Hi All,
We have program in places where we allow selected customers a fee waiver when they apply to become our customer. We are using ADX portal to receive application data in CRM. One of the challenges is to provide unique fee waiver code to customer and validate it when processing application.
Unless there is a 3rd party tool that solves this problem, I have this solution in mind and I would appreciate any suggestion or feedback on how to accomplish it
Prerequisite:
Create two entities Lead(Parent), Application(child)
Expose Application to ADX portal
1) In Lead form, have a single line of text field and have it populated by a randomly generated Alpha-numeric number ( I have no idea, how that would happen)
2) Capture this field in 'Fee waived' email template and guide customer to use this number in Promo code field in Application, if he has it.
3) if the customer checks yes for promo code while filling application on ADX portal, then mark payment information not required in Application
4) Once the Application is submitted, have the CRM user validate against random number (promo-code generated in CRM in Lead entity), either by mapping the same field on Application (assuming this field can be hidden or not exposed on Portal) or manually check against the one in lead form (not a good user experience)
5) If, promo-code matches on lead and Application then Process the application, else prompt the customer to check the application again.