Q. How do I get
started?
It's easy; there are three ways to get started - choose the one easiest for you!
You can:
1. Visit our website and follow or the online registration process (See
How to Register Your Account)
2. Call to schedule a meeting with one of our account representatives
3. Call to place your order by telephone and fax.
Q. Do I have
to order online?
No. You can work directly with an account manager to place orders. Call customer
service at 1-866-672-9825 to begin this process.
Q. Is my credit
card information secure?
Special Client has chosen Authorize.Net to use to process your credit card transactions.
Authorize.Net is committed to safeguarding customer information and combating fraud.
With Authorize.Net, you can be confident your data is secure. They utilize industry-leading
technologies and protocols, such as 128-bit Secure Sockets Layer (SSL) and are compliant
with a number of government and industry security initiatives including the Payment
Card Industry Data Security Standard. The Payment Card Industry Data Security Standard
(PCI DSS) is a set of comprehensive requirements developed by the major card brands
to facilitate the adoption of consistent data security measures. Each year Authorize.net
renews their PCI DSS compliance.
Q. How am I billed
for services?
Special Client customers may pay for services at the time they set them up or they
may set up an account so that they will be billed monthly. For customers with a
Special Client account the fee for services will be charged directly to the customer’s
credit card on file or by direct debit of Customer’s checking account (ACH).
Customers will receive an invoice via email on the first day of each month. This
invoice will be the total fees for all items that were shipped during the previous
month. On the 5th day of each month a customer’s credit card or checking account
(ACH) will be debited for the amount of the invoice.
Q. What are my
options to pay for service?
Customers may pay with a credit card or by direct debit of their checking account
(ACH).
Q. Can I upload
photographs to be uploaded onto a card?
Customers can not upload photographs to be included on a card at this time. This
feature will be made available in a future release of our service.
Q. Do I have
to provide billing information to use this service?
You do not have to set up an account to be able to use Special Client’s services.
You will have to provide the standard information required to process your credit
card upon any purchase.
Q. Can I export
my contacts back into my database?
Yes, you can export the contact database that you maintain through the Special Client
web site so that you can import them into other database software. The resulting
file will be a comma delimited file (.csv) of your contact data.
Q. Can I obtain
same day service when I order a card or gift?
It is possible to ship a card or gift on the same day you place your service order.
In order to receive same day service your service order must be placed by 12:00PM
or earlier. Special Client cannot guarantee same day service because it is possible
for selected cards and gifts to be out of stock. We recommend you call customer
service at 1-866-672-9825 to confirm that a service order can be processed the same
day it’s placed.
Q. How can I
manage my clients in Special Client?
Upload lists
Enter clients one at a time
Select multiple clients to work with at once
Export lists
Assign clients to groups
Sort by clients name, company, group
Search by keyword
Move clients in and out of lists
Delete multiple clients
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See How to Import Your Clients
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Q. Do you have
the ability to develop customized cards and gifts?
Yes. You can customize the salutation, message and signature of a card.
Q. How do I
delete my account?
In order to cancel your account and remove all your information from the Special
Client web site please call customer service at 1-866-672-9825 and we will take
care of that process for you. Customers may cancel all services that have been set
up that are not already in process through the web site.
Q. How do I
cancel a scheduled service?
You can cancel a service from either the My Clients section or the Upcoming Service
section. In the My Clients section, click on any client profile, scroll to the bottom
of the client information page and select the scheduled service you wish to cancel.
From the Upcoming Service section, search for the service you wish to cancel and
use the cancel service icon to cancel the service. Note that a customer cannot cancel
a service that is already “in process”. Card orders are considered in
process 3 days before the scheduled ship date and gift orders are considered in
process 7 days before the ship date.
Q. Can I add
multiple signatures to a card?
Yes. You may create a signature template that contains up to 5 signatures and use
it with a card. Note that post cards do not contain signatures.
Q. Can I send
the same card and message to multiple people?
Yes. You may select as many people on your list as you wish and send them all the
same card with the same message through a single service order. This is a great
time saving feature.
Q. How will
I know that the gift/card was sent and received?
You will receive an email notification when your order is received. Another email
notification will be sent to you on the date your gift/card is shipped, along with
your clients contact information so that you may easily follow-up with them if you
choose. With every correspondence that is sent to your client, you will receive
email notifications to prompt your personal follow-up contact.
Q. How are gifts
sent?
The gift is contained in a white box with your name and business in the return address.
Q. Will my customers
know I am using Special Client to keep in touch with them?
No. Our name and/or contact information is not located on any article sent to your
client, so they will never know a third party is involved. Each item is sent hand
signed and hand stamped with your name in the return address to ensure a personalized
approach.
Q. Will my customer
information remain private?
We guarantee absolute privacy of the information provided to us and have made our
privacy clause available on-line for your review.
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