You probably know at this point how to create a Wishlist Order in your RW account. That’s super helpful for creating an initial order for your clients that you can then convert into a Proposal and send over to them.
Normally you create those Wishlists by showing a client around your inventory or taking a phone call or email to discuss what they are looking for.
By enabling the Online Wishlist feature through your Default Online Gallery or through one of our website integrations (WordPress, Squarespace, Shopify), your potential clients can create their own Wishlist and send it over to you.
In the Online Gallery section of your website a “Wishlist” button will appear next to each item. You clients can click this button adding that item to a list. When they are ready to finish they can enter the quantity of each item they are interested in.
*Please note that a Wishlist does not check for an Item’s quantity or availability. That will all be done on your end when you begin the process of converting the Wishlist into a Proposal.
When your Client is ready to submit their Wishlist, they’ll enter in a few required fields:
- Event Date
The WordPress Plugin allows you to add additional fields to this Wishlist but all additional information will populate in the Internal Notes field on the Wishlist Order.
The Wishlist will show up in your Orders section of your account. Any users in your account who are Admins or Editors will receive an email notifying them that a Wishlist list has been sent.
You’ll want to fill out your “Wishlist Request” email template that lets your potential client know you’ve received their Wishlist request.
We like to think of the Online Wishlist as a warm-lead-generator to get your clients to raise their hand and let you know their interested. This gives you all the necessary information you need to give them a phone call and jump start the sales process.