FatStax Support SiteFatStax for iPad StacksWhat is the Shared w/Me Category?

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. Tap on the Stack Card from the Shared w/Me Category

1.2. Tap the envelope in the lower right corner

1.3. Tap "Add Contact"

1.4. Input your customer/prospect's information (1) and tap "Save" (2)

1.5. Once all contacts have been added tap "Next"

1.6. Make any modifications to your email and tap "Send"

1.7. You will see the sent Stack in the Sent Category

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

2.1. Tap on the Stack Card from the Shared w/Me Category

2.2. Tap "Copy" at the bottom of the screen

2.3. Name your Stack and tap "Copy"

2.4. Active Stack is shown below the name of the Stack

2.5. Make modifications to the Stack

You can delete unneeded items from the Stack by tapping "Edit" in the upper right corner. (1)

You can add items to the Stack by either tapping on the plus symbol at the bottom of the Page or search through the Category structure. (2)

2.6. Once the Stack has been modified, tap the envelope icon

2.7. Input your customer/prospect's information (1) and tap "Save" (2)

2.8. Once all contacts have been added tap "Next"

2.9. Make any modifications to your email and tap "Send"

2.10. You will see the sent Stack in the Sent Category

0 Comments

Add your comment

E-Mail me when someone replies to this comment