Set Up Your Edelweiss360 Defaults and Preferences

You can find your Edelweiss360 Preferences here:


The first thing you’ll see is Email Template Settings. You’ll be able to add default settings to a number of common email fields, as well as a few that are somewhat unique to Edelweiss360.

These are defaults that can be overridden in any given campaign, but you can easily say that emails should come from the appropriate person at your store, and replies should go to the appropriate person. A default subject line can be added too. This is all in the service of making the actual generation of your email campaigns as quick and seamless as possible.

The next few selections cover default wording for the different possibilities for portions of an email, including the sections that display titles, events, and customized Collections.

You can have the “Buy” button under a title say More Info, or Learn More, or Buy Now or whatever you’d like. For titles that are not yet published, that button can say Preorder, Reserve Your Copy, etc.

The final section of the Email Template Settings section, shown below, allows you to add default header and footer images, as well as a default message:

The “Titles Link to Customer360” is an option in which the Buy and Preorder buttons in your email can take customers to the customer-facing portion of 360. This side of 360 isn’t fully functional yet — Details to come! Settings for what customers see in that tool can be set in the next set of options, the Customer App Settings:

The Customer App is a separate but integral part of the 360 tools, in which your customers can see upcoming events, browse your shelves (what’s actually on your shelves even), track their progress in your loyalty program, see staff picks and reviews, review titles on their own, select areas of interest, and much more. It looks great too! Here’s a peek:

The “app” (it’s a website now, with the strong possibility of becoming a native app in the future) will be branded to your store, of course, and you can choose what areas your customers can use. More soon!

The next settings you can adjust are your Contact/Address/Hours. Pretty self-explanatory, and incredibly important! You want to make it easy for your customers to be able to reach you if they want, and to know when you’re open!

This (pretty important) information will be added to your outgoing emails.  This is an example of how this will be presented:


The Links portion here is super important:


We can help you, initially, getting these links set up correctly, but you’ll mostly just want to use your website as your guide. We’ll continue to use the great Bookworm of Edwards for the examples here. Basically, you can go to your site and just view a title to see how your site lists titles. It will be/should be the same for all your titles (hopefully!). So, like in the example below, you’ll have a “base URL” to which you simply need to add the appropriate ISBN to get to a specific title’s page:

The addition of {sku} for titles will simply plug in the ISBN to that base URL to link to a specific title. So, the cover images in the Recommendations emails will link directly to the appropriate title on your own website, making it easy to buy. See details here to create your own title-specific Custom URL.

This is the same for your Events with the addition of {eventKey} to your “base URL” for your events page.

Add the URL’s for your Contact Us page, a good launching page for browsing of your website, and your Search page. You’ll just want to be sure that your customers aren’t clicking on dead links or landing somewhere unexpected, of course.

In the final settings section, Recommendation Defaults, you’ll want to simply make sure the Email selection is checked. The Phone and No Contact Info selections are there for future potential developments: