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Getting Started Guide

Date post: 16-Jul-2015
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In this user guide, you will learn how to do the following: What’s Inside? Choose your Password The Invite Signing In What’s on your Dashboard Navigating your Dashboard The Industry Dialogue Tool The Industries Using the Tool Access 50/50-360° Explore your Dashboard Become an Industry Expert The OPEN Rewards Calculator Detailed Spend Categories Reward Value Totals Business Gold Rewards Card Quantify Rewards
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Page 1: Getting Started Guide

In this user guide, you will learn how to do the following:

What’s Inside?!

ü  Choose your Password

ü  The Invite

ü  Signing In

ü  What’s on your Dashboard

ü  Navigating your Dashboard

ü  The Industry Dialogue Tool

ü  The Industries

ü  Using the Tool

Access !50/50-360°!

Explore your Dashboard!

Become an Industry Expert!

ü  The OPEN Rewards Calculator

ü  Detailed Spend Categories

ü  Reward Value Totals

ü  Business Gold Rewards Card

Quantify Rewards!

Page 2: Getting Started Guide

50/50-360° is a web-based dialogue platform that provides real-time program specific information to help create an evolving consultative dialogue strategy. §  It provides you relevant, useful, timely information when you need it. §  Gives you quick tips to customize your conversation.

What is 50/50-360°?!

Industry Insights!

Best Practices!

Cardmember Trends!

Cardmember Pain Points!

Spend Opportunities!

Access 50/50-360° Explore Your Dashboard Become an Industry Expert Quantify Rewards

Page 3: Getting Started Guide

To gain access, you’ll first need to click on a hyperlink that is found in the body of the email invitation sent to you.

The Invite!

Access 50/50-360° Explore Your Dashboard Become an Industry Expert Quantify Rewards

Email Subject: I’m inviting you into OPEN OBCS Alorica workspace

Welcome to 50/50-360°! Hi, I’m inviting you to join the OPEN OBCS Alorica workspace. Please click on this link to confirm your email address. Once you have confirmed your account, you will receive a second email with login details. Thanks!

Page 4: Getting Started Guide

(your username is your email address)!

A: Choose your password

B: Click REGISTER, which will direct you to your Dashboard

Choose your Password!

Access 50/50-360° Explore Your Dashboard Become an Industry Expert Quantify Rewards

Page 5: Getting Started Guide

!!!!!!!!!

Once your info is saved, you can easily go directly to your dashboard:!https://ogilvy.socialtext.net/st/dashboard

Signing In!

A: Your full email address

B: Enter Password

C: Select REMEMBER ME to make logging in easier

D: Click LOG IN

Bookmark the Dashboard link for easy access!

Access 50/50-360° Explore Your Dashboard Become an Industry Expert Quantify Rewards

Page 6: Getting Started Guide

Access 50/50-360° Explore Your Dashboard Become an Industry Expert Quantify Rewards

What’s on your Dashboard!

ANNOUNCEMENTS

SBO FACTS & CALL TIPS

The ENHANCED Plum Card from American Express OPEN

Team information, product updates, and more!

Featured SBO Fact or Call Tip!

Click Here to access the latest American Express commercial spots!

OPEN OBCS Alorica!Welcome to 50/50-360!! Access Team Resources!

BULLETIN BOARD

This web-based communication hub was designed to help you enhance your dialogue with prospects. Please take time to practice using the Rewards Calculator and explore the rich Industry Content, Job Aides, and more! Created by Ogilvy To learn more about this dialogue tool or for questions and suggestions, contact [email protected]

Team Announcements, such as Contest

Winners or Top Sales Person of the Month!

DIALOGUE TOOLS

TEAM SPOTLIGHT

USERFUL LINKS

•  American Express® Homepage

•  American Express OPEN® Homepage

•  Membership Rewards®

•  Membership Rewards® - Earn Hub

•  OPEN Savings® - Calculate Savings

•  ShopAmex

•  B2B Directory: Merchant look-up

•  Pay With Points

•  OPEN Forum

Who’s accelerating telesales this month?

Click the DASHBOARD BUTTON to return to the Dashboard

Page 7: Getting Started Guide

Navigating your Dashboard!

Information is organized into 3 sections:

ANNOUNCEMENTS

SBO FACTS & CALL TIPS

The ENHANCED Plum Card from American Express OPEN

Team information, product updates, and more!

Featured SBO Fact or Call Tip!

Click Here to access the latest American Express commercial spots!

OPEN OBCS Alorica!Welcome to 50/50-360!! Access Team Resources!

BULLETIN BOARD

This web-based communication hub was designed to help you enhance your dialogue with prospects. Please take time to practice using the Rewards Calculator and explore the rich Industry Content, Job Aides, and more! Created by Ogilvy To learn more about this dialogue tool or for questions and suggestions, contact [email protected]

Team Announcements, such as Contest

Winners or Top Sales Person of the Month!

DIALOGUE TOOLS

TEAM SPOTLIGHT

USERFUL LINKS

•  American Express® Homepage

•  American Express OPEN® Homepage

•  Membership Rewards®

•  Membership Rewards® - Earn Hub

•  OPEN Savings® - Calculate Savings

•  ShopAmex

•  B2B Directory: Merchant look-up

•  Pay With Points

•  OPEN Forum

Who’s accelerating telesales this month?

Community

Updates &

Information!Relevant

Announcements,

Facts, Call Tips &

Videos!

Dialogue

Tools &

References!

Access 50/50-360° Explore Your Dashboard Become an Industry Expert Quantify Rewards

Page 8: Getting Started Guide

Access 50/50-360° Explore Your Dashboard Become an Industry Expert Quantify Rewards

The Industry Dialogue Tool!

ANNOUNCEMENTS

SBO FACTS & CALL TIPS

The ENHANCED Plum Card from American Express OPEN

Team information, product updates, and more!

Featured SBO Fact or Call Tip!

Click Here to access the latest American Express commercial spots!

OPEN OBCS Alorica!Welcome to 50/50-360!! Access Team Resources!

BULLETIN BOARD

This web-based communication hub was designed to help you enhance your dialogue with prospects. Please take time to practice using the Rewards Calculator and explore the rich Industry Content, Job Aides, and more! Created by Ogilvy To learn more about this dialogue tool or for questions and suggestions, contact [email protected]

Team Announcements, such as Contest

Winners or Top Sales Person of the Month!

DIALOGUE TOOLS

TEAM SPOTLIGHT

USERFUL LINKS

•  American Express® Homepage

•  American Express OPEN® Homepage

•  Membership Rewards®

•  Membership Rewards® - Earn Hub

•  OPEN Savings® - Calculate Savings

•  ShopAmex

•  B2B Directory: Merchant look-up

•  Pay With Points

•  OPEN Forum

Who’s accelerating telesales this month?

Industry Dialogue

Click the “Industry Dialogue” button to access the Industry Dialogue tool

Page 9: Getting Started Guide

Quickly become an Industry Expert. Connect with prospects by understanding the needs and trends of his/her industry.

The Industries!

Advertising & Media Computer & I.T. Construction

General Contracting Plumbing Electrical

Hospitality Food & Beverage Restaurant Bar

Nonprofit Medical & Dental

Optometry Orthopedists Family Practice/Pediatrics

Professional Services Law Offices Consulting Engineering Financial Services Event Planning Interior Design

Retail & Distribution

Retail & Shops Wholesale

Transportation

Long Haul Trucking Automotive Dealer

Travel & Tourism

Access 50/50-360° Explore Your Dashboard Become an Industry Expert Quantify Rewards

Page 10: Getting Started Guide

ü  Advertising & Media ü  Computer & I.T. ü  Construction ü  Hospitality ü  Nonprofit ü  Medical & Dental ü  Professional Services ü  Retail & Distribution ü  Transportation ü  Travel & Tourism

A: Select the industry

ü  General Contracting ü  Electrical ü  Plumbing

B: If applicable, select the sub industry

To get started with the Industry Dialogue Tool, begin by selecting your desired industry:

Using the Tool!

Access 50/50-360° Explore Your Dashboard Become an Industry Expert Quantify Rewards

Page 11: Getting Started Guide

The “Be Ready” tab is great for pre-call planning. Quickly get information about the industry, from recent trends to top merchants and get information on the typical Cardmember, from how they use their Card to their industry perspectives.

Learn about the industry!

Get Points to Consider for your call!

Learn about recent developments !

Get insights into how !Cardmembers!

use their Cards!

Get Cardmember perspectives!

Find out the key merchants !

See where Cardmembers are spending and how they are redeeming MR points !

Using the Tool: Be Ready!

Access 50/50-360° Explore Your Dashboard Become an Industry Expert Quantify Rewards

Page 12: Getting Started Guide

The “Understanding Needs” tab is a great resource to use to help make you sound like an industry expert. Incorporate key terms into your conversation and ask High Gain Questions, which are written to resonate with industry insiders.

Speak the language using industry lingo!

Get insights into how !Cardmembers!

use their Cards.!

Ask HIGH GAIN questions!!

Using the Tool: Understanding Needs!

Access 50/50-360° Explore Your Dashboard Become an Industry Expert Quantify Rewards

Page 13: Getting Started Guide

The “Positioning Value” tab provides information to help you build value through rewards and benefits that come with Cardmembership.

Make rewards more tangible by giving industry specific redemption examples!

Position Card benefits effectively by using industry rationale !

Using the Tool: Positioning Value!

Access 50/50-360° Explore Your Dashboard Become an Industry Expert Quantify Rewards

Page 14: Getting Started Guide

The OPEN Rewards Calculator!

Access 50/50-360° Explore Your Dashboard Become an Industry Expert Quantify Rewards

ANNOUNCEMENTS

SBO FACTS & CALL TIPS

The ENHANCED Plum Card from American Express OPEN

Team information, product updates, and more!

Featured SBO Fact or Call Tip!

Click Here to access the latest American Express commercial spots!

OPEN OBCS Alorica!Welcome to 50/50-360!! Access Team Resources!

BULLETIN BOARD

This web-based communication hub was designed to help you enhance your dialogue with prospects. Please take time to practice using the Rewards Calculator and explore the rich Industry Content, Job Aides, and more! Created by Ogilvy To learn more about this dialogue tool or for questions and suggestions, contact [email protected]

Team Announcements, such as Contest

Winners or Top Sales Person of the Month!

DIALOGUE TOOLS

TEAM SPOTLIGHT

USERFUL LINKS

•  American Express® Homepage

•  American Express OPEN® Homepage

•  Membership Rewards®

•  Membership Rewards® - Earn Hub

•  OPEN Savings® - Calculate Savings

•  ShopAmex

•  B2B Directory: Merchant look-up

•  Pay With Points

•  OPEN Forum

Who’s accelerating telesales this month?

Click the “Rewards Calculator” button to access the OPEN Rewards Calculator

Page 15: Getting Started Guide

The OPEN Rewards Calculator!

Access 50/50-360° Explore Your Dashboard Become an Industry Expert Quantify Rewards

To get started, choose one of two options:

A: Enter the total anticipated monthly expense

B: Click “Enter Detailed Spend Categories” to reveal a guided list of expenses

Page 16: Getting Started Guide

Detailed Spend Categories!

Access 50/50-360° Explore Your Dashboard Become an Industry Expert Quantify Rewards

Use the first column to enter anticipated monthly expenses (initial ASL)

Use the second column to enter additional expenses that are covered

Click “Clear” to erase all entries

The total expenses in each column and row will calculate automatically!

Tips:!ü  After entering an expense value, press “Tab” or “Enter” for the calculator to calculate ü  Do NOT enter periods/decimals (commas are okay)

Page 17: Getting Started Guide

Reward Value Totals!

Access 50/50-360° Explore Your Dashboard Become an Industry Expert Quantify Rewards

Scroll down to see the Membership Rewards® or Cash Back totals by Product, as well as annual sample redemption options

If a CM is eligible for an acquisition incentive, enter the promotional incentive in the box !

Page 18: Getting Started Guide

18  

Business Gold Rewards Card!

Use the 3-2-1 Categories (Airfare, Advertising, Gas, and Shipping) rows to break out the expenses eligible for 3X or 2X points

The calculator will calculate the 3X and 2X MR values in the Business Gold Rewards section!

For Your Information:!The calculator will NOT factor in the 3X or 2X values for any product other than the Business Gold Rewards

Access 50/50-360° Explore Your Dashboard Become an Industry Expert Quantify Rewards

Page 19: Getting Started Guide

Here are some helpful tips to make navigating your dashboard simple and easy! ü  Regularly check your Dashboard for updates/announcements

Ø  Save as a Favorite!!

ü  Click on the Industry Dialogue Button to open a new tab.

ü  Click on the Rewards Calculator Button to open a new tab. Ø  Use all 3 tabs to help create a 50/50 dialogue with your prospects by

leveraging a 360 degree view of OPEN, Industry Insights, and the value of American Express Cardmembership.!

Best Practices!

Page 20: Getting Started Guide

We want to hear from you! !Merchant!What merchant would you add to an industry merchant list? Spend Opportunity Question!What industry specific Spend Opportunity Question works for you – and you feel would be beneficial to share? Resource!What resource, such as a job aide or website, is a “go to” for you? What else would be helpful?!

Collaboration!

Page 21: Getting Started Guide

Got questions? Comments? [email protected]


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