Whether you are a rep, merchandiser, or sales leadership, creating Collections can be a powerful way to create suggested buys or highlight certain products in a catalog.  So being able to share with your dealers or other reps using these Collections is a great way to get them the information they need to make the right decisions for their territories.


There are two methods to sharing a Collection:


1. Copy Link (to your clipboard):


a. From the Collections dashboard, click the link icon at the far right of the collection.

 


b. From within the Collection, select 'Copy Link' from top-right clickdown Menu:


 


2. Share a Collection (directly from within Elastic B2B):


To Share a Collection with someone who uses Elastic either, open the Collection you'd like to share, click the Menu drop-down in the top right corner of the screen and select Share or from your Collections widget on the desktop open all of them and you will have a the Share option to the right of your Catalogs.





The 'Share with User' screen will open.


There are three types of users/accounts you can share with and can be changed using the tabs in the modal:

  • Rep - This list will include any reps that you share a rep group with. Filtering by account you can share with all reps under that account.
  • Internal (Marketing) - This list will include any internal customers that were created (via elastic admin) and also share a rep group with you. Filtering by account you can share with all users under that internal account.
  • Dealer - This will include any dealer users that have been created under the accounts your repID is assigned to. Filtering by account you can share with all users registered with that account number.

 A screenshot of a computer Description automatically generated 

Collection Email: customize your message to be included in the email along with featured products (images included).



Select who you'd like to share the catalog with and click 'Continue'.You will receive a confirmation on the screen that your catalog has been shared.


The linklogo will appear next to the catalog in the 'Collection' widget on your dashboard.