iPad 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.

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 Card and Product Page - tap the Add to Stack icon (3 chevrons with a plus symbol). The empty Add to Stack icon fills in with no plus sign to indicate the Page has been added.

From a Stack - tap the plus symbol at the bottom of the page. This will show a list of all Pages within the Catalog. Either browse or search for the Page and tap 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 - when viewing a Stack Detail Page, tap the More Menu, ellipsis in lower left corner, and tap "Add to another Stack". 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 locate my Stacks?

You can find your Stacks by tapping on the Stack icon in the upper right corner. 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.

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

To view a Page from a Stack, tap on the Stack Card to open the Stack Detail Page. Tap on the Page name to view the Page. The Page name typically has an image to the left.

To view a Resource that is associated to a Page, tap on the Resource name.

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

5. How do I send a Stack?

You can send a Stack by tapping the envelope icon in the lower right corner of the Stack Detail Page. Add one or more contacts on the Contact Screen. Once all contacts have been added, tap "Next" to view the email draft. Make any modifications to the email and then tap "Send".

Even if you are not connected to WiFi or data, you should still send the email. As soon as your device connects to the internet the email will be sent automatically.

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

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

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. Then tap "Next" to view the email draft.

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

7. Can I modify the email before sending?

Yes, you can modify your email draft before sending. To modify - hold your finger on the screen to display a magnifying circle. Place the cursor on the area you would like to modify and lift your finger. You can then add or delete any text.

Once all modifications have been made, tap "Send". Even if you are not connected to WiFi or data you should still send the email. As soon as your device connects to the internet your email will be sent.

To learn more, please read "How do I modify my email?" 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.

Tap the circle next to all of the items you wish to add. You can select all items by double tapping on the Page name. In the example below, iPad Devices is the Page name and the SKUs selected are Air 2 and Pro along with the Resource "Common iPad Questions". Tap "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?

From the Product Card or Page the Add to Stack icon has either turned blue or completely white. To view which SKUs/Resources have been added to the Stack, tap the Add to Stack icon and the items that have a blue check mark have been added.

When adding Pages to a Stack from a Stack, the Page Card has a green 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 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, tap on the Stack icon in the upper right corner. 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, tap on the Stack Card and that is now the Active Stack. Tap "Back" and then "Done" to go back to your Category structure to add items.

To add items to a Saved or Sent Stack, tap "Edit" and then the plus symbol when viewing the Stack Detail Page.

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

11. 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.

Tap the Stack icon in the upper right corner to display your Stacks list. From the Working tab, tap "+ Add Stack". A new Stack has been created and will be named "Stack (followed by a number)". To change which Stack is your active Stack, tap on the Stack card.

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

12. 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.

Tap onto the Stack Card to view the Stack Detail Page. Tap "Edit" in the upper right corner. Tap within the Stack Name field and a keyboard will appear. Delete the default Stack name and enter a name that describes the Stack. Either who the Stack is meant for or the purpose of the Stack.

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

13. 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 - Tap within the Stack Card to view the Stack Detail Page. Tap the More menu, the 3 dots in the lower left corner, and then tap "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 - Tap within the Stack Card to view the Stack Detail Page. Tap the More Menu, the 3 dots in the lower left corner, and then tap "Add to Saved Stacks". Name the Saved Stack and tap "Copy". This will make 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.

14. 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. First, tap on the Stack Card that you wish to send.

Making a modification first: Copy the Stack first to the Working Category by tapping "Copy", 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: Tap the envelope icon when viewing the Saved Stack, add your contacts, and send the Stack.

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

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

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

From either Stack Category, tap on the Stack Card to view the Stack Detail Page. Tap "Edit" in the upper right corner. Tap the circle next to any Page name, SKU, or Resource (1) to remove that item from the Stack and then tap the trash icon in the lower right corner. (2) When all modifications have been made, tap "Done" in the upper right corner. (3)

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

16. How do I delete a Stack?

You can delete a Working, Saved, or Sent Stack, but you cannot delete a Shared Stack from your device.

From any Stack Category - tap on the Stack Card to view the Stack Detail Page. Tap on the More menu, ellipsis in the lower left corner, (1) and then tap "Delete Stack" (2). A message will popup for you to verify the deletion - tap "Delete" to verify.

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

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