List Management

Welcome

In this module, you will learn how to build a list management solution designed to help customers create and manage product lists.

After completing this module, you should be able to:

• Configure list settings in the Admin Console
• Create lists and add products to the them
• Share lists with customers and team members
• Schedule email reminders for lists
• Identify how lists look to customers on the storefront

Why use Lists?

This feature gives your customers a way to save and manage products they plan to purchase in the future or to keep a static list of products they purchase frequently. Lists also allow your customers to collaborate with other team members when determining the products, they need to purchase.

• Customers can create lists so that multiple collaborators can then add products independently
• Customers can purchase all products on a list at once after a higher-level buyer approves
• Customers can maintain their own lists or share them with multiple users who belong to the same customer record or bill-to account

Your sales representatives can additionally create lists in the Admin Console, for example to promote certain products and share these with one or more of their customers.

How do I benefit from Lists?

Here's how these features benefit different roles:

• Sales/Marketing: Use lists to share products with customers based on promotional campaigns. You can also use lists to reach your sales and marketing goals by targeting customer segments. For example, create a list called "plumbing specials" and then share this list with customers in the plumbing industry.
• Researcher/Buyer:  Lists give your customers a way to easily manage product purchasing and collaborate across their organization. Researchers can create lists and share them with buyers, who can then add them to a cart or send them for approval.

Create and manage lists

Read the article below to learn how to configure List settings in the Admin Console and how to create lists from the Order Confirmation page on the website.

Share lists

Sharing a list allows other users to view or edit a list you have created. Read the article below to learn how to share lists from the website.

Share lists with multiple customers

You can create, manage, and share lists with multiple customers from the Admin Console.

Read the article below to learn how to create a list, add products to it and assign customers to the list in the Admin Console.

Schedule email reminders for list reordering

You can enable list reminders to allow your customers to set email reminders to reorder list items. Customers can set up reminders on a recurring basis or at regular intervals when adding products to a list or from a specific list anytime. Customers may only schedule and manage email reminders for themselves.

Below is a step-by-step walkthrough on how to schedule email reminders for list reordering.

Try it

It’s time to play in the Configured Commerce sandbox!

The following practice exercises take place in the Knowledge & Learning training site. Before jumping in, please log in to the Training site using the following credentials:

• Username: TrainingUser
• Password: Opticon1!#

After logging in, do the following:

1. Create a list and name it New Year Deal
2. Share that list with a few customers
3. Schedule email reminder for that list
4. Stop the scheduled email reminder
5. Delete the list from My Lists page

Wrap up

Congratulations! You have completed the List Management module. You should now be able to:

• Configure list settings in the Admin Console
• Create lists and add products to the them
• Share lists with customers and team members
• Schedule email reminders for lists
• Identify how lists look to customers on the storefront

Learn more

While we covered a lot, there's always more to learn about lists and how to work with them!

Check out the below link for an up-to-date collection of helpful guides and technical documentation.