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On this page are explained all the below topics:

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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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  1. a Default selectable icon>Mini Upsell Product>Sales Model

    1. In this case, the user should select first the option Default

    2. Then click on the Mini Upsell Product and pick one of the products from the drop-down menu

    3. Next, select the Sales Model (see the below example)

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

  2. 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

    1. Choose the option Select from all products

    2. 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.

    3. Next, select the Sales Model (see the below example)

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

  3. 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

    1. Choose the option Select from all products

    2. 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.

    3. Next, select the Sales Model (see the below example)

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

  4. Once all editing is done, click on the Shipping Info button

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  1. Switch to ON the toggle of the correct Shipping Method

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  1. Click on the Update button

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Edit a Presale-Pop

  1. From the campaign settings page, scroll down to the Presale Pop section

  2. Click on the Edit button on the right side of the presale pop that needs to be removed

  3. Once On the tab, made the changes

  4. Once done, click on the Save button, to save the changes Update button

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Remove a Presale-Pop

  1. From the campaign settings page, scroll down to the Presale Pop section

  2. Click on the Delete button on the right side of the presale pop that needs to be removed and confirm the action

  3. 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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Upsells

Presale Pops

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

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

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

Example

  • If the main product is a mobile phone

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

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

  • If the main product is a mobile phone model 5

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

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  1. Create a campaign for each product that is going to be sold as an upsell

  2. Go to the main product campaign, scroll down up to the Upsell section

  3. On the search field, type the name of the upsell campaign that needs to be added and click on it

  4. Then click on the Add button

  5. Once it’s done, click on the Save button, to save the changes

  6. Once the upsells have been added, they should be displayed like the below example:

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Please note that upsell will appear along the funnel in the same sequence in which they have been added to the main campaign.

Using the above image as an example, the sequence of the upsell to appear to customers will be:

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  1. From the campaign settings page, scroll down to Upsell section

  2. Click on the Delete button on the right side of the upsell that needs to be removed

  3. 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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  • Click on the field and click on the coupon

  • Hit the Add button

  • Once done, click on the Save button

Payment Providers

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

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Add the Payment Providers

By clicking on the Search field or typing the name of the payment provider, users can then pick and add it by selecting the Add button.

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On the Payment provider table, the below information is displayed.

Payment Provider

The name of the payment provider.

Is Cascade Only

How many MIDs are there inside the payment provider? If you hit “Edit”, in the “Actions” column, you will be able to verify how many PRNs are inside each payment provider.

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Let’s say you have configured your campaign to work with BlueSnap and StripeDirectCharge. If BlueSnap has got 3 MIDs configured, how many are there inside StripeDirectCharge? That would be 13 MIDs.

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  1. Type the Payment Provider name and pick it from the drop-down

  2. Click on the Add button

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  3. From the tab, select all MIDs that need to be included in this Campaign

  4. All payment providers added to the campaign will be listed in the Payment Providers section

Edit the Payment Providers

  1. Hit the Edit button

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  2. From the tab, select all MIDs that need to be included | excluded in this Campaign

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  3. Click on theUpdate button

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Is Cascade Only checkbox

Info

The functionality Is Cascade Only was developed so the distribution of payments operated by the payment providers available inside a campaign gets well balanced. A backend code inside eManage CRM system makes sure transactions are well distributed among the payment providers, so they do not run through all the PRNs inside only one provider before jumping on to the next provider.

  • By selecting the payment providers, or ticking those boxes, the provider won’t cascade transactions in it.

  • Leaving it as default, where the boxes are not ticked, means that the cascade feature will work and transactions will be fairly shared among the payment providers

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Delete: to remove the payment provider from the campaign. Please note that this will not delete the payment provider from the instance.

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Remove a Payment Provider

  1. Click on the Delete button and confirm the action

  2. The payment provider will be removed from the campaign

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Payment Countries (Country Payment Settings Block List)

In this area, the users can select the countries for which the payment of a specific payment provider has to be blocked.

If a customer Therefore, if customers from one of the blocked countries tries try to place an order orders for this campaign, he/she they will be blocked right away when filling in his/her details.

  1. Select the Payment provider from the drop-down menu

  2. Then click on the Please Select a Country and pick all countries that need to be blocked

  3. Click on Done

  4. Once all is done, select the Save button, to save the changes

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Email Service Providers

An Email Service Provider allows users to send email campaigns to a list of subscribers.

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So far there are two main Email Marketing software already integrated with eManage CRM, which are:

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How to

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In order to add the appropriate information to the email provider, please follow the below instructions.

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enable email providers

  1. Click on the Edit button, located on the right side of each provider

  2. A tab will pop up that needs to be filled Then switch to ON the toggle Is Activein

  3. Once done, click on the Update button

  4. Ultimately, select the Save button, to save the changes (see below image Then switch to ON the toggle Is Active (see the below example)

Fraud Prevention

In this area, users can add an antifraud service to the campaign.

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