Getting your client data
It can seem daunting thinking about all the things you might need to do to make this happen, but its easier than you think.
Most softwares allow you to export your client data to a spreadsheet and will have mostly contact information, status, maybe notes etc..
We can import anything they allow you to export.
Credit Monitoring Logins
One thing to pay attention to, is the login and password for each client's Credit Monitoring account, as most do not export this information, so just keep a separate file with all that info saved, and you can add it back in on each clients file after we complete the main import.
ID & Other Documents
Documents can be uploaded on the clients file after the import of data is complete.
Some choose not to bring over any ID or docs, but its up to you and you can upload any on the client record on the "Documents" tab.
Payment Card Details
Credit card details will always be encrypted in any system, so you will need to get the client's payment information again if you want to use our built-in automated billing system, but you can do this as part of the onboarding campaign.
You can also turn ON the credit card input option for the Client Portal under Settings / Portal Settings, then click the orange "Required Steps" section and activate the card option so they can enter it once you onboard them to the new portal.
Onboarding them in DisputeFox
Once your client list has been imported, our team will share with you a step by step guide on exactly what to do to get everyone moving in DisputeFox.
This will include launching a special onboarding campaign that provides your client details on why the change is happening, their new logins, instructions, and any other information you want to add to the default pre-designed email and SMS.
You could, for example, include a section telling them to signup for a new / different credit monitoring account, or tell them to add their card on file inside their new portal again "for security..." if you need to.
What about what "Round" they are in?
You will be pleased to know, that once you do the first import and build / send your letters in our system, you will be able to "drop" them into the correct next round, even though you are doing the first round with us.
That way the automations / messaging will stay on point, even though they are considered "new" in our system.
New Client Portal URL
With your new DisputeFox account, you will of course have a new place for your clients to login.
This you can find in your system under "Settings" - you will see the new URL on the top right of all pages in the Settings area in purple, which you will want to add to your website for "Client Login".
The new portal URL is automatically added to every email that client's get throughout the whole time they are with you.
