The Outbound Calling allows our remarketing customer service to offer upsell products for those buyers who have already made shopping with us.
The Trial Period Extension is a particular offer in which customers ordered a product and have a trial period of 15 days to test the product, prior to being charged.
The 15 days trial period begins the day customers placed the order.our buyers
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Please note that |
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this feature works for existent buyers as the system will require an existent order for proceeding with upsell. |
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Additionally, it is important to highlight that the 15 days trial period can be extended just ONCE for an additional 15 days, which means that in such cases customers are automatically charged after 30 days from the day he/she has placed the order. |
At the bottom of the checkout page, in the information panel, there is a note informing customers about the offer (see example below):
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upsell orders will only be possible using credit cards, and payment processing will be considering according to the campaigns configurations |
The sections, on the order pages, which includes important details about the Trial Period Extension Order are listed below:
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1. The offer where the customer has placed the order
The link to the offer existent order for upsell checkout page is available under the Order Information section, inside the order page
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Customer Services Settings:
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2.
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Searching the order
In this section are listed all transactions, charge(s) or refund(s), made for the order.
Please remember that for the 15 trial period, customers are ONLY charged the Shipping & Handling fees and this is the only amount displayed on the Payment History table till the end of the trial (see example below):
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At the end of the trial period, once customers are charged, then an additional row appears with the details and the amount paid by customers for the product.
3. The Sales Workflow:
Under this section, there is a table listed with all the steps of the sales, from the day the customer placed the order, till the last update when the sale is completed (see below example).
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On the table are specified:
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The type of event:
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whether is an email ✉ or a charge 💲
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Description:
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provides more detailed information about the event
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Status:
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it provides the status of the event, which can be Completed or Waiting
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Schedule:
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The date and time of when the event happened (when the event Status is in Completed) or is going to happen (when the event Status is in Waiting)
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Executed On:
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The date and time of when the event happened (when the event Status is in Completed)
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Result:
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what is the result of the event, such as an email confirmation/notification or a payment
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Actions:
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In case the event was sending an email (Confirmation or Notification) to the customer and the Status is completed, then on this column will be displayed a button that allows the user to resend the email to the customer.
In the below example, we can see that the first step/event is when the customer placed the order and this charged the shipping and handling fees
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The second line is about the Order Confirmation email being sent to the customer.
The third line is a notification email, sent to the customer 7 days after the order was placed, to remind him/her that 7 days already pass by and he/she still has another 7 days of the trial.
The fourth line is another notification email offering to the customer an extension of another 15 days of the trial period.
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In this email, the customer is provided with a link to enable him/her to extend the trial. |
In case the customer doesn’t go for the trial period extension of 15 days at the end of the first 15 days he/she is automatically charged the full amount of the product and this is shown on the fifth line.
The sixth line is the payment confirmation email that the customer received after being charged for the product at the end of the trial.
Ultimately, the seventh line is the line that is added in case the customer chooses to go for the one-time 15 days trial period extension.
4. The Notes
On this section are displayed any system notes automatically included when an event modifies the order, for instance: Hold/Cancel order fulfillment, discounts, decrease products quantity, etc.
In the Trial Period Extension Orders specific case, a note is included if the customer decides to add the one-time 15 days extension to the trial (see image example below).
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orders, made by the customers.
Clicking on the order will enable :
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3. Upsell Page:
Under this page, the agent will be able to proceed with the upsell, where he will have to chosse (1) Upsell (2) Products and (3) Shipping Method
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Selecting Upsell
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Selecting Product Name
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Selecting Shipping Method
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After clicking on Buy Button, the following external Iframe will pop up:
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If the customer has to choose antoher card, he will have to click on “Use another card” and the following Iframe will popup.
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After Proceeding with the order, the order message will appear into the iFrame.
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