Steps to make a recommendation:

STEP 1: There is a default subject and message already entered into the input fields. You can type a subject and message in the open fields by clicking on them.  Then select a product or multiple products by clicking the “select product” button in the bottom left of the item. After completing these functions, your screen should look like the image below.

Working on the remove/Include function is already explained on the recommendation page (please have a look).



STEP 2:  Click on the “Delivery Method” button.  A pop-up screen will display where you can select the method you select to deliver the recommendation.  Click on the delivery method you wish to use to start the process to execute the recommendation.



STEP 3:  Once you click on the delivery method the content will be copied to your clipboard.  A pop-up window will display asking you to confirm that the content has been copied to your clipboard.  After your acknowledgement, a window will open to your selected delivery method software (email, text, social media account) for you to “paste” the clipboard content in the send section of the application.  Once sent, your customer(s) will receive the message and a link to the items preloaded in the shopping cart.


POINTS TO BE NOTED:

  1. Please do not copy anything to your clipboard until you “paste” the content for delivery.
  2. If you want to send a previous recommendation to another customer or social media app, click the icon on the top right of the screen to view recommendation history.  Just click the sent recommendation and start the process over again.
  3. The image below shows the recommendation history display.