Manage Occasions

• To manage 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 PRODUCTS tab from the LEFT side of the system set up window. 
• Select 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.
• When complete, click SAVE.

• To edit an occasion - select the occasion and then edit it (add keywords, etc.)
• When edits are complete, click SAVE.