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Perfect Consignors In JBFOne

Consignors & Inventory · JBFOne Knowledge Base

Perfect Consignors In JBFOne

This article covers how to get your Perfect Consignor list into JBFOne, assign those consignors to a group, and build the rule that gives them a different drop-off experience at registration.


What you'll complete:

  • Build your Perfect Consignor list with emails and consignor numbers
  • Import the list into JBFOne and assign to a group
  • Handle any consignors who didn't import
  • Choose your path: rule only, or rule with a question
  • Build the rule in JBFOne
  • Test in Preview mode


Before You Begin

The Perfect Consignor group must already exist in JBFOne before you import. If you haven't created it yet, go to Manage → Consignors → Groups → + New Group and create it now. Name it something clear and consistent — for example, F26 Perfect Consignors.


You will also need your Perfect Consignor list as a .csv file. The format you have determines where you start:

  • If you have both emails and consignor numbers (UCNs) — skip to Step 2: Import.
  • If you only have UCNs — start with Step 1: Build Your List.



Step 1 — Build Your List

If your list only contains consignor numbers (UCNs), you need to match them to emails before you can import into JBFOne. You'll do this by exporting your full consignor list from JBFOne and using a VLOOKUP formula in Excel to pull the matching emails.


Export Your Full Consignor List from JBFOne

Where to find it: Manage → Consignors → Export → Excel


Steps:

  1. Go to Manage → Consignors. Make sure your event filter at the top shows ALL CONSIGNORS
  2. Click Export → Excel. JBFOne will download the file automatically — the filename will include your event name and today's date.
  3. Open the downloaded file in Excel. ✓



Set Up Your Excel Workbook

The VLOOKUP formula relies on exact sheet names and column positions. Follow these steps exactly.


Steps:

  1. In the exported Excel file, find the sheet tab at the bottom. Double-click the tab name and rename it to exactly: Consignors. This must match the formula precisely — spelling, capitalization, spaces and all.
  2. Confirm that Consignor # is in column C and Email is in column D. If your export looks different, move the columns so they match before continuing.
  3. Click the + button at the bottom to add a new sheet. Double-click the new tab and rename it to exactly: Perfect Consignor.
  4. In the Perfect Consignor sheet, click cell A1 and type the header: Consignor #. Click cell B1 and type: Email.
  5. Starting in cell A2, paste your list of Perfect Consignor UCNs down column A — one per row.
  6. Click cell B2. Enter this formula exactly:


=IFERROR(VLOOKUP(A2,Consignors!$C$2:$D$15000,2,FALSE),"")


7. Press Enter. Click B2 again, then copy the formula down column B for every row that has a UCN in column A. (Shortcut- Double click the little dot in the bottom right corner of cell B2 to automatically copy the formula to every cell below it) 


8. Spot-check a handful of rows to confirm the emails look right — match a few names against what you see in JBFOne to make sure nothing is skewed.


9. Save the workbook. Name it: Perfect Consignors [Season][Year] — for example, Perfect Consignors F26.


Pro Tip  The formula looks for the UCN in column C of the Consignors sheet and returns whatever is in column D (Email). If your export has more than 15,000 rows, update the 15000 in the formula to a number higher than your total consignor count.


Export the Perfect Consignor Sheet to CSV

Steps:

  • With the Perfect Consignor sheet active, go to File → Save As (or Export). Choose CSV (.csv) as the file format. Save it with the same name: Perfect Consignors [Season][Year]. This CSV is what you'll import into JBFOne.



Step 2 — Import Into JBFOne


Where to find it: Manage → Consignors → Import


Steps:

  1. Go to Manage → Consignors and click Import.
  2. Upload your CSV file. Map the columns: Consignor # to the consignor number field and Email to the email field.
  3. When prompted to assign a group, select your Perfect Consignors group.


4. Map the column names to the correct fields. You MUST have at least an email address and consignor number. If you do not have both of those fields, return to step 1. Click Import. ✓



Handle Consignors Who Didn't Import

Any consignor whose email was blank or unrecognized will not import. You'll need to add them to the group manually. Start by downloading the mismatched report. 



Steps:

  1. View the mismatched consignors and download the exceptions
  2. Go to Manage → Consignors and search for the consignor by name or UCN.
  3. Check the checkbox next to their name. The action bar appears at the top. Click Assign To.
  4. Select your Perfect Consignors group from the dropdown and confirm. ✓



Step 3 — Perfect Consignor Registration Experience

Showing Special Drop-Off Appointments to Perfect Consignors

There are many ways to use the Perfect Consignor group in your registration flow. Here are two popular options for showing special drop off appointments to perfect consignors only. 


  • Path A — Rule only: The Perfect Consignor drop-off appointments are hidden from everyone who is not in the group. No question is asked — the system handles it silently based on group membership. Best for sales where consignors already know their status.
  • Path B — Rule with a question: A statement appears during registration — either shown to everyone (pointing them to check the list) or shown only to Perfect Consignors (a congratulations message with their benefits). Best for sales where consignors may not know their status or where you want to surface the program at registration.


Note:  Both paths require your Perfect Consignor drop-off appointments to already be built as schedule segments in your Event Checklist before you build the rule. The rule hides or shows what already exists — it cannot create appointments.


Step 4 — Build the Rule 

This rule fires on registration start and hides all Perfect Consignor drop-off appointments from anyone who is not in the Perfect Consignors group. You'll add one hide action per appointment slot — all in the same rule.


Where to find it: Event Checklist → Rules → + Add Rule → Schedule section


Steps:

Note: Your drop off appointments MUST be in the same Schedule Segment as the Regular appointments AND the Schedule Segment MUST be marked to show ALWAYS. 


  1. In your Event Checklist, open Rules. Click + Add Rule and select the Schedule section.
  2. Name the rule clearly — for example: Not Perfect > Hide Perfect Appointments. Check Active.
  3. Under Conditions, set: Context → User group membership, Group → [Your Perfect Consignors group name], Operator → equals, Membership → is not in group.
  4. Under Actions, set Action → Hide schedule slot and select the first Perfect Consignor appointment slot from the dropdown.
  5. Click + Add another action and repeat for each Perfect Consignor appointment slot. Every slot gets its own action inside this one rule.
  6. Click Save rule. ✓


This method is best used when there are LESS Perfect consignor appointments, making it easier to hide fewer appointments within the rule actions and typically will have LESS follow up rules associated with the process. 



Pro Tip  Name your Perfect Consignor schedule slots clearly and consistently — for example, **Perfect Consignor** — so they're easy to identify in the rule builder's schedule slot dropdown. You'll be selecting each one individually.


Optional: Step 5 — Show a Question/Statement During Registration

This path adds a question to the registration flow — either a statement shown only to Perfect Consignors (a congratulations message with their perks), or a statement shown to everyone pointing them to check the list. Build the question first, then the rule. This step is independent of the previous rule that sets the perfect consignor onto the drop off appointment path. 


Build the Question First

Optional: Skip this part if it does not apply to your registration flow.  


Where to find it: Event Checklist → Questions → Setup tab → + Add Question


Steps:

  1. Navigate to Questions in your Event Checklist. Click + Add Question.
  2. Write your statement as the question text. Options:


  • Shown to Perfect Consignors only, Set Display to Conditional: "Congratulations — you're on our Perfect Consignor list! That means you skip clothing inspection at drop-off."
  • Shown to everyone, Set Display to Always: "Want to know if you're a Perfect Consignor? Check the list here: [link in description field]"


  1. In the description field, use the rich text editor to add a link — either paste a URL to an external PDF or Canva doc, or upload the list PDF to your location Library first and link to it from there.
  2. Add one answer option: OK, got it! (or a similar acknowledgment). Save the question. ✓


Build the Rule to Show Questions to Perfect Consignors ONLY

Optional: Skip this part if it does not apply to your registration flow.  


Where to find it: Event Checklist → Rules → + Add Rule → Questions section


Steps:

  1. Open Rules and click + Add Rule. Select the Questions section.
  2. Name the rule — for example: Perfect Consignor > Show Program Statement. Set Evaluation order and check Active.
  3. Under Conditions, set: Context → User group membership, Group → [Your Perfect Consignors group name], Operator → equals, Membership → is in group.
  4. Under Actions, set Action → Show question and select your Perfect Consignor statement question.
  5. Click Save rule. ✓



Step 5 — Test in Preview Mode

Why this matters: Preview mode lets you walk through the registration flow as a consignor without going live. You're confirming the rule fires correctly — Perfect Consignors see what they should, and everyone else sees what they should.


Where to find it: Event Setup → Events → Event Checklist → Preview Button 


Steps:

  1. Click the Preview button in the upper right corner of the Event Checklist.
  2. Walk through registration. Confirm the Perfect Consignor appointments (and questions) appear as expected
  3. When confirmed, return your event to Draft or Published as needed. ✓


Your Perfect Consignor program is live and running automatically.

Next Steps:

  • Update your Perfect Consignor list each season and re-import before registration opens
  • Confirm your Perfect Consignor schedule slots are built before enabling the rule
  • LINK TO CONSIGNOR GROUPS ARTICLE — managing and updating groups in JBFOne


Last Updated: SW — 07/01/2026


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