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Here you will learn how to upload your existing customer / lead list to your website administration panel.

Step-by-step guide

  1. Login to your administration panel admin.yourwebsiteaddress.com
  2. Click "Reports" on the left hand navigation
  3. Select "Sample Report"
  4. Select the Report you want to run and adjust the date range if you feel the need.

  • 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.


Make sure to make sample packs sent as soon as you send it out for proper bookkeeping.

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