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Knowledge base
General
FAQ
7
How Do I Start an Order?
How do I add a create a new user?
I forgot my password.
How do I update my billing or shipping information?
What is the difference between draft, submitted and valid status in My Orders?
See all 7 articles
Tips and Tricks
1
Prebook Inventory and Ordering
Trouble Shooting
3
I am not receiving my order confirmations from the review page.
Why is the add emblem and close button not there?
How do I flush the cache and clear my cookies?
Release Notes
0
Order Status/Invoices
0
Filters
1
MISC Filters
Software Updates
2020
3
December 2020-Software Update
Request Access Update
Guest Role Feature
Accelerate
Getting Started
5
Admin Dashboard
Shopify Integration Instructions
Shopify Product and Customer Data Management
Excel Data Sheets Walkthrough
Adding Images to your Site
Filling In and Uploading the Excel Sheets
8
Click Here to Access All Download Sheets
Customers Sheet Details
Products Sheet Upload Details
Options Sheet Upload Details
Sizings Sheet Upload Details
See all 8 articles
Exporting My Orders
1
Exporting My Orders
Adding My Images
2
Image Manager-Where and How to Add My Images
Managing My Images- How to Delete, etc.
FAQ's- Really, FAQ's
1
How do I reset My Password?
Setting Up and Managing My Users
2
Approving a New User (Admin)
Approving New Users- Video Tutorial
Branding My Site
2
Using the Marketing Tab
Setting Up My Branded Landing Page
Creating My Digital Catalog
3
Setting Up the Digital Catalog- Starting with an Assortment to Catalog Editor Creation
Building My Catalog- Using the Catalog Editor
Creating a Global Link to Share My Catalog with ALL Buyers
Onboarding
0
Admin Dashboard
1
Admin Dashboard
Admin
Approving a New User
3
Approving New Users
Approving New Users Tutorial
Approving an Existing User to your Brand
Wish List Maintenance Webinar
1
Wish List Maintenance Webinar
Managing Users
1
Managing Users
Managing Documents
1
Doc Section
Marketing Admin
2
Marketing Admin- Adding Marketing Assets
Changing or Deleting Product Images
Marketing Tab
1
Managing the Marketing Tab
Data Maintenance Tab
3
Flushing the Site Cache
Running Manual Syncs
Data Maintenance Tab Tutorial
Verifying Users
2
Verifying Users
Verifying Users Tutorial
App Set Up
4
Filter Manager Tutorial (Video)
Manage Order Types Tutorial
Sync Manager
Managing Your Order Types Tutorial
Managing Your Users
1
Managing Your Users
Reporting
Reports Training Tutorial
1
Reports Training Webinar
Availability Report
1
Availability Report
Order Summary Report
1
Order Summary Report
Order Detail Status
1
Order Detail Status
Top Accounts
1
Top Accounts
Top Products
0
UPC Listing
0
Getting Started
New User Demo
1
New User Webinar
Order Entry
3
How to Enter an Order
Discounting Products with Different Discounts
How to Start An Order Tutorial
Pulling an Availability Report/ATS Report
1
How to pull an availability report. ATS report.
Customer List Report
1
Customer List Report
Assortments
Wish List Tutorial
1
Wish List Webinar
How to Create an Assortment
1
Creating an Assortment
Creating a Line Sheet
1
Creating a Line Sheet
Wish List Cover Images
1
Wish List Cover Images-What is the best size for emailing the wish list?
New Wish List Features
1
New Wish List Product Assortment Layout, Emailing a Wish List and Buyer View of the Product Assortment
FAQ's
1
How can you delete an assortment?
B2B Users
Getting Started
4
How do I log in?
Order Status/Invoices
How do I start an Order?
B2B-How To Start An Order Tutorial
FAQ
2
How do I change my ship to or billing information?
I Forgot My Password
Order Status
1
Order Status
Tracking Information
1
How Do I Find My Tracking Number?
API
Generic Integration Module
3
Generic Integration Module- MSSQL Database Creation Scripts
Generic Integration Module- Docs
Order Object Hierarchy
API Docs
2
FAQ: Current Insignia Limitations
Sales person hierarchy for My Orders and Reports
New Features
Multi Order Validation
1
How to Use the Multi-Order Validation Tutorial
Using the Zoom
1
Using the Zoom
Branded Landing Page
3
Setting Up Your Branded Homepage (User Guide)
How To Set Up Your Branded Landing Page (Video)
Managing Your Branded Hompages
Thank You Modal
1
How to Set Up the Thank You Modal Page
Manage Users New Features for Admins
2
New Features Manage User Tab
User Entry Report Enhancements
CCH- Customer Communication Hub- CRM for OUR Industry
CCH- Customer Communication Hub
7
Setting up the Admin User in RepSpark Manage Users to Access the CCH Module
Setting Up Users and Roles within the CCH Module
Accounts Overview
Contacts Overview
Tasks Overview
See all 7 articles
Excel Import Export Order Form
Excel Import Export
2
Excel Import Export
Excel Order Form from: Catalog, Favorite's List, and Assortments
Events
Setting Up Your Event
2
This is How You Set Up an Event (Admin Only)
Image Placement Overview
Examples of Buying from Different Event Set Ups
3
Using a Code, No Product Limitations- FLASH SALE
Using Email Validation and Requiring Each Product to be Ordered
Allowing Multiple Sizes/Colors, Using Limits, Using a Submission Code
Exporting Orders During and Post Event
2
Exporting Order Post Event- Roll Up of Orders
Exporting Orders as Each order Comes In
Marketing
Changing the Background Image
1
Admin-Changing the Background Image
Marketing
1
Marketing Tab for Admins
Adding Videos Per Product
1
Using HTML to Add Videos to the Product Pop Up
Digital Catalog
Digital Catalog Editor-Creating Your Digital Catalog
11
Setting Up Your Digital Catalog
Building Your Digital Catalog
Tutorial on How to Create a Quick Automated Catalog
Creating a Quick Automated Digital Catalog
FAQ- What is the ideal image size for marketing, feature and cover pages in the catalog?
See all 11 articles
Browsing and Marking Up the Digital Catalog- Creating and Shopping a Favorites List
3
Browsing and Marking Up the Digital Catalog- Creating and Shopping a Favorites List
BookMarks/Tabs in Digital Catalog
Catalog Action Items Review
Ordering From the Digital Catalog
3
Adding to Cart- Direct Ordering from the Digital Catalog
Ordering from Assortment and Digital Catalog
Sharing Digital Catalog to customers & how customers can place order.
Setting Permissions
2
Setting Permission in the Digital Catalog
Sharing Your Catalog-Tutorial on Setting Permissions
Adding a Canvas Page
2
Adding a Canvas Page to the Digital Catalog
Tutorial on How to Create a Canvas Page
New Assortments Tab
2
Creating an Assortment
Setting Permissions for Assortments
Creating an Assortment with Embroidery
1
Creating an Assortment with Embroidery
Creating a Cover Page
0
Favorites List Workflow
1
Favorite's List Workflow
Catalog- Single Page Mode for Smaller Form Factors
1
Catalog- Single Page Mode for Smaller Form Factors
Creating Order From Favorites- Using the Multi Delivery Board
1
Creating Order From Favorites- Using the Multi Delivery Board
Virtual Showroom
Video Demo of Virtual Showroom
3
Virtual Showroom Video
Showroom Videos: How to use Google Drive videos on Safari Browser.
Virtual Showroom : Dropbox screen shot of a sharable link
Linking a Showroom or Technical Video to a Feature Page
1
Linking a Showroom or Technical Video to a Feature Page
FTP
SFTP
1
Connecting to the SFTP