SE Knowledge Base

Housekeeping: Avoid Data Redundancy, e.g.; Market Codes & Year

Posted on September 22, 2014 by admin

It’s redundant to save categories with the year value as it is already provided during entry (see picture below). For example, some showrooms will save a market with the year, such as “Coterie Feb 2013” and “Coterie Feb 2014.” It’s best to have just one “Coterie Feb.”

Categories that often get years added to them are Markets, Seasons, and sometimes Territories. While everyone uses Showroom Exchange differently, we recommend that nothing created under “Setup Categories” should have a year next to it.

Including the year in a category can have undesired effect other SE features (i.e. reporting). For example, say you want to use the Customer Comparison report to compare your customers between this year’s and last year’s market. If you have one saved as “Coterie Feb 2013” and the other saved as “Coterie Feb 2014,” analyzing the report will be more challenging.

If you have any questions or concerns about this, let us know at help@readytoview.com or call us at 213 438 0600 ext. 502.

category years redundancy

PBE Eblast Analytics

Posted on September 16, 2014 by admin

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…

Drive Guardian – SAFER DRIVING FOR TEENS & EMPLOYEES

Posted on September 16, 2014 by admin

The new app DriveGuardian, a r|t|v project, has launched!

There have been too many tragic stories of Texting & Driving. This app was created to make a difference.

The app should be installed on the driver’s cell phone (be it son, daughter, mom, dad, sibling, friend, or employee), by the responsible party.

When the app senses motion, it temporarily limits phone functions to calling up to 4 contacts & 911.

Please pass the word on. A favorable rating is greatly appreciated.

DriveGuardian is only for the Android phone… Why not the iPhone?

At the present it is not possible to override the iPhone’s (iOS) home button. This contradicts the purpose of the App.

For download or more info check out the site:

http://www.driveguardian.com

http://www.facebook.com/driveguardian

Quick Edit Order Units From the Orders Tab

Posted on September 15, 2014 by admin

Make quick edits to units booked without leaving the Orders page.

Simply click on the unit value for an order. Enter the new value and click in a blank area (outside of the field) or press enter to save the edit.

Keep an Eye on Your Unsubscribers & Re-engage Them

Posted on September 15, 2014 by admin

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?

Posted on September 15, 2014 by admin

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.

User Management

Posted on September 8, 2014 by admin

Admin vs. Regular User, What’s the Difference?

See the additional features admin users have access to.

Click to learn more…

Follow the Activity of Your Users

Monitor your business through activity logs (admin feature).

Click to learn more…

Creating New User-Id’s

Learn the most efficient methods of creating a new user.

Click to learn more…

Admin vs. Non-Admin Reps/Users

Posted on September 8, 2014November 9, 2022 by admin

Admin users can edit the permissions of non-Admin and when specified, for other Admin users, create/delete users, and view user activity logs.

All of these functions can be found from “Setup Categories | Showroom users”

admin user permissions

On the Showroom Users page, you can…

1) Add a new user (copying an existing user is faster)

2) Associate a rep to certain territories, sub-territories, or states, limiting the customers (and their respective orders) they can view or edit

3) Copy an existing user’s permissions to create a new user

4) Click on an existing user’s name to edit their current permissions

Below are screenshots of all of the permissions you can allow/deny a new or existing user.

Assign login hours to limit what times of the day/week users can access Showroom Exchange.

1) You can pick which reps the user has access to (i.e. viewing their customers/orders)

2) Here you can limit from where users/reps can access Showroom Exchange. Enter the IP address of your showroom so the user can only use SE while they are present in the showroom. To determine the IP address of the showroom, visit the following URL: https://www.google.com/search?q=ip+address

Activity Logs

Posted on September 8, 2014 by admin

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.

You can also change the time range.

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

You can also specify your own custom data range:

Housekeeping: Avoid Data Redundancy, e.g.; Market Codes & Year

PBE Eblast Analytics

Who is Opening Your Email Blasts?

Keep an Eye on Your Unsubscribers & Re-Engage Them

Drive Guardian – SAFER DRIVING FOR TEENS & EMPLOYEES

Quick Edit Order Units From the Orders Tab

Keep an Eye on Your Unsubscribers & Re-engage Them

Who is Opening Your Email Blasts?

User Management

Admin vs. Regular User, What’s the Difference?

Follow the Activity of Your Users

Creating New User-Id’s

Activity Logs

Reporting Essentials

Essential Features for Reporting Results

Top Customers Report

Project Your Commissions