On this page, the below topics will be explained:
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What is a Hard Sale?
The term Hard Sale, in eManage CRM refers to all one-time purchases.
How do Hard Sales work in eManage CRM?
To set up a campaign with Hard Sales, please follow the steps below.
1. Set up the Sale Model
Log in to the CRM instance and from the left side menu, scroll down and click Sales Models
From the Sales Models page, go to the top right side of the page and click on the + Create new button
The user is redirected to the Sales Models Settings page
From the Sale Models page, the user should follow the below steps to set it up.
General
In the General section, the following options are set up:
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Is Active? toggle: when set to
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In the
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Enable Pre Sale? toggle: enable pre-order.
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60-days Stage
In this section are set the days in which the steps of the Sale Model are occurring on the online orders. Let’s check the below example to better understand what this section is for.
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Select the day that the subscription is normally scheduled, from the 60 days calendar
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On the Customer Change Options: select the type of charge that the customer is going to pay. For example, Charge shipping + discounted product price
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And also on the Send Email Options: pick an email from the drop-down menu, which will be sent to the customer every XX that the subscription payment is paid. For instance, Order Confirmation email.
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Place Order? toggle Switch ON/OFF button: this button is set to
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2. Set up the Campaign
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