Create Edelweiss360 Recommendations Using Collections

In Edelweiss, a Collection is a custom catalog. You can add basically whatever you like to a Collection and use it as you see fit, whether to share with customers, print out in-store flyers, share with your staff, etc. Details about using Collections in Edelweiss can be found here.

In Edelweiss360, you can use these custom Collections to create a targeted customized email with which a customer could actually place an order. The most likely use here would be to send a collection of titles to a school in preparation for a book fair, or to a corporate account, etc. to make it nice and easy for them to select titles to purchase from a curated list. That said, you can include a Collection for any customer(s).  The email they receive is branded to your store and serves as an easy, attractive list.

To make sure that your list comes through attractive and professional, you’ll want to be sure to add a cover image to your Collection.

See directions here.

In Edelweiss360, search for one of your Collections here:

Once you find one you’ll be able to then search for a specific customer, or for any customers you’ve Tagged.

If you’re looking to send this to a specific contact at a school, for example, simply search for them, however they’re listed in your POS system:

Once selected, you can confirm this by clicking “Add Pending Recommendation.” You can also add a tag to this customer if you like. For example, you could have an Elementary School Book Fairs tag and do this sort of thing for every elementary school contact you have in one fell swoop.

Once you choose to Add Pending Recommendation, this Collection will be added to the Queue for this customer. You can see what their email will look like by clicking here:

and then clicking on the name of the Customer:

In that customer detail page, you’ll be able to click the Preview button to see what their next email will look like.

The Collection will be presented as a link they can click:

That link will take them to a page that presents all the titles in the Collection, complete with the ability to view more information or to purchase.

Clicking “View” will open a side bar that provides more information about the title:

The Buy button will take your customer directly to that title’s page on your website, where they can purchase the title.