READYCLOUD SUITE DEMO VIDEOS

Comprehensive video courses that will help you master the ReadyCloud Suite, including ReadyCloud CRM, ReadyShipper shipping software and ReadyReturns returns software. Each video has a corresponding how-to article – just click the blue title link above the video bullet points to access it.

ReadyCloud CRM Demos

Getting Started with ReadyCloud

  • Account creation
  • Signup process
  • Tips and tricks

How to Invite Team Members

  • Teams overview
  • Key features and functions
  • How to invite members

How to Connect Sales Channels

  • Adding your sales channels
  • Connecting accounts
  • Add multiple sales channels

How to Use Action Alerts

  • Understanding Action Alerts
  • Creating triggers and alerts
  • Modifying alerts

How to Setup ReadyShipper

  • Download and installation
  • Setting up your account
  • Tips and tricks

Adding ReadyReturns to ReadyCloud

  • Setting up ReadyReturns
  • Connecting ReadyReturns to ReadyCloud
  • Tips and tricks

How to Use Square to ReadyCloud

  • Accessing Square in ReadyCloud
  • Using filters
  • Processing transactions

How to Setup Order Views

  • Overview of Order Views
  • Creating new views
  • Modifications

Zapier Demos

An Action is an Event a Zap performs after it is Triggered. For example, if you want to create a new Contact in ReadyCloud CRM, each time a new Contact is created in Google Contacts, the action is “Create Contact.” A Trigger is an Event that starts a Zap. For example, if you want to create a new Contact in Google Contacts, each time a new Contact is created in ReadyCloud CRM, the Trigger is “New Contact.”

How to Create Your Zapier Account

  • Creating a Zapier account
  • Connecting ReadyCloud
  • Getting started

How to Create a Contact

  • Creating a contact Zapier
  • Sending contact info to ReadyCloud
  • Testing sync

How to Create a Contact Note

  • Accessing Zapier
  • Creating contact notes
  • Sending Zaps to ReadyCloud

How to Create a Member Event

  • Accessing Zapier
  • Creating member events
  • Sending Zaps to ReadyCloud

How to Trigger an Order Zap

  • Accessing Zapier
  • Creating trigger Zaps
  • Sending Zaps to ReadyCloud

How to Create New Contact Trigger

  • Accessing Zapier
  • Creating Contact Triggers
  • Sending Zaps to ReadyCloud

How to Create a Contact Note Trigger

  • Accessing Zapier
  • Creating Contact Note Triggers
  • Sending Zaps to ReadyCloud

How to Create New Member Event

  • Accessing Zapier
  • Creating New Member Event Triggers
  • Sending Zaps to ReadyCloud

How to Create New Order Trigger

  • Accessing Zapier
  • Creating orders
  • Sending Zaps to ReadyCloud

ReadyShipper X Demos

How to Use ReadyShipper

  • Signing in to ReadyCloud
  • Connecting shipper accounts
  • Importing and shipping orders

How to Use Shipping Genie

  • Understanding Shipping Genie
  • Using Shipping Genie
  • Tips and tricks

How to Use the Ship Type Converter

  • Understanding the Ship Type Converter
  • Using the Ship Type Converter
  • Tips and tricks

How to Use Multiple Boxes

  • Setting up multiple boxes
  • Modification and edits
  • Shipping

Right-Click Returns

  • Using returns in ReadyShipper
  • Right-click returns
  • Tips and tricks

How to Void an Order

  • Voiding orders
  • Updating ReadyShipper
  • Tips and tricks

Manually Creating Shipping Labels

  • How to manually create a shipping label
  • Printing shipping labels
  • Tips and tricks

How to Use Order Views Pt: 1

  • Overview of Order Views
  • Using Order Views
  • Tips and tricks

How to Use Order Views Pt: 2

  • Overview of Order Views
  • Using Order Views
  • Tips and tricks

Using Keyed (ODBC/CSV) Imports

  • Setting up import
  • Using keyed imports
  • Tips and tricks

How to Update in Batch

  • Accessing your batch
  • Updating in batch
  • Tips and tricks

How to Import Products with Autofill

  • Importing products
  • Setting up autofill
  • Tips and tricks

ReadyReturns Demos

How to Setup ReadyReturns

  • Accessing settings
  • Setting up ReadyReturns
  • Saving settings

Setting up Logo and Theme

  • Accessing settings
  • Adding your logo
  • Setting up a theme

Setting up Return Reasons

  • Accessing the My Reasons section
  • Creating a Reason Group
  • Adding and testing Return Reasons

Setting Up Weight-Based Rules

  • Accessing settings
  • Creating weight-based rules
  • Tips and tricks

Using the Customer Service Module

  • Accessing Customer Service module
  • Using the RMA widget
  • Creating a return slip

How to Add Warehouses

  • Accessing settings
  • Adding a warehouse
  • Modifications and edits

How to Connect Square POS

  • Accessing settings
  • Connecting Square POS
  • Tips and tricks

Creating Final Sale Rule

  • Accessing settings
  • Creating finale sale rule
  • Tips and tricks

Creating International Rules

  • Accessing settings
  • Creating international rules
  • Tips and tricks

Square POS Demos

SquareUp Store (2:34 Min)

  • Connecting Square
  • Tips and tricks

Details & Filters (1:19 Min)

  • Square Filters
  • Order Details

Multiple Accounts (0:40 Min)

  • Add Second Account
  • Square POS