Fulfillment

ORDERS

  • How to View Specific Orders/Forms
    1. Click orders on the left
    2. Click the arrow next to form to select the form you want to view
    3. Click the arrow next to status to select the status
    4. Click the arrow next to period to select a pre-designated time frame or input your own dates
    5. Click search

CUSTOMERS

  • Add a Customer
    1. Click customers on the left
    2. Click the group you want to add the customer too
    3. Click the + on the bottom left
    4. Add customer
    5. Enter customer information
  • Add a Group
    1. Click customers on the left
    2. Click the group you want to add the customer too
    3. Click the + on the bottom left
    4. Add group
    5. Enter group name
    6. Select done

MESSAGES

  • Add a Message
    1. Click messages on the left
    2. Click the + on the bottom left
    3. Enter message name
    4. Click add
    5. Click the + on the bottom left to add elements message
  • Delete a Message
    1. Click messages on the left
    2. Put your cursor and "right" click
    3. Select delete
    4. OR

    1. Click messages on the left
    2. Click the gear located on the bottom right
    3. Select delete
  • Preview a Message
    1. Click messages on the left
    2. Double-click the message you want to preview
    3. Click the gear (bottom right-hand corner) and select "Preview"
  • Send Previewed Message
    1. Click messages on the left
    2. Double-click the message you want to preview
    3. Click the gear (bottom right-hand corner) and select "Preview"
    4. Make sure there is an email in the box located in the bottom right corner
    5. Click send

MORE

Bulk Email

  • Add a Bulk Email and Send
    1. Click more (under fulfillment) on the left
    2. Click bulk email
    3. Click the + on the bottom left
    4. Enter email name
    5. Click add
    6. Enter the from email (customers will see this email)
    7. Click the three dots next to the message box
    8. Double click your message
    9. Place a "checkmark" next to the groups you want to include and exclude
    10. Click the gear on the bottom right
    11. Select send
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