Timing: Immediately after sending an application. Application sent within 24 hours of deal closed.
Medium: Text Message, Call, or Email
Template:
Hello, this is [Your Name] from [Correct Brand]. I am reaching out to let you know I have just sent you your credit card application to fill out and sign. Please fill this out as soon as possible so that we can get your account approved and ship your pin pad out. Feel free to call me or text me with any questions. Thank you!
Your application will be coming directly from [insert email app is sent from, e.g., [email protected], [email protected]]. If you accept EBT at your business location please ensure you enter your FNS number within the application. If you do not have your FNS now, do not worry we can add it later. If you do not accept EBT at all, please disregard. Please keep an eye out for this email and make sure to check your spam. If you do not see it, please let me know and I can resend!
Medium: Text or Call
Template:
Hi, this is [Your Name] checking on the status of your payment processing application. It appears you have not signed anything yet. Did you have any questions or concerns? Thank you!
Medium: Text, Call, or Email
Template:
Hi, this is [Your Name] checking in again about your application. It appears you still have not submitted and signed your application. Please note that we cannot ship your processing hardware until this has been submitted. If you have any questions or concerns, please let me know!
Additional Reminders:
For RAIN POS:
Reminder, in order to program your pin pad and take payments, you must submit this application. Thank you!
For POSN (Rebate):
Reminder, in order to qualify for your rebate, you must go live with our processing within 45 days of your purchase date. You cannot go live until this application has been signed and submitted. Thank you!
For POSN (Pin Pad):
Reminder, in order to receive your pin pad, you must submit this application. Thank you!
For POSN (Non-Processing Fee):
Please note, if you do not sign up for our processing, your account may be liable to be charged a non-processing fee on top of your software. To avoid this charge, please sign up with our processing and go live as soon as possible. Thank you!