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In order to find the Kashee Rewards app also known as +App section inside eManage CRM, just follow the below steps.
Log into your CRM instance and go to the left-side menu
Scroll down and hit the + App
Once the user is
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in the + Apps section, the user should click on the Actions button
to find the Kashee Rewards features on it to enable and customize the campaigns with it (as per the below image)
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How to enable or edit the Kashee Rewards in eManage CRM campaigns
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Dashboard
Listing
Settings.
Select the campaign
To select Select one of the campaigns already created inside the CRM instance.
Once the user is
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in the + Apps section, the user should click on the Actions button
to access the Kashee Rewards app
Then add the name, or ID of the campaign to find it
and all campaigns will be listed below.
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To search just the campaigns that have the Kahsee Rewards app already installed, the user can switch to ON the toggle Filter by Installed Campaigns and click on the search button. Otherwise, the toggle can be also combined with the campaign search field above (see the below example)
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Activating the Kashee Rewards in a campaign
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On the Dashboard page, users have a few subsections, and each one of them is explained on this page.
The first three areas are providing to uses the guidelines to easily and successfully install the Kashee Rewards on their pages.
On the other hand, the last two sections are just supplied information about the Kashee Rewards Discount Codes and the user’s Conversions History.
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To enable the Kashee Badge on the campaign, just turn to ON the toggle as per the image below
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On this second area of the Dashboard, the user is informed to take a few minutes to set up his/her store listing, this way Kashee will start promoting the store by using its customers' database.
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4. Discount Codes generated by Kashee
In this area, the users have user has listed all Kashee Rewards codes that have been generated for the campaign that can be offered to his/her customers after he/she has placed an order in one of the checkouts that have the Kashee Rewards field enabled.
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The system identifies these transactions using the s3 parameter contained on the checkout URL (see the below image example)
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Also, by clicking on the Discount Code
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a small tab will pop up, providing the CRM user with details of the customer’s order (see the below example)
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Then click on the Save button at the bottom of the page, once finished.
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On the Listing page, users have a few subsections, and each one of them is explained on this page.
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To enable the listing on the campaign, just turn to ON the toggle as per the image below
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In this area, the user can include:
Store name
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Tag line
Detailed Description: of the store and/or its products that
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are going to be displayed on the page when published (see below image example)
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3. Campaign Icon
Add the URL of the campaign icon on this field
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Once finished, click on the Save button at the bottom of the page.