Before building and managing online order forms, it is important to review the Dashboard. This is where you will go to create, manage, and view existing order forms.
In this article, we will discuss the available options on the rental dashboard.
For more details on managing online order forms, Click Here.
Dashboard View:
Golf Genius - Golf Shop has an area dedicated to managing your Online Order Forms. To access the Online Order Forms, go to Orders > Special Orders > Online Order Forms (as shown below).
When accessing the Online Order Form Dashboard, you will have access to two pages with data:
Online Order Forms (Default): Data about order totals and open/close dates.
Email Statistics: Data about the number of recipients, order rate, and send details.
To swap between the two views, click on "Email Statistics/Online Order Forms" near the top of the page (as shown below)
Online Order Forms:
The Online Order Forms view is the landing page when accessing the Online Order Forms Dashboard (as shown below). When viewing the online order form list, your forms will be organized by the date created, with the newest forms on top.
In the table, you will be able to preview the following:
Action Dropdown: Action you can take on the form. More details are below.
Title: Title given to the form when creating it.
Total Orders: Total collective orders by members and guests.
Member Orders: Number of orders placed by Golf Shop members when sending the form via email.
Guest Orders: Number of orders placed by a player/guest. Guests can place orders when sharing the generic link to the form.
Status: What is the status of the order (e.g., Open, Closed).
Open Date/Time: The date the order form was opened.
Close Date/Time: The actual date the form was closed or the date the form is expected to close.
When clicking on the "Actions" dropdown (as shown below), you will have the following options:
Preview: This allows you to preview the order form from your members' perspectives without sending it via email.
Get Generic Link: Share online order forms outside of Golf Shop (e.g., club website, social media, club bulletins, etc.) with members and guests. For more details about sharing a form with a link, Click Here.
Send by email: Send the online order form to members on your Golf Shop Roster via email. For more details about sending the order form, Click Here.
Send reminder email (Member Forms Only): Send the online order form to members who have not placed an order. For more details about sending the reminder email, Click Here. Note: A previous email must have been sent to members using the "Send by email" option.
Send by text message: You can also send the online order form by text message in conjunction with email. For more details about sending the order form, Click Here.
Place Order for Member: If a member asks you to fill out an online order form on their behalf, you can do it using this action. For more details, Click Here.
Place Order for Player (TM Event Roster Only): If a player from a TM Event Roster asks you to fill out an online order form on their behalf, you can do it using this action. For more details, Click Here.
Edit Form: The online order form can be edited anytime, whether closed or open. For more details about editing the order form, Click Here.
Player Order Status (TM Event Roster Only): If you have synced your form to a Golf Genius TM Event Roster, you can see the event roster, their order status, and take additional action. For more details, Click Here.
Form Settings: When creating the online order form for the first time, you will be able to set some basic parameters, the name, open and close dates, the form type (i.e., are items for purchase, do they have points or credit, no cost), and more. You can make adjustments to those settings by selecting this option. For more details, Click Here.
View Delivery Reports: View the status of the email. For more details about delivery reports, Click Here.
Clone: Create a new Online Order Form by cloning an existing one. This is convenient when you have online orders that occur regularly.
Close/Open Form: Open and close the online order form for members to place and edit orders.
Archive: Whenever an online order form is no longer used, we suggest archiving the form.
Delete: Remove the online order form. Note: Do this with caution, as this action is permanent, and the online order form cannot be recovered. It might be better to archive than delete.
Email Statistics:
The alternative page view for online order forms is the Email Statistics page (as shown below). When viewing this list, your forms will be organized by the date created, with the newest forms on top. Note: If you have not sent the form by email, it will not be listed on this page.
In the table, you will be able to preview the following:
Title: Title given to the form when creating it. Note: Click on the title to edit the form.
Recipients: The total number of members the form was emailed to directly from the form.
Order Rate: A percentage of members who were sent an email and placed an order.
Closing Date: The actual or expected closing date of the form.
Last Sent Date: The last time an email was sent for the form.
By clicking on the number of recipients, you will be directed to the Delivery Report for a particular order Form (as shown below). For more details about email delivery reports, Click Here.
Archiving Forms:
Whenever an online order form is no longer used, we suggest archiving the form. To archive a form, go to Orders > Online Order Forms. In the "Actions" dropdown, select "Archive" (as shown below).
You can take the following action on archived forms:
Preview: This allows you to preview the order form from your members' perspectives without sending it via email.
Clone: Create a new Online Order Form by cloning an existing one. This is convenient when you have online orders that occur regularly.
Restore: Set the form to active.
Delete: Remove the online order form. Note: Do this with caution, as this action is permanent, and the online order form cannot be recovered.
