Video Transcript How Create an eAlert

Video Transcript: How to Create an eAlert

Note:

Cheerful music plays. 

On Screen:

This video shows text: How-Tos Create and eAlert and a mobile phone displaying the UNIFY Financial Credit Union Logo.

Logo:

The UNIFY knot graphic and UNIFY Financial Credit Union text.

On Screen:

A mobile phone image displaying the UNIFY Logo and How To Create an eAlert.

On Screen:

The mobile phone displays multiple apps including the UNIFY App. Open and log into the UNIFY App. 

On Screen:

The mobile phone opens the UNIFY App. UNIFY logo, Connect your way, and graphic background appear. Open and log into the UNIFY App.

On Screen:

The mobile phone displays UNIFY Mobile App home screen. Main Menu opens from the left. Main Menu includes tabs for:

• Home
• Messages
• ePay
• People Pay
• Open New Savings
• Apply for a Loan
• Transfer & Payments
• eServices
• Card Management
• Profile
• Branch/ATM Locator
• Help
• Log Off

Get Notified once it's deposited into your account with eAlerts. Select "Profile". Arrow points toward Profile Tab on the main menu. Profile submenu drops down and displays tabs:

• Update Personal Info
• Apple Watch
• Account Preferences 
• Security Preferences 
• eAlerts
• Push Notifications
• eText Enrollment

Arrow points to eAlerts tab. Choose "eAlerts". eAlerts is selected.

On Screen:

eAlerts. The mobile phone displays UNIFY Mobile App Alerts screen. New Alert Button is displayed and selected. Drop down menu appears. Drop down menu displays tabs:

• Account Alert
• History Alert
• Online Transaction Alert
• Reminder

Arrow appears pointing to New Alert Button. Circle is drawn around History Alert tab.

Select "New Alert"
Select "History Alert"

History Alert Tab is selected.

On Screen:

New History Alert. The mobile phone displays UNIFY Mobile App New History Alert screen. "Under New History Alert select "Credit Transaction". Circle is drawn around Credit Transaction button. Transaction Type. Transaction Type buttons displayed:

• Debit Transactions
• Credit Transactions
• Check Number
• Description

Amount. Amount Buttons displayed:

• More than
• Less than
• Exactly

Fillable text box displaying $, Account dropdown box, and Alert delivery dropdown box displayed on bottom of screen.

Select "More Than" under "Amount" then enter a set dollar amount.

Circle is drawn around "More Than" Button.

On Screen:

The mobile phone continues to display UNIFY Mobile App New History Alert screen. Fillable text box displaying $ is highlighted. Number key pad is displayed.

Select "More Than" under "Amount," then enter a set dollar amount.

$1199.99 is typed into the fillable  text box displaying $. A circle is drawn around the $1199.99.

On Screen:

The mobile phone continues to display UNIFY Mobile App New History Alert screen. Account dropdown box is highlighted and displays Free Checking Account XXXX. 

Account Delivery Method dropdown box, Create Alert Button and Go Back Button are displayed.

Select the Account your check will be deposited into from the dropdown.

Alert Delivery Method drop down is selected and displays:

• Email
• Voice
• eText
• Push Notification

Choose how you want to receive the eAlert from the 'Alert Delivery Method' dropdown.

On Screen:

The mobile phone continues to display UNIFY Mobile App New History Alert screen. Email Address fillable text box is highlighted.

Choose how you want to receive the eAlert from the "Account Delivery Method" dropdown. 

Email address is typed into text box and is blurred from viewing.

Create Alert button and Go Back button are displayed.

Click "Create Alert" 

Arrow points to Create Alert button. Create Alert button is selected.

On Screen:

Box appears which reads "Save Alert. Your alert has been saved" Close Button on bottom of Box.

SUCCESS! Your eAlert has been created. 

On Screen:

A mobile phone image displaying the UNIFY Logo and a box which reads," For more information visit UnifyFCU.com/eServices". 

Note:

Music ends.

Note:

End of video transcript.