Elle Mobile Integration - Access Softek User Guide

Overview 

Elle integration with AcessSoftek does not require technical integration by the AccessSoftek team. 
The Elle integration leverages AccessSoftek's support of Mobile Web Views to allow you to easily place new menu items across your mobile apps' menu section that link to Mobile-Responsive landing pages. Your financial institution benefits in two way from this approach:

1. By leveraging Mobile Web View technology, we eliminate the need (and cost) to perform additional technical integration.
2. Elle can be easily launched within your existing mobile apps by performing a quick configuration update that does not require your institution to re-deploy all your mobile apps to their respective app stores in order to add Elle. 

Text Messaging & Mobile Banking Single Sign-On (SSO)

Multi-channel text messaging communication with mobile banking includes SSO and field auto-population inside the digital loan application to meet the growing demand for member convenience and responsiveness.

Getting Started

To get started, follow the steps below: 

Step 1.  Create mobile-responsive landing page(s).

Create one or several mobile-responsive landing pages. The number of landing pages depends on the SMS journeys (Apply Now, Chat with Us, and New Membership) you make available to your mobile banking users. These pages will form the basis for your Access Softek integration.

Once your landing page(s) are ready, you will then make them Elle-ready with a simple copy/paste of the Elle script and Elle button code. 

Step 2. Add Elle Script and Elle Button(s) code.

You can find instructions for adding the Elle script here. Add this code to the top of each landing page.

Next, add the Elle button(s) by copy/pasting the HTML code. You can find instructions for adding the code below:

Elle Pop Up - Apply Now & New Membership

Chat with Us

Add the code for the application tracking feature. Please find the instructions below:

Application Tracking Page

Please note: In the Elle Button HTML code, you will replace Elle-button-id with the button ID that you receive from Shastic. The button codes will be provided to you by a member of the Shastic Customer Success team during your implementation. 

Step 3. Make your landing page(s) live and create a unique URL for each. 

Once your Mobile-Responsive web page(s) are ready, host it on your site. The best way to do this is to set each landing page as an 'orphan page'. This way, the page is accessible only through the URL of the page.

Step 4. Submit the landing page URL(s) to AccessSoftek. 

Submit the web page URL links to Access Softek's Rapid Deployment Team by sending an email to [e-mail]. The email should include:

The URL link to your landing page(s), which should include the buttons you want to use (linked to the endpoint you want to use).

Examples:

Credit Card	https://organization.com/elle/apply
Vehicle Loan	https://organization.com/elle/apply
Personal Loan	https://organization.com/elle/apply
Mortgage Loan	https://organization.com/elle/mortgage

 

Also, contact your Implementation Manager at Access Softek to discuss the specifics of how and where you want this to be placed.

Once placed, your members just need to click on one of the buttons to opt-in and start texting your institution!

Step 5.  Test the JS Elle script for a smooth Member experience with mobile text messaging. 

As soon as Elle is integrated, it should be available to your members. Test it and let us know about any necessary adjustments. In no time, you will have the ability to engage with your members by SMS!