How do Shared Stacks work?

Shared Stacks are Stacks created on the web version by approved users and then designated for sharing with specific individuals or groups of FatStax users within that Catalog.

Example: an administrator can create a Stack with 5 items for a recent promotion, name it July Promotion, and then send it to the entire sales team. As a member of the sales team, you see it within your Shared W/Me Category within the Stacks Overview Page. Since this is a Stack that you didn’t create, you would need to make a copy of it to edit.

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