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SampleHQ

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Getting Started

  • What is revenue attribution?
  • Invite Team Members and Manage Roles in Sample HQ
  • Create and Set Up Your SampleHQ Account for Free Trial
  • What browsers and devices are supported?
  • Understanding SampleHQ Terms
  • How do I switch from trial to a paid plan?
  • How do I choose the right plan for my team?
  • How does the free trial work?

Samples

  • How to add, edit and delete sample categories?
  • What happens to samples when a category is deleted?
  • What are sample categories?
  • Can I rename, delete or rearrange sample fields?
  • Add And Edit Samples In SampleHQ
  • Configure Custom Sample Fields in Sample HQ
  • Bulk Import Samples Into Sample HQ Library
  • What kind of notifications will I receive in SampleHQ?
  • How do I export my sample data?
  • How do I know which samples were sent most often?

Sample Orders

  • How are samples orders processed and tracking numbers updated?
  • Create and Manage Samples Orders in SampleHQ
  • Can I import sample orders from another system?
  • What kind of notifications will I receive in SampleHQ?
  • How do I receive notifications about order updates?
  • How do I assign an order to a fulfillment user?
  • What are the order statuses and what do they mean?

Users & Permissions

  • How To Bulk Import Users To SampleHQ
  • Can I export a user list with roles and permissions?
  • Can I restrict access to certain customers or orders?
  • How do I transfer account ownership?
  • Invite Team Members and Manage Roles in Sample HQ
  • What roles exist in SampleHQ (Owner, Manager, Sales, Fulfillment)?

Settings & Customizations

  • Can I rename, delete or rearrange sample fields?
  • How do I configure email templates?
  • Configure Custom Sample Fields in Sample HQ

Account and Billing

  • Is there a limit on users or sample orders per plan?
  • What happens when my trial ends?
  • How do I cancel my subscription?
  • How do I upgrade or downgrade my plan?
  • How do I add or change a payment method?
  • What happens if my payment doesn’t go through?
  • How do I transfer account ownership?
  • How do I switch from trial to a paid plan?
View Categories
  • Support Center
  • Settings & Customizations
  • How do I configure email templates?

How do I configure email templates?

Email templates cannot be customized in SampleHQ at the moment.

You can only enable or disable all email notifications for all users in your workspace. We do not recommend turning off email notifications, since users rely on them to stay informed about new orders, status updates, and important activity in SampleHQ.

If you need assistance with notification settings or have feedback about email customization, feel free to contact us at [email protected].

Updated on November 14, 2025

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    • Solutions
      • Overview
      • For Sales Teams
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