Step-by-
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Step Guide
Login to your administration panel admin.yourwebsiteaddress.com
Click "Reports" on the left hand navigation
Select "
SampleSamples Report"
Select the Report you want to run and adjust the date range
if you feel the needas needed.
Index - Each report below is a shortcut to the current month’s data represented by the report (date range can be changed after the report is loaded), whereas the index allows you to set a specific date range prior to selecting your Samples report type.
Requested Pending - Shows all Sample Requests that have not yet been fulfilled. From here you can see a full list of sample requests and also set them to sent.
Requested Sent - Shows all Sample Requests that have been marked Sent.
Requested Both - Shows both of the above.
Sample Pack Follow Up - Shows customers who need a Sample Pack follow up.
Sample Pack Stats - Shows detailed statistics on Sample Packs including average number of requests and the percent of sample packs that converted into orders.
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Make sure to make sample packs sent as soon as you send it out for proper bookkeeping. |
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