The Customer Experience

When you notify a customer that you have created a list for them, they will receive an email alert inviting them to check out the list.

Responses to notification email will be captured and saved as list-level comments.

Customer Collaboration

When customers click through the link to the list in the email they will be brought to the list. If they’re not logged in yet, the list will be displayed as a read-only version.

Once they’ve logged in, the list(s) you’ve created for them will be accessible within the wishlist feature on the website.

Once they have access to the list they can add and delete items/lists, change quantities and add comments. All of those changes are reflected in the Salesperson’s view of the same list. They can also print the list, make a copy of it or delete it.

Customers have the ability to add collaborators to their list, granting them view and edit access.

Collaborators have the ability to remove themselves from the list.

Customers can assign Salespeople to their lists by clicking on the Contact Store link in the main menu in the top right (three vertical dots). If they don’t have an existing salesperson relationship they can request help by clicking the Contact Us button.