For our cooperation it is very important to have contact details and notification emails correctly set.
These contacts enable quicker and more effective communication between you and MALL.
How to set everything properly is described in the article below.
Everything is set in your partner portal in the Partner section.
Example of the Partner section in the partner portal
Only the admin, can set contacts and manage notifications unless they choose differently. You can change the admin in the Accounts tab in Partner section.
Example of the Accounts tab for changing the admin
How to set contacts?
The first time you log in to MALL Partner portal, you need to set up contacts.
In this tab it is necessary to fill in all contact details of your company - name, surname, telephone contact, e-mail and company addresses.
It is always necessary to assign the correct one to the individual contact persons role, which determines the person to whom we will be able to turn, for example, when resolving a complaint.
MALL has several departments that will work with you, and in order to avoid possible future misunderstandings, it is necessary to assign the given role to a specific person in a timely manner.
With contact addresses you always determine address type (eg main warehouse, correspondence, invoicing, etc.)
Important:
Please fill in all roles and types of addresses that the MALL Partner portal offers you. For each role, it is necessary to fill in at least one contact and at the same time one person can have the same role.
Role:
Call center - employee responsible for customer service and orders
Finance - the employee responsible for invoicing and billing
Logistics - employee responsible for logistics processes
Manager - decision-maker (executive / CEO / director)
Marketing - employee responsible for marketing activities and campaign management
RMA - employee responsible for complaints and returns
Sale - employee responsible for sales, product portfolio and pricing
Tech - implementation and technical support officer
User - product and order portal administrator
Contact addresses:
Default – main domicile
Correspondence – contact address, if different from default
Registration – address for sending correspondence
Main warehouse – address of main warehouse for sending returned goods
Warehouse – can be filled in if you have more warehouses
On the print screen lower you can see an example of a company with more employees and their contact details.
Example of filled in contacts and addresses
Not every company has more employees. If you are the only person in your company, all groups/roles are needed to be filled to your name.
Example of filled in contacts and addresses
Creating a contact
Contacts
In the Partner section, Contacts tab, click on „Add contact“.
Example of creating a new contact
Afterwards a new window will open, where you will fill out the necessary details, attach the groups/roles (simply click on the given role and it will change colour) and select add.
Please pay special attention to adding the correct email address and phone, including it´s country code.
Contact addresses
In the Partner section, Contacts tab, click „Add address“.
Example of creating a new address
A new window will open, where all types of addresses must be added. After clicking on the type, the icon will change colour, similarly as when adding a contact. Address will be saved by clicking the add button.
You can also watch our tutorial video on setting up your contacts.
How to set notifications?
Manage notifications tab can be found in the Partner section.
In this section notifications are set to inform you about new orders, invoices or new marketing campaigns.
Only the admin can set/change the notifications.
The manager group/role is pre-set to all notifications. This can be changed or another email can be added.
Sample Notification Management tab
Notifications can be edited by the “pencil” icon on the right side of each notification.
Example of editing notifications
Up to 10 recipients can be added to each notification by adding the group/role or email.
In the email field an email of your employee without any group/role can be inserted to enable him/her to receive notifications as well.
After typing in the new email address press the „+“ icon and „Set“ button.
We advise to have all notifications turned on to keep you updated about any changes that may occur – e.g. cancelation of order, new order etc.
Sample window for inserting notification recipients
Example::
For setting notification for new marketing campaigns choose the Marketing group/role (eventually the Manager as well).
If you have the contact details set properly in the contact tab, it is not necessary the insert email addresses again.
You can also watch our instructional video on managing notifications here.
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