Item Follow-Ups
Item Follow-Ups provide a tool to offer follow-up SKUs for given item purchases. For example, if your company offers custom Saw Cut options when a user purchases a sheet of material, you could use Item Follow-Ups to ask if they'd like to add Saw Cuts to their purchase. Another use is to prompt users for more information about an item, such as the serial number for an item they are ordering a replacement part for.
Item Follow-Ups can be configured by SuperAdmins and Admins with the Settings role.
From the Admin panel, select Site Manager > Item Follow-Ups to create or edit Item Follow-Ups.
Setting up a Item Follow Up
First, you'll need to tell WebAlliance which items should offer a Follow-Up item, and what type of Follow-Up you want to use.
Sub Items Follow Up
This is an example of a Sub Items Follow-Up Type. This type of Follow-Up is used to offer another item when certain SKUs are added to the cart. In the example above items marked "TITAN" in Class 1 will trigger the Follow-Up logic.
The "information" icons will help you set up the record. There are a few things to keep in mind here:
- The "Follow-Up Required" checkbox at the top will decide rather or not a response is mandatory
- "Required SKU Selector" and "Required SKU Selector Value" tell WebAlliance which items should trigger the Item Follow-Up logic.
- The "Required SKU Selector Value" is not case-sensitive.
- "Sub Item Number" should be the ERP Item ID of the follow-up item.
- "Add" Button Text works best as something like "Add Another" since the button provides the ability for the user to add additional lines that represent the "Sub" item.
If multiple Item Follow-Up records apply to an item, only one will be activated when a user purchases that item.
Initial Question
The "Initial Question" will appear to the user after they add the specified item to their Shopping Cart. This question is optional but highly recommended. This question is skipped for Item Note Follow-Ups.
Messages for Sub-Item Follow-Up
The 3 "Messages" are optional. However, they're recommended because they help you explain the situation to your user. Use these messages to make your user as comfortable as possible when deciding how to proceed.
The "Tooltip Message" appears when the user hovers their mouse over the "info" icon.
When you're finished, click "Save" in the Admin tool and your changes take effect right away.
The Item Follow-Up display appears to the user only after they click "Add to Cart". Other ordering tools, like Quick Order and Order Upload, don't provide this popup option.
Shopping Cart Display - Sub Item Follow Up
When a user adds the "sub" item to their cart, they'll see the item along with its "specifications" in the Shopping Cart and on their cart receipt.
Item Note Follow Up
This is an example of an Item Note Follow-Up Type. This type of Follow-Up is used to collect more information when certain SKUs are added to the cart.
The "information" icons will help you set up the record. There are a few things to keep in mind here:
- The "Follow-Up Required" checkbox at the top will decide rather or not a response is mandatory
- "Required SKU Selector" and "Required SKU Selector Value" tell WebAlliance which items should trigger the Item Follow-Up logic.
- The "Required SKU Selector Value" is not case-sensitive.
- "Item Note Label" will be the text shown above the input field.
- The "Input Type" setting asks you to choose between allowing free text entry (Text Box) or forcing your users to choose from a specific list of pre-determined options (Drop Down).
- "Item Note Prefix" will be what is shown before the received input when the information is added to the cart..
Messages for Item Note Follow-Up
The Header Message is skipped with Item Note Follow-Ups. The Tooltip and Footnote message are optional, but they're strongly recommended to help explain what information you need to your user.
The "Tooltip Message" appears when the user hovers their mouse over the "info" icon.
Shopping Cart Display - Item Note Followup
When the user adds an Item Note Follow-Up the note will be added under the appropriate item. This is able to be edited in case the user made a mistake while entering.