To add occasions, first click on the ADMIN ICON on the top RIGHT of the screen.
Click on the TOOLS button on the top LEFT of the screen.
Select SYSTEM SET UP from the TOOLS drop down menu.
Select the GENERAL tab from the LEFT side of the system set up window.
Select MANAGE OCCASIONS, button from the general tab.
In the occasions window you will be able to set up your occasions for tracking. There is a list of occasions already pre-loaded for you but you can add more here.
To add a new occasion click on the NEW button.
Enter the occasion in the field under occasion.
Enter keywords in the field under keywords. The keywords will bind to your card messages based on matching terms and automatically set the occasion when placing an order.
Click on box next to ENABLE BINDING for your keywords to bind to the occasion you typed in.
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