STANDARD OPERATION PROCEDURES (SOPs)
This tutorial is applicable under same conditions to AMGTS, Formula, Blueprint
Useful when we:
– Don’t know if new course member was able successfully login after purchase
– Need to find out when was the last time user logged in to accomplish any lesson
1. Find a client by his email address
2. Click his name
3. Scroll and click “Orders”
4. If there are multiple orders, find a needed one
5. Click that order and scroll to the very bottom
6. Click “Preview invoice”
7. Click “Email invoice”
8. In opened window you may changes email subject and body. Do not touch anything else.
9. Send invoice by clicking the button below.
Watch the tutorial:
This video explains steps to take in order to provide Virtual Ticket buyers with missed passwords.
Also how to edit current user info.
Do NOT use Infusionsoft mobile APP.
App doesn’t provide all features you need.
Instead log into INFS account from your mobile using regular mobile browser (like Chrome in Android or Safari for iOS)
Watch the video on how to:
… Read the restSome users mess push notifications with email. To eliminate confusion and clearly show how a user can disable push notifications (aka unsubscribe from them) – please use this guide
1. Go to https://www.realmenrealstyle.com on your mobile device
2. Tap ‘Lock’ icon in upper left corner
3. Tap ‘Site Settings’ or ‘Settings’
4. Tap ‘Notifications’
5. Choose ‘Block’ option or tap ‘Clear and Reset’ button.
On other devices you may see ‘Show notifications’ toggle stripe. Swipe to disable.
Short video tutorial:
1. Access https://www.realmenrealstyle.com/
2. Click ‘Lock’ icon next to web-site URL
3. Click Notifications drop down
4. Choose ‘Block’ option
Short video tutorial:
… Read the rest
