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Knowledge base
Getting Started
FAQ
11
How Do I Start an Order?
How do I add a create a new user?
I forgot my password.
How do I update my billing or shipping information?
What is the difference between draft, submitted and valid status in My Orders?
View all 11
Tips and Tricks
5
Prebook Inventory and Ordering
Setting Language Preferences
Search Product by color name or color code
Orders and Reports - Emails explaining what it is and who sent it.
My Orders: Search multiple entries for Product Name or Number in orders
Trouble Shooting
3
I am not receiving my order confirmations from the review page.
Why is the add emblem and close button not there?
How do I flush the cache and clear my cookies?
Images and Videos
6
Product Videos- Supported Formats, Best Practices and Naming
Focal Point Image for Alternate Colorways
Viewing the Video in the Catalog
Image Guidelines
How to Use the SFTP
View all 6
Data Management
Export ATS to Excel
1
Export ATS to Excel on the Products Page (UPDATE)
Excel Import Export
3
Excel Import Export
Excel Order Form from: Catalog, Favorite's List, and Assortments
Excel order form updates: Instructions and Validation
SFTP
2
Connecting to the SFTP
Uploading Emblems Using FTP with or without Flat Files
Wholesale Order Entry
Multi Order Validation
1
How to Use the Multi-Order Validation Tutorial
Product Filtering
0
Filters and Sorting Products
7
MISC Filters
Entering quantities per size when Filtering
Sorting products on Products Page
Filter ATS without starting an order
Filter My Orders based on Order Type
View all 7
Order Entry
9
How to Enter an Order
Discounting Products with Different Discounts
How to Start An Order Tutorial
Sizing Summary Table in the Cart and Review Page
Order Review Excel Export for Multi-Dim Clients
View all 9
Assortments & Catalogs
Wish List Tutorial
1
Wish List Webinar
How to Create an Assortment
2
Creating an Assortment
Default Pricing tier for Assortments.
Creating a Line Sheet
0
Wish List Cover Images
1
Wish List Cover Images-What is the best size for emailing the wish list?
New Wish List Features
3
New Wish List Product Assortment Layout, Emailing a Wish List and Buyer View of the Product Assortment
Pricing Tier & Inventory adjusted for Assortments (Admin Only)
Edit your Favorites List after you name it.
FAQ's
1
How can you delete an assortment?
Adding Items to Shared Catalogs/Assortments
1
Allowing Admins and Assortment owners to Add items to Shared Catalogs/assortments
Digital Catalog Editor-Creating Your Digital Catalog
14
Setting Up Your Digital Catalog
Building Your Digital Catalog
Tutorial on How to Create a Quick Automated Catalog
Creating a Quick Automated Digital Catalog
FAQ- What is the ideal image size for marketing, feature and cover pages in the catalog?
View all 14
Browsing and Marking Up the Digital Catalog- Creating and Shopping a Favorites List
5
Browsing and Marking Up the Digital Catalog- Creating and Shopping a Favorites List
BookMarks/Tabs in Digital Catalog
Catalog Action Items Review
Digital Catalog: Floating icons collapsed into single icon
Catalog Header displays in PDF
Ordering From the Digital Catalog
8
Adding to Cart- Direct Ordering from the Digital Catalog
Ordering from Assortment and Digital Catalog
Sharing Digital Catalog to customers & how customers can place order.
Placing orders using MY BAG feature (you also can reset orders)
Catalog Multidate Ordering: Adding units and pricing to multidate board
View all 8
Setting Permissions
2
Setting Permission in the Digital Catalog
Sharing Your Catalog-Tutorial on Setting Permissions
Adding a Canvas Page
2
Adding a Canvas Page to the Digital Catalog
Tutorial on How to Create a Canvas Page
New Assortments Tab
2
Creating an Assortment
Setting Permissions for Assortments
Creating an Assortment with Embroidery
1
Creating an Assortment with Embroidery
Creating a Cover Page
0
Favorites List Workflow
1
Favorite's List Workflow
Catalog- Single Page Mode for Smaller Form Factors
1
Catalog- Single Page Mode for Smaller Form Factors
Creating Order From Favorites- Using the Multi Delivery Board
1
Creating Order From Favorites- Using the Multi Delivery Board
Multidate Orders using the Digital Catalog Enhancement
1
Multidate orders in the Digital Catalog - Enhancement
Video Demo of Virtual Showroom
3
Virtual Showroom Video
Showroom Videos: How to use Google Drive videos on Safari Browser.
Virtual Showroom : Dropbox screen shot of a sharable link
Linking a Showroom or Technical Video to a Feature Page
1
Linking a Showroom or Technical Video to a Feature Page
Microsites
Setting Up Your Event
17
This is How You Set Up an Event (Admin Only)
Image Placement Overview
Event & Insignia upcharge: Adding logos to the product level for an event order.
Events : Added columns to show RSK# and Event Order# (For Admin)
Tournament Events: Add inventory to validate against(hold) for Event
View all 17
Examples of Buying from Different Event Set Ups
3
Using a Code, No Product Limitations- FLASH SALE
Using Email Validation and Requiring Each Product to be Ordered
Allowing Multiple Sizes/Colors, Using Limits, Using a Submission Code
Exporting Orders During and Post Event
2
Exporting Order Post Event- Roll Up of Orders
Exporting Orders as Each order Comes In
RepSpark Pay
Invoice Payments
3
Getting Started with Invoice Payments
Getting Started with RepSpark Pay
Invoice Payments - How to add a Payer Role
Checkout Payments
2
Admin Panel- Configuring the Credit Card Checkout
Enabling Checkout Payments for Customers
Integrations
Tournament Management
1
How do I establish an API integration with GolfGenius Tournament Management?
Reporting & Analytics
Reports Training Tutorial
0
Availability Report
2
Availability Report
How to pull an availability report. ATS report.
Order Summary Report
3
Order Summary Report
My Orders linking to Order Status/Invoices
Order Reports - Calculating totals and prices including canceled units
Order Detail Status
2
Order Detail Status
Order Detail Status : Suppress Order Details and updated GroupBy setting
Top Accounts
1
Top Accounts
Top Products
0
Customer List Report
3
Customer Report: Hide Billing and Shipping Addresses
Email added to Customer List Report
Customer List Report
UPC Listing
0
Multi Currency Display - Order Status/Invoice
1
Multi-Currency Display in Order Status/Invoice
Community
Setting Up
14
Setting Up Your Profile To Attract Buyers
Receiving and Managing Access Requests
Setting Up Your Community Profile for Success
Bypassing MyBrands page for SalesReps and Managers
New users see Brands in their vertical when they sign up
View all 14
For Buyers
2
Buyer Overview
New Retailer requesting Access to Community
Events & Trade Shows
0
Admin
Admin Panel
20
Admin Panel- Configuring Your Site Step By Step
How to show/hide Brands for Users to view in Community
Configure Site - Customer Service Que
Client Support triage and Multiple 3rd party Chat Integrations
Customize automatic emails sent from the RepSpark Platform
View all 20
Approving a New User
6
Approving and Setting up New Users
Approving New Users Tutorial
Approving an Existing User to your Brand
Filter Manager User Guide
Approving New Users
View all 6
Wish List Maintenance Webinar
1
Wish List Maintenance Webinar
Managing Users
6
Managing Users
SalesReps can see History of Orders from previous SalesRep Codes
Adding Users Warning when over Contract Amount
Inviting New Users
Replace Salesperson Code
View all 6
Managing Documents
1
Doc Section
Marketing Admin
2
Marketing Admin- Adding Marketing Assets
Changing or Deleting Product Images
Marketing Tab
1
Managing the Marketing Tab
Data Maintenance Tab
3
Flushing the Site Cache
Running Manual Syncs
Data Maintenance Tab Tutorial
Verifying Users
2
Verifying Users
Verifying Users Tutorial
App Set Up
5
Filter Manager Tutorial (Video)
Manage Order Types Tutorial
Sync Manager
Managing Your Order Types Tutorial
Enabling PFAS Product Shipping Restrictions
Managing and Inviting Your Users
5
Managing Your Users
How To Invite Your Buyers
Invite Your Buyers (Multiple Users and Customize the Email)
Calculating Active Users
Managing Users - Track where your users Registered or Requested Access
RepSpark Tool Tips
1
B2B User automated Flows to navigate through the site
Accelerate
Getting Started
39
Admin Dashboard Overview
Shopify Integration Instructions
Commonly used Tags in Shopify
Shopify Product and Customer Data Management
Shopify Enhancement : Insignia Lite
View all 39
Filling In and Uploading the Excel Sheets
8
Click Here to Access All Download Sheets
Customers Sheet Details
Products Sheet Upload Details
Options Sheet Upload Details
Sizings Sheet Upload Details
View all 8
Exporting My Orders
4
Exporting My Orders
My Orders linking to Order Review Page
Syncing Orders over to Shopify
Shopify Customer: Reopening of valid orders
Adding My Images
3
Image Manager-Where and How to Add My Images
Managing My Images- How to Delete, etc.
360 Degree Image Viewer
FAQ's- Really, FAQ's
1
How do I reset My Password?
Setting Up and Managing My Users
8
Approving a New User (Admin)
Approving New Users- Video Tutorial
Inviting Buyers
New Manage Users Enhancements
Managing Users - Track where your users Registered or Requested Access
View all 8
Branding My Site
2
Using the Marketing Tab
Setting Up My Branded Landing Page
Creating My Digital Catalog
11
Setting Up the Digital Catalog- Starting with an Assortment to Catalog Editor Creation
Building My Catalog- Using the Catalog Editor
Creating a Global Link to Share My Catalog with ALL Buyers
Product Video viewed in a Catalog
Catalog Multidate Ordering: Adding units and pricing to multidate board
View all 11
Onboarding
0
Admin Dashboard
12
Admin Dashboard
Configure Site - Customer Service Que
Client Support triage and Multiple 3rd party Chat Integrations
Customize automatic emails sent from the RepSpark Platform
Cart Abandonment Emails
View all 12
RepSpark Go App
2
Ordering with Terms or Credit Card(Stripe)
Share Assortments through email while using the APP
Exporting ATS to Excel
1
Export ATS to Excel on the Products Page (UPDATE)
Filters and Sorting Products
6
Sorting products on Products Page
Implement hidden products for Shopify clients
Filter ATS without starting an order
Filter My Orders based on Order Type
My Orders: Search multiple entries for Product Name or Number in orders
View all 6
Reporting
4
Order Detail Status : Suppress Order Details and updated GroupBy setting
To enable Reports for Shopify Brands
Customer Report: Hide Billing and Shipping Addresses
Email added to Customer List Report
Insignia Lite in Accelerate
0
B2B Users
Getting Started
4
How do I log in?
Order Status/Invoices
How do I start an Order?
B2B-How To Start An Order Tutorial
FAQ
3
How do I change my ship to or billing information?
I Forgot My Password
Invoice Payments - How to Pay an Invoice
Order Status
1
Order Status
Tracking Information
1
How Do I Find My Tracking Number?
API
Generic Integration Module
4
Generic Integration Module- MSSQL Database Creation Scripts
Generic Integration Module- Docs
Order Object Hierarchy
GIM Integration - Multi Dimension Product Sizing
API Docs
2
FAQ: Current Insignia Limitations
Sales person hierarchy for My Orders and Reports
Marketing
Changing the Background Image
1
Admin-Changing the Background Image
Marketing
1
Marketing Tab for Admins
Adding Videos Per Product
1
Using HTML to Add Videos to the Product Pop Up
CCH- Customer Communication Hub
8
Setting up the Admin User in RepSpark Manage Users to Access the CCH Module
Setting Up Users and Roles within the CCH Module
Accounts Overview
Contacts Overview
Tasks Overview
View all 8
PGA x Accelerate
Video- For Attendees
6
Attendee Walkthrough of the Virtual Booth Upgrade
How To Request Access for Attendees
Using Accelerate as a Guest User
How to Create and Use a Favorites List from a Catalog
Managing the Favorites List
View all 6
Video- For Exhibitors
12
How to Get Started With Accelerate (Webinar)
Using the Embed Code on the PGA Site
Inviting Users Via Admin Dashboard
Customer, Sales and User Accounts
How to Move An Attendee to a Guest User
View all 12
Guides
5
Getting Started: Admin Dashboard
How To Integrate Shopify
Shopify Product and Customer Data Management
Excel Data Sheets and Product Image Management
Adding Images to Your Site
Software Updates
2021
5
New Review Page & Checkout Workflow
My Orders- Downloading Images Contained in an Order
My Orders- UI Changes
Searching Within the Catalogs
Hiding the Pricing for Guest Users in the Catalogs/Assortments
2020
3
December 2020-Software Update
Request Access Update
Guest Role Feature
Using the Zoom
1
Using the Zoom
Branded Landing Page
3
Setting Up Your Branded Homepage (User Guide)
How To Set Up Your Branded Landing Page (Video)
Managing Your Branded Hompages
Thank You Modal
1
How to Set Up the Thank You Modal Page
Manage Users New Features for Admins
2
New Features Manage User Tab
User Entry Report Enhancements
Help Desk Software
by Freshdesk