How to: add multiple contacts to a delivery address
Each each can have up to 3 contacts for a drop-off address. All 3 contacts can be optin in for receiving tracking communications via mobile or email. There are 3 ways to manage it when adding the new jobs.
Option 1: add a single job
When you book a sign job, the easiest is to use the portal to add a job by following the steps. When you get to the "Drop off" step, you can click on the "Add contact" button to add more contacts. Click the "Remove" button to remove it.
Option 2: add multiple jobs via spreadsheet
If you have mutiple jobs to book, the easiest way is to use the "Bulk upload" feature via a spreadsheet. Click here to download the spreadsheet template.
To have multiple contacts for a single job via the spreadsheet upload, you just need to add an additional directly below the full job row with only "Contact", "Phone", "Send SMS" and "Email" columns filled. See below example.
Option 3: add a job via Shopping Cart plugin
Please note, this feature is supported with Shopify integraton ONLY at this stage.
Each Shopify order has a "Shipping address" and a "Billing address". The "Shipping address" is the default address and contact informaton getting synced across. When the contact details in the "Billing address" is identified to be different to the "Shipping address", it will be synced across as the secondary contact of the order.
How to check and update contact details
All contact details will be displayed on the job details popup page. If you wish to make an update, you only need to click the "Update address" button on the bottom of that popup.