This month's Tips and Tricks webinar series focused on all of the Tips and Tricks Webinars we did this year! If you did not have a chance to join us for this session, here is a recap of what you missed!
The Form Builder
The Form Builder is a powerful tool that will allow you to build forms of all kinds to host on your website or send directly to a client using a URL. Through these forms, you can automatically create events in Details that will include the information they provided in the form through data mapping!
Forms can, optionally, be hosted at custom subdomains of your choice. That means the link your forms are accessed at can start however you'd like, perhaps using your company name, instead of having the phrasing 'details.flowers' at the beginning. This is a great opportunity for you to continue branding your company and your growth to success.
If you want to choose a subdomain, please fill out this form, and our Support Team will contact you. There are many combinations to choose from; however, they are first come, first served, so we may not have the exact URL you request if it's been claimed by another account already.
Accessing the Form Builder
To access the form builder, follow these steps:
Click the main menu in the upper left-hand corner
Select 'Form List' from the available options
To learn how to build your first form in The Form Builder, check out our Support Article!
The Costs Page
Details makes creating your order sheet easy using the 'Costs' page of the event. On the costs page, in the upper right-hand corner, you see the 'Cost Info' section.
To the right of the 'Cost Info', you will see the 'Wholesale Quotes' section. We are partnered with some amazing wholesalers who can order from directly through Details! Select a wholesaler to request a quote for the items you will need. Follow these steps to build you quote:
Click 'Save & Send' to send the quote to the wholesaler
You can keep track of your sent quotes from this page as well. Chat with the wholesaler using the 'Messages' section, see information about the wholesaler using the 'Seller' section, and view information about your quote, including the asking total using the 'Quote Info' section!
If your wholesaler is not listed, you can always request a wholesaler using the 'Request A Wholesaler' form. Though we can't guarantee we will add them to our list of wholesalers, this will help us to reach out in the future!
You can also set the wholesalers you want at the top of your costs page by clicking 'Set Wholesalers' and toggling the wholesalers on or off.
As an added feature, if your event contains items from Accent Decor, you can order from them directly through Details!
You can download a CSV from this page or print it off for your records. Check out our Support Article on the costs page to see that costs page in action!
The Item Gallery
The Collections feature is a great organizational tool. You can create and completely customize your own collections for whatever suits your needs!
To create a Collection, follow these steps:
Once you've created a Collection, it's time to add items!
This is always done by either copying or cutting items to a clipboard. Once you've selected the items you want, the clipboard will open, and you can then use the navigation tool (as seen above) to get to the Collection you want to paste into.
Note: You cannot 'cut' an item from the All Items or My Items Collections.
There are a couple of different ways to go about this. You can right-click on a single item and select 'Copy' to put it on the Clipboard, or you can select multiple items at once using our new Selection Mode.
Once items have been copied or cut to the clipboard, you're ready to paste them into any collection you want! The Search & Filters panel on the left side will turn into the Clipboard, so you can see what you've selected, and if you want to switch back and forth between the search options and your selected items, you'll use the 'Menu' button in the top-right of that panel to navigate.
Create custom collections of your Recipes to keep everything organized! Creating custom collections in your Recipe Gallery can help you to stay organized and create a tool for your to use during consultations with a client. Each account will have an 'All Recipes' and a 'Featured Recipes' collection in their account. From there, you can also create any collections you would like to add to your gallery.
The 'My Recipes' collection will house any recipes you add yourself and any recipes you add from the 'Featured Recipes' collection.
The 'Featured Recipes' collection will house recipes from our partners and featured florists as well as Details preloaded recipes that you can add to your own recipe collections. To add a Featured Recipe to your 'My Recipes' collection, click the '+' symbol in the upper right-hand corner of the recipe. When the pop-up modal appears, click the 'Add To Gallery' button to add it to your 'My Recipes' collection!
You can also choose to open the recipe and view its contents before clicking the 'Add To Gallery' button from the recipe modal as shown below.
To create a collection in your Recipe Gallery, click the '+ Add New' button in the upper right-hand corner of your gallery. Select '+ New Collection' from the available options. On the resulting screen, enter your Collection Title, Description, and Background.
To move a recipe from one collection to another, follow these steps:
Here is how the 'Fees' and 'Staff and Labor' section will show on the proposal Breakdown page.
Without a doubt, the most fun portion of Details is customizing the proposal template for your client!
Email all of your questions and comments to our Support Team at firstname.lastname@example.org.
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