How-To

On any view page, when sorting multiple columns, by default, showroom exchange will refresh the page before you can select the next column, e.g.; in the following screen-shot, we have state first, city second, and zip third. By default, showroom exchange would have refreshed the page 3 times to deliver the sort order shown below, once after each column is clicked.

We can change your showroom profile so that the page does not refresh until you finalize the search by clicking search button or pressing enter on your keyboard. Â If you frequently sort by multiple columns, this may be a preferred option for your showroom.

To have us make this change, please email your request to help@readytoview.com.
In the subject line indicate “switch to new column sort.”

You have just received an email notifying you that your customer has unsubscribed from your mailing list but you haven’t sent an e-blast recently. What happened?

When a customer receives an e-blast from a showroom, they have different options for unsubscribing. They can either unsubscribe to the showroom that sent the e-blast, or they can unsubscribe selectively from one or all showrooms that have the same email address in their customer database.

Whether unsubscribing intentionally or unintentionally, you can try to get them back!

The next time you are in contact with your customer, before ending the call, mention that you’ve noticed they have recently opted out from future emails. Ask why they chose to opt out in the first place. Was it too many emails? Were the email content not relevant to them?

The goal is to reengage them back into your mailing list. If you manage to change their mind, you can invite them back.

This is how:
1. on the customer view page, search for the customer and click the mail subscription icon under the manage column

2. select the checkbox for their unsubscribed email address
3. revise the invitation making it more personal

4. click the green “send subscription invite” button
once the customer receives the email, they must agree to be re-subscribed back.

example of an email notifying you that the customer has unsubscribed email:

FTC requires that email recipients have an unsubscribe option
http://business.ftc.gov/documents/bus61-can-spam-act-compliance-guide-business

You have just received an email notifying you that your customer has unsubscribed from your mailing list, what do you do next?

Whether unsubscribing intentionally or unintentionally, you can try to get them back!

The next time you are in contact with your customer, before ending the call, mention that you’ve noticed they have recently opted out from future emails. Ask why they chose to opt out in the first place. Was it too many emails? Were the email content not relevant to them?

The goal is to reengage them back into your mailing list. If you manage to change their mind, you can invite them back.

This is how:
1. on the customer view page, search for the customer and click the mail subscription icon under the manage column

2. select the checkbox for their unsubscribed email address
3. revise the invitation making it more personal

4. click the green “send subscription invite” button
once the customer receives the email, they must agree to be re-subscribed back.

example of an email notifying you that the customer has unsubscribed email:

FTC requires that email recipients have an unsubscribe option
http://business.ftc.gov/documents/bus61-can-spam-act-compliance-guide-business

1. Hover over “Setup Categories” and choose “showroom users”

2. Choose your Rep’s login username by clicking on the UserID
3. Select the username field and type in the new UserID. You may also change the password if necessary.

4. Scroll down to find the email field and update it if necessary.

5. Scroll to the end of the page and click “save changes to current record.”

To change a user’s or rep’s password…

 

1. Hover over “Setup Categories” and choose “showroom users”

 

 

2. Choose your Rep’s login username by clicking on the UserID

3. Changing the passwords or disabling logins
a. [CHANGE PASSWORD] Enter the new password in the “new password” and “confirm password” field

 

 

b. [DISABLE LOGIN]

 

4. Scroll to the end of the page and click save changes to current record
Alternatively, you can also assign the user’s login hours (e.g. your hours of operations)
Follow steps 1-2 above and choose “assign login hours”

 

 

On the next page, you can assign “all” hours or limit to just business hours. See example below:

 

Once completed, click “assign default values”

You probably need to turn off your pop-up blocker!

Firefox

Windows/Mac – Click on “Tools” then “Options.” Choose the “Content” tab and under “Block pop-up windows” click the “Exceptions” button.

In the “Address of web site:” field, type “showroomexchange.com” and click the “Allow” button. Then click “Close” and “Ok.”

 

Chrome

Windows/Mac OS – Click the three bar icon and click “Settings.” At the bottom of the page, click “Show advanced settings…” Under the header “Privacy,” click “content settings.”

Scroll down to the “Pop-ups” section and click “Manage exceptions”

Under the “Hostname pattern” field, type, “showroomexchange.com” and hit enter on your keyboard.

Safari

 

 

Internet Explorer 9

Click on your Windows “Start” button and choose “Control Panel.” Choose Internet Options. Go to the Privacy tab and click on the “Settings” button under Pop-up Blocker.

In “Address of website to allow:” type in “showroomexchange.com” and click the “Add” button.

Click “Close,” and “Ok” to finish.

 

Showroom Exchange’s optimal performance is dependent on the speed and quality of your internet connection. If you are using up bandwidth (multiple users downloading, or browsing content heavy web-sites OR a slower entry level connection shared amongst multiple users, etc) you will experience a slow-down in Showroom Exchange.

To test your internet connection, visit www.speedtest.net. Click on the circled triangle (see red arrow below) to start a speed test.

Once completed, you will see a results screen, choose “SHARE THIS RESULT”

Next a “COPY” option will be provided. Click this button to copy the link.

The button will change into “COPIED.” This means that your internet connection speed test link has been shared to clipboard. You can then paste this into an email and forward it to help@readytoview.com

The pasted info will appear as a link similar to the following URL:

http://www.speedtest.net/result/1234567890.png

 

The Vertical Bar ‘|’

For the vertical bar, on your keyboard press SHIFT + Backslash (\ commonly above your enter key ). This allows you to search multiple attributes. e.g.; if you wish to search for customers in California and Oregon, in the state search field, type CA|OR

The Asterisk ‘*’

For the asterisk, on your keyboard press SHIFT + 8. This allows you to conduct wild card searches. e.g.; you partially remember your customer’s name as “Dream” something. When you search for Dream* in your “cust” column search row, you will find all customers beginning with “Dream.”

The Carrot ‘^’

The carrot symbol, on your keyboard press SHIFT + 6. This allows you to search minus a pre-specified criterion. e.g.; You wish to list all of your customers except those located in Los Angeles. In the city field, type ^Los Angeles, thus removing all “Los Angeles” customers. If you believe there are other variation of LA, you may also use a combined list: ^Los Angeles|^LA|^L.A. These special characters also function in other search fields. Some reports support the use of these search characters. You may use these search characters in combinations shown in the above example for Los Angeles.

 

Click HERE for the PDF version

1. Log into showroom exchange as an admin user
2. Hover over the Setup Categories tab and click on showroom users
3. Click on associate rep to ter/subter/state

4. Click on the dropdown menu and select the rep that is not showing up

5. Select applicable territories, sub-territories, and state OR check all. Here you are associating the respective territories, sub-territories and/or state value(s) to the specific rep

6. Hit [save changes to current record] or [add new record] when completed

7. Repeat steps 5-6 for every rep listed in the drop-down with partial or no assignment

8. Click “back to list screen”

9. Click the user-Id that is not able to see the rep

10. Scroll to the middle of the page and look for the rep section

11. Check all applicable reps for this user-Id to authorize access

 

12. Click “save changes to current record”

When accessing these pages for lookups, it is best to set the pagination to 10 records.

An example of when to use a pagination of 100 records per page (or greater) is when reviewing large numbers of record sets during a review process.

**If you set the pagination to a certain amount but the setting is not saved, hover over “setup categories” and click on “settings.” Under “Records Per Page / Pagination” make sure this number is set correctly as well. Click “Save My Options” when completed.