Build QS 64October 20, 2011

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Learning Objectives• By the end of this session,

you will be able to:– Explain the changes made

to the domain transfer process

– State the reasons a customer may use point rather than domain transfer

– List the four steps of the revised domain transfer process

– Explain the purpose of the View Status link

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Learning Objectives– List the three common

scenarios customers may encounter when migrating to the IAM login identity

– List the visual indicators used to indicate that errors occurred during the migration process

– Identify the location of two new fields on the CRM used to locate a customer’s PIN or launch SB+

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Domain Transfer Flow• Domain transfer flow

being revised– Moving from one page

to multiple pages– Clearer step-by-step

instructions included for customers

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Current Domain Transfer Process

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Choosing Transfer vs. Point

6

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Setting Expectations

7

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Setting Expectations

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Setting Expectations

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The New Transfer Flow

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The New Transfer Flow

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The New Transfer Flow

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View Status Link

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Domain Transfer Review

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IAM Migration Overview• Changes made to the IAM

migration for this build:– Improved messaging for

customers– Improved error handling and

error messaging– Added links to password

reset– Fixed bugs in older Firefox

versions that prevented error messages from displaying (making it appear to loop)

– Limited the number of users who are asked to complete the login migration

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IAM Migration Overview• Users are going to migrate

from their Homestead login to the Intuit Account Management (IAM login process

• Affected users include:– Long-time Homestead

customers– Those who signed up for

our services by phone– Those who have an Intuit

identity and don’t know it

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IAM Migration• When logging in, users will

be asked to update their password

• In some cases, they may need to pick a new IAM identity– If a user is stuck or

confused, the easiest option is to create a new identity

• Update is mandatory at login for select customers

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IAM Migration Scenarios1. HS e-mail address is

available in the IAM; the current HS password isn’t strong enough for IAM

2. HS e-mail address matches one IAM ID

3. HS e-mail address matches multiple IAM IDs or e-mail accounts

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Setting a New Password

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If successfully converted, users see this confirmation dialog before going on to LIS:

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Setting a New Password

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One IAM Account

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One IAM Account

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Multiple IAM Accounts

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Multiple IAM Accounts

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How will I know which IAM user ID I should associate

with my HS account?

You have the option of randomly choosing or associate the one that

most identifies with your business.

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IAM Migration Review

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Search for Customer by PIN

26

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CRM Launch SiteBuilder Plus Link

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SiteBuilder Plus Changes

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SiteBuilder Plus Changes• Update button element

– Match the Contact Us button and update the look

– Removed bevel; change the corner shape (rounded, square); add gradient

• Contact Us form– Fix display issues in IE

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SiteBuilder Plus Templates

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SiteBuilder Plus Review

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Summary• Domain transfer process

– Pricing up front– 60 day domain ownership– 4 step process; green

status bar; definitions• IAM migration

– Three scenarios• Setting a new password• One IAM account• Multiple IAM accounts

– Error prompts provided• SiteBuilder Plus

– Snap to grid; grid element reactivated

– Button look updated– Reduce the number of

templates that display