New Contract Request Form "*" indicates required fields 1Basics2Department Schedule3Pricing4CU Details Name*Employee's First & Last Name requesting this contract.Ticket # (if applicable):Please enter the relevant Zendesk ticket number.Are there any other employees who should see this contract?* Yes No What is the employee's name?Employee's First & Last NameCU Name*CU Number/ID*Please enter a number from 0 to 9999. Choose ContractPlease choose which contract you are looking to create.Department Schedule*Please select the relevant department.CommunicationsData AnalyticsBackoffice ServicesContact CenterCommunications Schedule* Member Reach eStatement Notifications Member Journeys Communications Email Platform Management (Self-service Marketing Cloud) Social Media Management - Self-service Social Media Management - Collaborative Marketing Consulting RevGen Custom Campaign Custom Project Member Journeys* Plastics Past Due Reminders New Member Onboarding Custom Campaign* CLIP Campaign Letter Check Campaign Conversion Marketing Plan Data Analytics Schedule Data Analysis Losing the Love New Member Reporting MSP - Member Survey Program Consulting and Custom Projects Backoffice Services Schedule BK Base Services Stand-in Services 5300 Call Report Conversion Report Custom Bookkeeping Services Remittance Services (Lockbox) Contact Center Branch XT Branch XT - Bilingual Branch ST LFC - Loan Fulfillment Center (formerly XT Direct) Web Chat Conversion Services Xtended Hours DRBC/Stand-in Services Contact Unlimited Custom Outbound Campaign Setup FeesEnter any setup fees.Ongoing Base Fees*Any ongoing fees, such as annual, quarterly, monthly, or any other base fees.Per-item FeesAny ongoing variable per-item fees, such as per email, per call, per transaction, etc.Pricing NotesIf there are any discounts, promotional rates, exceptions, etc, please include them here.Is this a Scholarship Request?* Yes No Is this a Discount Rate?* Yes No CU CEO*First & Last Name of Credit Union CEOCU Contact Name*First & Last Name of our primary contact at the Credit Union for this order.CU Contact Phone Number*CU Contact Email Address* Other CU Contacts*Are there any other contacts at the CU involved with this order? Yes No Other CU Contact Details*Please list names and any relevant contact info about the other CU contacts.How did this order begin?* The CU reached out to us We reached out to the CU Conversion Related The CU placed an order online Marketing / Promotion Cross Selling Conversation Event / Webinar Other How did they hear about Xtend?*Webinar, Client News Email, Social Post, a Partner etc.What made you reach out to the CU?*Did they contact us with interested in the past? Do they not have our service or product? Explain below.What Marketing / Promotion started this order?*Explain in detail on the marketing and promotion that started this order. What Event / Webinar started this order?*Name of Event / WebinarHow did this order start?*Explain in detail how this order was started.UntitledFirst ChoiceSecond ChoiceThird ChoiceUntitled
