$334
$167
6 MONTHS*†
12 MONTHS*†
$292
$146
6 MONTHS*†
12 MONTHS*†
$250
$125
6 MONTHS*†
12 MONTHS*†
$209$105 6 M
ON
THS
*†
12 MO
NTH
S*†
$167
$84
6 M
ON
THS
*†
12 MO
NTH
S*†
$125$63
6 MO
NTH
S*†
12 MO
NTH
S*†
$85$42
6 MONTHS *†
12 MONTHS *†
Purchase Price Purchase Price
Purchase Price P
urchase Price
Purchase Price
Purchase Price Purchase Price
Purchase Price
Pur
chas
e Pr
ice
Pur
chas
e P
rice
Purc
hase
Pric
e
Purchase Price $250 $500
$750 $1,0
00
$1,250
$1,500 $1,750 $
2,000
$2,
250
$2
,50
0
$ 2,75
0
$ 3,000
$250
LIN
CO
LN S
ERV
ICE
P
RO
GR
AM
SU
PP
LIES
LINC
OLN
SERV
ICE
PR
OG
RA
M SU
PP
LIES
1514
New Account ProcessingQuick Reference Guide for PAYware Connect
Transaction ProcessingQuick Reference Guide for PAYware Connect
BEFORE PROCESSING THE APPLICATION1 Be sure the applicant
has completed and signed the paper application
NEW ACCOUNT APPLICATIONScreen Display Your ActionAny Screen Click Transaction drop-down box and select
Citi Credit Application
Credit Application Click Yes if the client has signed the paper application and you have verified ID
Credit Application Data Complete each data field with the information on the paper application
Click Submit to send the application to Citi for processing
If the Application Response Screen shows Approved
Write the account number on the Store Copy of the Credit Card Application
If the Application Response Screen shows Pending
Write the pending number on the paper application and call 1-888-346-4777 Option 2 to complete the processing of the application
If the Application Response Screen shows Unable to render decision
Write the reference number on the paper application and request another form of payment from the applicant. The application cannot be approved at this time.
After Processing is Complete:
VOIDScreen Display Your Action
Obtain the CTROUTID number from the receipt copy or Transaction Detail of the transaction to be voided
Private Label Sale Click drop down box and select Private Label Void
Private Label Void Enter the CTROUTID for the transaction to be voided into the Transaction ID field
Click the Process button
Receipt Copy and Print Receipt Screens Display
On the Print Receipt screen, change #copies to 2 and click OK to print receipt
Close pop-up windows to return to main PL menu
Complete VOID by having client sign one receipt copy for your reten-tion (if client present) and give the other copy to the client
RETURNScreen Display Your ActionPrivate Label Sale Click drop-down box and select Private Label Return
Private Label Return Enter the required information (Account Number, Transaction Amount) and select the Regular Revolve plan from Credit Plan Number drop-down menu. (The Exp Month, Exp Year, Invoice Number and CVV2 codes are optional and can be completed as desired.)
Click the Process button
Receipt Copy and Print Receipt Screens Display
On the Print Receipt screen, change #copies to 2 and click OK to print receipt
Close pop-up windows to return to main PL menu
Complete Return by having client sign one receipt copy for your retention (if client present) and give the other copy to the client
SALEScreen Display Your ActionPrivate Label Sale Enter the required information (Account Number, Transaction Amount)
and select the applicable credit plan from the Credit Plan Number drop-down menu. (The Exp Month, Exp Year, Invoice Number, Client Zip, Client Street and CVV2 codes are optional and can be completed as desired.)
Click the Process button
Receipt Copy and Print Receipt Screens Display
On the Print Receipt screen, change #copies to 2 and click OK to print receipt
Close pop-up windows to return to main PL menu
Complete Sale by having client sign one receipt copy for your retention and give the other copy to the client
POST AUTH (MANUAL AUTH)Screen Display Your ActionPrivate Label Sale Click drop-down box and select Private Label Post Authorization
Private Label Post Authorization
Enter the required information (Account Number, Transaction Amount and the approved Authorization code and Purchase APR given during the manual authorization process) and select the applicable credit plan from the Credit Plan Number drop-down menu. (The Exp Month, Exp Year, Invoice Number, Client Zip, Client Street and CVV2 codes are optional and can be completed as desired.)
Receipt Copy and Print Receipt Screens Display
On the Print Receipt screen, change #copies to 2 and click OK to print receipt
Close pop-up windows to return to main PL menu
Complete Post Auth Sale by having client sign one receipt copy for your retention and give the other copy to the client
RECEIPT REPRINTSScreen Display Your ActionPrivate Label Sale Click on the Report menu button at the top of the Merchant Console
toolbar, then click on Transaction Search from the drop-down menu
Transaction Search Enter the desired start date/time and end date/time for the transaction in question
Click the View button
Transaction Search Results Report
Locate the desired transaction to be reprinted
Click on the blue R symbol located at the right of the transaction detail (next to User ID)
Receipt Copy and Print Receipt Screens Display
On the Print Receipt screen, change #copies and click OK to print receipt if needed
Close pop-up windows to return to main PL menu
MANUAL SETTLEMENTScreen Display Your ActionPrivate Label Sale Click on the Settlement menu button at the top of the
Merchant Console toolbar, then click Manual Settlement from the drop-down menu
Select Date and Time Cutoffs for Transactions
Enter the desired cutoff date/time in the boxes
Click the Submit button
Manual Settlement Review the transaction details to confirm batch is complete
Click the Submit for Manual Settlement button
Confirmation Notice that Settlement Successfully Scheduled
Click Back or other menu options as desired. After the selected cutoff time, you should receive a Settlement Email notice to confirm batch submitted for processing
Review settlement email to confirm status as “Success”
2 Verify the client’s identification. n Applicant must be 18 years of age
n One form of identification is necessary Valid Primary IDs: Current Driver’s License, Current State-Issued
ID, Current U.S. Government-Issued Military ID, Current U.S. Passport or Resident Alien Card
3 Verify and note applicant’s valid ID in the “Store Use Only” section of the application
ACCOUNT LOOKUPScreen Display Your ActionAny Screen Click Transaction drop down box and select
Citi Account Lookup
Account Lookup – Verification Click Yes if you have verified ID (a new paper application is not required)
Account Lookup – Data Enter either the Lincoln Service Credit Card account number OR the cardholder’s Social Security Number, then enter the cardholder’s zip code
Confirm Identification Confirm the client name and address is correct, then click Yes to continue
Result The system will display the account number, credit line, available credit and other details
Click Proceed to Sale if ready to process a sale transaction or Close
CREDIT STATUS INQUIRYScreen Display Your ActionAny Screen Click Transaction drop-down box and select
Citi Credit Status Inquiry
Credit Status Inquiry – Verification
Click Yes if you have verified ID (a new paper application is not required)
Credit Status Inquiry – Data Enter the pending number for the application in question and the last 4 digits of the applicant’s SSN
Click Submit Status Inquiry to send the application to Lincoln Service Credit Card
Result The system will display the application decision
n Detach the bottom portion of the paper application data entry page AND the Initial Terms and Condition section and give both to the applicant for their records
n Confirm that all applicable areas of the Store Copy section are complete
n After processing is complete, send the application to Citi for retention:
DataVision Resources 4300 Westown Parkway, Suite 200 West Des Moines, IA 50266
n Refer to Transaction Processing when you are ready to process the transaction
For Technical Support with PAYware Connect or for Lincoln Service Credit Card Program Assistance Call
1-888-346-4777, Option 4For Technical Support with PAYware Connect or for Lincoln Service Credit Card Program Assistance Call
1-888-346-4777, Option 4
Log in to the VeriFone PAYware website at https://ipcharge.com/mc
VeriFone PAYware Merchant Code: — — — — — — — — — — — — —(This number can be found on the “PAYware Connect/PAYware Mobile New Merchant Activation” email you received from support@ipcharge.com)
Log in to the VeriFone PAYware website at https://ipcharge.com/mc
VeriFone PAYware Merchant Code: — — — — — — — — — — — — —(This number can be found on the “PAYware Connect/PAYware Mobile New Merchant Activation” email you received from support@ipcharge.com)
NEW
AC
CO
UN
T
PR
OC
ESSI
NG
TRA
NSA
CTIO
N
PR
OC
ESSING
1716
Create New Role
Role Name:
Description:
Security Level:
CancelSave
9
The Security Maintenance section of PAYware Connect allows you to manage the security levels for your merchant account. In PAYware Connect, a security level is defined as a configurable set of permissions specified for a group of users.
Each PAYware Connect merchant account comes with one security level by default: the Administrator level. Users in this group have complete access to PAYware Connect. You may not want all users to have full access. The following tools will allow account administrators to create, edit, and deactivate PAYware Connect security levels.
In order to create a new role and assign security features to that role please go to Account Admin. A menu will appear. Click the word Security. The Security Maintenance window will appear.
Example of Role Names:n Administrator
(usually the Owner and has automatic access to all options)
n Managern Sales Representative
or Cashier
Example of Description:
Administrator Access to everything
Manager Access to all options except reporting: resetting passwords, credit applications, transactions, settlement
Sales Representative Access only to credit applications and transactions processing
Getting Started
New Roles
To create a new PAYware Connect Security Level, click the New button. PAYware Connect will display the Create New Role window. Enter a name for the security level into the field labeled Role Name. You must also enter a description for the security level into the field labeled Description.
There are countless options in setting up users as well as their security levels. Think of your business and establish what type of users and security access levels are most needed. Remember to press Save when finished.
Security Maintenance
Del Role Description Level
Details
New
Activate
DeActivate
PAYware Consumer ProcessingFord, Quick Lane & Lincoln
PAYware Connect SetupCreating a Role
PROCESS Ford Login
Quick Lane Login
Lincoln Login
CONSUMER APPS
Ford App Only
Quick Lane App Only
Lincoln App Only
TRANSACTIONS
All Brands
All Brands
All Brands
NOTE: Clients will receive a Lincoln Service Credit Card if you are logged in with your Lincoln login at the time of application. Clients will receive a Ford Service Credit Card if you are logged in with your Ford login at time of application. Please ensure you are using the correct login when processing client credit card applications
PLEASE SIGN BELOW
Your application is for a Lincoln Service Credit Card
account which can be used for purchases made at
participating Lincoln Dealers.
By signing below, I certify that I have read and agree to
the Credit Card Disclosures, Terms and Conditions of O�er
and Card Agreement, all of which are attached.
X*Applicant’s Signature
*Date
PERSONAL INFORMATION
*First Name
Middle Initial Su�x
*Last Name
PERSONAL INFORMATION
*Street Address
*City*State *Zip Code
*Date of Birth *Social Security Number
( ) ( )
*Primary PhoneBusiness Phone
If you have entered a cell phone number, or another number that you later convert to a
cell phone number, you agree that we may contact you at this number. You also agree to
receive calls and messages such as, pre-recorded messages, calls and messages from
automated dialing systems, or text messages. Normal cell phone charges may apply.
Information you supply about your salary/wages, other
income and housing payment is important to us in considering
your ability to make payments on the account.
Own Rent Other
*Residence Status
$*Monthly Mortgage or Rent Payment
$ $
*Annual Salary and Wages†
(For example, current or reasonably
expected salary, wages, bonuses,
tips, commission)
Other Annual Income†
(For example, annual amounts from
interest or dividends, social security
or retirement benefits, rental income,
alimony child support or separate
maintenance payments)
†Alimony, child support or separate maintenance income need not be disclosed if you
do not wish to have it considered as a basis of paying this obligation.
Email Address: If you provide your email address, we may use it to contact you
about your account and tell you about useful products and services. We may also
provide your email address to Lincoln Motor Company who may use it to send
you news about the latest merchandise, promotions and sales.
Card Application
DEALER COPYCUSTOMER COPY
Card Application
OPTIONAL: Authorized Buyer Information (must be at least 18 years of age).
First Name
Middle Initial Su�x
Last Name
*Required fields
LIN-APP-0313
PA
YW
AR
E
CO
NSU
MER
P
RO
CES
SIN
G
PA
YW
AR
E C
ON
NEC
T SETUP
18
IMPORTANT NOTES:
1 For a new role, all options are automatically left unchecked. If roles are left unchecked, the user who is assigned that role will have access to every screen and all options. You must define the role.
2 To set users in your store to process Lincoln Service Transactions:
n Go to the Account Administration menu
n Select User Manager
n Highlight Service Advisor name and click on Details
n Make sure the Transaction Permission Types are selected as listed: Pre-Auth, Sale, Credit, Void, Post-Auth, Completion, Reversal, Settle, Gift Register/PL Issue.
n Each of these transaction types must be checked for Service Advisors to process: credit applications, sales, returns, authorizations, and void transactions if necessary.
n If you do not wish a user to have access to any credit card processing options, uncheck all of these boxes and click on the Update button.
Security Levels
Merchant Console Form Allow ReadOnlyAccount InfoAPI Key Managment ✓ ✓
Auto Settlement Setup ✓ ✓
Device Master ✓ ✓
Discount Tip Report ✓ ✓
Invoice Search ✓ ✓
IRS Tip Report ✓ ✓
Manual Settlement ✓ ✓
Open Batch Summary ✓ ✓
Opent Tab Report ✓ ✓
Payment Acceptance Levels ✓ ✓
POS Device Maintenance ✓ ✓
Pre-Settlment Report ✓ ✓
Recurring Billing Confi guration ✓ ✓
Recurring Billing Customer Manager ✓ ✓
Recurring Billing Dashboard ✓ ✓
Recurring Billing Reports ✓ ✓
Recurring Billing Template Manager ✓ ✓
Reference Transaction ✓ ✓
Reprint Receipt ✓ ✓
SecurityServer Totals/Details Report ✓ ✓
Settlement Error Report ✓ ✓
Settlement Errors Search ✓ ✓
Settlement Search ✓ ✓
Site Console ✓ ✓
Site/Term Summary ✓ ✓
Transaction Detail ✓ ✓
Transaction Detail Report ✓ ✓
Transaction Search ✓ ✓
Transaction Search Results ✓ ✓
Unadjusted Tip Report ✓ ✓
Unsettled Transactions ✓ ✓
User ManagerVoid/Reprint Search ✓ ✓
Web Console Settings ✓ ✓
Web Terminal ✓ ✓
CancelUpdate
The Administrator (Owner) is automatically given access to Security Level 10. Security Roles define what screens within PAYware Connect a user has access to. For example if you do not wish for the Sales Representative role to have access to create new users you must leave option “User Manager” unchecked when you are building this role. Another example for the Sales Representative role could be to not allow access for creating a security role, in this case you would need to leave option “Security” unchecked.
Upon VeriFone signup the primary user (usually the owner) will automatically be given an Administrator Role which grants them access to everything. The Administrator (usually the Owner) is able to create a role for a manager which mirrors their own access. The options are countless, it really depends on how your business wishes to proceed. Remember; If there are any screens you wish to limit, simply leave those options unchecked when building the role and only check off those options you want to permit.
To define a Role once it has been created click on Details. The screenshot on the right could be used as an example for a Sales Representative or Cashier role. In this case the user is prohibited from creating new users (User Manager), creating New Security Roles (Security) and updating Store Information (Account Info).
It is up to your business to decide what options you would like your Service Advisors to have or not have access to. To limit access to any of the options above simply leave them unchecked (in both Allow and Read Only columns).
If you have any questions or require additional assistance please contact your support group Citi Client Services at
1-888-346-4777, Option 4
PA
YW
AR
E
CO
NN
ECT
SETU
P
top related