After creating your online order form, you will be ready to share it with your Golf Genius TM Event Roster (players), allowing them to place their orders digitally. When sharing the online order form, you will have the following options:
Send by email (direct from online order form): When sending an online order form by email from the actions menu, this generates a unique link for players on your Golf Genius TM Event Roster. These links are unique to each player and allow them to complete the form without logging in or further validating their identity. When sending an online order form via email directly from the form, any customization to the email will be maintained if you need to send it again.
Send by text message (direct from online order form): When sending an online order form by text message from the actions menu, this generates a unique link for players on your Golf Genius TM Event Roster. These links are unique to each player and allow them to complete the form without logging in or further validating their identity. When sending an online order form via text directly from the form, any customization to the text will be maintained if you need to send it again.
**Golf Genius Tip**
Online Order form links in an email or text message are unique to each player in your Golf Genius TM Event Roster. When using these methods and you wish to share an online order form with someone NOT on your event roster, you must add them to the event roster. This will ensure each individual you want to fill out an online order form receives a personalized message and unique link to fill out their form.
In this article, we will discuss preparing your online order form to be sent, sending the form via email and text, and the player's experience with the form.
Review the Form for Accuracy (before sharing)
**Important Note**
Please review your entire online order form to ensure all information is entered accurately. You can only make edits to the order form before any orders are placed.
Once an order is placed, your ability to edit items within the form will be limited to the total number of units available.
To review your online order forms, follow these instructions:
Go to Orders > Special Orders > Online Order Forms > Action > Edit Form.
Review the entire form for accuracy.
Click Save.
Sending an Online Order Form via Email (Direct from the Form)
After creating your online order form, you can send it to some or all of the players on your Golf Genius TM Event Roster via email. When sending an online order form via email (direct from the form), it can only be sent to the players on your Event Roster, as each recipient will receive a unique link and personalized message to fill out the form. If you wish to email someone not on the roster, you must add them to the roster, so they receive a unique link.
To send your online order forms, follow these instructions:
Go to Orders > Special Orders > Online Order Forms > Action > Send by email (as shown below).
Select the recipients to send the email to:
All Event Players: Send to your entire event roster.
Specific Players: Search and select specific players.
Reminder Email: Send a reminder email to players who have received an email but have yet to order.
New Players: Send an email to players who have not already received an email.
Customize the "From:" "Reply to," "Bcc," "Subject," and body of the email (if necessary). When customizing the online order form, the order form link must be included in the body of the email. You can add it by inserting the "Online Purchase Form Link" data field.
Set an alternate Logo or Banner (if necessary).
Click "Refresh Preview" to preview the email before saving, scheduling, or sending it.
Review the Recipient count to ensure the proper players are receiving the email.
Click one of the following options:
Cancel: Cancel the email. Note: all changes will be lost.
Save as Draft: Save the email as a draft to be updated and scheduled or sent later. All drafts will be saved to the Email Center in the Unsent tile where they can be updated.
Schedule: Schedule the email to be sent at a specific date and time. All scheduled emails will be saved to the Email Center in the Unsent tile where they can be updated.
Send Online Order: Immediately send the email to the selected players.
Note 1: Your players will receive an email with a UNIQUE link. These links are unique for every player to identify them when importing the completed form to the Special Order Dashboard and the Player Order Status pages. Further, if multiple people receive the same link, they will change each others orders. Because of this, it is important to only send the form via email (from the form) to players on your Golf Genius TM Event Roster so each recipient receives their unique link.
Note 2: If you wish to share the online form with an individual not on your event roster, you must add them to the event roster.
Note 3: When sending a online order form via email directly from the form, any customization to the email will be maintained if you need to send it again.
Sending an Online Order Form via Text Message (Direct from the Form)
After creating your online order form, you can send it to some or all of the players on your Golf Genius TM Event Roster via text message. When sending an online order form via text (direct from the form), it can only be sent to the players on your Event Roster, as each recipient will receive a unique link and personalized message to fill out the form. If you wish to send the text to someone not on the roster, you must first add them to the roster so they receive a unique link.
To send your online order forms, follow these instructions:
Go to Orders > Special Orders > Online Order Forms > Action > Send by Text message (as shown below).
Select the recipients to send the email to:
All players: Send to your entire event roster.
Specific players: Search and select specific players from the event roster.
Customize the body of the text message (if necessary). When customizing, the online order form link must be included in the body. You can add it by inserting the "Online Purchase Form Link" data field.
Click "Refresh Preview" to preview the message before sending it.
Review the Recipient list to ensure the proper players are receiving the form. Note: Click on the player count to see a recipient list.
Click one of the following options:
Cancel: Cancel the text message. Note: all changes will be lost.
Save as Draft: Save the message as a draft to be updated and scheduled or sent later. All drafts will be saved to the Text Message Center in the Unsent tile where they can be updated.
Schedule: Schedule the text message to be sent at a specific date and time. All scheduled text messages will be saved to the Text Messages Center in the Unsent tile where they can be updated.
Send Online Order: Immediately send the text message to the selected players.
Note 1: Your players will receive a text message with a UNIQUE link. These links are unique for every player to identify the player when importing the completed form to the Special Order Dashboard and the Player Order Status pages. Further, if multiple people receive the same link, they will change each others orders. Because of this, it is important to only send the form via text message (from the form) to players on your Golf Genius TM Event Roster so each recipient receives a unique link.
Note 2: If you wish to share the online form with an individual not on your event roster you must add them to the event roster.
Note 3: When sending a online order form via email directly from the form, any customization to the email will be maintained if you need to send it again.
Automated Receipt Messages
When using online ordering, there are some automated email messages. For example, when a player places an online order, they will receive an email and text confirmation that the club has received their order (if enabled). This is a great message to send to ensure they know the club received their online order. It also includes details of their order and a link to modify the order if the online order form is still open.
You will want to review the automated messages to ensure they meet your facility's needs. Note: Only members' messages can be personalized.
Customize Automated Email Message
To customize the automated emails that players (guests) receive, go to Communication > Emails > Automated Emails > Online Orders. Click Edit for the notification titled "When an order has been placed..." (as shown below). Note: An automated email is available and customizable for players (guest).
Customize Automated Text Message
To customize the text message the players (guest) receive, go to Communication > Text Messages > Automated Text Messages > Online Orders. Click Edit for the notification titled "When an order has been placed..." (as shown below). Note: An automated email is available and customizable for players (guest).
Online Order Process
As players receive their online order form via email and text message, they can place their order with the club.
When placing an order, players will select options from the available field dropdowns defined when creating the order form and fill out any free text fields that are required. After selecting the available fields and entering a quantity, they can click "Add to Cart" (as shown below).
Items added to the cart will be displayed in the cart count, in the upper right-hand corner. They can click the cart icon to view the items they have added to their cart. These details will include the item name, description, and quantity select, plus the ability to add special instructions (if enabled). If they need to remove an item, this can also be done by clicking the trash can icon (as shown below).
Verifying an Online order form was Delivered (when sent directly from the form)
You can view the Email Delivery Report to ensure emails were delivered successfully and identify those that were not. This reporting tool allows you to filter and find emails sent to individual players based on a specific order form. You can view the email content, delivery status, and see if the players opened the email. Click Here for more details.
Resending Online Order Forms (sent directly from the form)
As long as the order form is open, you can send the online order form to players so they can access the form in case they delete the original email. Click Here for more details. When resending an online order form via email or text message, if you customized the original message, it is maintained for your convenience.
Sending Online Order Form Reminders (sent directly from the form)
If you notice a poor response rate from your players, you can send an online order form reminder email to encourage more responses/orders. As long as the online order form is still open, you can send a reminder email to all players who have previously received an email but have not completed the form. Click Here for more details.
Modifying an Order as a Player
A player will inevitably want to modify their order. Because of this, as long as the online order form is still open, players can return to their order form via the order form link sent by email or text to access and edit their current order.
You can also resend the email to encourage more responses and allow players to edit their orders (if necessary). Click Here for more details.
Closed Order Forms
When the order form is closed by the auto close date set up with the form or manually by a manager, if players try to access the order form from the email or text message link, they will see a message that the order form is closed. New orders or modifications to existing orders will no longer be available.
For players who have already made an order and are accessing a closed order from a unique email or text message link, a summary table of their order will be shown (as shown below). A shipping truck icon will indicate if the order has been placed with a vendor.
