-
Light Touch
Enable a refer process.
The ‘Light Touch’ option is best for speed-to-market and is as simple as creating a customer refer process from within your Platform to Movinghub.
It is likely that the minimum customer data required to create an application in Movinghub is already stored in your database allowing for an easy one-or-two-click
refer process to be enabled.
On a global scale, creating applications via API is by far the most popular and most efficient, but as an alternative, there is also the option to embed one of
Movinghub’s widgetized webforms. Our widgets are a simple and secure way of capturing and sending customer data (noting that the widget solution
requires the User to enter the basic customer data in prior to sending).
For reporting and real time status updates of applications, the User is able to login to the Movinghub Dashboard or Mobile App, or there is also an option to
embed the Agent Reporting widget within your Platform.
MOVINGHUB
MOVINGHUB
USER
SOFTWARE PROVIDER
CAMPAIGNS
Create campaign
via Movinghub
Dashboard
AGENTS
REFER
REPORTING
REFER
TRACK
SALES
RECONCILIATIONS
Add agents via
Movinghub
Dashboard
Build API to
refer customers
and add refer
buttons in UI
Embed
reporting
widget and
bypass login
via API
User sends
customer data
via API or
widget
User views
application
status via
Movinghub
Dashboard or
Movinghub App
Movinghub
contact centre
Movinghub
post sales team
OR
Embed referral
widget
OR
Embed reporting
widget
-
Create
Enable refer and add ability to create and update white label campaigns and referring agents. Track leads/sales via embeddable reporting widget.
The ‘Create’ option adds the ability to configure campaigns and add agents from within the your Platform (replacing the need for the Movinghub Dashboard
in the ‘Light Touch’ option).
By giving Users the ability to seamlessly enable and configure a Connections Service, or a Utilities Module, from within a software platform they already
subscribe to, is value-adding at is best.
Use the one-to-two click refer process or automate referrals using triggers in your Platform to initiate the process.
Configure multiple interfaces and options for Platform users and end users to interact with Movinghub - websites, microsites, eforms, paper forms,
mobile apps, social platforms, edms and other relevant collateral.
This is our recommended integration option.
SOFTWARE PROVIDER
CAMPAIGNS
Build API
to create
campaigns
USER
MOVINGHUB
AGENT
REFER
REPORTING
REFER
TRACK
SALES
RECONCILIATIONS
Build API to
add agents
Build API to
refer customers
and add refer
buttons in UI
Embed reporting
widget and
bypass login
via API
User clicks
refer button to
send customer
data via API
User views
application status
via reporting
widget
Movinghub
contact centre
Movinghub
post sales team
-
Custom
Similar to the Create Option but with the ability to sell products (online) and track leads/sales via a custom interface.
Take integration to the next level and harness the power of the Movinghub Marketplace. Display products and associated details, complete service
qualifications and build a bespoke experience for your end users, then decide if you want the customer to transact 100% online or still have Movinghub’s
expert team service the customer under your brand, or your customer's brand.
Allow permitted users to update campaign branding, content, use custom email address and much more. Build out custom UI for reporting on application
status’, commissions and overall performance via API.
The ‘Custom’ option is more complex than the ‘Create’ option, but undoubtedly more powerful.
SOFTWARE PROVIDER
CAMPAIGNS
Create campaign
via Movinghub
Dashboard
USER
MOVINGHUB
AGENT
ONLINE SALES
REPORTING
REFER
TRACK
RECONCILIATIONS
Add agents via
Movinghub
Dashboard
Display products
and deals from
Movinghub
Marketplace for
your customers to
browse and select
Build API and UI
to display
perfomance and
status updates
User clicks
refer button to
send customer
to an online
experience
User views
application
status via
custom UI
Movinghub
post sales team
