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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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
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Switch to ON the toggle of the correct Shipping Method
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Click on the Update button
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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 On the tab, made the changes
Once done, click on the Save button, to save the changes Update button
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 and confirm the action
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 |
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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
| 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
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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:
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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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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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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Type the Payment Provider name and pick it from the drop-down
Click on the Add button
From the tab, select all MIDs that need to be included in this Campaign
All payment providers added to the campaign will be listed in the Payment Providers section
Edit the Payment Providers
Hit the Edit button
From the tab, select all MIDs that need to be included | excluded in this Campaign
Click on theUpdate button
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Is Cascade Only checkbox
Info |
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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
Click on the Delete button and confirm the action
The payment provider will be removed from the campaign
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.
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
Click on Done
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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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
Click on the Edit button, located on the right side of each provider
A tab will pop up that needs to be filled Then switch to ON the toggle Is Activein
Once done, click on the Update button
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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