This article is for the following Golf Genius Tournament Management products using the Player Gifts feature for their Events/Leagues:
(Note: For details on setting up automated communications to share the form with your TM Event Roster, Click Here.)
After creating your online order form, you are ready to share it with your Golf Genius TM Event Roster (players). This allows them to place their orders online.
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. If you would prefer to automate the communication when sharing the online order form, Click Here.
Options for Sharing the Online Order Form Manually
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 that each individual you want to fill out an online order form receives a personalized message and a unique link to fill out their form.
Review the Form for Accuracy (before sharing)
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.
**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.
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 on 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.
Notes:
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 other's 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.
If you wish to share the online form with an individual not on your event roster, you must add them to the event roster.
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.
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 on 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.
Notes:
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 other's 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.
If you wish to share the online form with an individual not on your event roster, you must add them to the event roster.
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.