Samples & Follow Ups

Quickly track samples and receive follow-up reminders

AMI can easily track when you’ve given samples to your contacts for follow up.  

Logging a Sample in AMI

  1. Tap the Contacts tab at the bottom toolbar and search for the contact you’ve given a sample to.
  2. Tap the teal circle with the + sign at the bottom right corner 
  3. Tap Record Sample.
  4. Next, find the product you shared as a sample. You could even select a category of a product (for example, just "Glitter Design" or "Scent Bar") 
  5. Once you’ve selected the product or category, you can modify the date if necessary. AMI will automatically select today as a default.
  6. You will now see the shared sample in your contact's Activity Timeline. You can also see all samples you've ever shared in the Samples section in the Personal Dashboard tab. 

Following Up After Sharing a Sample

AMI will remind you to follow up with the customer to ask their experience with the sample, troubleshoot any issues or concerns they may have, and hopefully turn that sample into a sale. By default, the sample follow-up appears within 3 days of sharing the product. You can update both when a sample follow-up appears and the message sent to the contact who received the sample. 

You can update the template used to message contacts by following these steps: 

  1. View the To Dos tab
  2. Tap Settings at the top, right-hand corner
  3. Tap Edit templates
  4. Find the "Follow up on sample" row under the "Capture Additional Sales and New Customers" heading. Tap it 
  5. Adjust the text visible. Be mindful not to adjust the brackets ({ }) -- this allows AMI to fill-in the name of your contact and what they received, so you don't have to! 

You can update when you receive a sample follow-up reminder by following these steps:  

  1. View the To Dos tab
  2. Tap Settings at the top, right-hand corner
  3. Tap Edit To Do preferences 
  4. Tap "Follow up on a sample" under the "Capture Additional Sales and New Customers" heading 
  5. Adjust the timing from here 

Still need help? Contact Us Contact Us