Collect Consumer Consent Forms
With Great AEP, you can easily collect Consumer Consent forms at the time of or after booking. This helps you reduce time managing paperwork, and streamline your booking process.
IN THIS GUIDE:
Start Collecting Consumer Authorization Forms
Within campaign settings, you can select which campaigns you'd like to collect Consumer Authorization Forms for.
Start by navigating to the campaigns page by clicking Campaigns in the top navigation bar.
A list of all your campaigns will appear. Locate the campaign that you'd like to collect consumer authorization for, then click the Edit button to the right of the campaign row.
This will take you to the Edit Campaign page. Scroll down to the Additional Attendee Information page, then check the box next to Collect Consumer Authorization Form?
Note: If you already have "Collect Electric Scope of Appointment" enabled, you will not be able to collect Consumer Authorization Forms as well. You must uncheck one to check the other.
Click the blue Update Campaign button to save your changes.
Now, at the time of booking leads will be directed to fill out a Consumer Authorization Form.
View a Contact's CAF
To view the completed Consumer Authorization form of a contact, head to the Your Upcoming Appointments page, where you'll see a list of all of your scheduled appointments. Find the name of the person you'd like to view the form for, then click the name on the far left of the appointment row.
This will open the appointment details page.
From here, you can view the executed CAF in two ways
- Click the Download CAF button at the top of the screen to download the SOA to your device
- Click the blue text under CAF ON FILE?. This will redirect you to another page where you can view the SOA.
View CAF Status
You can easily view the CAF status of your upcoming meetings, making sure you can send reminders to leads as needed.
To view the status of all your upcoming appointments, start by clicking Appointments in the top navigation bar of your Great AEP account.
Under Your Upcoming Appointments, you'll see a list of all of your scheduled appointments. You'll see a row with the CAF status of all upcoming appointments.
The rows with a yellow icon marked "No CAF on file" indicate attendees that are still required to submit their CAF.
Send CAF Reminders
Occasionally, a lead will choose to exit out of the appointment booking process before signing the CAF. In this case, you'll need to send them reminders to complete the form prior to your meeting.
Manual Reminders
You can manually send out CAF reminders to your leads.
Under Your Upcoming Appointments, you'll see a list of all of your scheduled appointments. Find the name of the person you'd like to send the CAF to, and click the primary name to the left of the appointment row.
This will open the appointment detail page. Under CAF ON FILE? Click the Email or Text button to manually send a reminder to your contact.
