On this page are explained all the below topics:
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(Campaign) Basic
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In this section users should set:
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On this page are explained all the below topics:
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Setting up a Campaign
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. |
(Campaign) Basic
In this section users should set:
The Campaign Name
The URLs type, which at least should have: Landing, Success, Error (see below example):
The Campaign Status should be set as:
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In this part of the page, users are able to:
set Set up the language for the campaign, by clicking on the first field Default Language
The Ticket Mailbox is going to be the inbox where all customers' inquiries will be coming in. Users can pick one of the mailboxes available when clicking on the Ticket Mailbox field
The Internal Campaign Name and Parent Campaign fields contain information that is ONLY used by the Analytics team. Therefore, please refer to the DFO Analytics team on how to fill these two boxes.
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Payment Settings (Set up Taxes)
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On the Payment Settings sub-section, users can configure
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The tax model to apply on their pages
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Whether the products offered on the landing page will have the prices displayed alone or with the tax information on them after the purchase has been completed or not
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taxes using all the options described here below.
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With the CRM, users can choose from 3 different tax models:
DFO
Avalara( is a third-party service integrated with eManage)
TaxJar( is athird-party service integrated with eManage)
Allow Pre-Authorization toggle
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Having the switch Allow Pre-Authorization turned ON will allow the purchases to be verified by a 2-step authorization, where the payment provider would receive the information of a new transaction, and only after the payment provider replies authorizing it, the transaction would be completed.
Charge Tax toggle & the Tax Provider field
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Having the switch Charge Tax turned to ON will allow the user to decide whether DFO or a third-party company called Avalara or TaxJar would process the calculation of all taxes involved in the transaction, calculating them by country rule, depending on where the product was configured to be available at.Please verify the document page below for more on this topic: Taxes
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For more information, refer to the following helpdesk article: Taxes. |
Allow check and cash toggle
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By switching to ON the toggle Create Tax Transaction?, if the campaign has been set to charge taxes (Avalara or TaxJar) to customers then this value is recorded on the Tax Provider Dashboard.
On the contrary, when the toggle Create tax transaction? is set to OFF, then no tax transaction will be recorded on the Tax Provider Dashboard (Avalara or TaxJar) when creating an order.
Pitney Bowes returns configuration
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This section has been created to configure the Pitney Bowes Return settings, used by the DFO Customer Service Team.
By default, the toggle is set to ON in all new campaigns, and the price is set up for
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USD 5.99.
When the toggle is set to ON, in the order page the agents have available in the refund tab, the toggle Return Label (see below example)
If the user switches to ON the toggle Return Label, the customer will receive back the amount of the product with discounted
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USD XX amount of the return charged by Pitney Bowes.
Shipping Settings
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Keep SKUs packages toggle
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When the Keep SKUs packages toggle is set to ON, the
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fulfilment will keep the same SKU in the case of the product package.
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Please note that this feature applies ONLY for Ontel. |
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Example
In this specific case, packages are created within the product section with
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SKUs like
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JETF_2
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, JETF_3
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, etc.
So the SKU are already set as packages. Setting As a result, setting the flag Keep SKUs packages to ON means that the system will leave the SKU unchanged when sending the order to the warehouse.
See the below example of an 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.
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 productfulfilment.
Example of order not using the flag
In the above case, it is the system that informs the warehouse about the
unit quantity of the product, which is why the
Product Quantity field is shown 3.
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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Website IP:this is left blank as this information is not in use anymore
Web Key:is an alphanumeric code that identifies the campaign, each campaign has its own unique webkey. On the campaign website, the web key is used to create its web pages, this information is hardcoded into the website HTML code. The webkey connects the website(s) with the CRM API so the system will recognize for each request in the linked campaign.
Generate new WebKey: by clicking this button, it will generate a new webkey for your campaign.
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In this section, users can set up the confirmation and notification email that customers will receive upon completing a purchase.
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 |
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the main order and a confirmation email for each one of the upsells purchased along the funnel. |
Setting up Individual Emails
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For more information about how Top Picks works, please check the following helpdesk article: Top Picks |
From the table, the user can easily spot in each column the below data.
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Name: the name of the Template
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SMTP Settings: showing which SMTP has been previously chosen in the Use same SMTP configuration for all templates field
Actions: by clicking the Edit button
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Bundled Emails
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This is another “Yes/No“ switch. Once you set this one to “Yes”, the Individual Emails switch will automatically move to “No” and vice-versa.
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From the table, the user can easily spot in each column the below data.
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
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. |
Please note that the Bundle Confirmation Email is generally sent after 15 or 30 meaning the purchase is completed, and the customer has already made it to the end of the
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funnel, reaching the “Thank you Page”.
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Lifetime Warranty Exception Please note that an exception has been created for the Lifetime Warranty email. Even in cases where both the main campaign and all its upsells campaigns, including the Lifetime Warranty, have been set on the Email Settings section, as Bundled, the NORMAL BEHAVIOR is that the Lifetime Warranty email will still be sent out as separate and individual email (see below image example) |
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Additional Information about Individual and Bundled emails
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By selecting either of the switches, the upsells of the campaign being configured will follow the pattern chosen for the main campaign, allowing upsells to be used for both, main campaigns configured with “Bundled Emails” Bundled Emails and/or “Individual Emails” Individual Emails.
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There are 2 scenarios:
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Yes, on the Thank You page, for each product each one of the products is displayed:
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Yes, there are. They are:
Please find attached below an example of a Trial Confirmation Email using these variables:  |
Setting up
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Bundled email
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In order to set up the individual emails of your website, users should take advantage of the below fields to include all the necessary configurations:
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In this section, the user must can add | edit all the countries in which the campaign will sell products.
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Please note that adding or removing countries beofre saving the campaign can result in proces and settings being lost.
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Click on the Please Select a Country button
and select all countries you need to.
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If you type the continent on the Search bar, it will pop up below all countries located in that specific continent. Additionally, by clicking on the name of the continent, the system will automatically select all countries listed on it
Once finished, just click on Done and the countries will be all filed below
Products
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On In 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 In the Actions column, the five buttons, from left to right, are:
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Shipping Info: where you can change/edit from a huge variety of Shipping Methods available;
Price Formula: where you can add another Campaign Price Rule, choosing it by country or by currency;
Edit: where instead of editing the field Sales ModelModels, you can set it product by product already present in the list, if you, for some reason, is are editing a campaign already containing added products in it. Just do it as you would if you were adding a new item to the list, choose the options from Sale Type, Sales Workflow, and Product Sales Type fields then hit update and your edition will be automatically added to the product edit.
Add Brand: where you can add a new brand to the product being edited;
Delete: where you delete the product from the list of products that will compose the campaign.
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After finishing 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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delete the product from the list of products that will compose the campaign
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 vs Upsells
Presale Pops | Upsells |
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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: Example
| Generally is a complementary article, an additional gadget, to the main product sold.
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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
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icon>Mini Upsell Product>Sales Model
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In this case, the user should select first the option Default
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Then click on the Mini Upsell Product and pick one of the products from the drop-down menu
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Next, select the Sales Model (see the below example)
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The
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Add button is the second to last action users should perform before saving the edition in the campaign.
Link to
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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
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Choose the option Select from all products
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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.
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Next, select the Sales Model (see the below example)
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The
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Add button is the second to last action users should perform before saving the edition in the campaign.
Link to
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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
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Choose the option Select from all products
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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.
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Next, select the Sales Model (see the below example)
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The
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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
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