Granting Promo Access Tips | Haulix Help

Granting Promo Access Tips

As a Haulix customer, there are three ways to grant promo access to your contacts.

1. Click on Invitations -> Send Invitations and go through the email invitation process. The recipient will receive an email with a direct link to their promos.

2. Click on Contacts and select one contact in the middle column. In the right pane, click Promo Permissions. Check the box next to one or more promos and Save.

3. **NEW** Click on Promos and select a promo in the left column. In the upper right corner, click Grant Access. In the popup window, select one or more groups of contacts and confirm by clicking the Yes, grant access button.

Tip: Option 2 and 3 are excellent if you prefer to email and notify your contacts with your email client of choice (MailChimp, Gmail, etc.).  If a contact needs login access to their promos, they can request an access link from the Haulix homepage -> Promo Access.

You can also copy and paste the link into your emails.

Regardless of what option you use to grant access, contacts can always navigate to their My Promos screen to discover new promos that are available.