If the correct settings are set up in your veg box products our system will automatically swap out any dislikes that are due to be in a customer's veg box order. We call this an ‘auto swap’. This takes place when you publish your box contents for the week ahead.
The customer can select either individual products or product groups depending on what you have set up in your admin.
Every single item product in your GG system that is set as ‘Available in boxes’ will be available for your customers to either select as a like (thumbs up) or dislike (thumbs down).
How does a customer notify us of their preferences?
When a customer is logged into their account they can select their preferences on the ‘Dislikes’ page which is found in the customer account menu.
The customer will land on the ‘Manage your dislikes’ page.
At the top are ‘Preference Groups’ shown as Roots, Cabbages, Onion Family etc. Preference groups have multiple products added within them. This is explained later in this guide.
The customer can select the whole preference group either as a like (thumbs up) or dislike (thumbs down).
Or select an item from ‘All products’ which lists every product individually.
As you can see here in the Cabbages product group the thumbs down was selected on Cabbages which results in all of the products in that group being selected as a dislike.
For the customer to see all of the products available to select as a preference, they should click on the down arrow to reveal the ‘all products’ list. This will provide the customer with the full list of products including what is already in product groups.
You can also search for products to add as a preference using the search bar located at the top of the ‘all products’ list.
For the automated swaps to work against a veg box product ‘Allow swaps’ must be selected under box options in the veg box product itself.
A number must also be added to the ‘Number of swaps allowed’. It is up to you how many you want to allow the customer to make.
How do I set up preference groups?
You can create preference groups here and then attach products to a certain group. This means a customer who has a particular aversion for one particular type of fruit or veg can easily choose items in that group rather than having to choose from the long list under ‘all products’.
For example, you can add every member of the Onion family to one group. The customer will then be able to select the whole group or certain products within the group depending on their preference.
To set up a preference group go to settings/product then click on ‘Preference groups’. This will show the groups already created. You can also remove any from this page if you wish. Click ‘Add group’.
To add a product to a particular preference group, find the product you want to add to a group in ‘manage products’. In the field ‘customer preference groups’ you will be able to search from the drop-down list which group you want to attach the product to. Then select the product by clicking on it.
How creating new products and dislike groups works
When adding a new product to your system which is also added to a preference group this will not be automatically added as a dislike if a customer has disliked the whole of the group.
Reasons for this include customers being able to set different preferences within a group liking some and disliking others within the dislike group. For example a customer may dislike all but one variety of potato and would like the one they do like included in their veg boxes.
Customers should be able to see box contents in advance of their order in their basket reminder email and their basket meaning they will then be able to manually swap and add dislike in their preference list for future orders.
If you would like to add to customers preferences manually after adding a new product you can check customer dislikes in fulfilment > packing > full week > export packing sheets in a previous week’s orders noting the relevant dislike. Then go to the customer’s account and add the preference under ‘preferences’.
How does the auto-swap feature work?
When weekly box menus are published online, the system will make automatic swaps based on the price of the product, the amount of stock available for the product and the customer's preferences.
You can check the swaps that have been chosen by the system at live-baskets>swaps shortly after the menus have been published. If you are allowing customers to make their own swaps, it’s important if you want to check, to do this straight away as you can’t differentiate between swaps the system has made and the customer has made.
You can change the chosen swap if you wish by clicking view next to the swap you want to change and then editing the basket contents on the right-hand side, clearing the swap that’s already been made and adding a new item.