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eFlorist Platform Holidays
2 Articles
Support Team
2 Articles
Email Plus
2 Articles
Order Blocks
1 Article
Find a Florist
2 Articles
Support
138 Articles
Billing
6 Articles
Onboarding
2 Articles
UAT
1 Article
Business Partners
3 Articles
Product Documentation
2 Articles
Global Merchandising
8 Articles
Talking Points
3 Articles
📁 Merchandising Operations SOP Library
4 Articles
Suggested Articles
TeleFlora Holiday Schedule
Breakdown of TeleFlora Holiday Schedule
Org & Responsibility Matrix (Post–Mother’s Day)
🎯 PurposeThis page defines clear ownership, structure, and responsibility across eFlorist Support to reduce ambiguity, improve workload balance, and clarify escalation paths.
Set up Coupon Codes
Standard operating guidance for customer support teams to validate and maintain coupon codes in CO77.2, ensuring accurate setup and smooth customer communications.
SOP - Setting up new holidays for sale
Operational guide for eFlorist Support to set up, renew, and validate holiday Email Plus campaigns in Outlaw.
FAF Setup for eFlorist Members
This guide provides step‑by‑step instructions for adding eFlorist websites to Teleflora’s paid Find‑A‑Florist (FAF) plans. It walks you through verifying URL setup, selecting the correct FAF plan, configuring resident and additional cities, and applying Platinum or Gold listing settings. Use this SOP to ensure FAF listings are created accurately and consistently for all eligible eFlorist members.
Basic vs Advanced eSAT Training
Changing Background & Layout
This article provides step-by-step guidance on how to update an eFlorist website’s homepage layout and background using eSAT. It covers layout selection, theme customization, and best practices for previewing and validating changes to ensure the site reflects the florist’s preferred style and branding.
Important Links & Getting Started Information
eSAT Training Exercises
Call Recordings for Training
Approved Training Resources for Skill Development
Attendance, PTO, and Break Policies
Call Quality Scores
Communications and Systems Use Policy
Fire Drill Employee List
Lunch and Break Schedule
Microsoft 365 Multi-Factor Authentication
Teleflora Emergency Response Plan – Paragould
Teleflora Employee Handbook
The Wonderful Company COVID-19 Safety Policy
Time Off Requests in UKG
Birthdays
Roses Product List for Holiday Pricing
Site Skinny for Standard Templates
Procedure for Sending Files
AI Talking Points
A quick-reference guide to help Support Agents confidently and consistently answer florist questions about how AI is used in eFlorist and eSAT.
AI Offical Statement
Teleflora/eFlorist uses AI in practical, responsible ways to improve content quality, efficiency, and customer experience—while maintaining human oversight and supporting stronger digital outcomes for florists.
Release Notes: EF26.2
Release Notes: EF26.1
Release Notes: EF25.6
Release Notes: EF25.5
Release Notes: EF25.4
Release Notes: EF25.3
Release Notes: EF25.2
Release Notes: EF25.1
Release Notes: EF24.6
Release Notes: EF24.5
Release Notes: EF24.4
Release Notes: EF24.4
📄 Transmission Fee Credit SOP
Transmission Fee Credits (BL20 & AO50) Process transmission fee credits, determine eligibility, calculate accurate credit amounts, handle exceptions, and apply credits in Lawson.
New eFlorist site billing
Change of Ownership
This section outlines the required billing and service transfer steps when a website is moved from one shop account to another during a Change of Ownership (COO). It ensures all services, credits, and billing records are accurately transitioned to prevent duplicate charges or service disruptions.
HQ Cancel Rules
This SOP outlines the process for handling cancellation requests submitted by Andy Potter when a florist account/site is being cancelled
Cancel & URL Transfer Request Tracking
Track and manage cancel site requests and URL transfer requests received from Customer Advocacy, including assignment, escalation, tracking, and weekly
Hosting Cancellation Requests
This SOP outlines the process for handling florist requests to cancel their website hosting and the follow-up process once the request enters the cancellation workflow. Information below is based on Request for Hosting Cancellation.docx. [Request fo...ncellation | Word]
eFlorist Welcome Call SOP
All the information you’ll ever need to contribute to the knowledge base
🌼 eFlorist Welcome Call – Agent Cheat Sheet
This cheat sheet is designed to guide agents through consistent, high-impact eFlorist welcome calls. It ensures every florist understands they have a website, knows how to use it, and is aware of the key tools available to manage their business and drive sales. The goal is to increase engagement, build confidence in the platform, and eliminate knowledge gaps by clearly communicating core capabilities and support options during every call.
TeamFloral
Flower Clique
Business Partner
Bloomerang
Business Partner
T - Variables
Overview of eFlorist analytics tracking variables across the full purchase funnel, outlining expected values, page behavior, and key data patterns to support QA validation, troubleshooting, and reporting accuracy.
Holiday Prep
Merchandising Process
SETTING UP ROTATION OF TEMPLATES IN OC
Site Updates – Overview & Systems
Occasions Management
Campaign Management
Email & Promotion Alignment
End-to-End Execution Flow
Core Web Vital
Understanding Core Web Vitals & Website Performance
🌼 eFlorist Fraud Protection Program
📢 Overview The eFlorist Fraud Protection Program launches on Tuesday, July 7, 2026, providing 100% coverage for fraud-related chargebacks on qualified orders.
T-Variable
This table documents all eFlorist analytics tracking variables (t_ variables) captured across the customer journey—from homepage through order confirmation. Each row represents how a specific variable behaves based on page type, including its expected value and any relevant notes. The purpose of this dataset is to provide operational visibility into customer behavior, funnel progression, and order data, supporting troubleshooting, analytics validation, and product escalation workflows.
eFlorist Merchandising Operations
This knowledge base contains all recurring merchandising, seasonal category, campaign management, homepage, and asset maintenance procedures.
Seasonal Category Planning Calendar
Maintain the yearly seasonal merchandising roadmap and ensure category activations align with holiday schedules.
Holiday Product Placement in Everyday Categories
Place selected holiday products into evergreen categories to increase seasonal visibility.
Merchandising Highlights - NEW Badge
Apply "NEW" merchandising labels to newly launched seasonal products.
