On this page are explained all below topics:
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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 the 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 from all products available in the instance.
- Next, select the Sales Model (see the 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 the 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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In this area, users can add an antifraud service to the campaign.
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.
Bring me back to the eManage CRM Helpdesk Overview page
Gift Card
In this section, users can set up the campaign to enable Gift Cards to be sent to the customers at the end of their purchases, as a bonus for their next shopping with DFO.
To add the above option to CRM campaigns, please follow the below steps.
Switch to ON the Issue After Sales toggle: which will enable the Gift card to be sent to the customer at the end of the purchase. Then the user can choose one of the below choices.
The Relative Percentage field: the Gift Card amount will be a specific XX% of the order total.
For example, the order is $180,00 and the percentage is set for the 10% over the order grand total. The customer will receive a Gift Card of $18.The Absolute Amount toggle: if this option is also set to ON, then the Gift Card amount will be a predefined and unchangeable amount in $that can be set on the below field Absolute Amount.
Once all changes have been made, click on the Create or Save button.
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For more information about Gift Card, please refer to the helpdesk article: CRM Gift Cards. |