Setting Up and Maintaining Sales Associates

Sales associates let you credit a staff member for each club or subscription signup. Staff pick their name during signup, and Awtomic saves it on the subscription. It is added as tags on every order the subscription creates, and it appears in the staff signup report.

Add your sales associates

1. In Awtomic, go to Settings → Shopify POS and select Manage.
2. Under Staff accounts, select Add staff member.
3. Enter the staff member's Full name. Email address is optional.
4. Select Create, then Save.

Repeat for each staff member. The names you add here are the choices staff see in the Sales Associate dropdown.

Keep the list up to date

On the same Staff accounts list you can:

• Edit a name or email, for example after a name change or a typo.
• Delete a staff member who has left. They will no longer appear as a choice.
• Drag to reorder the list. Put your most active staff at the top so they are quick to find on the POS.

Select Save after any change.

Editing or deleting a staff member changes the choices for new selections only. Subscriptions that already have that associate keep the name and email that were saved at signup.

Order tags

Awtomic tags each order from an attributed subscription with the associate's name and email. This includes the first order and every renewal. The default tags look like this:

• Sales Associate: Abby Andrews
• SA Email: [email protected]

To change the wording, edit Order tag prefix under Staff accounts. Each prefix can be up to 20 characters. Select Reset to go back to the default. If a staff member has no email, only the name tag is added.

If you change the associate on a subscription, the next renewal order gets the new associate's tags.

Choose where staff can see and must fill in the sales associate

The sales associate is a subscription metafield managed by Awtomic. You choose where it appears (pin it) and whether staff must fill it in before they can finish (require it).

Go to Settings → Subscription Metafields and find the Sales Associate row.

Pin it to the views you use

Select the pin icon on the row and choose one or more views:

POS signup and POS card-on-file are pinned for you when you save your staff list. If you remove those pins, saving Shopify POS settings again will add them back.

Make it required

Select the ⋯ menu on the Sales Associate row and turn on Required. Then select Save.

When it is required, staff cannot complete the flow in any pinned view until they choose an associate. Required has no effect in views where the field is not pinned.

A few things to know:

• Add staff first. If the staff list is empty, the field has no choices, so Awtomic does not block staff.
• Sign-up forms use the Required setting as their default. Each sign-up form can still set the field differently in the form's own settings.
• Pin Admin subscription details too. Then you can fix a missing or wrong associate after signup.

Report on signups by associate

To see signups by associate, go to Subscriptions, open the export menu, and choose Staff signup report. Awtomic emails you the file when it is ready. Subscriptions without an associate are listed as Unattributed.

Common setups

• Tasting room only: pin POS signup and POS card-on-file, and turn on Required. Every POS signup is then credited.
• Tasting room and phone orders: also pin Admin create subscription and Admin card-on-file.
• Event or QR sign-up forms: pin Sign up form, then decide per form whether staff must choose an associate.