WARRANTY & CLUB TOOLS

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How to use the WARRANTY & CLUB modules

CLUB INFO REPORT

How to create a Club Membership registration form?

How to manage warranty request report?

How to create a warranty application form?

How to create a Club Membership registration form?

In this tutorial we will learn how to create and edit your own unique Membership Club application form

How to manage warranty request report?

In this tutorial we will learn how to manage your customers' warranty requests. How to see requests' details, approve them, and change the message customers see when they submit their request.

How to create a warranty application form?

In this tutorial we will learn how to add an option for your customers to request a product warranty through your Mini Site, and how to edit the application form itself.

CLUB INFO REPORT

Here you can see a list of all the clients that have joined your VIP membership club. 
To enter the report, click on ‘Reports’ at the left side menu on your VENDOR dashboard, and then choose ‘Club Info’. 

 

The club info report will always include the following info:

Customer Email - the email address that the customer registered with to your membership club. 

Mini Site – from which Mini Site the customer completed the registration.

Date - The day that the customer joined the membership club

Action – In this column, we have 2 options:

1. ‘Delete’ button, for deleting a customer from the Club (the membership plan).

2. ‘Show data’ button, for presenting all info on the customer.


You have the option to edit the club membership application form according to your needs and receive specific data on your clients.
For example, you can ask your customer to insert their date of birth, upload a document, and more.
All the information that you request from your customers to fill, in the Club Membership form, will be available for you on the club info report. Simply click on the 'Show data' button and a window with all the information will popup.

To learn more on how to edit the Club Membership application form, click here.

To learn how to email all your VIP members, watch the Email Marketing guides.

 

 

 

How to create a Club Membership registration form?

 

Welcome your clients and MiniSite visitors to join your membership club.

To add a Membership Club form to your Mini Site, go to the left side menu on your VENDOR dashboard and click on 'Mini Sites' > 'Mini Sites' > choose the relevant Mini Site from the list and click on the 3 dots > 'Edit' > drag&drop the "Edit a text of own client club' to your Mini Site. 

 

Inside the ‘club textwrite down a compelling title.
For example Premium Membership, VIP Client, join our Club & Get in shape with our free tutorials.
Get creative and enlarge your community.

 

Start creating the application form that your clients will fill.

  • Click on ‘text input’ and a text field will appear.
    Write down necessary guidance for your clients, on how to fill in the form.
  • Click on ‘select’ for creating a checkbox question.  Write down your question.
    Add optional answers by clicking the ‘add option’ button
  • For creating a multiply question click on ‘multiple select’, and the ‘add option’ button for adding optional answers.
  • If you wish for your customers to upload a document click on ‘file’ and type in which file type they should upload.
  • Finally, you can add any further relevant content in the ‘content box’.
    If you wish only logged in users to see the VIP Club option, then turn on the ‘show to logged in user’.
    Select animation for this section. 

 

Click on the 'Preview' button at the bottom of the page to understand how your visitors will see the form. 

The feature will appear to your visitors like this

 

Once they will click on it, they will be transferred to a new window where they will fill in the form you have created. 

 

How to manage warranty request reports? 

Here you can see and manage all the requests that your customers have submitted for receiving a warranty on their products.
This warranty report will automatically generate once you add the warranty option to your Mini Site. 
To learn how to add this option, and edit the application form, click here.

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To enter the ‘Warranty Request’ report, click on ‘Reports’ on the left side menu on your VENDOR dashboard, and then choose ‘Warranty Request’.

 

Let’s review together with the module’s features:

Updating Message - On the field ‘Success Message’ you can edit the message that your customer will see once they have submitted their request. Simply write your preferred text and click on the ‘Update Message’ button.

 

Warranties list – The list of warranty requests is organized in the form of a table (please refer to the image above).
On this table, you can see from which Mini Site the application was sent, the customer that applied, the warranty period, status, and a few more options.  

Status – On the status column you can see if the request is pending for your approval or claimed (if you approved it already).

Action – Here you can VIEW the details of the request. Who sent the request, for which product, the document the customer has uploaded, and to choose if to approve the request, by clicking on the ‘Click here to approve’ button.
Another option you have is to allow or disable the option for customers to communicate with you through WhatsApp. 

How to create a warranty application form?
 
Want your clients to register for an extended warranty?  

To add a warranty application form to your Mini Site, go to the left side menu on your VENDOR dashboard and click on 'Mini Sites' > 'Mini Sites' > choose the relevant Mini Site from the list and click on the 3 dots > 'Edit' > drag & drop the " Edit Warranty text and Form’ to your Mini Site. 

Start building the warranty form that your clients will fill out

1. Click on ‘text input’ and a text field will appear. Write down necessary guidance for your clients, on how to fill in the form.
2. Click on ‘select’ for creating a checkbox question.  Write down your question. 
3. Add optional answers by clicking the ‘add option’ button.
4. For creating a multiply question click on ‘multiple select’, and the ‘add option’ button for adding optional answers.
5. If you wish for your customers to upload an invoice, certificate, or any other proof of purchase, click on ‘file’ and type in which file type they should upload.
6. Click on ‘date’ for the customer to insert the date of purchase. Inside the ‘amount of X (months)’ enter the number of months for the warranty that you are providing.
7. Finally, you can add any further relevant content in the ‘content box’.
If you wish only logged in user see the warranty option, then turn on the ‘show to logged in user’ and select animation for this section.