Invitation to Apply

Overview

The Invitation to Apply API allows Alliance partners to request a unique URL that they can convey to a customer via voice, email or QR code. Clicking takes the customer to a digital application that will preserve product, sales agent and customer contexts.

Features

• Send invitations for customers to apply for offers.
• Retrieve details about existing invitations.

Workflow

Example use case

Request offers

A sales agent for an organization that uses the U.S. Bank Alliance Partner program is talking to a customer about a banking product. Using the company’s customer service system, the agent requests to view all qualifying product offers. The Alliance Offers API returns a set of offers for the agent to present to the customer.

After reviewing the offers, the customer decides they would like to apply for a product. Using the customer service system in conjunction with the Alliance Invitations to Apply API, the Agent requests and conveys a unique invitation to apply that can be redeemed by text, email or QR code.