The Benefits of Having a WarmlyYours Online Account

Hello and thank you for joining today's webinar, the Perks of Having a WarmlyYours Online Account, hosted by WarmlyYours radiant heating. I'm your moderator, Scott Rosenbaum, and I'm going to take the next 15 minutes or so to walk through the features of our online account portal and discuss how you can use it to your advantage. Before we dive into the presentation, I'd like to mention that if you have any questions throughout the webinar, you can submit them at any time by clicking on the Questions and Answers button located in the top left corner of your screen. I'll answer these questions at the end of the webinar.

In today's day and age, technology has come a long way. While we can't teleport or drive a flying car just yet, we can pay for retail purchases with the wave of a smartphone and park a car without even touching the wheel, gas, or brake. These technological breakthroughs offer a level of convenience that the world has never seen before. For a business, this level of convenience is something that should always be kept in mind when developing new products, adding services, or launching a website. That's why WarmlyYours offers a variety of products that feature easy installation, services that add value and simplicity to the buying and installation process, such as 24/7 tech support, and a website that provides transparency to customers by allowing them to create and manage an online account.

For the purposes of this webinar, we're going to focus on the WarmlyYours online account. Our online account feature puts all of your account information in one easily accessible place. If you have an internet connection, you can find answers to most of your questions simply by logging into www.warmlyyours.com. Our online account allows you to edit your billing and shipping addresses, view your past and present orders and projects, view your current discounts, create a new project, and even make a purchase. According to Forrester Research, online sales in the United States are forecast to grow 57% by 2018. This data shows that convenience is a valuable offering for consumers, and that's what we aim to bring to our customers with online accounts.

To determine how important convenience is to you, let's take a quick poll. How do you prefer to purchase products for your business? You can choose from options such as using a computer online, online using a smartphone or tablet, over the phone, or in person. We'll give you a couple of minutes to add your responses, and then we'll take a look at the results. The numbers show that about 67% prefer to purchase online using a computer, while 11% prefer a smartphone or tablet, 22% over the phone, and 0% in person. It appears that many of you are already using a computer to place orders online, and for those who haven't yet, this information will be very helpful.

To gain access to your online account, conveniently located on www.warmlyyours.com, all you need to do is register by clicking the sign in/register button in the top right corner of our website. Once you've signed up, a WarmlyYours representative will verify your trade or buying group status and link your customer record to your new account within 24 to 48 hours. Alternatively, a WarmlyYours team member can send you an invitation to create an online account, in which case your discount and account details will be immediately linked to your online account.

Now, let's sort through the information you'll find in your online account section by section. In the login information section, you can change your password, log in as a different user, and authenticate your social media accounts. By authenticating your social media accounts, you'll have multiple ways to log into your online account, adding another layer of convenience. Under the Account Users section, you'll be able to view and manage all of the account sub-users within your store. You can also invite other sales representatives or employees from your store to create their own sub-user login, allowing them to quote and order directly from the store's online account.

Each sub-user will need their own unique email address to create an account. You can assign various roles to sub-users, such as sales representative, sales manager, accounting rep, and administrator. Administrators are super users who have the ability to see and do everything that the main store login can see or do. If you're logged in under the store's main account or as an administrator, you'll be able to view all of the store's purchases and projects, regardless of who they belong to. Additionally, you can create new users, update main account details, edit all user details, change roles or permissions for any users, and update all orders, projects, quotes, rooms, and services.

However, sub-users have more limited access. For instance, sales representatives can only view and update their own details, orders, projects, quotes, rooms, and services. Accounting representatives, on the other hand, have a unique role; while they can't edit other users' information, they can see all user details, orders, projects, quotes, rooms, and services, which is a valuable tool for an accounting rep. Your online account will also display your trade or buying group discount, which will be automatically applied to any online purchases you make. Additionally, any current promotions will auto-apply as well.

In the account address information section, you can manage and edit your billing and shipping addresses without needing to call a customer service representative during business hours. This eliminates the hassle of communicating your address over the phone, allowing you to ensure that the information you enter is error-free. When viewing your online account, you can also see all of the items currently in your shopping cart. From here, you can choose to purchase those items, shop for more items, or create a new project using our instant quote tool.

When creating a new project, you'll be asked to specify the type of product you're interested in, such as indoor floor heating, snow melting, roof and gutter de-icing, towel warmers, or radiant panels. You can then name your project and enter details, resulting in a quote that outlines the products you'll need and their costs. Remember, when you're logged into your account, your discount will be automatically applied. If you submit a floor plan for a floor heating project, we will follow up with a custom installation plan that you'll be able to access anytime under the project details on your account page.

At the bottom of your account page, you'll find all of your orders and projects. By viewing the order details, you can track your order using the UPS tracking number provided. You can also view the items you've purchased and see how much your discount saved you. In this section, you can download your invoices, which is particularly important for company accountants who need to retrieve invoices for any of the store's orders. You can also check whether an invoice has been paid or not on this page.

Below the recent orders, you'll find the store's recent projects, each featuring a unique project name. These names can be edited, and projects can be merged to keep everything organized. The goal is to avoid generic job numbers; instead, use descriptive titles that make it easy to identify the project. For example, instead of naming it "job four," consider calling it "the Jones job" or "the 4843 Smith Avenue job," which will make it clear to both you and us at WarmlyYours which job you're referencing.

When you click "View Project Details," you can see all the rooms and quotes for that project, as well as the original floor plan you submitted and the installation plan provided by WarmlyYours. If an installation plan wasn't provided or requested for one of the rooms within the project, you can request one directly from your online account by going into the room details and clicking "Request Free Installation Plan."

This covers the basic features of our online account, which gives you the convenience to update your account information, shop for products, and manage your orders and projects all from one place. Of course, if you have any questions about our products, installation, or your account, our experts are available by phone to assist you. For more information about using your online account or if you need help setting it up, please contact your account manager. If you don't know who your account manager is, feel free to reach out to us at 800-458-8008.

Now, I'd like to open the floor to any questions. Please feel free to submit a question using the Questions and Answers button in the top left corner of your screen. Let's bring in our IT expert, Eric Mumbauer, to assist us with the Q&A section. Hello Eric, are you there? Yes, I am. Can you hear me? I can hear you just fine. Thank you for joining us today.

The first question we have is whether you can choose any shipping method when placing an online order. Yes, you have options based on your location, which varies depending on whether you're in Canada or the United States. We limit the available carriers according to the region you are in.

We also have a couple of frequently asked questions that we thought would be beneficial to address. For example, what happens when a registered employee is no longer with the company? You can clean up your account as needed. If an employee leaves or moves to a different department, you can log in and either delete or deactivate that particular contact. If they have never placed an order or completed a project with us, you can completely delete the user. However, if they have any projects with us, we recommend deactivating the customer to retain their previous accounts, projects, or orders.

Another common question is how to revise a plan for an order that has already been placed. The best course of action is to contact the customer service department. They can guide you on whether you need to order new products based on your new design requirements. If there is a significant change in square footage or layout, it may require different products. It's also helpful to have the SO number ready for reference, as this will assist in locating your order details.

Additionally, can you cancel an order online, and if so, will your credit card not be charged? You cannot cancel an order online once it's confirmed, but you can call us to cancel it as long as you reach us before it ships out. Again, having your reference number or SO number will be beneficial. Even if the order has shipped, we can still cancel it, but we would need to process a Return Material Authorization (RMA) at that point, as payment processing may have already occurred.

Thank you, Eric, for addressing these important questions. Your expertise is greatly appreciated. I would like to thank everyone for tuning in and allowing us to share our business with you. We sincerely appreciate your time and hope to be in touch with you soon. Until then, stay warm and be radiant.