How to Set Up / Start Receiving Enquiries

Before you begin please ensure that you have the 'Enquiry DataMate Form' attached to your Enterprise Store... Please log in to the Site Admin area of your Store e.g. www.(YOURSITENAME).uk.com/admin/site-control and navigate to Site Content > Forms - please ensure you have a form called 'Enquiry Form' listed here. If no form is listed then please contact PromoServe Technical Support and request to be added. If a form exists, to start receiving enquiries through your Store 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...

• 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 simply type in enquiry-basket.html in the 'Other' box next to the drop down. Again attach the 'Enquiry Form' from the 'DataMate Form' drop down.

3) Enquiry Form Setup

• Go to Site Content > Forms
• Click 'edit' next to the 'Enquiry Form'

• Enter an email address - which will be the email address that will receive notifications of new enquiries
• Decide which Fields to Show on the form i.e. what your customers have to fill out - tick/untick the boxes in the list
• Customise the Response page using the 'Body Text' editor i.e. what is displayed to the customer once an enquiry has been submitted.

4) Managing New Enquiries

For PromoServe users please click here to find out how to manage enquiries within PromoServe

• When a customer submits an enquiry on your website, a confirmation email will be sent to the email address defined in step 3 of this guide.
• A record of new enquiries are also logged within Quick Order Portal. Please go to: Site Content > Form Responses - a list of responses will be displayed

• As and when an enquiry is received and dealt with, tick them off and mark as done. Then click 'Save Changes'. This will then hide the enquiry away, therefore showing only live enquiries...

• Download the enquiry in to spreadsheet format by clicking 'Download Form' on the far right hand side if required...