Uh oh! Johny didn’t secure the blueberry harvest last night. In the morning you discover that the animals have raided several boxes. Now you only have enough blueberries harvested to meet the demands of a only few pick-up locations. You will not be able to deliver blueberries to members who pick up at Brooklyn Beet ...
Farmigo is here to help you manage this crisis! Today’s tip focuses on how the filters featured in multiple parts of the Dashboard can help you to quickly pull together the information that you need and take action.
Farmigo is here to help you manage this crisis! Today’s tip focuses on how the filters featured in multiple parts of the Dashboard can help you to quickly pull together the information that you need and take action.
Perform Repeated Actions Faster
In unique circumstances, you may need to make changes to the accounts for a large group of members. Filters help you to quickly identify and display the relevant group of members that you need to adjust.
For example, you’ve decided that you will remove blueberries from the orders of members who are picking up at Brooklyn Beet. First you go to the Orders module (found under the Members menu). Then you set to Location filter to “Brooklyn Beet” and Items filter to “Blueberries”. This will narrow the group of members with orders from 14 to 5.
For example, you’ve decided that you will remove blueberries from the orders of members who are picking up at Brooklyn Beet. First you go to the Orders module (found under the Members menu). Then you set to Location filter to “Brooklyn Beet” and Items filter to “Blueberries”. This will narrow the group of members with orders from 14 to 5.
Before filter
After filter
Now you may click on the first member in this filtered list and look under the Order tab of her member card. You remove blueberries from her order and save changes. Then, looking in the upper right-hand corner of the member’s card, you see 2 back-to-back blue arrows. When you click on the one on the right, you flip immediately to the Order tab of the next member so that you may quickly make the same adjustment.
You then go to the Payment tab of the first member in the filtered list and $5 of Farmigo Credit. Again, you use the 2 back-to-back blue arrows to quickly flip through the Payment tab for all members in the filtered list.
Target Group Emails
When you would like to send the same message to a specific segment of your membership, you may use filters to identify the segment and then use the Email button found in the upper right-hand corner of the Accounts, Subscriptions, Orders, or Waitlist modules of your Dashboard. To create a more personalized message, you may start by creating a template in the Connect module and inserting dynamic field in your message.
To respond to the “Blueberry Situation”, for example, you can go to the Connect module (found under the Market menu) and click the green plus sign in the upper right-hand corner to create a new template. Then you may add dynamic fields, such as [First Name], to personalize the message.
Return to the Orders module (found under the Members menu) and set the Location filter to “Brooklyn Beet” and the Items filter to “Blueberries”. Then click on the Email button in the upper right corner of the Orders module. The “To:” field will indicate which segment of your membership will receive the message. Then you may select the template that you just created and click SEND.