On this page are explained all the below topics:
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If the Allow check and cash toggle is set to ON, the campaign will allow users to place new orders by paying with a check or in cash.
To do so, users need to:
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There are 2 scenarios:
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No, it couldn’t. However, please note that due to the cache, orders placed within the first 30 minutes after the update, the order confirmation email could be received with some delay. |
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On the Products section, users can add preexisting products or the products that have been just created in the system to the campaign.
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First, type the first letters of the name of the product in theProduct Name box to then select it from the dropdown list.
On the Sale Type dropdown box, select one of the three options, Continuity Sale, Hard Sale, or Installments Sale.
**For more information about the different Sales Models, please refer to the Helpdesk article: Sales Models.Lastly, on the Product Sale Type, choose from a regular offer or a mini upsell (Presale Pop).
Once you have edited all fields and hit the Add green button, the product will appear on the panel below the selectable fields, accompanied by the columns displaying all you have chosen and a set of five buttons.
On the Actions column, the five buttons, from left to right, are:
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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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Ultimately, hitting the Save button must be performed in order to make all changes take place.
Edit a Presale-Pop
From the campaign settings page, scroll down to the Presale Pop section
Click on the Edit button on the right side of the presale pop that needs to be removed
Once done, click on the Save button, to save the changes
Remove a Presale-Pop
From the campaign settings page, scroll down to the Presale Pop section
Click on the Delete button on the right side of the presale pop that needs to be removed
Once done, click on the Save button, to save the changes
Upsell
Upsells are the additional products/services offered to customers, after the main order, along the funnel.
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In order to add the upsell to a campaign the user should follow the below steps:
Create a campaign for each product that is going to be sold as an upsell
Go to the main product campaign, scroll down up to the Upsell section
On the search field, type the name of the upsell campaign that needs to be added and click on it
Then click on the Add button
Once it’s done, click on the Save button, to save the changes
Once the upsells have been added, they should be displayed like the below example:
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Using the above image as an example, the sequence of the upsell to appear to customers will be:
The Warranty
The Phone Mount
Getmonostarscope Ver 3.
Removing Upsells from the main product campaign
From the campaign settings page, scroll down to Upsell section
Click on the Delete button on the right side of the upsell that needs to be removed
Once done, click on the Save button, to save the changes
Coupon Settings
In this section, users can add Coupons that customers can use in the campaign.
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If a customer from one of the blocked countries tries to place an order for this campaign, he/she will be blocked right away when filling in his/her details.
Select the Payment provider from the drop-down menu
Then click on the Please Select a Country and pick all countries that need to be blocked
Once all is done, select the Save button, to save the changes
Email Service Providers
An Email Service Provider allows users to send email campaigns to a list of subscribers.
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In order to add the appropriate information to the email provider, please follow the below instructions.
The user needs to click on the Edit button, located on the right side of each provider
A tab will pop that needs to be filled
Then switch to ON the toggle Is Active
Once done, click on the Update button
Ultimately, select the Save button, to save the changes (see below image example)
Fraud Prevention
In this area, users can add an antifraud service to the campaign.
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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. |
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