How to View & Buy Products from a Swag Store-min

Step 1: Landing on the Swag Store Users who want to buy products from your Swag Store will land on the main store page, as shown in the image. This page showcases the available products and briefly describes the store’s …

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How to Manage Payments in Transactions

Payments Section in BlinkSwag To manage payments, navigate to the Payments tab within BlinkSwag’s Transactions module, which provides a comprehensive view of all payment activities associated with your account.  Here’s what you can do in this section: 1. View Payment …

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How to Manage Invoices in Transactions

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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How to Manage Shipments in Transactions

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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How to Manage Estimates in Transactions

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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How to Manage Orders in Transactions

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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How to Add Funds to Your Wallet

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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How to Set Custom Criteria for a Workflow

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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How to Create an Automated Reward Link Workflow

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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How to Create an Automated Swag Workflow

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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