How to Set Up / Start Receiving Enquiries

Before you begin, ensure that you have the 'Inquiry DataMate Form' attached to your QOP... Log in to the Site Admin area of your QOP e.g. www.(YOURSITENAME).quickorder.uk.com/admin/site-control and navigate to Site Content > Forms - Ensure you have a form called 'Inquiry Form' listed here. If no form exicontact PromoServe Technical Support and request to be added. If a form exists, to start receiving enquiries through your QOP Enquiry site please follow the steps below...

1) Allow Enquiries

  • Go to Site Admin > Ordering Setup
  • Tick the box for 'Allow Enquiry?' - this will allow an enquiry to be submitted and enables an 'Add to Enquiry' button next to products.
  • Click the 'Save Changes' button

 

2) Create Enquiry Basket Pages

  • Go to Site Content > Pages
  • Create 2 pages with a 'Page filename' of 'enquiry-basket.html' AND 'enquiry-form.html'
  • Click 'add new' to create a new page...
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  • Use the following settings for the page ensuring that you have...

- Set the page file name to 'enquiry-form.html' from the drop down - Entered a 'Title' - IMPORTANT: Attach the 'Enquiry Form' from the 'DataMate Form' drop down - NOTE: For the page named 'enquiry-basket.html' when creating this page Type inquiry-basket.html in the 'Other' box next to the drop down. Again attach the 'Inquiry Form' from the 'DataMate Form' drop down.

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3) Inquiry Form Setup

  • Go to Site Content > Forms
  • Click 'edit' next to the 'Inquiry Form'
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  • Enter an email address - which will be the email address that will receive notifications of new inquiries
  • Decide which Fields to Show on the form, i.e. what your customers have to fill out - check/uncheck the boxes in the list
  • Customize the Response page using the 'Body Text' editor i.e. what is displayed to the customer once an inquiry has been submitted.

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4) Managing New Inquiries

For PromoServe users please click here to find out how to manage inquiries within PromoServe Image
  • When a customer submits an inquiry on your website, a confirmation email will be sent to the email address defined in step 3 of this guide.
  • A record of new inquiries are also logged within Quick Order Portal. Please go to: Site Content > Form Responses - a list of responses will be displayed
  • When an inquiry is received and dealt with, check them off and mark as done. Then click 'Save Changes'. This hides the inquiry, and only displays live ones.
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  • Download the inquiry in to spreadsheet format by clicking 'Download Form' on the far right hand side if required...
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