Tuesday, May 8, 2007

How do I enter an email address if I place an order through the back end/admin

Original question:
Can you make it to where I make a new order on the backend there is a place for their e-mail address and then that e-mail address is automatically added to our mailing list? Right now there is not a place for their e-mail (only their website) and that is where I have been putting it.

This is a good question because it's not obvious. You can actually do this now in BVCommerce 5.

Here's how to do it.

  1. Log in as the administrator
  2. Click on the Orders tab
  3. Click on New Order in the sub navigation.
  4. The key to placing an order and capturing the email address is on the right hand side. On the right, you will see the options with the username and a blank box, as well as Browse and New buttons.
  5. As a default, always check to see if the customer exists by typing in their name and hitting the Arrow button. This will prevent any possibilities of duplications or mixed accounts. You may also want to choose browse. If you find the right person, their information will prefill in the address information.
  6. If you have a new person, simply click on the New button. This will allow you to add their name and email address.
  7. That's it.

For those of you that have our updated system which automatically adds customers to your mailing list, each time you place an order, their name will be added to your mailing list.

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