web user guide v1

42
Web User Guide February 2013 1

Upload: robert-bent

Post on 13-Apr-2017

33 views

Category:

Documents


5 download

TRANSCRIPT

Page 1: Web User Guide v1

Web User Guide

February 2013

Prepared by David Tsang

1

Page 2: Web User Guide v1

Table of Contents

BUYING PROCESS 3

BUY NOW 3PHONE COMPATIBILITY CHECK 4PRODUCT SELECTION 6SHOPPING CART 7CHECKOUT (FOR REGISTERED USERS) 8CHECKOUT METHOD 8BILLING INFORMATION 9SHIPPING INFORMATION 10SHIPPING METHOD 12PAYMENT INFORMATION 13ORDER REVIEW 14ORDER CONFIRMATION 15CHECKOUT (FOR NON-REGISTERED USERS) 16

ACTIVATION PROCESS 18

LOGIN OR CREATE AN ACCOUNT 18ACTIVATE SIM CARD 21

TOP UP PROCESS 22

TOP UP 22PAYMENT DETAILS 23

ACCOUNT MAINTENANCE 26

MY ACCOUNT 26MY PROFILE 27ACTIVE SIM CARD 28PAYMENT DETAILS 29PAYMENT HISTORY 30TOP UP 31TRANSFER CREDITS 33MY PHONE NUMBERS 34CALL HISTORY 35

2

Page 3: Web User Guide v1

Buying Process

Buy Now

User orders the Roamly SIM card on the website www.roamly.com by clicking on the “Buy Now” banner. The “Buy Now” button can also be found throughout the Roamly web site.

3

Page 4: Web User Guide v1

Phone Compatibility Check

User selects the device brand and model to determine compatibility.

4

Page 5: Web User Guide v1

Result shows if device selected is compatible. If so, click on “Continue with your purchase” to proceed. If device chosen is not compatible, user will have to ensure a compatible device is available.

5

Page 6: Web User Guide v1

Product Selection

User selects language package and quantity. Click on “Add to Cart” to proceed.

6

Page 7: Web User Guide v1

Shopping Cart

Confirm details in the shopping cart. Press “Proceed to checkout” to move forward.

7

Page 8: Web User Guide v1

Checkout (For registered users)

Checkout Method

If user has already registered prior, enter email address and password to log into account. Press “LOGIN” to proceed.

8

Page 9: Web User Guide v1

Billing Information

Once logged in, select the appropriate billing address from the drop down menu. Below the drop down menu, select the appropriate option for where to ship the order. Ensure the box for “I agree to the terms and conditions” is checked. Press “CONTINUE” to proceed.

9

Page 10: Web User Guide v1

Shipping Information

If “Ship to different address” is selected, choose “New Address” from the drop down menu and press “CONTINUE”.

10

Page 11: Web User Guide v1

Update new shipping address information as required. Press “CONTINUE” to proceed.

11

Page 12: Web User Guide v1

Shipping Method

Select shipping method by clicking on the appropriate radio button. Press “CONTINUE” to proceed.

12

Page 13: Web User Guide v1

Payment Information

Enter the credit card information. Press “CONTINUE” to proceed.

13

Page 14: Web User Guide v1

Order Review

Review the order confirmation. If information is correct, press “PLACE ORDER” to proceed.

14

Page 15: Web User Guide v1

Order Confirmation

The buying process ends at the “Thank you for your purchase” page. User will receive an email confirmation regarding the purchase.

15

Page 16: Web User Guide v1

Checkout (For non-registered users)

If user has not registered prior, press “REGISTER” to proceed.

16

Page 17: Web User Guide v1

Enter all the information required for registration. Press “CONTINUE” to proceed.

Please note that once the registration is complete, user will follow the same buying process as registered users starting at the “Shipping Method” stage.

17

Page 18: Web User Guide v1

Activation Process

Login or Create an Account

To activate your Roamly service, go to www.roamly.com and click on “activate card/account” on the top right corner of the page.

18

Page 19: Web User Guide v1

Login (for registered customers) or create an account.

19

Page 20: Web User Guide v1

If you are creating an account, fill out the required information. Make sure the “I agree to the terms and conditions” box is checked. Click on “SUBMIT” when done.

If you are a registered customer, simply login by entering your email and password to proceed with your activation process.

20

Page 21: Web User Guide v1

Activate SIM Card

Once logged in, enter the serial number, select country and the mobile phone number that you want to activate, then press “activate”

21

Page 22: Web User Guide v1

Top Up Process

Top Up

Once activation is complete, you will receive the activate status as well as instructions to top up.

Click on “Top up”

22

Page 23: Web User Guide v1

Payment Details

Enter the billing address and credit card details as required. Press “submit” when complete.

Once proper information is entered, you will see a message saying “Transaction Completed Successfully”. Press “Go to Top Up” to proceed.

23

Page 24: Web User Guide v1

Select the appropriate Roamly SIM Serial Number from the drop down menu.

The page will open up and prompt you to enter the proper top up information.

24

Page 25: Web User Guide v1

For one time top up, select the amount and enter the CVV code, press submit to proceed.

For auto top up, you may toggle between “enable” or “disable” by pressing the “enable” or “disable” button. Select the desired auto top up amount from the drop down menu.

For mobile top up setup, set a 4-digit PIN and press “change PIN”.

25

Page 26: Web User Guide v1

Account Maintenance

My Account

Under the My Account section, user may view active SIM cards, messages as well as recent transactions.

26

Page 27: Web User Guide v1

My Profile

Under My Profile, users may view and update profile details such as Name, Address and Email Address.

27

Page 28: Web User Guide v1

Active SIM Card

Users may activate new or additional SIM Cards under the “Activate SIM Card” link.

28

Page 29: Web User Guide v1

Payment Details

Users may update the billing address and credit card details under payment details if the information provided prior requires updating. For example: change of billing address or change of credit card.

29

Page 30: Web User Guide v1

Payment History

Users may retrieve top up records via the Payment History link. Select the appropriate serial number (if users have more than one), select the date range and press “Go”.

Records of all top up transactions are shown based on the date range selected.

30

Page 31: Web User Guide v1

Top Up

Similar to the Top Up process mentioned above, select the appropriate Roamly SIM Serial Number from the drop down menu.

31

Page 32: Web User Guide v1

The page will open up and prompt you to enter the proper top up information.

For one time top up, select the amount and enter the CVV code, press submit to proceed.

For auto top up, you may toggle between “enable” or “disable” by pressing the “enable” or “disable” button. Select the desired auto top up amount from the drop down menu.

For mobile top up setup, set a 4-digit PIN and press “change PIN”.

32

Page 33: Web User Guide v1

Transfer Credits

Users have access to transfer funds between SIM cards within one account. Select SIM card where funds is to be transferred from and SIM card funds to be transferred to, along with the amount. Press “Transfer” to proceed.

33

Page 34: Web User Guide v1

My Phone Numbers

Users may view the phone numbers and the associating serial numbers under an account.

34

Page 35: Web User Guide v1

Call History

Users may retrieve call history by selecting appropriate SIM card from the drop down menu and the desired date range. Press “Go” to proceed.

Results show all transaction records within the date range selected.

35