Defining Placeholders
Defining Placeholders Email placeholders designate areas for dynamic content insertion, like client names or dates of birth. Placeholders are fields that will allow you to add content to your email templates which will be required to be filled in later. It defines where you want a value to be defined by the placeholder. Placeholders are used to replace information that can vary with each email, for example, client’s name, client’s date of birth, client’s phone number, etc. Here in this template, {Client First Name} is a placeholder that will be replaced by the client’s first name when the email is being sent. This will be automatically done by the system and you will not have to manually enter the client’s first name. In OZIAgent, we have the following placeholders which can be used while creating email and whatsApp templates; Client First Name Client Last Name Client Date of Birth Client Phone Client Email Client Full Address Client City Client Nation Name Client VISA Expiry Date Client Assignee Name Client Id Internal Id Company Name
Adding Product
Adding Product Adding a single product in OZIAgent Follow the given steps to add product in the system : Step 1: Click on the Product from the Dashboard. Step 2: Select Add. Step 3: Now add the Product’s name. Step 4: Add the associated Partner and its Branches. Step 5: Add Product Type. Step 6: Then add the Revenue Type whether it is revenue generated from a client or from the partner. Step 7: You can also add product information like Duration, Intake Month along with Product Description and Notes for other team members to see when required. Step 8: Click on the Save button.
Adding Branch
Adding Branch Adding a single branch in OZIAgent Follow the given steps to add branch in the system : Step 1: Click on the Partner from the Dashboard. Step 2:Select the partner from the list. Step 3: Open the partner profile by clicking on the name of the partner. Step 4: :Click on the Branch tab. Step 5: Click on the Add Branch button. Step 6: Fill the details Step 7: Click on save button
Defining Partner Agreement Set Up
Defining Partner Agreement Set Up This article will guide you on how you can input agreement and contract details for each partner. You can add the agreement and contract details for each of the partner so you can have all the contract details like Contract Expiry Date, Representing Regions, Commission Percentage and Default Super Agent. Follow the following steps in order to do so: Also make sure you have the permission to edit the partners details. Step 1: Select Partner from the dashboard. Step 2: Select the partner from the list whose agreement details are to be added. Step 3: Open the partner profile by clicking on the name of the partner. Step 4: :Click on the Agreements tab. Step 5: :Add the details of the contract on this page. Contact expiry date- represents the date when your contract with the particular partner gets expired. Representing Regions- records from which region of the world you can recruit the student from and represents the partner. You can add single or multiple regions. This will guide your counsellor to suggest the courses to the student. Commission percentage- represents what percentage of the total sale you claim from the partner. The commission percentage set is reflected in the product fee and the revenue in sales forecast section of the application or interested service is calculated automatically on the basis of this commission percentage. This is also reflected while creating commission invoice. Default Super Agent- Incase you do not have direct tie up with the partner you can go through the SuperAgent. The previously added SuperAgent can be selected from here. You can see such information in the service page as well while searching the partner and product. In case of adding application for such partner the SuperAgent are added automatically in the application.
Adding a single Partner
Adding a Single Partner ATo add a Partner, follow the following steps Before adding please name sure you have the permission to do so Step 1: Select Partner from the Dashboard. Step 2: Select Add. Step 3: Select Master category Step 4: Select Partner Type. Step 5: Now, Add Partner’s Name. For example, Australian Demo University. Step 6: Add the Business Registration Number of the Partner. This can be used while invoicing them. Note: Please select the option to show the “Business registration number in the invoice” if you want so. Step 7: Then select Workflows, where you want their applications to run. Step 8: Select the currency type. Step 9- Add partner address and contact details.
Automated Partner and Product Import from OziAgent
Automated Partner and Product Import from OziAgent To streamline operations and save time, our system automatically imports new partners and products from OziAgent every three months. This process runs seamlessly in the background without disrupting the software’s functionality. It ensures that all newly affiliated partners are promptly added, along with their updated course offerings, associated fees, and branch details. Additionally, the system identifies which branches are associated with each partner and which specific courses are available at each location.
Defining Partner & Product and Revenue Type
Defining Partner & Product and Revenue Type What are Partner & Products and Revenue Type? Defining Partner and Product Partners are organizations that you represent, such as institutions, universities, visa offices, accommodation providers, and insurance companies. On the other hand, Products are courses, visa sub-classes, rental services, or insurance policies that are offered by Partners in different locations. For example, Bachelor of Accounting is a Product, offered by our Partner named, Australian Demo University in their Sydney and Melbourne Campuses. Defining Revenue Type in Partner and Product. Each product is different and hence, how you generate revenue from each product is also different. OZIAgent covers two different types of Revenue of the product – Commission from Partner and Revenue from Client. Revenue type can be determined from Product Page while editing the product. The Revenue Type impacts the Product Fee Table and Sales Forecast. Commission from Partner is where revenue is generated from commission on fees which is paid by the Partner when the client enroll into the product and pays fees to the Partner. An example of this can be commission paid by the institution for selling their course to students. Revenue from Client is where revenue is generated directly from the client for the service in terms of Income and Payables. An example of this can be the service fee collected from the client for visa processing service.