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Happy Holidays Farmigos!

12/20/2013

 
HOLIDAY SCHEDULE REMINDER:
While we will be busy decking the halls and ringing in the New Year, please keep in mind that we are monitoring for urgent tickets as well.  Farmigo employees will be on vacation for the following dates:
  • Tuesday, Dec. 24
  • Wednesday, Dec. 25
  • Tuesday, Dec. 31
  • Wednesday, Jan. 1
If you have an urgent issue on any of these days, please email support@farmigo.com with “URGENT” in the subject line and we will be sure to address your question as soon as possible. 

Have a happy, fun, and healthy holiday!

Cheers,
The Farmigo Support Team

Introducing Members to Their Online Accounts

12/12/2013

 
When a member signs up for your program using Farmigo, a unique member account is created for them. This presents a huge competitive advantage for you, as members can now control their own accounts by reviewing their delivery history, changing their subscriptions, putting themselves on hold, and even ordering additional add-ons to their normal deliveries. As more and more people get used to the convenience of ordering online, the Farmigo system makes you stand out from your competitors as you can offer customers a level of flexibility and control that was not possible in the past.

The idea of having a CSA account is new to most people, so it is important that you clearly explain this idea to your members. We recommend explaining the concept of the online account in your "Confirmation of Your Sign-Up" automated email. Including information about how to login to your account and what actions can be taken from within your account will help make the transition to an online system easier for customers. 

An important part of integrating Farmigo with your website is placing your Sign-Up and Login buttons in a prominent place on your website. Using Facebook or Amazon as examples, we find that it is customary to put the sign-up or login buttons at the top right of your website.

Below is some design inspiration for you! You may click on the images to enlarge them.
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Managing Container Deposits

12/5/2013

 
A reusable box is great way to create a communal experience for your share members and encourages environment-friendly practices.  Coolers are also a great way to expand offerings to your members beyond produce.  But these containers cost money!

The Membership Fee is a helpful tool for asking members to make a deposit on these fun containers.  Read more below for tips on setting up the Membership Fee and then refunding the deposits.

Setting up the Membership Fee

If you set up a membership fee, a member is only charged this fee once when signing up for your share.  The membership fee is specific to a pickup location or delivery zone.  If you want the membership fee to apply to all members who sign up, you will want to set it up for every location.
  1. Go to the Routes manager, found under the Status menu in your dashboard.
  2. Click on a route and then click on a location in order to open the location’s editor.
  3. Click on the “Advanced” tab from the dark blue band at the top of the location editor.
  4. Enter the Membership fee amount and save changes.

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You may want to consider explaining what this fee is for in the signup process by adding a comment to the location or adding it to the payment plan notes.
  • Adding a location comment:  Under the Info tab of the location editor, you may add a comment.  This comment will appear in the first step of the signup process next to the location listed.
  • Adding payment plan notes:  Email support@farmigo.com with edits that you would like to make to your payment plan notes, which are presented in the Terms step of the signup process.  Please note that the notes may not be adjusted for all payment plan types.

Refunding the Container Deposit

When the member signs up and is charged the membership fee, a receive fee payment is added under the Payment tab of their member file.  This payment line indicates that the fee has been charged.

Now let’s say that it’s the end of the season or the member has canceled their subscription, you may record their deposit refund by taking the following steps under the Payment tab of the member file:
  1. Add an Internal payment with the status “Received” for the amount of their refund and save changes.  You may want to add a note that the payment is for a returned container.
  2. Add a Check or Cash payment (depending on how you deliver the refund) with the status “Refunded” for the amount of their refund and save changes.  You may want to add a note that the payment is for a returned container.

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