How can I invite others to my online showroom?

Finished setting up your online showroom? Great! It’s time to start inviting your customers to see it. See below for options for how you can share your showroom.

Copying your Showroom URL

To get to the showroom setup screen go to Main Menu > Options > Settings > Online Showroom.

In the settings window, you can click on the Copy Showroom URL button to quickly copy the link to your computer’s clipboard.

Special Showroom Invitation

If you’d like to send a custom view of your showroom to someone you can do that with the Special Showroom Access feature.

Here is where you can select what products and details they can see, and it will send a link to their email to give them access. Take a look at the steps below to send a showroom invitation to someone.

  1. Click the Invite Someone button.
  2. An invitation window will open. If you’re inviting an existing inFlow customer, check Yes and then select their name from the drop-down menu. Their email address will auto-populate.If you’re inviting someone to your showroom who isn’t a customer listed in your inFlow database, check No, then click Continue.
  3. Enter the email of your customer if it’s not already filled in, and choose the showroom settings from the What to Show section. The settings you select will tailor the view of your showroom for that specific customer. If you want them to see your showroom with the default settings, click on Always match default showroom settings in the Stock and Basic Info sections.
  4. You can change the subject line of the showroom invitation, and you can send a custom message to the person you’re inviting by checking the box next to the Add customized note to the message. Click Save & Send when you’re done.

You can also send an invite to an inFlow customer from within the customer record. To do this, go to Main Menu > Sales > Customer List. Click on a customer record, then click on Manage Showroom Access. The showroom setup window will open, and here you can send a special access invitation to that customer, or modify their existing special access showroom settings.

Now you’re all set to share your Online Showroom with all your customers!

kerishacaines
Archon Systems
w,
+1.866.923.4974
260 Carlaw Ave #397
Toronto, ON, M4M 3L1
Canada
May 23, 2018

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