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On this page are explained all below topics:

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If the user switches to ON the toggle Return Label, the customer will receive back the amount of the product with discounted the XX amount of the return charged by Pitney Bowes.

**Shipping Settings

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  • Allow Grouped Shipping by Branch toggle:

  • Allow Grouped Shipping by Organization toggle:

  • Keep SKUs packages toggle: when active, the fulfillment will keep the same SKU in case of the product package.
    **Please note that this feature applies ONLY for Ontel.
    For example: in this specific case, packages are created within the product section with SKU like the below:
    - JETF_2
    - JETF_3
    - etc.
    So the SKU are already set as packages. By setting the flag Keep SKUs packages to ON means that the system will leave the SKU unchanged when sending the order to the warehouse.
    On the contrary for all other cases, the system will read multiple units of the same product in the FE and add this information for the warehouse when the order is sent for fulfillment.
    Example of order using the flag:

    The product quantity is set to 1, even though in the SKU and product name is said that there are 4 units of the same product.
    Example of order not using the flag:


    In the above case, it is the system that informs the warehouse about the units quantity of the product, that is why the Product Quantity field is shown 3.

**Verify Customer’s Personal Info

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Is this about Melissa?

Clear Web Sales API Cache

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  • Use same SMTP configuration for all templates field: topick the SMTP to be used for them, by clicking on the - this is a mandatory information

  • Select Campaigns list of Customized Template with language Englishfield: if requested, select a customized template in the required language (optional field). Additionally, this option is available ONLY after the campaign has been saved.???

  • Customer service template for this campaign field: to choose one of its templates,even though this is optional information to be included ?????

  • Top picks field: select one of the Top Picks available, which is also optional.

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  • Name: the name of the Template

  • SMTP Settings: showing which SMTP has been previously chosen in the Use same SMTP configuration for all templates field

  • Email Template: ???

  • Is Required: ????

  • Actions: by clicking the Edit button


    a small tab will pop up and the user can set a few more options as per the below example

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  • Use same SMTP configuration for all templates field: topick the SMTP to be used for them, by clicking on the - this is a mandatory information

  • Edit bundled email templates button: by clicking on it, users are redirected to the Bundled Emails templates

  • Customer service template for this campaign field: to choose one of its templates,even though this is optional information to be included ?????

  • Top picks field: select one of the Top Picks available, which is also optional.

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After finish editing, all your preferences inside the campaign, do not forget to hit Save before leaving the page, or your progress will be lost.

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**Progressive Discount Wizard


**Presale Pop

The Presale Pop is a pop-up that appears to customers at the checkout, right after submitting the payment, asking if they like to upgrade their purchase for an additional $XX.

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Presale Pops

Upsells

It’s a pop-up displayed after the customer has submit the payment

It has is own checkout page, which follows the main order along the funnel.

It offers an upgrade of the current version of the product, already purchased by the customer, for an additional $XX amount of money.

For example:

  • If the main product is a mobile phone model 5

  • The Presale Pop offers the model 6 for an additonal $100

Generally is a complementary article, an additional gadget, to the main product sold.

For example:

  • If the main product is a mobile phone

  • The Upsell can be phone case, wireless, headphones, lifetime warranty, etc.

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Setting up a Presale Pop

In this new section, users can set the Presale Pop feature up for the campaign they are editing.

There are 3 ways to set up a Presale Pop, please find attached below the steps for each one of them.

  • a Default selectable icon>Mini Upsell Product>Sales Model
    - In this case, the user should select first the option Default
    - Then click on the Mini Upsell Product and pick one of the products from the drop-down menu
    - Next, select the Sales Model (see below example)


    - The green Add button is the second to last action users should perform before saving the edition in the campaign.

  • Link to Products>Product Name>Select from all products>Mini Upsell Product (user can choose within all products available in the instance)>Sales Model
    In this case, the user should select first the option Link to Products
    - Choose the option Select from all products
    - Then click on the Mini Upsell Product and pick one of the products from the drop-down menu. Please note that for this option the user can choose within all products available in the instance.
    - Next, select the Sales Model (see below example)

    - The green Add button is the second to last action users should perform before saving the edition in the campaign.

  • Link to Products>Product Name>Select from related products>Mini Upsell Product (user can choose between the main product of the campaign and its packages)>Sales Model
    In this case, the user should select first the option Link to Products
    - Choose the option Select from all products
    - Then click on the Mini Upsell Product and pick one of the products from the drop-down menu. Please note that for this option the user can choose between the main product of the campaign and its packages.
    - Next, select the Sales Model (see below example)

    - The green Add button is the second to last action users should perform before saving the edition in the campaign.

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  • Click on the field and click on the coupon

  • Hit the Add button

  • Once done, click on the Save button

**Tracking

Payment Providers

In the Payment Providers section, users can easily include all the necessary payment providers and their MIDs into the campaign.

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Please note that at DFO, the ONLY antifraud service available is Kount. Kount is a third-party anti-fraud service that has been integrated with eManage CRM.

**Custom Fields

**Customer Service Phones

**Gift Card

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Bring me back to the eManage CRM Helpdesk Overview page