Astra Digital Media Client On-boarding (Referral Dashboard)

Client On-boarding Form
In order for us to provide you with high quality service and have your new product(s) up and running with the minimum of fuss, please could you complete this form and submit to us.

If you have any questions please contact us:
- Phone/WhatsApp: +34 711 049 269
- Email: hello@astradigitalmedia.com
Many thanks,

The team at Astra Digital Media
CLIENT DETAILS
Date*

YearMonthDay
Date
Company legal name*
ABN/ACN*
Business trading name*
Website
Facebook business page
Instagram profile
Business address*

Street Address

Street Address Line 2

SuburbState / Territory

PostcodeCountry
Contact person*

First NameLast Name
Contact E-mail*
Contact mobile phone*
Please include country code
CLIENT REQUIREMENTS
Which product(s) would you like us to supply? (select all that apply)*

Referral DashboardMercury Integrated Fact FindMessenger Chatbot (additional US$15 per month (up to 500 subscribers) paid direct to the software platform providerOther Automations
Chatbot details
In order to install your chatbot on your Facebook business page, I'll need to be added as an Admin user. I will send you separate instructions as to how this can be achieved.
Broker details

Broker details

	First name	Last name	Email	Mobile Phone	CA number
Broker 1
Broker 2
Broker 3
Broker 4
Broker 5
Broker 6
Broker 7
Broker 8
Broker 9
Broker 10

In order to test that your product has been installed and integrated with Mercury correctly, I'll need to obtain temporary access to your Mercury account.

Please could you add me as a temporary user with sufficient priviledges to be able to log in and view the list of referrers/opportunities/contacts/other data that is being pulled from and/or pushed to Mercury to ensure all is functioning correctly?

The privacy of your business is my number 1 priority so please be assured that Mercury will only be accessed to ensure correct functionality of your new product.
Temporary user CA number*
Please upload your current credit guide (pdf, doc, docx)*

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Please upload your current privacy consent (pdf, doc, docx)*

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Please upload your current credit quote template (pdf, doc, docx)*

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Please note that we will not access your Mercury system on a day-to-day basis so it is your responsibility to provide us with an updated credit guide, privacy consent and/or credit quote template if these change.
Please upload your logo file: (jpg, png, gif)*

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If your logo is white or near-white with a transparent background, this will need to be changed to either have a coloured background or the white foreground changed to a darker colour in order to display correctly in your fact find form. Cancelof
Please upload your logo style guide (if you have one):

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Comments or questions:

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Authorised person*

First NameLast Name
Date*

YearMonthDay
Date
Authorised person signature*
Please verify that you are human*
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Client On-boarding Form

CLIENT DETAILS

CLIENT REQUIREMENTS

Chatbot details

Broker details