On this page are explained all the below topics:
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How to set up campaigns
To create a campaign, users need to fill in all the necessary options available on the Campaign Settings page.
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Once the changes have been saved, it may take up to 30 minutes for the updates to be visible online due to the cache. |
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Set up the Campaign’s Basic Information
In this section users should set:
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Verify customer's personal info
Allow to validate customer email address toggle
Allow to validate customer home address toggle
Clear Web Sales API Cache
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In this section, users can set up the confirmation and notification email that customers will receive upon completing a purchase, which can be:
Individual Emails
Bundle of Emails
Leave the Confirmation | Notification Emails for Shopify.
1. Individual Emails
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Individual Emails are the feature for which when customers are purchasing a product, they will receive an email confirmation related to each order, or else said one confirmation email for the main order and a confirmation email for each one of the upsells purchased along the funnel. |
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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
2. Bundled Emails
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Bundle Emails are the feature for which when customers are purchasing a product, they will receive only one email confirmation related to all orders placed, or else said one confirmation email for the main order and any upsells purchased along the funnel. |
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For more information about how Top Picks works, please check the following helpdesk article: Top Picks |
3. Custom Email (Shopify, etc)
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Please note that this option is for eOne>Shopify users. |
By turning ON this toggle, the CRM will not send any confirmation | notification email to the customers. Instead, when the orders will be imported via eOne to Shopify, Shopify will send all emails according to what has been configured in there.
Therefore there is no need to set an SMTP as well as created any email template to be used in the CRM campaign.
Country Settings
In this section, the user can add | edit all the countries in which the campaign will sell products.
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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 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 ProductsChoose 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 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 ProductsChoose 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 Add button is the second to last action users should perform before saving the edition in the campaign.
Once all editing is done, click on the Shipping Info button
Switch to ON the toggle of the correct Shipping Method
Click on the Update button
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