Manage Invoices in Transactions The Invoices section in Transactions module of BlinkSwag dashboard allows users to view and manage all billing documents related to their transactions, providing a clear financial record for their operations. 1. Invoice Number: Each invoice is …
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Shipments The Shipments tab in the transaction module of the BlinkSwag platform provides a comprehensive view of all shipped items, allowing users to track their deliveries efficiently. This functionality is crucial for maintaining good customer relationships and ensuring timely order …
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Estimates in Transactions The Estimates tab overviews all estimates generated for products and services BlinkSwag offers. It serves as a vital tool for tracking the status of customer quotes and ensuring transparency in the sales process. 1. Estimate List: Each …
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Managing Orders in the Transactions To manage orders navigate to the Orders tab within the Transactions module in BlinkSwag Dashboard provides an overview of all orders placed, their status, and other pertinent details. This functionality is essential for tracking order …
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My Wallet in BlinkSwag The “My Wallet” section in BlinkSwag is designed to help you manage your available balance, track your transactions, and add funds when needed. Here’s how to navigate and utilize this feature effectively. Features of My Wallet …
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Employee Birthday Gift Ideas: Make Their Day Special Did you know that 60% of employees feel more motivated and appreciated when their employer recognizes their birthday? 🎂 Birthdays are a special occasion for everyone, and your employees are no exception. …
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How to Set Custom Criteria for a Workflow Setting custom criteria allows you to define further conditions for triggering the workflow automation. 1. Access Custom Criteria: While creating the workflow, in the When this happens section, click on + Set …
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Creating a Workflow for “Reward Link” Automation To set up an automated reward link workflow for sending Reward Links, Follow the same steps as the gift workflow, with a few small changes for the reward link. See the steps below.: …
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Creating an Automated Swag Workflow for “Swag” Automation To set up an automated swag workflow specifically for sending Swag, follow the steps below, similar to the previous setup but with a few changes: 1. Enter a Workflow Name: In the …
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Step 1: Start Creating a New Workflow To create a new automated gift workflow, go to the Automation section in your BlinkSwag dashboard. In the top-right corner of the screen, you’ll see a button labeled +Create workflow (highlighted in a …
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