System Settings
Requirements For Credit Card Processing In BATS
In order to accept credit card payments from your customer you must have a merchant account. A merchant account allows you (the merchant) to process charges to customers' credit cards. BATS does not process credit card charges nor does it store any ...
How to Swap Templates on Email Sales Campaigns
This article walks you through the step-by-step instructions on how to swap templates on your email sales campaigns. If you prefer to watch a video demonstration on this process, please click HERE. If you need to change an email template that is ...
Enable VoIP calling from BATS (Mac OS)
BATS uses the built in Operating System (Windows/Mac) functionality to connect to your softphone application to make a call. You have to configure your OS to use the correct softphone application on your computer (Vonage, 8x8, RingCentral, etc). To ...
How to set up a new lead source
You will need to set up a new lead source in BATS for every lead provider or website that is sending leads to BATS system for your company. To do so, log into your BATS system and navigate to Setup > Sources. Click on "New" button, then enter a ...
Notifications based on Ship Date or First Available Pickup Date
As of 8/28/19 you can schedule automated Notifications to be sent from BATS based on Ship Date or First Available Pickup Date. These notifications will be sent once per day, around 11AM Eastern Time, when the date matches the number of days +/- the ...
Embed BATS lead form on your website
Instead of building your own lead form you can embed BATS lead form onto your website to collect leads and have the lead information submitted directly into your BATS account. To do this you have to add an "Inline Frame" (iframe) on your web page ...
List of merge codes for email templates
This is the list of available merge fields for email templates. Fields marked with * are available only when the opportunity is in Order status. Special Fields: Description: Opportunity Link Code: [opportunity_link] Description: Quote Link Code: ...
Update the "Dispatch" email in Central Dispatch
In order for BATS to receive order updates from Central Dispatch when Carriers mark orders as (accepted, picked up, etc.), the following setting must be updated on your Central Dispatch account. Please follow these steps to finish this configuration: ...
Enable VoIP calling from BATS (Windows OS)
BATS uses the built in Operating System (Windows/Mac) functionality to connect to your softphone application to make a call. You have to configure your OS to use the correct softphone application on your computer (Vonage, 8x8, RingCentral, etc). To ...
Integrating Authorize.Net with BATS
Obtain API Integration Keys If you already have Authorize.net API keys from previous deployment you can skip this step, otherwise follow instructions in this article to get your API Login ID and Transaction Key : ...
Update your SPF record to improve email deliverability from BATS
The most important setting that you can add to improve email deliverability is to add SPF record to your domain's DNS record. BATS uses SendGrid to send emails, therefore you should add SendGrid's domain to your SPF record. If you already have an SPF ...
User interface customization options in BATS
You can customize BATS interface to make it fit your style. Click on the "hamburger" menu in the top left corner of BATS page: Then scroll to the bottom of the list and click on "Settings" option. User Interface Settings menu will open: Click on ...
How to set up Shipper Portal (SPORT) to collect electronic signatures for your Orders
One of the most time saving features provided by BATS is the electronic document signing. Not only does BATS support electronic document signing for collecting original signatures for your Orders, it also provides for a Change Order process, where ...