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Page 1: passionforplexus.weebly.compassionforplexus.weebly.com/uploads/1/2/7/4/12744240/... · Web view- Click BLUE BUTTON 'ACTIVATE ACCOUNT' - Enter email address that Plexus has on file

EXECUTIVE VIRTUAL OFFICE (EVO) FAQ’S

Registering your new Back Office (EVO)

1. How do I log into my EVO account?You should have received an email to register for the new back office. BackOffice.PlexusWorldwide.com Once you register you will receive two emails: one confirming your new back office and one confirming your password. Your old website will redirect to your new website http://www.shopmyplexus.com/yoururl

2. CHECK YOUR EMAIL AND READ IT!!!! Follow those instructions to register then....a. Set up your message notification first. You will see the box when you log in. I personally set up email and text.b. On your dashboard you will see "Next Steps" training. Watch the first videos before you do anything else. The first one is only 5 minutes but explains so much!

Maneuvering your Back Office

PERSONAL

1. Where do I find my Personal Volume (PV)?Dashboard-Qualifications Box-PV

2. What does OV mean?Organizational Volume

3. How do I know if my Back Up/Auto Qualification Order is turned on?Dashboard-Qualification Box-Click Back Up

Page 2: passionforplexus.weebly.compassionforplexus.weebly.com/uploads/1/2/7/4/12744240/... · Web view- Click BLUE BUTTON 'ACTIVATE ACCOUNT' - Enter email address that Plexus has on file

4. How do I change my Back Up order?Shopping-Back Up Order-Cancel this Autoship-Add New Back Up order

5. How do I change my CC on file in the back office?Shopping-Backup order, click edit where you have payment info

6. Where can I find the Retailer's PackShopping-Promotional-Marketing Products

7. Where can I find the product catalogs?Shopping-Promotional-Marketing Material

8. How do I track my personal orders?Shopping-Order & Package Tracking

CUSTOMERS

1. How does a new customer order?

Page 3: passionforplexus.weebly.compassionforplexus.weebly.com/uploads/1/2/7/4/12744240/... · Web view- Click BLUE BUTTON 'ACTIVATE ACCOUNT' - Enter email address that Plexus has on file

2. Where can I find my current customer orders?Reports-Member Summary-My Business Box-Customers Report-Customer Name-Order Number

3. How do I track customer orders?Reports-Member Summary-My Business Box-Customer Report-Customer Name-Notes

4. Where do I find my preferred customers next order date?Reports-Member Summary-My Business Box-Customer Report-

5. How can I find the contacts I kept in the old back office under my Plexus Builder? If you need to get your contacts from My Plexus Builder, please contact: 9-5 MST Monday-Friday800.794.8158

6. How does a customer upgrade their account to Preferred or Ambassador?On your Replicated website and on the Corporate site, if you click on Join Plexus, there are now two extra 'upgrade' buttons - if someone already has a retail or preferred account, they can click on Preferred Customer or Ambassador to upgrade!Preferred customers who are ready to sign up as an ambassador will now "upgrade" their account instead of creating an ambassador account and having to cancel their preferred customer account!! https://www.youtube.com/watch?v=KIV7do5M2-4&feature=youtu.be

7. Can a preferred customer change their order online?Yes! If they have created a customer account, they can now change their order online.

Page 4: passionforplexus.weebly.compassionforplexus.weebly.com/uploads/1/2/7/4/12744240/... · Web view- Click BLUE BUTTON 'ACTIVATE ACCOUNT' - Enter email address that Plexus has on file

AMBASSADORS

1. How does a New Ambassador sign up?

2. Where can I find my New Ambassadors listed?a. Reports-Detailed Genealogy-then sort by Enrollment Date.b. Dashboard- New Ambassador Box then click on the little notepad in the upper right corner.ORc. Reports-Member Summary-Member Summary Box-New Ambassadors

3. Where do I find the email addresses of my team members? Click on their name and it is on the box that pops up ORReports-Detailed Genealogy

Page 5: passionforplexus.weebly.compassionforplexus.weebly.com/uploads/1/2/7/4/12744240/... · Web view- Click BLUE BUTTON 'ACTIVATE ACCOUNT' - Enter email address that Plexus has on file

4. How can you tell if an ambassador has their AQ off or not?This column shows their back up order and if it's OFF?Reports-Detailed Genealogy-Autoship Volume

5. Can I sort my Detailed Genealogy Report?Yes, you can sort, filter and format the listed columns.

6. Where can I find my number of Active Ambassadors?Reports-Member Summary-Member Summary Box

Hyperwallet/Commission Questions

1. Where can I find my points per leg report?Reports-Member Summary-My Business Box-Points Per Leg

2. Where can I see my financial reports?Reports-commission summary

3. What is my Plexus Hyperwallet Pay Portal?https://www.youtube.com/watch?v=amRdj-w0lns&feature=youtu.be

4. I have a question about my hyperwallet.Hyperwallet Pay Portal support team: Live Customer Support Representatives are available Monday - Friday from 6:00am - 5:00pm Pacific Time (14:00 - 01:00 GMT), Saturday & Sunday from: 8:00am –

Page 6: passionforplexus.weebly.compassionforplexus.weebly.com/uploads/1/2/7/4/12744240/... · Web view- Click BLUE BUTTON 'ACTIVATE ACCOUNT' - Enter email address that Plexus has on file

5:00pm Pacific Time (16:00 - 01:00 GMT)*English and Spanish starting from 6:00am Pacific Time with French, German and Mandarin support added at 8:00am Pacific TimeNorth America: 1-855-485-2239Worldwide: 1-778-729-0709

5. How does our commission get sent to us?You will always get an email from Paylution notifying you of a payment, whether it will be going to your bank account, your Pay Portal, or to a new pre-paid card.If you had Direct Deposit previously set up (and the bank account info was accurate), the funds will then be sent to your bank from the Pay Portal on the pay date – many Ambassadors received an email informing them of a payment today – which means that it will go into your bank accounts tomorrow if you had Direct Deposit set up. You can see this in your Pay Portal as a Cash Out to your bank account.Payments will ALWAYS be made for Direct Deposits on the normal payday (Fridays or the 15th of the month). If you have funds being deposited to your Pay Portal and do NOT have an auto-transfer set up, your funds will technically arrive early – though if you transfer them out manually, it will take 1-3 days depending on the bank.

6. How do I know if I have set up Direct Deposit?Login to your Plexus Pay Portal at plexusworldwide.paylution.com, click on the Transfer Funds button, and verify that your bank information is listed, along with "Yes" under Auto Transfer. If it is set to "No" and you want to have Direct Deposit, click the Action drop down menu and choose Create Auto Transfer.

Here is a step by step on how to set up your Direct Deposit or if you want a pro pay card. We are trying to make it as easy as possible.TO CONFIRM/SET UP DIRECT DEPOSIT INFO:A) Log into your backoffice:B) Click Account services ->hyperwalletC) Log into Hyperwallet (using the log in you created, NOT THE back office log in) E) Click Transfer CenterDo you have a transfer method?Yes, go to step 1No, go to step 21. Click Add New Transfer MethodA) Select Country & CurrencyB) Select Transfer MethodC) Enter account detailsD) Confirm detailsE) Return To Transfer Center 2. DOES YOUR ACCOUNT SAY “YES” under auto

Page 7: passionforplexus.weebly.compassionforplexus.weebly.com/uploads/1/2/7/4/12744240/... · Web view- Click BLUE BUTTON 'ACTIVATE ACCOUNT' - Enter email address that Plexus has on file

transfer? If yes, congratulations your direct deposit is set to send 100% of your commissions to your bank account. STOP HERE.b. If “no”, follow the next stepsK) Next to your bank info click on ActionL) Select Update Auto Transfer M) Transfer Method: Use the drop down menu to select your bank accountN) Set the percentage to 100%O) Click ADD CONFIGURATIONP) Make sure the box for “enable my auto transfer configuration” is CHECKEDQ) Click CONFIRMYour Direct Deposit is now confirmed!For Pro Pay card-PREPAID MC set up:A) Log into your backoffice:B) Click Account services ->hyperwalletC) Log into Hyperwallet (using the log in you created, NOT THE back office log in)D) Click Transfer CenterE) Click ActivateF) Enter Your NEW card info when you receive the NEW CARDG) Return To Transfer Center a. DOES YOUR ACCOUNT SAY “YES” under auto transfer? If yes, congratulations your direct deposit is set to send 100% of your commissions to your prepaid card. STOP HERE.b. If “no”, follow the next stepsH) Next to your Prepaid card click on ActionI) Select Update Auto Transfer J) Transfer Method: Use the drop down menu to select your prepaid cardK) Set the percentage to 100%L) Click ADD CONFIGURATIONM) Make sure the box for “enable my auto transfer configuration” is CHECKEDN) Click CONFIRMIF YOU HAVE NOT ALREADY REQUESTED A PREPAID CARD AND WANT TO USE ONE:1) Click Request Prepaid Card if you are choosing to use the prepaid Mastercard2) Select Country and currency3) Enter your information4) Confirm your information

Page 8: passionforplexus.weebly.compassionforplexus.weebly.com/uploads/1/2/7/4/12744240/... · Web view- Click BLUE BUTTON 'ACTIVATE ACCOUNT' - Enter email address that Plexus has on file

5) Once you request a card, your transfer method will be set up (but you will still need to set up the auto transfer, see steps E - N when you receive your new card )

7. What about September’s monthly commission?September’s monthly commissions will be paid through your Direct Deposit (directly to your Bank account), ProPay Cards, and anything that was set to go to your previous e-wallet has already been sent to the new Pay Portal. For all weekly and monthly commissions moving forward, here’s how it works: You will always get an email from Paylution notifying you of a payment, whether it will be going to your bank account, your Pay Portal, or to a new pre-paid card. If you had Direct Deposit previously set up (and the bank account info was accurate), the funds will then be sent to your bank from the Pay Portal on the pay date – many Ambassadors received an email informing them of a payment today – which means that it will go into your bank accounts tomorrow if you had Direct Deposit set up. You can see this in your Pay Portal as a Cash Out to your bank account. Payments will ALWAYS be made for Direct Deposits on the normal payday (Fridays or the 15th of the month). If you have funds being deposited to your Pay Portal and do NOT have an auto-transfer set up, your funds will technically arrive early – though if you transfer them out manually, it will take 1-3 days depending on the bank.

8. I cannot get my Paylution link to work. ***PAYLUTION LINK TO REGISTER for commission payouts***If you are still having issues activating your new pay portal. USE THIS LINK below and follow the steps...www.paylution.com- Click BLUE BUTTON 'ACTIVATE ACCOUNT'- Enter email address that Plexus has on file- On next screen enter Ambassador number and follow directions to verify accountIf you are still having trouble call Paylution Customer Service at 1-855-485-2239. Click 1 for English and then Click 5 to wait for an available agent.

Page 9: passionforplexus.weebly.compassionforplexus.weebly.com/uploads/1/2/7/4/12744240/... · Web view- Click BLUE BUTTON 'ACTIVATE ACCOUNT' - Enter email address that Plexus has on file

9. How do I use Pay Portal to pay for my personal order?When using your PAY PORTAL to pay for your order, you need to go to the right of the screen and click "View Totals" - Then go back to the left on your screen and choose "Use Pay Portal funds" - Underneath a box will appear with the word "APPLY" next to it. You need to to up to "Account Services" in the top right hand corner - Select "Plexus Pay Portal" - Sign in using your Id# and the password you created. On the right hand side, you'll see "Resources" - You'll see your "PayPin" # - this is what you'll put in that box next to the word "Apply". Once you put that there, it will ask for your plexus pay portal password - enter that and click "authorize" and then you'll check out as normal. Currently we cannot do partial payments- so for example if you have a $500 order, you can't pay partially from hyper wallet and partially from CC. This is expected to change soon.