Audience: Credit Repair Cloud users looking to jump-start their client-capturing efforts while staying compliant with the Telemarketing Sales Rule (TSR).
In this article, you will learn about:
To start, make sure you have the following:
What is the Self Service Client Signup Page?
Introducing the Self Service Client Signup Page, a ready-to-use and customizable web page designed to jumpstart your client-capturing efforts. On this page, clients will be able to sign up for your credit repair services seamlessly. With a unique URL, the Self-Service Client Signup Page lets you share your credit repair business with those leads that are ready to sign up for your service.
The purpose of a Self-Service Client Signup Page is to capture your clients' information, such as their name and email address, and most importantly, to have them sign up for one of your billing plans. Their information is collected through the signup form and automatically added to your CRC contacts as a Client.
How can I customize my Self Service Client Signup Page?
Click on Client Growth
Click on Self-Service Signup
Once inside the Settings for your Self-Service Signup Page, you can edit the following elements:
Customize the Self Service Client Signup Page Subdomain
The subdomain is the only part of your Signup Page URL that can be customized. It is recommended that you name it after your business.
For example: https://irepaircredit.getcredithelpnow.com. In this example, 'irepaircredit' would be the subdomain part of your Page’s URL.
Locate the Customize Subdomain section
Enter your desired Custom Subdomain
Click on Check Availability
You will get a “This subdomain is available” success message
Click on Publish Changes to save your choice
Customize your Self Service Client Signup Page Type
Your Self-Service Client Signup URL comes in three flavors, so you can send potential clients into the experience at exactly the right point. Pick whichever option best matches where your lead is in their decision-making process, then copy the URL to use.
Locate the Select Link Type section
The available options are:
Full Self-Service Client Signup: Choose Full-Service Client Signup to share the entire journey from lead capture to client onboarding.
Plan Selection Page: Drop leads straight into choosing a plan.
Checkout Page: Send them directly to checkout with a plan already pre-selected for them.
When choosing Checkout Page, you’ll need to set a Pre-Selected Plan as well.
Customize your Self Service Client Signup Page Billing Plan Options
Click on Billing Plan Options to load the following settings:
Display Credit Monitoring Fee on All Plans
This feature informs clients that there will be an additional credit monitoring fee when enabled. This feature should be disabled if the fee is included in your billing plan.
When enabled, this is the checkbox disclaimer that will appear when your clients are checking out:
Billing Plans
The first 3 billing plans that have been created will automatically populate here. You can remove/add plans as needed by clicking the Add/Remove Plans button. There is a maximum of 3 plans that can be displayed in this section.
Selected plans will be presented to potential clients. They will have the option to choose from the billing plans and services you provide.
Client Agreement
Select a client agreement from the dropdown to match with your corresponding billing plan.
Plan Benefits/Offers
Click on Open To Edit to expand the options for a billing plan.
These are the benefits your clients receive if they sign up for this billing plan. Showing at least three benefits per plan is mandatory. A max of ten benefits per plan can be displayed. The benefits list will be auto-populated with default text, but you can edit this text as desired.
Customize your Self Service Client Signup Page Credit Assessment Tool
The credit analysis tool allows you to provide instant credit insights to potential clients inside of your Self-Service Client Signup page.
Important Note: Costs $1.00 per lead that receives a credit analysis. This is a fee charged by the bureaus, not retained by us. This charge will be taken out of your CloudMail balance. Credit assessments are unavailable until CloudMail funds are loaded.
Click on Add/Edit Funds to reload your CloudMail funds
Toggle the Credit Assessment Tool switch as needed
Other Customizable Elements
Offer a 90-Day Money-Back Guarantee
Enabling this option will add a 90-Day Money-Back Guarantee graphic to your page.
This is the graphic that will be added to your page:
Company Logo
Click on Upload Image to select a file on your device.
Profile Picture
Click on Upload Image to select a file on your device.
This picture can be turned on/off as needed.
Text in the About section
Located in the About section, right under the Company Logo and Profile Photo.
Simply click on the text box to start editing as needed.
Click on Reset text to default to revert to the default About text.
How do I turn on/off my Self Service Client Signup Page?
Click on Client Growth
Click on Self-Service Signup
Toggle the Off/On switch as needed
How can I share it with my potential clients?
There are two options to share your Self Service Client Signup Page with potential clients.
Link:
Click on Client Growth
Click on Self-Service Signup
Click on Copy URL
Share this link with your clients via your preferred method
Embeddable Button
Click on Client Growth
Click on Self-Service Signup
Click on Add a Button to Your Website
Customize the Button Text and Hex Value
Click on Copy Embedded Code
On your website’s builder help center, search for an article on “Adding an HTML snippet or element to my website” or something along those lines, and follow the steps to embed the ‘Sign Up’ button on your website.
How can I publish the changes performed to my Self Service Client Signup Page?
To push any changes performed to your Page’s Settings into the live page, click on the Publish Changes button.