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Browse guides, tutorials, and answers to get the most out of SampleHQ.
Getting Started
6 articlesSample Library
11 articles- Viewing All Samples
- Adding a New Sample
- Editing a Sample
- Managing Sample Categories
- Using Custom Fields on Samples
- Managing Custom Field Definitions
- Creating and Using Sample Kits
- Pairing Sample Kits with Letter Templates
Orders
10 articles- Viewing All Orders
- Creating a New Order
- Understanding Order Statuses
- Order Details Page
- Fulfilling an Order
- Exporting Orders to CSV
- Creating Letter Templates
- Using Letter Templates in Orders
CRM Integrations
8 articlesUsers and Roles
5 articlesWorkspace and Branding
4 articlesAccount and Billing
7 articlesShipping
9 articles- Connecting Shippo
- Comparing Carrier Rates
- Purchasing a Shipping Label
- Batch Shipping
- Tracking Shipments
- Address Validation
- Shipping Notifications
- Label Format Preferences
Attribution and Reporting
12 articles- Linking Deals to Orders
- Attribution Overview
- Assigning Attribution Values
- The Attribution Dashboard
- Team Attribution Report
- Rep Attribution Reports
- Deal Attribution Reports
- Customer Attribution Reports
Embeddable Forms
4 articlesAI Assistant
7 articlesNotifications
4 articlesData Import and ERP
8 articlesDashboard and Analytics
5 articlesNeed more help?
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