3 Sponsoring Distributors

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1 3 Sponsoring Distributors Sponsoring Distributors begins from the Business Center home page under the menu item My Business. Place the cursor on My Business to display the dropdown menu, and then move it down to click Sponsor Distributor. The first option is to select the country of the new Distributor, which will be the country in which he or she lives either the United States or Canada. Use the dropdown menu arrow to reveal and select the available countries. The second option is a choice the new Distributor has to make when signing up with E. EXCEL: Whether to 1) join as a COE with the purchase of an Excelerator Pack; 2) join as a COE with a custom order; or 3) join as a Distributor with the purchase of a Distributor Kit. This completes Step 1. Clicking one of the buttons to indicate your choice, and then click Continue. With this choice, the applications diverge with different available options for the three different types of membership. This document will explain each option is a separate section to avoid confusion. Sponsoring Distributors Page 1

2 Joining with an Excelerator Pack When you elect to join E. EXCEL as a Club of Excellence Member with the purchase of an Excelerator Pack, the application screen has additional steps to complete. Simply scroll down the page to view the remaining steps. Step 2: Enter Sponsor Information Your ID number should appear in both the Sponsor ID and Referring Sponsor ID fields, and your name should appear under it. To change either of these fields, type the correct E. EXCEL ID numbers in the individual field. Then click the corresponding button, Verify Sponsor or Verify Referral, as needed. When you do, the name of the person whose ID number you entered in the field will be displayed. If this is NOT the sponsor desired, re-enter the correct number and click the verify button again. Step 3: Applicant Information Enter the information as requested. Fields shown with a red asterisk (*) are required and must be completed. The other fields are optional. The SIN field shown here is for Canadian applicants and requires their Canadian Social Insurance Number. For US applicants, the field will change to SSN for the applicant s Social Security Number. Please note: Applicants joining under a business name must complete the Business Entity form as well. Click the link indicated to download the Business Entity form and submit it in as indicated on the form. An address is required; however, if you do not want to receive information by from E. EXCEL, simply uncheck the box. By checking the box, you choose to receive from E. EXCEL. When you do, you ll receive our weekly E News newsletter with all the most current information on E. EXCEL products, promotions and events! Sponsoring Distributors Page 2

3 Step 4: Password Select and confirm a password for your E. EXCEL account. Note the instructions on the screen as to what is acceptable in a password: Must contain both letters and numbers: No punctuation marks, no spaces Case sensitive: Passwords can contain both upper and lower case letters, but must contain at least one uppercase letter. Between 8 and 15 characters long: Passwords of 7 or fewer characters will not be accepted, nor will passwords of 16 or more characters. Step 5: Terms and Conditions Clicking terms and conditions and Business Center Agreement in this section will bring up those documents for your review. If you agree to these terms and conditions, check both I agree buttons. Failing to check both buttons will cause the application to be rejected. Step 6: Enrollment Order In this section, click the Excelerator Pack you wish to purchase. The View Details link beside each Excelerator Pack option displays information on what that pack contains. The section below allows you to add E. EXCEL products in addition to your Excelerator Pack choice that you want to purchase at this time. Use the scroll bar on the right to move up and down through the list of products, and the View Details links to view more information about that product. Enter the quantity you want in the Select Quantity field next to the item(s) you want to purchase. Sponsoring Distributors Page 3

4 When you have finished selecting the items for your order, choose the Shipping Method you want to use via the drop down arrow in that field. Then, if your shipping address is different from your mailing address, complete the fields below. These fields can be left blank if this order will be shipped to the mailing address entered previously. Step 7: Autoship Order COE members must have an Autoship Order on file with E. EXCEL. Please review the information and check the box next to I understand. Then, either select a COE Set to take advantage of their additional 10% savings over the already discounted COE price, or select a Custom Autoship Order of at least 100 CV, and select the products you would like in that Custom Autoship Order. Select the Shipping Method, as before, and enter the Autoship Shipping Address, if different from the Mailing Address entered previously. Sponsoring Distributors Page 4

5 After you have completed this part of the application form, click the Continue button at the bottom of the screen. This brings up steps 8, 9 and 10, a review and payment process, as shown below. Step 8: Startup Order Review your Excelerator Pack selection. Step 9: Autoship Order Review your selection for your Autoship Order. Please note: At any point while you are reviewing your application, you may click your browser s Back button to go back and change your selections. Sponsoring Distributors Page 5

6 Step 10: Billing Information Select whether you will use the same payment information for your initial order and any Autoship payments that are processed, or will use different payment methods. Enter your information, as it appears on the statement for the credit card you will be using. These are required fields. If you choose to use different cards for your initial order and any subsequent Autoship orders, the screen will change to display two sets of billing information fields. The top set of payment information will be used for your initial order. The second set is labeled as Autoship Billing Information. This information will be used for Autoship orders as necessary. When you have entered your payment information, click the Continue button at the bottom of the page. Sponsoring Distributors Page 6

7 Card Information In the next screen, enter your credit card information in the fields provided, and click the Submit button. If you chose to use two different cards one for your initial order and one for Autoship orders rather than Enter Card Info at the top of the screen, you would see Enter Initial Order Card Info. You would then enter the information for the card you will be using to pay for this order. When you click Submit, another card information screen would appear for your Autoship order card info. Complete it and click Submit. This completes your application for membership in E. EXCEL and the Club of Excellence. You will see a screen similar to the one below. We suggest that you print this screen for your records. If you do not have access to a printer at the time, make sure you write down Your Password, Startup Order number and Sponsor ID and put it in a safe location. Click Return Home at the bottom of the screen to go back to the Business Center home page. Sponsoring Distributors Page 7

8 Joining as a COE member with a Custom Order When you elect to join E. EXCEL as a Club of Excellence Member with minimum 175 PV custom order, the application screen has additional steps to complete. These steps are the same as those for joining with an Excelerator Pack, except for Step 6. Please see Step 2 through 5 above Step 6: Enrollment Order When joining as a COE member with a custom order, you must purchase a Distributor Kit. Kits come free as part of the Excelerator Packs. Your Distributor Kit in English and Chinese is automatically selected for you. Then, use the area below to select the products for your custom order of a minimum of 175 PV. Note the PV AMT column in the table, which shows you how much PV each item carries. When you have finished selecting the items for your order, choose the Shipping Method you want to use via the drop down arrow in that field. Then, if your shipping address is different from your mailing address, complete the fields below. These fields can be left blank if this order will be shipped to the mailing address entered previously. Step 7 through 10 are the same as above. Sponsoring Distributors Page 8

9 Joining as a Distributor When you elect to join E. EXCEL as Distributor, the application screen has additional steps to complete. These steps are the same as those for joining with an Excelerator Pack, except for Step 6. Please see Step 2 through 5 above Step 6: Enrollment Order When joining as Distributor, you must purchase a Distributor Kit. Kits come free as part of the Excelerator Packs. Your Distributor Kit in English and Chinese has automatically been chosen for you. You may choose to use the area below to select any products you want to include in your order at this time. Next, choose the Shipping Method you want to use via the drop down arrow in that field. Then, if your shipping address is different from your mailing address, complete the fields below. These fields can be left blank if this order will be shipped to the mailing address entered previously. Step 8 and Step 10 are the same as above. However, you will only need to enter one credit card because Distributors do not set up Autoship orders. If you have any questions about sponsoring in our Business Center, please feel free to contact Distributor Services at or them at customerservice@eexcel.net. Sponsoring Distributors Page 9