Knowledge Base Loyal Shops Punching - Auto & Manual Auto-Punching

            LuLaRoe ONLY - AutoPunch Setup with Gmail for LuLaRoe Specifically


            LOYALSHOPS SETUP

            1) Insure you have a Gmail email address.  If so, move on to Step 2, if not please go to Mail.Google.com and create one, then contact LuLaRoe Retail Success and move your Bless over to a Gmail Address.  It will not affect your customers (so business cards, etc do not need to be changed).  They have done this in around 1 business day recently.  

            2) Go to LoyalShops / Dashboards / AutoPunch Dashboard and insure AutoPunch is Enabled.

            3) The email address that receives your LuLaRoe customer receipts and the email you use to log into LoyalShops must be the same!  So please go to Settings / User Settings and change your email to match your LuLaRoe Gmail account if they do not match.  Save the settings, log out and log back into your account with the new email address if you had a to change it.  

            GMAIL SETUP

            If you want to watch a video tutorial walkthrough, click here: YouTube Video 

            Below is a step by step walkthrough with pictures.  Please complete this walkthrough with a PC or MAC and requires a Gmail account to be used that your receipts are being delivered to.  

            Here we will walk you through setting up Auto Forwarding of Consultant Consumer Emails with Gmail. 

             

            A) Login to your Gmail account, then choose the Gear (1) , Then Settings (2):



            B) Click on (3) Forwarding and POP/IMAP, then click on (4) "Add a forwarding address"



            C) Enter autopunch@loyalshops.com in the "Please enter a new forwarding address: box (5)

            D) Proceed with adding potential forwarding email address.  Click on Proceed (6) to accept autopunch@loyalshops.com as a potential forwarding address.   It may look like you may forward all your mail by choosing this option, but actually, these steps are just an authorization to forward mails once approved. It will still be disabled after this step is completed and you have full control over what is forwarded.


                                                         

            D) At this stage, LoyalShops get's an email from Google asking for our permission to allow you to forward mail to us. Your screen in the forwarding section will look like (7) below with verify autopunch@loyalshops.com.  There is nothing you need to do, except wait for an AutoPunch Forwarding Approved email from us.  Once we have, refresh your screen in the Pop/Imap Forwarding area, it will look like (8).  

            Under most situations, we will try and approve these within 30 minutes as this step is a manual process on the LoyalShops side, but hey, if it's the middle of the night, we have to sleep sometime and occasionally during the day, we may have some delays ;)   So give us up to 12 hours to approve auto-forwarding.  This approval process has to be approved, before continuing.  As soon as we approve, we will send you an Approved AutoPunch email stating so.  If you redo this procedure, then if we have previously approved, it's stopped and we have to approve with this new request.  So just one request please, then let us know in 12 hours if we haven't responded.  (when there is an issue here, sometimes, the customer typed the autopunch@loyalshops.com email address incorrectly).  


            Below is what the screen will look like once it's approved.  PLEASE INSURE "Disable forwarding" is set (8)!  If you choose Forward a copy of incoming mail, we will get all your mail and we do not want all your mail!  This step (Disable forwading) just enables the ability to forward mail, but doesn't forward any mail yet.  In the next few steps we will setup a filter to tell Gmail exactly what type of mail (your customer receipts) to forward as we only want to have you forward receipts.  You do not need a Confirmation Code, once we send you the approval email, we have already done the approval for you.



            E) Telling Gmail to Send just the Bless Receipts

            We now want to look at the Gmail Top Menu Options and click on "Filters and Blocked Addresses" (9).  


            Now, in the Filters menu,

            click on "Create a new filter" (10).



            F) To to the entry box "Has the words" (11) and type exactly "purchase receipt from lularoe"

            Just type it in lower case, double check your spelling for receipt and there is NO S on the end or purchase or receipt.  Please include the " " marks as well just like the picture has.  Then, click on the "Create filter with this search"  (12).  Also, please notice that the From, To, Subject and Doesn't have boxes are empty.


            G) We are in the home stretch!  Find the Forward it to: and click the Forward button and choose from the dropdown menu, autopunch@loyalshops.com (13).  Then, finally choose the "Create Filter" button (14).

             


            H) You should now see in the Filters Menu: Matches: Purchase receipt from LuLaRoe

                                                                                 Do this: Forward to autopunch@loyalshops.com   (15)

            If so, you are now setup to receive Auto Punches from Gmail - CONGRATS!!!

            If you run into issues, please look at these screens from top to bottom, when you find the first place where your screens do not look like yours, then send us an email and a description of the issue your encountering and we will help you.   We find that often in Step F, that customers put additional content in the From, To and Subject boxes.  That will cause the forwarding to fail.  

            The Top reasons AutoPunch setups fail are:

            1) Setting up the filter in your Personal Gmail account instead of your LuLaRoe Gmail account.  Make sure you can see Purchase Receipts in the mailbox you setup AutoPunch Forwarding.

            2) Having your LuLaRoe Gmail address be different than your LoyalShops email.  If they are different, AutoPunch will not work.  Go to LoyalShops Settings / User Settings, change your email to match, save, then log in again. 

            3) Spelling receipt wrong or putting an S at the end of receipt or purchase.

            4) If you started LuLaRoe and later changed your email address and AutoPunch isn't working, one thing to try is to go to the AutoPunch Dashboard, find the Troubleshooting area, click on it, then enter that original email address in the Secondary Email box.  Then click AutoPunch Dashboard button below to exit.  It will save and will now look for receipts under your login address and this secondary address.


            Thanks, 

            LoyalShops


            Updated: 11 Aug 2018 05:36 PM
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