Course curriculum

  • 1

    Pathway overview

    • RB Intro

    • Manual VS Automated

    • How to Add a Workflow

    • Email Editor

    • Time After Trigger

    • Test your knowledge - Pathway Overview
  • 2

    RB - Pre- Renewal Series -

    • Pre-Renewal Workflow Setup

    • Pre-Renewal Workflow - lesson review

    • Pre-Renewal Combined Setup

    • Pre-Renewal Combined Setup - lesson review
  • 3

    RB - eDelivery Settings: eDocs

    • eDoc Review

    • eDoc Review - lession review

    • eDoc Rules

    • eDoc Rules - lesson review
  • 4

    RB - Direct bill - Intact eDelivery

    • Intact Direct Bill RNWL eDelivery

    • Intact D-Bill RNWL - lesson review

    • Intact Direct Bill NBS & PCH eDelivery

    • Intact D Bill NBS & PCH - lesson review

    • Intact RII eDelivery

    • Intact RII - lesson review

  • 5

    RB - eDelivery Series - by Transaction Type (PCH, NBS, RWL, RII etc) Basic

    • Generic Direct Bill Renewal eDelivery

    • Generic D-Bill RWL - lesson review

    • Generic Direct Bill PCH eDelivery

    • Generic D-Bill PCH - lesson review

    • Generic Direct Bill XLN eDelivery

    • Generic D-Bill XLN - lesson review

    • Generic Direct Bill REW eDelivery

    • Generic D-Bill REW - lesson review
  • 6

    RB - Agency Bill - eDelivery

    • A Bill RWL eDelivery

    • A Bill RWL - lesson review