Setting up Automated Routing (Assignments)
What is the Storefront Completeness Indicator?
In My Dashboard, you'll find the Storefront Completeness Indicator. This tool makes it easier than ever for you to finish setting up your Storefront on the Knowde marketplace or your white label site! A complete Storefront is a Storefront that generates the most leads, so it's important to fill out as much information as you can to attract the most customers.
Accessing the Storefront Completeness Indicator
You can navigate to this section through your Account Manager or through the Completeness banner that follows you around on Knowde.
1. Click on your profile in the upper right hand corner and click "View Dashboard". The Storefront Completeness Indicator should be visible once My Dashboard loads.
2. Or, click the green banner at the top of the screen that says "Complete".
How to Complete your Storefront
In the Storefront Completeness Indicator, you will observe tasks that have been completed and tasks that still require your attention. The unchecked tasks are those waiting to be completed. Each of these 6 tasks needs to be done prior to launching your Storefront.
The 6 tasks that are necessary for activating your Knowde Storefront are: (1) Brand Your Storefront, (2) Upload Documents, (3) Add Product Info, (4) Add Team Members, (5) Add Experts, and (6) Set up Assignments.
Upon clicking any of these tasks, the Storefront Completeness Indicator will guide you through the actions you need to take. You can also refer to related documentation in our Help Center that describes each of these tasks.
Once your Storefront Completeness Score reaches 100, this section will be hidden from My Dashboard and you'll be ready for launching your Storefront!
Please sign in to leave a comment.