Dashboard
- After opening the marketing module, you will be placed on the dashboard page. This page gives you an overview of recent activity on your account.
-One of the most important features on this page is under account information. There will be a banner that says verified or unverified.
-If you are unverified please see the settings section for more details.
*Please note verification only matters if you are using email marketing.
Notifications
- All customers in OrderPort have access to automatic email notifications. There are 48 notifications in total.
-These notifications can be customized on this page by selecting the edit button next to the desired notification.
-Once you are in a notification there is a purple banner telling you when this notification is sent.
-If you do not want a notification to be sent from a specific location select the Suppression box.
-Notifications have the option to set up a theme or header and footer for the notifications. You can set as many of these as you want, you will need to select the desired header and footer on each notification.
- If you use OrderPort’s email marketing this is where you will manage your campaigns, designs, and lists.
Campaigns are emails sent using OrderPort to your customers for marketing.
Designs are the body of the email that you are sending in your campaigns.
Lists are how you decide who will be receiving a campaign. Some of these are prebuilt for you including the subscription list. These are people who have signed up for the mailing list.
Club
- This tab is where you create designs for your wine club builds. In step 4 of the wine club, you an send email to your customers.
Settings
- If you are using email marketing you will want to make sure your domain is verified. On this screen you can view the information you need to input into your DNS records.
-For more information on how to do this reach out to your domain provider.