Skip to main content

Subscription Verification Report

The Subscription Verification Report isin a report designed toOPS-COM automatically identifyidentifies customersusers who have savedstored credit card information in their accounts but haven'tare signednot upenrolled forin the automated permit rollover subscription. This report provides administrators with a centralized view to proactively engage with these customers, encourage subscription enrollment, and streamline future permit renewals.

Quick

Setup Steps:&

Configuration

GrantingAccessing Accessand (forrunning Adminthe Managers):Subscription Verification Report requires specific administrator permissions.

  1. GoHover toover 'System Configuration'Configuration, > 'Admin Management'Management > 'Manage Roles'.
  2. Next to the desired Role,and click 'Permissions'Manage Roles.
  3. On the "EditingManage Permissions"Administrator Roles page, find the 'Parking'desired menurole and enable 'Access Subscription Report'.

Running the Report:

  1. Navigate to the 'Permits' Menu > 'Rollovers' section.
  2. Click on 'Subscription Verification Report'.
  3. The report will automatically load with a list of customers.
  4. Click any 'Username' to jump straight to their customer profile.
  5. Need to export? Use the options on the page to save as CSV or Excel, Copy, or Print.
Detailed Instructions:

    1. Before your admins can dive into the new report, you'll need to ensure they have the proper permissions. Here's how to grant                  access:

a)      Navigate to System Configuration: From your admin portal, go to 'System Configuration'.

b)     Select Admin Management: Under 'System Configuration'(e.g., choose"Permit 'Admin Management'.

c)      Go to Manage Roles: Click on 'Manage Roles'.

d)     Edit Role Permissions: On theManager," "ManageBilling Administrator Roles" page, find the roleAdmin") you want to updateupdate. and click

  • Click the 'Permissions'Permissions button next to it.

    that

    e)role Enableand Reportclick Access:Parking Ontab (represented by an the "EditingCar Permissions"icon).

    • page, locate
  • Enable the 'Parking' menu and then enable the 'Access Subscription Report'Report setting.

    checkbox.
  • Click Save Permissions.

    • Using this Feature

    1. NavigateHover toover thePermits, PermitsRollovers Menu:and Inclick your admin portal, look for the 'Permits' menu option then find the 'Rollovers' section.
    2. Choose "Subscription Verification Report": Within 'Rollovers', you'll find the new 'Subscription Verification Report' option. Click on it!Report.
    3. View
    the Report:

    As soon as you click, the report will load automatically, displaying a list of customers who have stored credit card information but do not have an active permit rollover subscription.

    Key Information Displayed

    The report lists customers who meet the criteria, typically including their username, permit status, and relevant contact information.

    Available Actions & Export Options

    • Explore Customer Details:Details: The 'Username'Username displayed in the report is a clickable button!button. Clicking on it will take you directly to that customer's profile page, allowing you to quickly view their detailsdetails, contact information, and take any necessary action.action (e.g., to enroll them in the rollover subscription).
    • Export Your Data: Need to work with this data offline? No problem!Data: The report has built-in functionality to export the information tofor bothoffline CSV and Excel formats, Copy,use or Print.further analysis. Look for the export options on the report page.page to:
      • Save as CSV format.
      • Save as Excel format.
      • Copy the report data to your clipboard.
      • Print the report.

    Best Practices & Considerations

    • Proactive Engagement: Use this report to identify customers who are ideal candidates for automated permit rollovers. Proactively contacting them can improve renewal rates and customer satisfaction.
    • Targeted Communication: Utilize the contact information gained from the customer profile link to send targeted communications about the benefits of automated rollovers.
    • Data Accuracy: Regularly run this report to keep your data current and ensure you're addressing all relevant customers.
    • Workflow Integration: Integrate this report into your permit renewal workflow. For instance, you might run it a month before permit expiration to identify users for outreach.
    • Compliance: Ensure any outreach or data usage complies with your organization's privacy policies and relevant regulations.
    Back to top