Part 1: Mini Case Studies – Simple Stores & Basic Stores

Want to know how other distributors have tackled and managed their client requests? Well, we’ve got the inside scoop! This month, our webinar focused on illustrating the strategies distributors have deployed to help their end-user clients order their promotional products online.

We went through a variety of store requests that we see every day from distributors and compiled eight “mini case studies” which range from simple ordering requests to advanced and integrated solutions.

If you’re still going back and forth with endless email chains, phone calls, and maybe even fax orders – take a look at these scenarios to see how you can make it easier and more efficient for you and your clients to place their orders with you.

Let’s start with the Simple Stores and Basic Stores Case Studies.

Client Request #1

A mid-size Client needed a more organized and time sensitive way to collect orders from employees (size and colors) than an excel spreadsheet but they also don’t want to spend much money.

Solution – Simple Store

-Simple Stores are quick and easy to setup, so it was not time consuming for the distributor.

-The Countdown Clock feature was added to let the employees know the deadline for ordering products.

-An Email Campaign was sent from the system to employees when the store launched.

-Employees were able to pick the size and colors of the available items and checkout using their Department ID name as a custom payment method.

-A final Email Campaign was sent to all employees that had not placed their orders before the store closed.

Client Request #2

Holiday season was crazy! A corporate end-user client decided in November to give everyone in the company a year-end gift. Each employee had three gifts to choose from but could only pick one.

Solution – Redemption Store

-After the gifts had been decided, a Redemption Store was setup within 20 minutes.

-The distributor could manage which products were available to which employees by setting up codes by access code groups.

-Redemption codes were created by the distributor on a spreadsheet, uploaded to the store, and assigned to the code group.

-When employees arrived on the store’s landing page, they entered their code to see all three products.

-If anyone tried to add more than one product to the cart, the store would not allow it.

-Employees were able to check out and specify where they wanted to have their gift delivered and did not have to enter payment information.

Client Request #3

A high school’s athletic department needed an easier way to collect jersey size, last name, and the number of each player before the start of each sport’s season. Once the season starts, that sport would need to be “turned off” and the next sport turned on.

Solution – Basic Store

-A Basic Store was setup and branded with the school’s colors and mascot.

-Each Product Category was labeled per sport with the required jerseys and gear assigned to each team.

-Product Personalization feature added to each jersey requiring the athlete to add their last name and number before checking out.

-Each athlete paid by credit card in the store to complete the order.

-After the season started, the team’s category was turned off until the next year.

Client Request #4

A corporate end-user client with multiple locations needed to give each satellite office the ability to order marketing approved products and have the order shipped directly to the satellite offices rather than the headquarters.

Solution – Basic Store upgraded to an Advanced Store

-The store was set up with corporate branding, approved products, and approved logos.

-The Store Administrator added all satellite office addresses into a Shared Address book.

-Employees were able to select their office for delivery from a dropdown menu at checkout.

-Utilized a custom shipping rate.

Advanced Company Store Upgrade Option 

Upgrading to an advanced store to take advantage of integrated shipping is always an option.

-Integrate with FedEx, UPS, USPS

-Utilize Shipping Permissions to limit which shipping options users can and can’t use.

Ready for more? Head over to our next blog post to keep reading.

Part 2: Mini Case Studies – Advanced and Integrated Stores >>>


This post was written by Lucy Taylor