Program Registration & Communications
Registration is the process of collecting and maintaining participant data. In Communications, we connect with participants via email and notifications. Registration and Communication is a foundational module required for all other PICTUS modules.
Start Smart with Clean Data
PICTUS provides the features for multi-jurisdictional registration of all program participants.
Registration is the process of collecting and maintaining participant data. Participants include remitters, generators, transporters, processors, manufacturers and customers. Participants can be registered, where PICTUS is typically the “source of truth” about the participant, or unregistered. Unregistered participants – generators are a good example – are usually coming from a third party system where you have less control over data quality.
Participants are often multi-jurisdictional. PICTUS was built from the ground up to handle multi-jurisdictional situations, so participants operating in several states could see all of their own data across states, while the PRO in one state will only see all the data within the state.
Some participants may be in competitive situations. Take for example transporters who have generators as customers. Transporter A must be protected from seeing transporter B’s list of customers. Business relationships effectively block who can see what, as well as establish electronic reference numbers when receiving electronic data.
Data quality, as always, is important. The PRO can choose how much (or how little) registration data can be maintained by participants. Self-service can effectively be used, however some fields should be limited to change.
Click through the animated graphic below for a short tour of Registration.
Field to Funding, Fully Integrated
Communications functions as your member-specific CRM.
In Communications, we reach out to participants via email and notifications. Communications provides CRM-like functionality, such as email templates and mail merge, using advanced queries to find participant data, and scheduling email. Communications works via AWS SES to send and manage bulk email, including relentlessly managing your “email reputation” so sent email does not end up in the recipient’s junk folder.
Notifications are in-app, showing on member dashboards when they first log in. Use notifications to alert members to program changes or upcoming events. They are often used for broadcast messages but can also be targeted to specific groups.
Automate communications for routine tasks. Common examples are late sales filings and overdue invoices. However, any data-driven task involving email to a participant can be automated using our advanced queries and scheduling.
