Web Stacks FAQ

1. What are Stacks?

Stacks are a collections of multiple items (products and/or resources) that you create for your customers/prospects. You can easily work from a Stack to show items during a meeting and then send the Stack of items in one email instead of having to send multiple emails.

The Stack section is broken down into 4 Categories: Working, Saved, Shared w/Me, and Sent.

Working - Stacks that have not been sent. Think of them as "In Progress" while you are building them.

Saved - Stacks stored so they can be easily sent without having to recreate them.

Shared w/Me - Stacks your administrative team have created for you to send to your customers/prospects.

Sent - Stacks that you have already emailed to one or more contacts.

Trash - Stacks that you have recently deleted.

Shared (Admins and authorized users only) - these are the Stacks that you have shared with other users.

For more information, check out the "What is a Stack?" help article.

2. How do I add a Page to a Stack?

There are multiple ways to add to a Stack: from a Product Card, Product Page, the stack you are located, or even another Stack.

From a Product List and Product Page - click "+Stack". This will add the item to the Active Working Stack.

From a Stack - click "+Add Items". This will show a list of all Pages within the Catalog. Either browse or search for the Page and click on the Page Card to add to the Stack. A green indicator appears in the upper right corner to indicate the item has been added. Tap "Save" in the upper right corner after all items have been added.

Another Stack - expand the more menu, ellipsis to the right of the Stack, and select "Add these items to...". Select the Stack you wish to add the information.

To learn more about adding a Page to a Stack, please read "How do I add a Page to a Stack?" help article.

3. How do I know which Stack I am adding items?

There is always a Stack that is designated as the Active Stack. When you add items from the Catalog, you are adding them to the Active Stack. This allows you to build a Stack with your contact during your meeting. To know which Stack is your Active Stack, click "Stack" within the left side panel. Within the working tap, the Stack that has the green dot with (active) below is the Stack that all items are added.

To change to a different working Stack, expand the more menu, ellipsis to the right of the stack, and select "Make Active".

To add items to a Saved or Sent Stack, click onto the Stack name to view the Stack Detail Page. Click "Add Items" in the upper right corner and select your desired Pages.

To learn more, please read "How do I know which Stack I am adding items?" help article.

4. How do I locate my Stacks?

You can find your Stacks by tapping "Stacks" in the left side panel. This opens the Stack list and you can navigate to the your Stack Category from there.

For more information, please read "How do I locate my Stacks?" help article.

5. How do I view a Page from the Stack?

To view a Page from a Stack, click on the name of the Stack to view the Stack Detail Page. Click "View" to the right of the Page name to view the Page. After done viewing the Page, click the browser back button.

For more information, please read the "How do I view a Page from a Stack?" help article.

6. How do I send a Stack?

When you share a Stack on the web, you are sharing a public link that takes your contact to a custom web page that you have created for them that contains the necessary information.

Send the Stack by tapping the envelope icon to the right of the Stack name. Click "Add Contact" to add the customer/prospect you are sending the Stack.

If you use a download email service, like Outlook: Input your contacts information and type in your email within the "Additional Fields" section of the Add Contact screen and ensure the box is checked for "Launch email on Save". Click "Save" and an email pops up within your downloaded email service with the link and message you typed within the Additional Fields section for you to send.

If you do not use a download email service, like Outlook, input your customer's information and ensure that the "Launch email on Save" box is not checked. Click "Save", copy the link within the "Public Link" field, and paste that link within an email to send to your customer.

You can add more than one contact to the Stack, but you will have to create custom emails for each or add the email addresses to one email before you send.

For more information, please read "How do I send a Stack?" help article.

7. How can I send a Stack to multiple contacts?

You can add as many contacts as you would like to the Contact Screen for the Stack to track who you sent the Stack, but you have to input the different email addresses within the email before sending.

After you select the envelope to send the Stack, you are directed to the Contact Screen that allows you to add as many contacts as you want. Tap "Add Contact" to add a contact. If you need to add more contacts, just tap "Add Contact" until all contacts have been added.

For more information, please read "How do I add multiple contacts to my Stack?" help article.

8. How do I select which SKU/Resource is added when there are multiple items on a Page?

A Page can be configured to have multiple SKUs and/or Resources on Page. When you select to add a Page that has multiple items, a selector appears that enables you to select to have individual items added to the Stack.

Click the circle next to all of the items you wish to add. To select all of the SKUs, click "Select All" within the SKU section. To select all of the Resources, click "Select All" within the Resources section. Click "Save" after all items have been selected.

To learn more, please read "How do I select which SKU or Resource to add to a Stack...?" help article.

9. How do I know if a Page is already added to the Active Stack?

If a Page is included within the Active Stack, the "+Stack" button has been modified to "+Added".

When adding Pages to a Stack from a Stack, the Page Card has a blue indicator in the upper right corner. To view which SKUs/Resources have been added to the Stack, tap on the Page Card and the items that have a blue check mark have been added.

To learn more, please read "How do I know if a Page is already added to the Active Stack?" help article.

 

10. How do I create a new Stack?

You can have more than one Stack within the Working Category since you have more than one customer/prospect. You will automatically have one Stack running, but you may need to start a few more Stacks.

There are two ways to start a new Stack: from the Stack section or when adding an item to a Stack.

Stack section: Click "Stacks" on the left side panel and click the "New Stack" button in the upper right corner. You are directed to the new Stack's Detail Page where you can modify the name of the Stack or add items by click "+Add Items" in the upper right corner. The Stack name has (active) following the name to indicate this is the new active Stack.

Adding to a Stack: Click the "+Stack" button to add an item to a Stack and click the "Create New Stack" button. A message pops up indicating that a new Stack has been created. Check the box next to the items you wish to add and click "Save". The items have been added to the newly created Stack.

To learn more, please read "How do I create a new Stack?" help article.

11. How do I change the name of a Stack?

You can change the name of the Stack to easily identify who the Stack is intended for or what content is included within the Stack. These steps can be used regardless of which type of Stack you are viewing.

From the Stack list or the Stack Detail Page, click the pencil to the right or left of the Stack Name. Type in the new name of the Stack and click "Done".

To learn more, read "How do I name a Stack?" help article.

12. How do I save a Stack to reuse?

You can save a Stack so you can quickly send the Stack to different customers. You can save a Working, Shared w/Me, or a Sent Stack.

From the Working Category - Click the more menu to the right of the Stack name and select "Move to Saved Stacks". This will move the Stack from the Working Category to the Saved Category. You can then copy the Stack as many times as needed to send to different customers.

From the Sent or Shared w/Me - Click the more menu to the right of the Stack name and select "Add to Saved Stacks".  This makes a copy of the Stack within the Saved Stack Category in which you can copy and send to as many customers as needed.

For more information, please read "How do I save a Stack to reuse?" help article.

13. How do I send a Saved Stack?

There are two ways to send a Saved Stack: making a modification to the Stack first or sending the Saved Stack as is.

Making a modification first: Click on the "More Menu" and select "Copy to Working". A copy of the Stack is added to the Working Category. You can then make your modifications to the Pages that are included within the Stack and then send the Stack like normal.

Sending the Saved Stack as is: Click the "More Menu" and click "Send".

 For more information, please read "How do I send a Saved Stack?" help article.

14. How do I delete an item from a Stack?

You can delete a Page, SKU, or Resource that you have added from a Working, Saved, or Sent Stack.

From any Stack Category: click on the Stack name to view the Stack Detail Page. To remove an entire Page, click the "Delete" button to the right of the Stack name.(1) To remove only a SKU or Resource, click the trash can icon to the right of the item. (2)

Deleting an item from a Stack will delete the item from the custom webpage that is created for your customer view the public link. You can update the custom webpage for your customer, even after the link is sent.

For more information, please read "How do I delete an item from a Stack?" help article.

15. How do I delete a Stack?

You can delete a Working, Saved, or Sent Stack, but you cannot delete a Shared Stacks.

From any Stack Category - click on the "More Menu" (1) and select "Delete Stack".(2) A pop-up notification appears asking you to confirm the deletion.
Click "Ok" to confirm the deletion. The deleted Stack is moved to the Trash Category within Stacks for a few weeks. You can restore or permanently delete a Stack from the Trash Category.

For more information, please read the "How do I delete a Stack?" help article.

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