Filter with Manage Column Icons (Customer Tab)

Filter customers by icons in the manage column in the same manner you can filter by state, rating, market call label, etc. Doing so can make tasks, such as improving your customer email subscriptions, much simpler.

Click on a particular icon in the top section (the header row) of the manage column (just under the title “manage”) to filter by one of the icon statuses. Click the icon again to filter by a different status within the same category.

manage column filter

 

 

For example, if the envelope icon is clicked once, the page will reload and it will list customers with valid email addresses. When the icon is clicked again, the page will filter by customers without email addresses (a good practice to do every once in a while during downtime to update your customer profiles).

 

manage column filter example

 

Below are the different icons you can search by and what they mean:

manage column filter globe The globe icon shows if a customer address can be shown on Google Maps. Click once to see those that can be seen on a map, click again to see those that can’t (normally because their address needs to be entered in a different format).

manage column filter emailThe envelope icon shows if a customer has a valid email address in SE or not. Click once to see customers with a valid email address, twice to see those without an email address, three times to see invalid email addresses, and four times to see accounts that have emails but are missing a primary email address.

manage column filter money problemsThe dollar sign is a marker to denote a customer that has money/credit issues. Click once to see customers that have not been marked, click twice to see customers marked with having money issues.

manage column filter subscriptionThe envelope with an icon in front of it shows a customer’s email subscription status. Click once to see customers with at least one unsubscribed email.

manage column filter excl list The warning sign icon shows customers that have been excluded from a manufacturer. Click once to see customers not excluded from any manufacturer, and click again to see customers that are excluded from at least one manufacturer.

 

Report Scheduling Reincarnated

This is a major improvement of our Report Scheduling tool.

What makes this special is the ability to use “relative dates” (aka. Multiple Periods), e.g.; Schedule a report “ONCE” to run (indefinitely) at the 1st of every month for the period of the preceding month.

Showroom Owners & Managers:
Relieve your reps & assistants from the task of generating reports for you on regular intervals. Showroom Exchange can do this for you.
You can now schedule automated reports within Showroom Exchange. Configure the settings once and have your reports emailed to you daily, weekly or monthly. The reports will be emailed to the address saved in your settings page. They will include a PDF and CSV/Excel link.

 

To schedule a report, enter report criteria/filters, then at the bottom of the report, click the “schedule this report” button.
Note: to use relative dates, date criteria entries are not considered for scheduled reports.

 

 

schedule report1

 

 

 

In the following pop-up, enter the title of the report (subject line of your email), then select the interval (frequency) of how often/how many times you want to receive the report.

schedule report

 

Daily, Weekly, and Monthly reports become more detailed as you can choose to make them examine a static period or multiple periods (relative dates).

Selecting a static period means that the reports will examine the same date range (either order date or cancel date) every time a report is run. This is not the preferred date-criteria selection as the same period will be considered for the report over and over again. e.g.; a report scheduled to analyze Jan 2014 generated in Feb 2014 or anytime in the future, will always consider Jan 2014 as the date filter.

With Multiple Periods, every time the report is generated, it will examine a different date range based on the interval and period you select. For example, if you schedule a recurring Daily report for 9 am, with multiple periods, looking at the “Previous period”, you will receive reports that analyze the previous day. i.e.; you arrive at your desk to find yesterday’s activity in your Inbox.

There are more examples below for Daily, Weekly, and Monthly scheduled reports.

The report below is configured to run on Mondays and Fridays of every other week, analyzing sales with cancel dates in the following week. It will run ten times before stopping.

schedule report4

 

 

The example report below will run every day @ 11:59 PM forever, analyzing sales ordered on that day.

schedule report6

 

 

In the example below, the report will be generated on the first of every third month until 12/31/15 and will analyze sales with cancel dates in the previous month.

schedule report7

 

 

On the report page, click “maintain schedule reports” to delete or edit existing scheduled reports.

schedule report5

Seasons & Projections

We offer Seasons & Projections as optional features of Showroom Exchange.

With seasons, you can mark orders by season and season year. This allows you to track, search, and filter orders/customer order history by season.

Below are screenshots of adding an order, the orders tab, and the customer tab with seasons.

seasons6

seasons

seasons2

 

You may also automate the assignment of Seasons during order entry by defining rule-sets per mfr. e.g.; Assign any order entered for MfrX between 1/1/ANY_Year and 3/30/ANY_YEAR to Fall.

seasons5

 

The seasons feature also allows you to further analyze your data with two additional reports:
1) Forecasting Analysis by Season and
2) Season Comparison.

seasons4

 

Forecasting Analysis by Season

The seasons feature lets you make projections of your sales based on seasons. You can assign projected dollar values to customers as well as mfr’s (see below).

assign projection2 assign projection

 

 

 

You can then use the “Forecasting Analysis by Season” report to summarize your projections as well as compare them to your actual sales once orders have been entered (see below).

assign projection1

 

assign projection3

 

Season Comparison

In the Season Comparison Report, you can compare bookings by season and year, much like mfr yearly comparison and cust yearly comparison. Below, a sample report result:

seasons3

 

If you’re interested in activating the Seasons and Projections add-on to your showroom’s account, send us an email to help@readytoview.com and check out our pricing page for details:
https://www.showroomexchange.com/pricing.aspx

PBE Eblast Analytics

Who is Opening Your Email Blasts?

See who is or isn’t receiving your Eblasts, opening your messages, or clicking on the links inside.

Click to learn more…

 

Keep an Eye on Your Unsubscribers & Re-Engage Them

After you send a bulk email, see who unsubscribes and possibly reengage with them.

Click to learn more…

Keep an Eye on Your Unsubscribers & Re-engage Them

From the PBE (“Personalized Bulk Email”) Sent Items page, you can manage the email recipients that have unsubscribed.

After clicking on PBE sent items under the customer tab (shown below), click on the envelope icon (below the ‘to’ column) by any message to view the addresses it was sent to.

A subscription icon will appear next to each email address. Just like on the customer tab, clicking on the icon will show their subscription status as well as an email template you can send asking the receiver to resubscribe.
IT IS BEST to do this while you’re on a call with the respective recipient, otherwise this may be considered further spamming. The same approach should be considered daily when engaging your customers (from the customer tab).

Note: Any email addresses with an unsubscribed icon does not necessarily mean that they unsubscribed from the same e-blast.

Who is Opening Your Email Blasts?

Showroom Exchange allows you to view the statistics of your sent personalized bulk emails (PBE), such as open-rate, click-through rate, and bounced emails.

From the Customer tab, click “PBE sent items” to show a list of all of your showroom’s most recent e-blasts.

Click on the pie chart to see the statistics of the respective e-blast.

 

After clicking on the pie chart, you can view a break down of how your recipients have engaged with your message. It is best to view the chart 24 to 48 hours after sending, as recipients rarely open e-blasts immediately.

Out of the total messages sent, you can see how many were delivered and how many bounced. Delivery does not suggest the recipient has viewed the e-blast.

The next section breaks down the bounced emails, showing why the messages did not reach the recipients.

Open Statistics shows how many recipients opened the email and how many clicked on embedded links (if any).

By clicking on the number next to a statistic, you can view the associated email addresses. In the example below, clicking on the 3 next to “Recipients Opened” shows the three addresses that opened this email.

sent pbe3

Activity Logs

Admin users/reps can monitor other users’ activity from “Setup Categories | showroom users”. Under “access log,” click “view” for the respective user/rep to monitor their logins/logouts.

activity logs

You can also change the time range.

activity logs1

Under the “activity” column, you can “view” how many customers/orders/market calls/etc. a user has created, edited, and deleted.

activity logs2

You can also specify your own custom data range:

activity logs3

Reporting Essentials

Essential Features for Reporting Results

See all of the features related to generating a report, such as exporting, printing, and personalized e-blasts.

Click to learn more…

 

Top Customers Report

Learn how to generate a report that shows your top buying customers based on booking or shipping amounts.

Click to learn more…

 

Project Your Commissions

Estimate how much commission you will receive in the future.

Click to learn more…