As a Haulix customer, there are three ways to grant promo access to your contacts.
1. At the top of the screen, hover over Email and select the New Campaign option. From there, follow the four-step process email invitation process. The recipient will receive an email with a direct link to their promos.
2. Click on Contacts option at the top of the screen and select one contact in the middle column by using the checkbox next to their name. In the right pane, click the blue Grant/Remove Promo Access button. Check the box next to one or more promos and Save.
3. Click on Promos option at the top of then 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.