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136226 Merchant Account Application

Merchant Account Online Application (without signature)

Overview:

1) a merchant visits my website through some sort of advertisement or other referral

2) the landing page has a field for name, phone number and email address (the start of the application)

3) the next page has all the business information and bank acct info

4) the last page has business owner information

5) upon completion of the application, there is an email automatically sent to the merchant with the pdf file attached that has their information already in it and instructions on faxing the signature page to me. (should send me the same email)

6) the merchant will then print out and sign the signature page and fax that page to me.

The above 6 steps are the simple version... here is where it becomes more complicated.

1) a merchant visits my website through some sort of advertisement.

2) the landing page has a field for name, phone number and email address (the start of the application)

--- I basically will need a template that includes the php form to collect the name, email and phone number. I can do the rest of the editing of the content as long as I have a template or the php code I would be able to insert into the php page.

--- I need to be able to specifically track which advertisement will go to which landing page and then which applications are being started, which are being completed. I should be able to do this with however many landing pages, then one thankyou page at the end of the application process. I believe this I can do with either hypertracker or google analytics, so basically I will need the php code for the landing page form (name, number, & email).

--- I'd like the system to send an email to me at this point so I know an application has at been started. The email to me should have the name, number & email address the merchant input so I can follow up if they never actually complete the application. It would be really nice if, at some time period, such as two hours later, the system would email the merchant if they haven't finished the application with an email (I can select the content for this email) and follow up automatically with them (this is optional as long as I know the application was started, I can follow up with these merchants by phone).

3) the next page has all the business information including bank acct info

4) the last page has business owner information

--- at this point, all the data that the merchant has entered should be in the database.

5) upon completion of the application, there is an email automatically sent to the merchant with the pdf file attached that has their information already in it and instructions on faxing the signature page to me. (should send me the same email)

--- I'd like to be able to select which application is the default application and change that if I need to. For instance, I will probably be switching merchant account providers and would like to change which application is the default pdf file to send to the merchant.

--- If the merchant account is declined for some reason or if I need to complete the application with another provider, I'd like to be able to take that information from the database and use it to populate a completely separate pdf application and be able to forward that to the merchant via email from the admin section of the website.

6) the merchant will then print out and sign the signature page and fax that page to me.

7) if, by chance the merchant doesn't complete the application, or gets through 3 of the 4 pages, I'd like them to be able to pick back up where they left off... or at least have an option where if the name, phone number and / or email address used on the landing page match with the same one in the database, they would be taken to a landing page where they'd receive instructions to complete the application by phone which would allow me to login to the admin section, pull up an incomplete application and allow me to complete it over the phone and then email the application to them (through the system).

Lastly, if possible, I'd like to be able to add fields myself if at some future date I had a new application for a field that was not in existence. I am familiar at least with browsing and modifying fields in phpmyadmin if that helps. As long as I have instructions on how to do this, that would be great.

This would all need to be done securely through my server.

If I have the fields named appropriate and matched within the pdf document as fields there, I can get the pdf file ready in that regard. For instance, the form on the website would have firstname, lastname, custservicephone, homeaddress, etc... I would name the fields in the pdf file to match those so that when I needed to export the data from the database into a pdf file, I could just click a button. Ideally, I'd be able to at some point in the future, upload a new pdf file with the same fields named the same and have the database recognize that there is another pdf file available to export to.

So, yeah, basically I need a complete database with an online application form that will populate a choice of pdf files that I can upload and select which pdf file to populate. Once the online application is completed, whichever pdf was selected as the default, the export from the database would take care of that and the email would be automatically sent to the merchant along with the application attached.

Attached is a sample of one of the pdf files that I will need to create fields for and have available to export the data into.

Kỹ năng: Bất kì công việc gì, MySQL, PHP

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Về Bên Thuê:
( 2 nhận xét ) Eagle Mountain, United States

Mã Dự Án: #1882398