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Setting up a Campaign
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How to set up campaigns
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. |
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Set up the Campaign’s Basic Information
In this section users should set:
The Campaign Name
The URLs type, which at least should have: Landing, Success, Error (see the below example)
The Campaign Status should be set as:
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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 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 USD XX amount of the return charged by Pitney Bowes.
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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 fulfilment.
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.
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Allow to validate customer email address toggle
Allow to validate customer home address toggle
Clear Web Sales API Cache
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In this section, users can set up the confirmation and notification email that customers will receive upon completing a purchase, which can be:
Individual Emails
Bundle of Emails
Leave the Confirmation | Notification Emails for Shopify.
1. 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 the main order and a confirmation email for each one of the upsells purchased along the funnel. |
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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
2. 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. |
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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 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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Edit bundled email templates button: by clicking on it, users are redirected to the Bundled Emails templates
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Top picks field: select one of the Top Picks available, which is also optional.
For more information about how Top Picks works, please check the following helpdesk article: Top Picksof a Trial Confirmation Email using these variables: |
Setting up 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:
Use same SMTP configuration for all templates field: topick the SMTP to be used for them, by clicking on the - this is a mandatory information
Edit bundled email templates button: by clicking on it, users are redirected to the Bundled Emails templates
Top picks field: select one of the Top Picks available, which is also optional.
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For more information about how Top Picks works, please check the following helpdesk article: Top Picks |
3. Custom Email (Shopify, etc)
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Please note that this option is for eOne>Shopify users. |
By turning ON this toggle, the CRM will not send any confirmation | notification email to the customers. Instead, when the orders will be imported via eOne to Shopify, Shopify will send all emails according to what has been configured in there.
Therefore there is no need to set an SMTP as well as created any email template to be used in the CRM campaign.
Country Settings
In this section, the user can add | edit all the countries in which the campaign will sell products.
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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
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
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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
Once all is done, select the Save button, to save the changes
Click on Done
Email Service Providers
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So far there are two main Email Marketing software already integrated with eManage CRM, which are:
In order to know what information is needed for each one of them or where to gather that information inside the DRIP/Klaviyo account, please click on one of the two links above and refer to the specific helpdesk article.
How to add information to the email provider
In order to add the appropriate information to the email provider, please follow the below instructions.
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How to enable email providers
Click on the Edit button
A tab will pop up that needs to be filled
Then switch to ON the toggle Is Active
in
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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For more information about Gift Card, please refer to the helpdesk article: CRM Gift Cards. |
Sub-Contents
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