What is the Shared w/Me Category?

The Shared w/Me Category are Stacks that your administrators have created and shared with you. You cannot modify the Shared Stack, but you can clone the Shared Stack to add it to the Working Category which you can then modify and send.

1. Send a Shared Stack without making modifications to the Stack

1.1. Click the envelope button

1.2. Click "Add Contact"

1.3. Input your contacts information

1.4. If you have a downloaded email service, like Outlook, continue with the following steps. If you do not have a downloaded email service, continue to step 1.5

1.4.1. Input your email subject and message within the "Additional Fields" section

1.4.2. Check the box "Launch email on Save" (1) and click "Save" (2)

1.4.3. An email will pull-up within your downloaded email service - proceed to send the email

1.5. If you do not have a downloaded email service

1.5.1. Uncheck "Launch email on Save" (1) and click "Save" (2)

1.6. A copy of the Stack has been added to the Sent Category

2. Send a Shared Stack and make modifications to the content before sending

2.1. Click the "More Menu" and select "Copy to Working"

2.2. A copy of the Stack has been added to the Working Category

2.3. Modify the name of the Stack, if desired, by clicking on the pencil

2.4. Delete items within the Stack by clicking on the trash icon for individual SKUs or Resources (1) or delete entire Pages by clicking "Remove" (2)

2.5. Add new Pages by clicking "Add Items" and locating your desired Pages

2.6. If you wish to add items via the Category structure, click on the More Menu (1) and select "Make Active" (2)

Click "Categories and Items" (3) to view your Category list and proceed to add items to the Stack

2.7. Once all modifications have been made - click the envelope to send the Stack

2.8. Click "Add Contact"

2.9. Input your contacts information

2.10. If you have a downloaded email service, like Outlook, continue with the following steps. If you do not have a downloaded email service, continue to step 2.11

2.10.1. Input your email subject and message within the "Additional Fields" section

2.10.2. Check the box "Launch email on Save" (1) and click "Save" (2)

2.10.3. An email will pull-up within your downloaded email service - proceed to send the email

2.10.4. A copy of the Stack has been added to the Sent Category

2.11. If you do not have a downloaded email service

2.11.1. Uncheck "Launch email on Save" (1) and click "Save" (2)

2.11.3. The Stack is moved from Working Category to the Sent Category.

0 Comments

Add your comment

E-Mail me when someone replies to this comment