When using Homeworks, upsells that require review before being sent to customers can be easily managed through the platform. Below is a step-by-step guide to help you locate and approve these upsells.
Overview of the Review Process
Upsells marked as "Review Required" need to be approved by an admin or manager before they are sent to customers. This ensures that all upsell content aligns with your business standards and goals.
Locating Pending Upsells
Navigate to Marketing the marketing tab in the side bar.
Select Upsells from the dropdown menu.
If an upsell requires review, a new tab will appear above the Upsells list. This tab is specifically for pending upsells that need approval.
Approving or Rejecting Upsells
View your pending upsells in the "Upsells for review" section.
Choose to either approve or reject the upsell based on your assessment.
By following these steps, you can ensure that all upsells meet your standards before they are sent to customers.