Not using inFlow Cloud to manage your inventory yet? Try a free 14 day trial

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, on the web go to Main Menu > Options > Settings and click on the showroom option.

Click on the Copy Link button to quickly copy the link to your computer’s clipboard. You may also copy and paste the link displayed.

Special Showroom Access

If you’d like to send a custom view of your showroom to someone, or allow someone to place orders through your showroom, 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
    NOTE: If you want to invite all your customers with an existing email address, click on the Invite All Remaining button. The default showroom settings will be applied to these settings. 
  2. An invitation window will open. If you’re inviting an existing inFlow customer, choose Select customer and then select their name from the drop-down menu. Their email address and name will auto-populate. If you’re inviting someone to your showroom who isn’t a customer listed in your inFlow database, select Invite with Email and then enter their email. Click Next to go to the next step.
  3. Choose the showroom settings from the Products, Price settings and Price settings. 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 Match general settings showroom settings in the Products and Display areas so that it shows as on (ie orange).

    note: when adding products, you may add products by category by selecting the category. If you want to only select some of the items in the category, click the arrow associated with the category and pick the items that you want shown. You may also search for a specific product within a category once you drill down into a category.

  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 clicking on Send update in the message section. Click Save & Send when you’re done.

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

Yun Ling
Archon Systems
260 Carlaw Ave #397
Toronto, ON, M4M 3L1
October 3, 2019

Rate this article

Not enough ratings yet
1 star2 stars3 stars4 stars5 stars
  • Did this article help? If not, please let us know so we can improve it.

  • This field is for validation purposes and should be left unchanged.