Subscription Verification Report

The Subscription Verification Report in OPSCOM automatically identifies users who have stored credit card information but are not enrolled in the automated permit rollover subscription. ThisIts reportprimary providespurpose is to provide administrators with a centralized view to proactively engage with these customers, encourage subscription enrollment, and streamline future permit renewals. This article is intended for OPS-COM administrators.

Setup &and Configuration

Accessing and running the Subscription Verification Report requires specific administrator permissions. If you do not have access, you must update the permissions for your administrative role.

1. Go to

   Hover over System Configuration,Configuration, thenclick Admin Management,Management, and clickselect Manage Roles.

2. On

   Locate the Manage Administrator Roles page, find the desiredspecific role (e.g., "Permit Manager," "Billing Admin") you want to update.update (e.g., Permit Manager or Billing Admin) on the Manage Administrator Roles page.

3. Click the Permissions button next to that rolerole.

   and
click

4. Click the Parking tabtab, (which is represented by an thea car icon).icon.

5. Enable the Access Subscription Report checkbox.

6. Click Save Permissions.

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Using this Feature

GoAdministrators can use this report to view the list of eligible customers and quickly navigate to their profiles to assist with subscription enrollment.

Accessing the Report

1. Hover over the Permits (Clockicon icon), and click Subscription Verification Report.

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

Available Actions

 and Buttons

• Explore Customer DetailsUsername: The Username displayed inClick the reporthyperlinked isusername ato clickable button. Clicking on it will take younavigate directly to that customer's profile page,page. allowingThis allows you to quickly view their details, access contact information, and take any necessary action (e.g., to enroll them in the rollover subscription).subscription.

• ExportCSV, YourExcel, DataCopy, Print: TheClick reportthe has built-in functionality torespective export thebuttons information for offline use or further analysis. Look for the export optionslocated on the report page to:to

  save
  • Savethe asdata CSVfor format.
  offline
  • Saveuse, ascopy Excelit format.
  to
  • Copyyour clipboard, or print the report datafor tofurther your clipboard.
  • Print the report.
  analysis.

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Best Practices &and Considerations

• ProactiveIntegrate Engagementthe report into your permit renewal workflow:: UseRun this report approximately a month before permit expirations to identify users for targeted outreach. Proactively contacting customers who are ideal candidates for automated permit rollovers. Proactively contacting themrollovers can significantly improve renewal rates and overall 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 yourEnsure data currentcompliance: andAlways 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 financial regulations. When utilizing the contact information gained from the customer profile link, be sure your communications adhere to all local data protection guidelines.

• Run the report regularly: Make it a habit to check this report frequently during peak sales windows to keep your data current and ensure you are addressing all relevant customers promptly.