Configuring J.M. Field Marketing

If you are working with J.M. Field Marketing, you can activate the automated fulfillment technology in your CRM at any time.

In order to do this you just need to go to Clients & Fulfillment > Fulfillment Providers and select J.M. Field Marketing from the drop down menu. Click on "Add Fulfillment Provider" and fill out the following parameters to configure J.M. Field Marketing:

  • Merchant ID – This will be provided to you by JM Field Marketing
  • Password –  This will be provided to you by JM Field Marketing
  • Delay Hours – Specify if you would like to delay our system from pushing the orders to your fulfillment center for an “X” amount of hours. This would allow you to review the orders before they get sent out to the fulfillment provider
  • Receive Tracking Numbers – Specify whether you would like to receive tracking numbers with your shipments or not
  • Alias – For internal purposes only to help you organize among multiple fulfillment profiles within your CRM

 

Once your fulfillment provider has been activated in your CRM, you must follow these requirements:

  • The product SKUs you use within Lime Light CRM must be the same SKUs you set up with J.M. Field Marketing
  • Set up your Shipping Codes within Lime Light CRM according to the shipping codes that JM Field Marketing uses for the shipping methods you will be working with

These two fields will help you prevent your shipments from getting rejected or delayed due to the product SKUs not matching or due to invalid shipping codes.

Once your fulfillment provider profile has been created, then you will go through your campaigns and assign the fulfillment provider to the corresponding campaign(s).



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