VISX School

Everything you need to know in order to efficiently run VISX Events

WATCH VIDEOS ON HOW TO USE VISX

Catalog & Orders

6 posts

Shoppable Video

8 posts

Video Best Practices

3 posts
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FREQUENTLY ASKED QUESTIONS

FAQ – VISX Live Shopping

What is VISX Live and how do I leverage it?

A live stream that you host in real-time, where shoppers can ask questions, share likes & buy directly within that experience. 

During a VISX live stream, you or your co-host can change products which are displayed in a checkout box that is integrated within your live stream. You or your co host can also respond to chats from shoppers by text or audio. Ultimately, you can encourage shoppers to buy on the spot! 

What is the recommended dimension for media content?

Welcome page image

  • Portrait: 1080 x 1350 pixels

Standby screen (image/video)

  • Portrait: 1080 x 1350 pixels

What is the recommended sizes for Standby video content?

There is no size limit, larger the files result in longer uploading time.

What do I need to do to prepare for running a VISX Live shopping event?

To prepare for a VISX Live shopping event, you need the following:

  • A list of products you would like to showcase
  • A list of target clients you would like to invite
  • A created VISX Live shopping event on VISX dashboard 
  • A mobile phone on a tripod for filming the shopping event, as well as a laptop or iPad to “showcase” products, read + respond to comments & view live event insights (like number of participants, outstanding $ bag value) 
  • Have the products close by for showcasing during the event
  • Practice and rehearse before the event!!

What does a VISX Live shopping event creation flow look like?

The flow is:

  1. Enter basic info of a VISX Live shopping event (title, time)
  2. Select products and edit inventory for the event
  3. Apply a special deal if applicable
  4. Organize the sequence of the selected products if you have a preference

Please note – you can always make changes to the VISX Live shopping event before it starts.

To start the event creation flow, you can click the “New VISX Event” button on the Overview page. Fill in basic information for your event. You can decide whether the event is public or private, and the status is interchangeable. Click “Create VISX Event”, the new event will be created on the overview page. 

Click “pencil” to enter the event management page.  At the event management page, you will be able to edit basic event information, upload landing page images, video, select products, edit inventory and price, and organize product sequences. 

What is the difference between a public event and a private event?

A public event is an event that anyone can access if they come across your event link. 

A private event is an event that people can access only if they have received an invite from the VISX dashboard and access the event using the same email they received the invite with. 

What does the RSVP feature do?

The RSVP feature allows your clients to “RSVP” to an event and be reminded 4 days, 24 hours, 1 hour and 10 minutes before the event starts. Reminder emails to your clients will come from no-reply@visx.live and will share a very simple message informing them the event is approaching.

If clients click on your event link and land on the welcome page more than 1 hour before the event starts, they can:

  • RSVP by entering their email, 
  • Add the event to their calendar (Google, Apple, Outlook or Office 365)
  • Share the event with friends and family

Clients who have RSVPed will be listed under “Invitation” – “RSVPed Shopper” in the Event Management tab.

If clients RSVPed and land on the welcome page within 1 hour before the event starts, their email will be prefilled, and they can enter a nickname, change their profile color and join the event to preview products in the carousel.

If a client has not RSVPed and lands on the welcome page within 1 hour before the event starts, they will need to fill in an email and nickname to join the event. The client will be able to share the event link with friends and family by clicking on the “Share” button.

Please note that RSVP feature is always on for live events.

How do I use the RSVP feature?

When an event is created, the event is by default a live stream event. Per the above, please note that the RSVP feature is always on for live events. 

To view whether an event is a live event:

  1. Enter the event management page by clicking  “pencil” next to the event name on “Overview” or “Events”. 
  2. Click the “Schedule” tab, and make sure the start time (date and time) of the event is correct and The “Live Event” is selected on the right corner at the bottom
  3. If you would like clients to enter the event to view selected products 1 hour before the event starts, check the box for “Preview allowed”

Clients who have RSVPed will be listed under “Invitation” – “RSVPed Shopper” in Event Management.

How do I share a VISX Live shopping event with my clients?

Each VISX Live shopping event created through VISX has a unique link that you can share with your clients. 

To find the link, click the “pencil” icon to access the event management page. Under the tab “Invitation”, you will find the event link stored in an email template. You can copy and paste this link anywhere you’d like: including on social media platforms, by text messages, email or on your website. You can also send out invitations through VISX by entering the client email address. You are able to adjust the greetings and signature, and if you are sending the invitation out to multiple clients, make sure to separate the email addresses with a comma and space. For example me@me.com, you@you.com

What is the Cover Image image? How do I upload or change it?

The landing page image is an image that introduces your event to the shopper. It’s an image that your clients will see when they click an event link before accessing an event. 

To add or change a landing page image of an event, 

  • Find the event on “Overview” or “Events”, 
  • Enter the event management page of the event by clicking “pencil” next to the event name
  • Under media, you can browse an image in the “landing page image” box and upload the image to set it as a landing page image

The preferred aspect ratio for the cover image is portrait (9:16)

What is the Standby image? How do I upload or change it?

Standby image is an image that your clients will see after they pass the landing page of a live stream event but before the event starts or after the event ends. It is recommended to include messages within the image. For example, “The event will start soon, thanks for your patience!” or “The event has ended, thanks for joining!” … to inform your clients. 

To add or change a standby image of an event, 

  • Find the event on “Overview” or “Events”, 
  • Enter the event management page of the event by clicking “pencil” next to the event name
  • Under media, you can browse an image in the “standby image” box and upload the image to set it as a standby image 

The preferred aspect ratio for the standby image is portrait (9:16)

What is the Standby video? How do I upload or change it?

The standby video is a video that your clients will see after they pass the landing page of an event. If it is a live stream event, the video will be automatically playing before the event starts and after the event ends. If you are making a Shoppable Video event, the standby video is where you will upload a pre-recorded video, which can then be made “shoppable” with VISX. This shoppable video will run 24/7 until you end the event.

To add or change a standby video of an event, 

  • Find the event on “Overview” or “Events”, 
  • Enter the event management page of the event by clicking “pencil”  next to the event name
  • Under media, you can browse an image in the “standby video” box and upload the image to set it as a standby video 

How do I add products to a VISX Live shopping event?

To add products to an event, 

  1. you need to enter the event management page by clicking  “pencil” next to the event name on “Overview” or “Events”. 
  2. Click the “product” tab and type the keyword of the product that is included in the product name in the search bar on the left side. 
  3. Click the checkbox of the product and tap “Add to Event”, you will be able to see the newly added product on the top of the right side. You can also view details of selected products such as images, colors and sizes by clicking “Show Details”. 
  4. Once a new product is added, make sure to confirm inventory, pricing and add it into the sequence.

Please click here to view how to adjust inventory

Please click here to view how to adjust pricing

Please click here to view how to manage product sequence

How do I delete a product from a VISX Live shopping event?

To delete products from an event, 

  1. Enter the event management page by clicking  “pencil” next to the event name on “Overview” or “Events”. 
  2. Click the “product” tab, find the product you intend to delete or type the keyword of the product in the search bar on the right side to locate it
  3. Click “trash can” to delete the product if you are on the simple view, click “remove product” to delete the product if you are on the detailed view. 

Once a product is deleted, it will disappear from inventory, pricing, sequence and co-host view.

How do I adjust inventory? How do I add more colors/sizes for a product?

Once there is a list of products added to an event, you will be able to adjust inventory including selecting colors, sizes and adjusting quantity. 

  1. Locate the product you need to adjust inventory for and click the product name. You can use the search function to find the product as well by entering a keyword of the item
  2. Select the SKUs of colors and sizes you would like to pick 
  3. Adjust the quantity
  4. Click “update inventory” button to save changes

What is the event price? How do I adjust it?

The event price is a special pricing you can offer your customers through a VISX Live Shopping event or a VISX Shoppable Video event. You are able to adjust the price at a product level or a SKU level for special cases. For example, if pricing varies for different colors of the same product.

To set an event price, 

  1. Enter the event management page by clicking on the “pencil” icon next to the event name on “Overview” or “Events” and click on the “Pricing” tab.
  2. If you are changing pricing with a percentage discount for product(s), 
    1. click the checkbox next to the product names 
    2. fill in the desired percentage discount in the textbox
    3. click “Apply discount”
    4. All SKUs of this product will be applied to the discount
  3. If you are changing pricing to a certain $ amount for product(s), 
    1. click the check box next to the product names
    2. Click the drop down arrow to select $
    3. Fill the amount in the textbox
    4. Click “Apply discount”
    5. All SKUs of this product will be this amount
  4. If you would like to change the pricing at the SKU level
    1. Click the number under SKUs to access the selected SKUs
    2. Adjust the price for SKUs accordingly
    3. Click “update SKU Prices” to save the changes

What is the Product Sequence? How do I use it?

The product sequence is how you would like the selected products to be presented in terms of sequence, such that you prefer to showcase a blouse before a pair of shoes. The Sequence tab allows you to organize products to preferred sequence before a VISX Live shopping event.

To set sequence for selected products:

  1. Enter the event management page by clicking  “pencil” next to the event name on “Overview” or “Events”. 
  2. Click on the “Sequence” tab
  3. Select the product you would like to give a sequence number
  4. Enter the matching sequence number in the small textbox and click “Add to Sequence” 
  5. The product being organized will show up on the right side

How do I go live and end a VISX Live shopping event?

Congratulations! You have made so much progress! 

To go live with a VISX Live shopping event, 

  1. we recommend you use a mobile device and to place the device on a tripod for stability purposes
  2. Log in to VISX on a mobile device
  3. Click on the “triangle” button next to the event name to access the Go Live page
  4. Click on on the “triangle” button to access preview
  5. Use two fingers to pinch the screen lightly to go back to the Go Live page
  6. Click the circle and triangle button to go live, the red On Air button indicates that the event is live

To end a VISX Live shopping event,

  1. Click the camera button to turn off the camera
  2. Click the circle and triangle button to end the event

Please note that your clients can continue making purchases after an event is ended until you stop the event, please click here to view how to stop an event.

How do I use the Co-Host feature?

Co-host feature enables a “Co-Host” to view & respond to chats, “push products” to shoppers, as well as view number of participants and relevant sales data.

  • Find the Co-host page in event management page
  • Products with sequence numbers are organized on the right side
    • Click “showcase” to push a product to your clients
    • You can search for a product by entering the keyword or sequence number of the product 
  • Chats from clients are shown in the middle section
    • If you are assisting a main host, you can type responses to questions from clients or read the questions to the main host
  • Names of the clients to attend the event will be on the list on the left side
    • Click “reload” to refresh the data
    • The number next to the shopping bag indicates the number of items a client has added into the the shopping bag  
    • The number next to the shopping bags with a checkmark indicates the number of items a client have purchased

Can my clients still make purchases after a VISX Live Shopping event?

Absolutely! Your clients will be able to continue shopping even though the event is ended. If you would like to prevent purchases after an event has ended, please go to the “schedule” tab and click “Stop Event”.

How do I see messages after a VISX Live shopping event?

  1. Enter the event management page by clicking the “pencil” next to the event name on “Overview” or “Events”. 
  2. Click “Messages” button to load the chat history of the event

How do I see orders for a VISX Live shopping event?

  1. Enter the event management page by clicking  “pencil” next to the event name on “Overview” or “Events”. 
  2. Click “Bags” button to load the data
    • Status “shopper payment completed” indicates that the client has completed the purchase
    • An empty status with a total amount indicated that the client has abandoned a shopping bag. Click the shopping bag to check what the client is interested in and follow up with email or phone call
    •   Find the client’s information at the right corner in the shopping bag wizard

What does it mean to stop an event under the “Schedule” tab?

If you stop an event under the “Schedule” tab, your clients can no longer access the event. However, you can always restart an event that has been stopped.

How can I delete a VISX Live shopping event?

  1. Find the event you would like to delete under “Event” tab in the sidebar
  2. Click the “trash can” button to delete the event

Please note that deleting an event will delete all shopper data, orders, and chat history associated with this event.

FAQ – Manage Catalog

How do I upload a new product?

Need to quickly upload a few products? Not a problem!

Make sure you have basic information about the products!

  • Product name
  • SKU number
  • Size
  • Color
  • Quantity

To upload a product

  1. Click the “Catalog” button on the sidebar
  2. Click “Products” tab and “New Product” button
  3. Fill product information and click “Add product”, the newly created product will be at the top
  4. To add SKUs for the product, click the “dot dot dot” icon and select “Add SKU”
  5. Fill the SKU information and click “Add SKU”

How do I add a color/size for an existing product?

  1. Click the “Catalog” button on the sidebar and click “Products” tab
  2. Enter keyword of the product you want to add colors/sizes to in the search bar, and find the product
  3. Click the “dot dot dot” icon and select “Add SKU”
  4. Fill the SKU information and click “Add SKU”

How do I attach an image for a product?

  1. Click the “Catalog” button on the sidebar and click “Products” tab
  2. Enter keyword of the product you want to add an image to in the search bat, and find the product
  3. Click the “image” icon and select the image you want to upload for the product
  4. Click “Upload image” to confirm the change

Can I delete a product?

  1. Click the “Catalog” button on the sidebar and click “Products” tab
  2. Enter keyword of the product you want to delete in the search bar, and find the product
  3. Click the “dot dot dot” icon and select “Delete Product”
  4. Click “Yes, delete Product” to confirm the change

Can I delete a SKU?

  1. Click on the “Catalog” button on the sidebar and click “Inventory” tab
  2. Enter keyword of the product you want to delete SKUs for in the search bar, and find the product, the SKUs of this product will be displayed below
  3. Check the box of the SKU you want to delete and click “DELETE SKUS”

FAQ – VISX Shoppable Video

What is VISX Shoppable Video and how do I leverage it?

A VISX Shoppable Video is a pre-recorded video that you make “Shoppable” using Omnyway’s VISX service. VISX Shoppable videos can operate 24/7, so shoppers can access them on their own time and buy directly within the experience. 

What do I need to prepare for making a VISX Shoppable Video?

To prepare for a VISX Shoppable Video, you need the following:

  • A list of products you would like to showcase
  • A list of target clients you would like to invite
  • A mobile phone placed on a tripod for filming the video
  • A created VISX Shoppable Video on VISX dashboard 
  • Attach the video to the VISX Shoppable Video
  • Distribute the VISX Shoppable Video to your clients

What does a basic VISX Shoppable Video creation flow look like?

The flow is:

  1. Enter basic info of a VISX Shoppable Video on VISX dashboard (title, time)
  2. Attach the pre-recorded video to the VISX Shoppable Video
  3. Select products and edit inventory for the Shoppable Video
  4. Apply a special deal if applicable
  5. Send the unique VISX Shoppable Video to clients!

Please note – you can always make changes to the VISX Shoppable Video.

To start the VISX Shoppable Video creation flow

  1. Click the “New VISX Event” button on the Overview page. Fill in basic information for your event. You can decide whether the event is public or private, and the status is interchangeable (click here to view the difference between a private and a public event). 
  2. Click “Create VISX Event”, the new event will be created on the overview page. 
  3. Click “pencil” to enter the event management page.  At the event management page, you will be able to edit basic event information, upload landing page images, video, select products, edit inventory and price, and organize product sequences. 
  4. Make sure to select “Shoppable Video Event” under the “Schedule” tab and save the changes

Click here to view how to add products to an event

Click here to view how to adjust inventory

Click here to view how to edit event price

Click here to view how to organize product sequence

Where do I upload my video content?

  1. Enter the event management page by clicking on the pencil button next to the event name on the “Overview” page or “Event” page
  2. Click on the “Media” tab
  3. Browse the video you would like to upload for the VISX Shoppable Video, and confirm submitting

The video you uploaded will start playing repeatedly on the client view 24/7 unless you stop it.

How do I share a VISX Shoppable Video with my clients?

Each VISX Shoppable Video event created through VISX has a unique link that you can share with your clients. 

To find the link, click the “pencil” icon to access the event management page. Under the tab “Invitation”, you will find the event link stored in an email template. You can copy and paste this link anywhere you’d like: including on social media platforms, by text messages, by email or on your website. You can also send out invitations through VISX by entering the client email address. You are able to adjust the greetings and signature, and if you are sending the invitation out to multiple clients, make sure to separate the email addresses with a comma and space. For example me@me.com, you@you.com

What is the difference between a public event and a private event?

A public event is an event that anyone can access if they come across your event link. 

A private event is an event that people can access only if they have received an invite from the VISX dashboard and access the event using the same email they received the invite with. 

How do I add products to a VISX Shoppable Video?

To add products to an event, 

  1. you need to enter the event management page by clicking  “pencil” next to the event name on “Overview” or “Events”. 
  2. Click the “product” tab and type the keyword of the product that is included in the product name in the search bar on the left side. 
  3. Click the checkbox of the product and tap “Add to Event”, you will be able to see the newly added product on the top of the right side. You can also view details of selected products such as images, colors and sizes by clicking “Show Details”. 
  4. Once a new product is added, make sure to confirm inventory, pricing and add it into the sequence.

Please click here to view how to adjust inventory

Please click here to view how to adjust pricing

Please click here to view how to manage product sequence

How do I delete a product from a VISX Shoppable Video?

To delete products from an event, 

  1. Enter the event management page by clicking  “pencil” next to the event name on “Overview” or “Events”. 
  2. Click the “product” tab, find the product you intend to delete or type the keyword of the product in the search bar on the right side to locate it
  3. Click “trash can” to delete the product if you are on the simple view, click “remove product” to delete the product if you are on the detailed view. 

Once a product is deleted, it will disappear from inventory, pricing, sequence and co-host view.

How do I adjust inventory? How do I add more colors/sizes for a product?

Once there is a list of products added to an event, you will be able to adjust inventory including selecting colors, sizes and adjusting quantity. 

  1. Locate the product you need to adjust inventory for and click the product name. You can use the search function to find the product as well by entering a keyword of the item
  2. Select the SKUs of colors and sizes you would like to pick 
  3. Adjust the quantity
  4. Click “update inventory” button to save changes

What is sequence? How do I use it?

The product sequence is how you would like the selected products to be presented in terms of sequence, such that you prefer to showcase a blouse before a pair of shoes. The Sequence tab allows you to organize products to preferred sequence before a VISX Live shopping event.

To set sequence for selected products:

  1. Enter the event management page by clicking  “pencil” next to the event name on “Overview” or “Events”. 
  2. Click on the “Sequence” tab
  3. Select the product you would like to give a sequence number
  4. Enter the matching sequence number in the small textbox and click “Add to Sequence” 
  5. The product being organized will show up on the right side

Where can I see messages coming from shoppers?

  1. Enter the event management page by clicking on the pencil button next to the event name on the “Overview” page or “Event” page
  2. Click on the “message” button
  3. Messages from your clients will be displayed there with their names and emails

Can I stop a VISX Shoppable Video and what does it mean to my clients?

If you would like to stop your clients from accessing and purchasing in a VISX Shoppable Video, you can certainly stop the event! 

  1. Enter the event management page by clicking on the pencil button next to the event name on the “Overview” page or “Event” page
  2. Click on the “Schedule” tab and “Stop Event” button
  3. Once you confirm stopping an event, your clients can no longer access the event link

Please note that you can always restart a stopped event!

How can I delete a VISX Shoppable Video

  1. Find the event you would like to delete under “Event” tab in the sidebar
  2. Click the “trash can” button to delete the event

Please note that deleting an event will delete all shopper data, orders, and chat history associated with this event.

FAQ – Complete An Order

Where do I check orders after an event?

There are two ways to view orders of a specific event:

  1. In the event management page
    1. Enter the event management page by clicking on the pencil button next to the event name on the “Overview” page or “Event” page
    2. Click on the “Bags” tab to load all bags of this event
    3. The status of “shopper-payment-completed” indicates a successful purchased made by your clients
  2. In “Orders” overview page
    1. Click the “Orders” tab on the sidebar
    2. Select “Event” and the event name to filter all orders of a specific event
    3. The status of “shopper-payment-completed” indicates a successful purchase made by your clients

What does the payment status mean?

Payment status is the status of a transaction. There are 6 types a status:

  • Shopper-payment-completed: the client has completed purchase on his/her end
  • Retailer-ready-to-swipe: the exact amount of a specific transaction has been loaded to an Omnyway merchant card you have selected, please swipe the merchant card on your POS to complete the transaction
  • Retailer-payment-initiated: (for paypal no card swipe?)
  • Payment-completed: the payment of an order has been completed
  • Refund-initiated: the refund process of an order has been initiated
  • Refund-completed: the refund process of an order has been completed

How do I use the Omnyway Merchant card?

The Omnyway Merchant Card is used to complete VISX orders. This merchant card is a credit card that has no value until you value it in the VISX dashboard.  

How do I fulfill an order?

To fulfill an order with Omnyway merchant card, you will need 

  • VISX dashboard
  • Omnyway merchant card
  • POS machine

The flow is:

  1. Check the detail of an order by clicking on the shopping bag icon
    1. Items purchased
    2. Shipping method
    3. Client information
  2. Ring the item(s) up on your POS
  3. Close the shopping bag window, click the bank card icon next to it
  4. Select an Omnyway merchant card you would like to use to complete this transaction
  5. Adjust the tax in the textbox according to the tax amount on your POS 
  6. Adjust the shipping fee if needed
  7. Check the box for “Total matched amount on Register” if the Total in the gray bar matches the total amount due on your POS
  8. Click initiate payment
  9. Once the message “Please swipe card” pops up, swipe the selected Omnyway merchant card on your POS
  10. The payment status will change to “Payment-completed”

 

Where can I adjust tax and shipping rates?

Find the order you would like to adjust tax and shipping rate for, click on the bank card icon, and you will be able to adjust tax and shipping rates in the textboxes accordingly.

How do I know which Omnyway merchant card I initiated payment to?

Forgot which card you initiated payment to? We got you! 

  • Find the order you were working on with filtering the payment status, select “retailer-ready-to-swipe”
  • Click on the bank card icon of the order
  • You will see the card number of the Omnyway merchant card you initiated this payment to
  • Ring the item(s) up again on your POS if needed and swipe the selected card to complete the transaction

How do I refund a client?

We will help you with this! 

  • Refund the sale to the original tender, in this case, it is the Omnyway merchant card you select for completing this transaction 
  • Provide us with client name and email address and the total amount you have refunded, we will make sure to refund to the client’s original payment method