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Getting Started
New User Demo
New User Webinar
FAQ
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?
How do I show future availability on a line sheet.
How to Request Access
Virtual Showroom Walkthrough
Split Orders Feature Update
Key Icons of RepSpark - Definitions
Adding Products Using the UPC Upload
Tips and Tricks
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
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
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
360 Degree Image Viewer
Data Management
Export ATS to Excel
Export ATS to Excel on the Products Page (UPDATE)
Excel Import Export
Excel Import Export
Excel Order Form from: Catalog, Favorite's List, and Assortments
Excel order form updates: Instructions and Validation
SFTP
Connecting to the SFTP
Uploading Emblems Using FTP with or without Flat Files
Wholesale Order Entry
Multi Order Validation
How to Use the Multi-Order Validation Tutorial
Filters and Sorting Products
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
Filter My Orders based on Purchase Order (PO)
Merchandising the Product Page using an Assortment
Order Entry
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
Split Orders - Creating new order for items not in stock
Split Order - Beginning a separate Draft Order with unavailable items
Split Orders - modify the dates of the orders and the products within the split orders
How to Copy an Order
Assortments & Catalogs
Wish List Tutorial
Wish List Webinar
How to Create an Assortment
Creating an Assortment
Default Pricing tier for Assortments.
Wish List Cover Images
Wish List Cover Images-What is the best size for emailing the wish list?
New Wish List Features
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
How can you delete an assortment?
Adding Items to Shared Catalogs/Assortments
Allowing Admins and Assortment owners to Add items to Shared Catalogs/assortments
Digital Catalog Editor-Creating Your Digital Catalog
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?
Use Alternate images in Digital Catalog
Catalog Enhancements
Update Product Details in Digital Catalog
Creating a Global Link to Share the Catalog Outside the User Base
Step By Step Guide to Starting to Build a Catalog
Building Table of Contents and Creating Tabs in Your Digital Catalog
Product Video viewed in a Catalog
How to Start a Digital Catalog or Linesheet
Reordering Your Digital Catalogs
Browsing and Marking Up the Digital Catalog- Creating and Shopping a Favorites List
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
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
Multi-Date Boards : Product Pop up Feature
Multi-Date Boards: Create a Planogram with Canvas
Exporting to Excel from a Digital Catalog
Setting Permissions
Setting Permission in the Digital Catalog
Sharing Your Catalog-Tutorial on Setting Permissions
Adding a Canvas Page
Adding a Canvas Page to the Digital Catalog
Tutorial on How to Create a Canvas Page
New Assortments Tab
Creating an Assortment
Setting Permissions for Assortments
Creating an Assortment with Embroidery
Creating an Assortment with Embroidery
Favorites List Workflow
Favorite's List Workflow
Catalog- Single Page Mode for Smaller Form Factors
Catalog- Single Page Mode for Smaller Form Factors
Creating Order From Favorites- Using the Multi Delivery Board
Creating Order From Favorites- Using the Multi Delivery Board
Multidate Orders using the Digital Catalog Enhancement
Multidate orders in the Digital Catalog - Enhancement
Video Demo of Virtual Showroom
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
Linking a Showroom or Technical Video to a Feature Page
Microsites
Setting Up Your Event
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
Events: Export Submitted Orders
Events: Enable Bulk orders or Separate orders for Events
Events: Show Event Orders Only
Events: Creating an event based on POINTS
Events: Export ALL Submitted Orders PDFs from Event (SOW)
Event Hold Inventory Improvements
Events: Add checkbox for Email Opt-In
Events: Enabling Live Inventory for an Event
Events: Show Multi-Dimensions for Products that apply
Events: Add Notes per Package
Events: Add Product Sort Options to Packages
Events: Display "points" cost on microsite UI
Examples of Buying from Different Event Set Ups
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
Exporting Order Post Event- Roll Up of Orders
Exporting Orders as Each order Comes In
RepSpark Pay
Invoice Payments
Getting Started with Invoice Payments
Getting Started with RepSpark Pay
Invoice Payments - How to add a Payer Role
Checkout Payments
Admin Panel- Configuring the Credit Card Checkout
Enabling Checkout Payments for Customers
Integrations
Tournament Management
How do I establish an API integration with GolfGenius Tournament Management?
Reporting & Analytics
Availability Report
Availability Report
How to pull an availability report. ATS report.
Order Summary Report
Order Summary Report
My Orders linking to Order Status/Invoices
Order Reports - Calculating totals and prices including canceled units
Order Detail Status
Order Detail Status
Order Detail Status : Suppress Order Details and updated GroupBy setting
Top Accounts
Top Accounts
Customer List Report
Customer Report: Hide Billing and Shipping Addresses
Email added to Customer List Report
Customer List Report
Multi Currency Display - Order Status/Invoice
Multi-Currency Display in Order Status/Invoice
Community
Setting Up
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
Opting out of the Community
Default login based on user role when accessing community page
Default login based on user role when accessing community page
Embed Chart showing Brand Clicks and Impressions
New Brands, Trending Brands and Recommended Brands
Community 101- Setting Up for Success
Am I visible in Community and is it set up correctly?
Adding Reseller Program Information
For Buyers
Buyer Overview
New Retailer requesting Access to Community
Admin
Admin Panel
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
Configure Site - Adding Representative Email and Corporate Address
Cart Abandonment Emails
Admin Panel - Data Maintenance
Minimum dollar amount required for an Order
Minimum dollar amount required for an Order
Accelerate-Insignia Setup in RepSpark Panel
Show/Hide Retail Price on Review Page as an option by role
Insignia Setup: Ability to toggle on/off Color options & Finish Type options
Admin Panel - Add/Update Default Order Type
Admin Panel - Provide Brand Support when a customer receives error message
Admin Panel - Adding multiple Brand/Division Logos
Locating Your Custom url
How to Set Up Google Analytics API Secret Key to Track Purchase Events on your B2B Site
Approving a New User
Approving and Setting up New Users
Approving New Users Tutorial
Approving an Existing User to your Brand
Filter Manager User Guide
Approving New Users
Locating Profiles with Issues
Wish List Maintenance Webinar
Wish List Maintenance Webinar
Managing Users
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
Managing Documents
Doc Section
Marketing Admin
Marketing Admin- Adding Marketing Assets
Changing or Deleting Product Images
Marketing Tab
Managing the Marketing Tab
Data Maintenance Tab
Flushing the Site Cache
Running Manual Syncs
Data Maintenance Tab Tutorial
Verifying Users
Verifying Users
Verifying Users Tutorial
App Set Up
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
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
B2B User automated Flows to navigate through the site
Accelerate
Getting Started
Admin Dashboard Overview
Shopify Integration Instructions
Commonly used Tags in Shopify
Shopify Product and Customer Data Management
Shopify Enhancement : Insignia Lite
Adding Images to your Site
Accelerate for Shopify Tags
Setting Your Filters
Sizing Summary Table in the Cart and Review Page
Split Orders - Creating new order for items not in stock
Split Order - Beginning a separate Draft Order with unavailable items
NEW Split Orders Feature
Shopify Users - Adding Alternate Images for your Variants
Allowing Admins and Assortment owners to Add items to Shared Catalogs/assortments
Shopify: Increase country field's max length to 80 characters
Search Product by color name or color code
Split Orders - modify the dates of the orders and the products within the split orders
Approving Users Quick Guide
Branding Your Site
Adding Future Inventory to Products in Shopify
Adding Future Inventory to Accelerate
Accelerate- Archiving Products to Not Show in RepSpark
Setting Up New Users in RepSpark
Commonly used Tags in Shopify
Connecting API and Your Data
Organizing Your Products Part 1: Product Tags in RepSpark
How to Set Up Your Community Profile for Success
How To Approve or Deny Retailer Requests- Quick Add to Shopify
Part 1: How To Take Your First Order
How to take your first order-Part 2
Filling In and Uploading the Excel Sheets
Click Here to Access All Download Sheets
Customers Sheet Details
Products Sheet Upload Details
Options Sheet Upload Details
Sizings Sheet Upload Details
Inventories Sheet Upload Details
How to Drop the Files Back into My Site- First Time
Updating Data in My Files
Exporting My Orders
Exporting My Orders
My Orders linking to Order Review Page
Syncing Orders over to Shopify
Shopify Customer: Reopening of valid orders
Adding My Images
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
How do I reset My Password?
Setting Up and Managing My Users
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
Adding Users Warning when over Contract Amount
Approving and Setting up New Users
Setting Up Users in RepSpark when Requesting Access
Branding My Site
Using the Marketing Tab
Setting Up My Branded Landing Page
Creating My Digital Catalog
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
Placing orders using MY BAG feature (you also can reset orders)
Building Table of Contents and Creating Tabs in Your Digital Catalog
Multi-Date Boards: Create a Planogram with Canvas
Multidate orders in the Digital Catalog - Enhancement
Catalog Header displays in PDF
Edit your Favorites List after you name it.
Admin Dashboard
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
Minimum dollar amount required for an Order
Allow Clients to manage payment methods from the Admin panel
Tiered Discount
Show/Hide Retail Price on Review Page as an option by role
Insignia Setup: Ability to toggle on/off Color options & Finish Type options
Admin Panel - Add/Update Default Order Type
Admin Panel - Provide Brand Support when a customer receives error message
RepSpark Go App
Ordering with Terms or Credit Card(Stripe)
Share Assortments through email while using the APP
Exporting ATS to Excel
Export ATS to Excel on the Products Page (UPDATE)
Filters and Sorting Products
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
Filter My Orders based on Purchase Order (PO)
Reporting
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
B2B Users
Getting Started
How do I log in?
Order Status/Invoices
How do I start an Order?
B2B-How To Start An Order Tutorial
FAQ
How do I change my ship to or billing information?
I Forgot My Password
Invoice Payments - How to Pay an Invoice
Order Status
Order Status
Tracking Information
How Do I Find My Tracking Number?
API
Generic Integration Module
Generic Integration Module- MSSQL Database Creation Scripts
Generic Integration Module- Docs
Order Object Hierarchy
GIM Integration - Multi Dimension Product Sizing
API Docs
FAQ: Current Insignia Limitations
Sales person hierarchy for My Orders and Reports
Marketing
Changing the Background Image
Admin-Changing the Background Image
Marketing
Marketing Tab for Admins
Adding Videos Per Product
Using HTML to Add Videos to the Product Pop Up
CCH- Customer Communication Hub
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
Booking Status Tab Overview
Lists and Campaigns Overview
Exporting bounced emails from a Campaign as an excel list
PGA x Accelerate
Video- For Attendees
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
How to Order from a Digital Catalog
Video- For Exhibitors
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
How to Create an Assortment- For Exhibitors
Creating a Quick Line Sheet- For Exhibitors
Creating A Digital Catalog- For Exhibitors
Inviting Buyers- For Exhibitors
Inviting Sales Rep Users- For Exhibitors
Customer Datasheet Explained-For Exhibitors
PGA Show - Site setup for exhibitors
Guides
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
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
December 2020-Software Update
Request Access Update
Guest Role Feature
Using the Zoom
Using the Zoom
Branded Landing Page
Setting Up Your Branded Homepage (User Guide)
How To Set Up Your Branded Landing Page (Video)
Managing Your Branded Hompages
Thank You Modal
How to Set Up the Thank You Modal Page
Manage Users New Features for Admins
New Features Manage User Tab
User Entry Report Enhancements
Open navigation
Other configurations
Claire Nash
Modified on: Thu, 25 May, 2023 at 3:59 PM
Other configurations