Assign staff to campaigns to analyze performance on PrintBase
With PrintBase, you can set role to your staff accounts to specific campaigns and get report about campaign's performance between staffs in analytics features. There are two types of staff accounts for PrintBase store owner to add: normal staff account and virtual staff account. In this article, we will guide you on how to assign staffs to campaigns to analyze performance on PrintBase in just a few steps.
A. Add staff account and their role to one campaign on PrintBase
B. Add virtual staff account and their role to one campaign on PrintBase
Please refer to this article to know how to add staff accounts to help manage your store.
Please refer to this article to know how to create new products with PrintBase.
When you edit campaign details, scroll down to Staff, choose the staff account in the second drop-down menu and enter the role (or department) in the first field.
Click Add staff to add new staff.
From your PrintBase admin site, go to Campaigns > All campaigns. Choose the campaign you want to add staff account.
To the right of the campaign information edit page, look for the Staff section where you select a staff account in the second drop-down menu and enter the role (or department) in the first field.
Click Save changes.
Virtual staff account is built to help merchants create an online staff account for team members who do not have access to store admin due to the limitation of inviting staff accounts on store but still need to calculate their productivity based on the campaign's profit. Therefore, this feature could allow merchants to be able to analyze performance of that staff when setting role for that Virtual staff account on specific campaign. The performance of that virtual account would be displayed on Analytics section as normal invited staff.
Team member who has virtual staff account could not login to owner store until they get invited by the owner via email. After creating a virtual staff account, you can attach this account and assign their roles to PrintBase campaigns as normal staff (referred to section A).
From your PrintBase admin site, go to Settings > Account.
Scroll down to Account and permissions section, in Virtual staff accounts, click Create virtual staff.
A new pop-up appears for you to enter staff name and their email, click Add.
From your PrintBase admin site, go to Campaigns > All campaigns. Choose the campaign you want to add staff.
To the right of the campaign edit page, look for the Staff section where you select Create virtual staff in the second drop-down menu.
A new pop-up appears for you to enter staff name and their email, click Add. Then, click Save changes.
Add and manage staff accounts on ShopBase
In this article
A. Add staff account and their role to one campaign on PrintBase
B. Add virtual staff account and their role to one campaign on PrintBase
A. Add staff account and their role to one campaign on PrintBase
Please refer to this article to know how to add staff accounts to help manage your store.
Add staff account when creating new campaign
Please refer to this article to know how to create new products with PrintBase.
When you edit campaign details, scroll down to Staff, choose the staff account in the second drop-down menu and enter the role (or department) in the first field.
Click Add staff to add new staff.
Add staff account to existing campaign
From your PrintBase admin site, go to Campaigns > All campaigns. Choose the campaign you want to add staff account.
To the right of the campaign information edit page, look for the Staff section where you select a staff account in the second drop-down menu and enter the role (or department) in the first field.
Click Save changes.
B. Add virtual staff account and their role to one campaign on PrintBase
Virtual staff account is built to help merchants create an online staff account for team members who do not have access to store admin due to the limitation of inviting staff accounts on store but still need to calculate their productivity based on the campaign's profit. Therefore, this feature could allow merchants to be able to analyze performance of that staff when setting role for that Virtual staff account on specific campaign. The performance of that virtual account would be displayed on Analytics section as normal invited staff.
Team member who has virtual staff account could not login to owner store until they get invited by the owner via email. After creating a virtual staff account, you can attach this account and assign their roles to PrintBase campaigns as normal staff (referred to section A).
Add Virtual staff account from Settings
From your PrintBase admin site, go to Settings > Account.
Scroll down to Account and permissions section, in Virtual staff accounts, click Create virtual staff.
A new pop-up appears for you to enter staff name and their email, click Add.
Add Virtual staff account from campaign edit page
From your PrintBase admin site, go to Campaigns > All campaigns. Choose the campaign you want to add staff.
To the right of the campaign edit page, look for the Staff section where you select Create virtual staff in the second drop-down menu.
A new pop-up appears for you to enter staff name and their email, click Add. Then, click Save changes.
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Add and manage staff accounts on ShopBase
Updated on: 31/08/2022
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