After you complete a purchase within the DashClicks fulfillment store, you can expect the following events to occur.
Note - This applies to all fulfillment services EXCEPT the self-service Listings add-on. You can scroll further down in this article to learn more about that process.
What Happens After You Purchase a Service
After finalizing payment, our system will automatically send two completely white-labeled notifications to your client directly.
Note - These notifications are sent to the person's contact email, NOT the business contact email. This is the contact you selected when first adding the service to your cart as pictured below.
If you do not have a person in your contacts, you must click the + icon to add one.
The first notification will be in regard to their service onboarding. This message goes to the client's email and will look exactly like the image pictured below.
The client will click on Complete Form Request and follow the prompts to provide the necessary information for that fulfillment service to begin. The button will open a tab in their browser with the appropriate prompts for them to fill out.
Note - Once a form request is complete, you cannot go back to revise it. Please ensure that information is complete and accurate before finalizing.The second notification will be a new DashClicks account invite. The white-labeled invitation will arrive in their email and look exactly like the image pictured below.
The client must click the button to accept the invitation and set up their free DashClicks account. Their account will utilize your personal business branding and will never feature any information about DashClicks at any time.
They will need to create the password for their account. Their username will be the email address we have on file. This can be seen in the email as shown in the photo above.Within 24 hours of purchasing the fulfillment service for the client, you will receive your own email notification that will look exactly like the image pictured below.
This will grant you immediate access to a dedicated Slack channel for your company. When you arrive, a Client Success Manager will be waiting to welcome you to your new service and will serve as your primary point of contact.
This Slack channel is where we will carry out all communications regarding the fulfillment service for your client. Be advised: notifications are only sent out to you, the agency owner. Clients are not allowed inside of the Slack channel at any time.
Note - Slack invites are sent out during business hours. If you purchase a fulfillment service on the weekend, our team will ensure your invite is sent as soon as possible during the next business day.
The business hours for the DashClicks fulfillment team are:
Monday - Friday
9 AM - 5:30 PM EST
What Happens After Purchasing Listings
Because Listings is a self-service subscription, the process following the purchase changes slightly.
The primary differences are:
Your client will not receive an onboarding email notification. We do not require any onboarding information as our team will not be fulfilling any service for you or your client.
You will not receive a Slack invitation to your personal account email
However, we will still send a new account invitation to your client's email that you have on file.
Upon processing your payment, our system will automatically send a completely white-labeled account invitation to the client. This email will look exactly as it is pictured below.
The client must click the button to accept the invitation and set up their free DashClicks account. Their account will utilize your personal business branding and will never feature any information about DashClicks at any time.
They will need to create the password for their account. Their username will be the email address we have on file. This can be seen in the email as shown in the photo above.
After you purchase the Listings subscription and the client creates their free account, you can then begin using this new add-on feature via the Analytics app. You can learn more about this process here.
What Happens If I Purchase Multiple Subscriptions for Multiple Clients?
In the event that you purchase multiple fulfillment services simultaneously for multiple clients, the process will carry out exactly as described above for a single client.
After your payment is finalized, you can expect the following to occur:
Each client will receive both a white-labeled onboarding document AND a white-labeled account invitation
You will receive multiple Slack invitations for each new client that you purchase a fulfillment service for. Each client will receive their own private channel for communications
There is an additional scenario that can occur if you purchase multiple fulfillment services for one client. In this example, you might purchase SEO, Facebook Ads, and Content all at once for one account.
In this scenario, the client will receive:
One onboarding/form request email for EACH fulfillment service (each service requires information to begin fulfillment)
One account creation invitation
Meanwhile, you will receive one Slack invitation as all services will be fulfilled for this one client. Your Client Success Manager will be able to communicate with you regarding all of your fulfillment services in this dedicated private channel.