LumoSheet help
Every module, every screen, and a step-by-step walkthrough for each kind of campaign in both views. 14 articles, about 2.1 hours end to end. Start with What LumoSheet does or use the search box to jump to a question.
Start here
What the product does, who uses it, and how the screens are put together.
Running a campaign
Step-by-step walkthroughs for every kind of campaign.
- Create a standard campaign12 min readThe five-step wizard end to end, from naming the campaign to opening it, and where the other settings live.
- Intake forms and field types10 min readBuild the form suppliers fill in, every field type, why file fields are special, and how versioning works.
- Milestones and reminders11 min readThe deadline, dates that follow it, business days, reminder timing, and the send calendar.
- Suppliers, tags and access8 min readSupplier tags, brokers holding several brands, invitations, and how isolation is enforced.
- Collecting submissions9 min readThe online grid and the Excel round trip, validated the same way, plus what suppliers see.
- Received10 min readThe Received table, filters and saved views, accept and reject, and telling suppliers once.
For suppliers
What the other side of the invitation looks like.
Administration
Every module behind the admin navigation.
Reference
Things worth knowing once you are past the basics.
- Notifications, email and your calendar7 min readThe in-app inbox, what arrives by email, the daily summary, and subscribing your calendar to campaign dates.
- Tips and tricks8 min readShortcuts, habits and details that save real time, gathered from how the product is actually used.
- Troubleshooting8 min readWhat to check when a reminder did not arrive, a workbook was rejected, or a supplier cannot see a campaign.