This how-to video + written guide will walk you through how to submit an offer to feature your product / service at an organization through their dedicated Recess page.
Step 1 - Using the url link provided by that organizer’s representative, navigate to their Recess homepage.
Step 2 - Once on their partner pro page, review the locations available and select the address you are interested in. Multiple venues can exist for each state listed.
Once you select a specific location you will be navigated to that location’s homepage. This page will present the calendar availability, services available, and venue information.
Step 3 - Select the activation type you are interested in and click Book Now! to start building your cart.
Step 4 - Enter Your Business Email
This will be the email address associated with your Recess account.
Step 5 - Select the Item Distribution Partnership Type
If you didn't make the partnership type selection on the listing details page shown in Step 3, you will need to select Item Distribution for your Partnership Type if you want to ship your item(s) to the organizer for their staff to distribute to members. Your team would not be on-site interacting with members.
Step 6 - Enter Details About the Items Being Distributed
Food:
- Select Food if you want to have food distributed at your selected Locations.
- Make sure to describe the food item and package size
- Make sure to select the correct food serving size. Single Serving vs Multiple Full Serving
Beverage:
- Select Beverage if you want to have a drink item distributed at the selected Locations.
- Make sure to describe the drink item and package size
- You can choose at the step below if you want to request it to be served cold for an additional fee
Promotional Items:
- Select Promotional Items if you want to have a promotional item distributed at the selected Locations.
- The most common types of Promotional Items including coupons, messaging cards, discount codes, etc
- You can select to only have Promotional Items distributed for an additional cost or have it handed out with each food or beverage for a separate cost.
- You can adjust the number of promo items handed out with each food or beverage item
Step 7 - Enter Any Additional Distribution or Special Requests
You can add additional distribution requests that correspond to the item being distributed
- Assembly fee
- Select Assembly Fee if you want to have organizer staff assemble a package for you for an additional fee. The most common example is paying to assemble a gift bag with your food or beverage item(s) and a promotional item like a coupon. Brands are responsible for shipping all items including the bags to each location
- Please add the ratio for how many of your items should be packaged together for each handout. For example if you want 2 drinks and 1 coupon to be handed out in your package
- You would select Drink item & Promotional Item and have 2 drink items handed out for every 1 promotional item (see example below)
- Serve Cold Fee
- Select Serve Cold Fee if you want to have organizer staff serve your item cold by refrigerating it or serving it on ice so it is cold when members receive the item.
- Storage Requirements
- Select any special storage requirements for your item
- Age Requirements
- Enter any special age requirements to be followed when distributing your product
- Special Requests:
- Please enter any special requests that you would like to include in your offers
Step 8 - Enter the Correct Information for Your Brand & Product
It is important to add the correct information so that the organizer can evaluate if it is going to be a fit.
Brand Information - this is pulled from the email domain that you used to register. If it does not look correct, edit the URL to enter the correct brand. If your URL does not pull in the correct brand name you can manually set the brand name below the URL field.
Step 9 - Set the Correct Brand Category & Enter Brand Description
It is important to set the correct category for the product/service that you will be promoting. This will help evaluate if your partnership is a good fit.
Try to be as accurate as possible, there is an indicator if the category has further subcategories that you can select from. Make your selection by clicking the circle.
Step 10 - Enter Your Name, Title, & Phone
Under the Your information section, enter your name, title, and phone number. Please provide accurate information as this will be your contact information to coordinate your partnership.
Step 11 - Choose to View More Locations or Checkout
If you are interested in viewing and adding more locations to your Cart before completing checkout click 'View Listings'.
If you are ready to review your Cart and checkout, click 'Review & Checkout'.
Step 12 - Add More Locations
If you are interested in viewing and adding more locations to your Cart before completing checkout click 'View Listings'.
When you land on the Matches tab, you can view all the available locations. Click on each listing to view the listing details. Select the date(s) you want to add to your Cart.
Step 13 - Edit Item Quantities in Your Cart
You can adjust the number of items in your cart. If you have selected Assembly, Serve Cold, or Promotional Items and set ratios, these will automatically adjust based on those ratios.
You can add or remove any items and adjust the quantities as needed.
Step 14 - Set your Password
Set your password to complete your account registration.
Step 15 - Complete Checkout
Review your Carty and if you are ready to submit binding Offers for the organizer to review and choose to accept or reject, click the checkboxes agreeing that you have read all the terms, and click 'Complete Booking' to submit binding offers to the organizer.
The organizer will have 7 days to review and choose to accept or reject each offer. Once all of the offers are accepted or rejected you will be invoiced for the total amount of accepted offers and payment is due upon receipt via credit card or ACH payment.
Step 16 - View Offer Status
Once you complete your booking, the organizer will receive a notification and be able to review and choose to accept or reject each offer. You can view your offer status on the Schedule tab.
On the schedule page, you can filter by offer status to see which of your offers are submitted, accepted, denied, or canceled.
Step 17 - Offer Notifications
Once an offer has been accepted or rejected, you will receive an email notification and the status of your offer will be updated on the Schedule page.
You will be contacted by a Recess representative within (48) business hours to help coordinate the logistics for each booking.