Best Practices and Tips for Wish Lists


Here are some ways Wish Lists can be used.

 

  • Conveniently save to a wish list a collection of items a customer has shown interest in.
     
  • Enter Wish List Entry Mode where you can add in-stock items, non-stock items, and even generic wish list entries:
    • Example 1: A vendor/vendor style number that is available but the store has never stocked it.
    • Example 2: Customer desires ½-carat diamond studs, but there is no specific vendor, item, etc.
       
  • Store event type and date information while adding a wish list:
    • Event and date information will update on the customer’s account record.
    • If date on an event differs from that shown in the customer record, you will be prompted to update it.
       
  • Notifications allow you to set “who to notify” and “how to notify” while entering wish lists:
    • Notifications can be sent automatically via email or SMS (text) with required setup.
    • Adding a new contact method for notification automatically updates contact record for account.

 

 

Updated on Mon, 20 Mar 2023 by Angela Chiaravalle

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