User Guide
Overview
This guide walks through and explains each area of ALZ Shop for the Cause. The navigation pane on the right will allow quick movement to specific sections of this guide.
Logging In
To log-in to the Association view of the Shop site, users should refer to their internal ALZ Intranet.
For customer support, email alzsupport@visionps.com or call us at 866-662-2948.
Home Page
The navigation bar across the top of the home page provides one-click access to the home page through the Shop for the Cause logo, a simple item search, access to the user profile, user support, and the user’s cart. The lower section of the home-page provides clickable links to each of the categories in the Alzheimer’s catalog.
The body of the homepage contains quick access tiles to each of the main shop catalogs.
Shop & Explore
Locating Details
Products can be sorted according to user preference using the drop-down located under the catalog title. The left-hand navigation menu allows for both quick searching within the category, as well as robust filtering that can be used to drill-down by campaign or product type.
The user can access item details by clicking on an individual item, or add items directly to the cart. Quantities can be updated directly in the cart.
Product Details
Clicking on an item's image or name provides detailed information about the product, and allows the user to select a specific quantity and add the item to their cart. The breadcrumb links at the top of the page allow for easy navigation back through the category structure, and the “Wishlist” button allows an item to be added to the Wishlist section of the user’s profile for easy access at a later date or time.
If you have chosen a customizable item, the details section will include drop-downs and free-form fields which allow the user to customize the piece. The “more details” tab at the bottom of the page provides the user with additional information regarding the item.
*Note: personalized items must be previewed prior to adding them to the cart.
Some items are sold in packs instead of by unit. When this is the case, it will be labeled clearly below the item number. When ordering these items, the user should manually enter the quantity of packs desired into the free-form field provided.
Shopping Cart
As the user shops, the shopping cart will be automatically updated, allowing for a streamlined view and easy access to check-out. A mini-shopping cart will appear on the left side of the screen while in category view, and a larger shopping cart can be accessed anytime using the button on the upper right corner of the site. Both carts can be used to update quantities, remove items, and proceed to checkout.
Checkout
Clicking the checkout button in the cart will launch the checkout process. The checkout screen will automatically default the user’s billing address from their profile. Should they desire to ship to a different address than originally entered, simply click the "edit" button and enter the alternate details.
Once address details are confirmed, the user will be able to select the appropriate ship method, verify their order, enter reference notes for the chapter, and complete the order.
Favorite Orders
The checkout screen also includes a favorite order section. By entering a description in the box provided, a user can save an order to their profile, thereby providing themselves with simple, one-click access to reorder the entire order again.
Order Confirmation
After the order has been placed, the ordering user will be sent a confirmation e-mail and a confirmation screen will appear. This screen provides a full synopsis of the order details as well as a reorder button in the top right, which allows a duplicate order to be immediately placed. The navigation bar at the top of the screen can be used to navigate back though the site.
Direct Mail/Postcards
When ordering a postcard, the user can choose to either send the order bulk, to a single location, or use a CSV data list to send the order to individual addresses. The radio buttons on the item's detail screen can be used to make this election. If bulk is chosen, the user will be prompted to enter a quantity for their order. In the case of Individual, the quantity box will be removed and the quantity will be defaulted at the time of checkout, based on the number of uploaded CSV records.
*Note: personalized items must be previewed prior to adding them to the cart.
When individual shipping is chosen for an item, a data list section will be added to the checkout screen. This section will provide the user the ability to upload a list for mailing. To upload a list, first download the sample layout, by clicking on the "Sample CSV File" button, and save the file to your computer.
The sample CSV contains 12 column headers. These columns are not all required, but all of the headers MUST be present upon upload. Once the appropriate data is filled in, upload it to the data-list repository by clicking the "Browse" button on the profile tab above, finding the appropriate list, and then clicking the "Upload" button to finalize the process. Once complete, the new list will appear in the file list.
After uploading, the user will be shown a confirmation message, and will be able to use the "Select" button to apply the list to the order.
After a list has been selected, the checkout page will refresh, showing the appropriate quantities and costs based on the amount of records in the chosen list. The list that is applied to the order will also be highlighted in green. To complete the order, simply choose a method of payment and proceed to the confirmation page.
Personal Orders by Staff
Chapter and home office staff wishing to place personal orders and receive the Alzheimer's rate will be able to do so through the public side of Shop (shop.alz.org). At checkout, enter the coupon code 2018B2BPRICEALZ for Association pricing.
My Profile
The My Profile page is designed to provide users a place to store and review information that is specific to their userID.
My Orders
The My Orders tab of the profile provides a quick view into the user’s most recent orders including status and tracking information wherever applicable. Each order is equipped with a “view order” button that will direct the user to the view order page where they can view the details of the order and/or use the reorder button to duplicate the order.
The user’s previously designated favorite orders also exist in the My Orders section, and can be reviewed and reordered.
Favorite Items
The Favorite Items tab contains all items the user has previously selected as “Favorites” and provides them a way to order them with their previous specifications with one click on “add to cart”. To add a new Favorite item, visit the item in the catalog, select the relevant details, and click the Favorite button.
Address Book
The Favorite Items tab contains all items the user has previously selected as “Favorites” and provides them a way to order them with their previous specifications with one click on “add to cart”. To add a new Favorite item, visit the item in the catalog, select the relevant details, and click the Favorite button.
Public Ordering
Should an Association User desire to place a personal order, a new account can be set-up under their personal email address on shop.alz.org. The public site will allow the user to place an order using their own credit card. Please contact a home office representative to obtain a coupon code that will afford ALZ employees special Association pricing.
