The Outbound Calling allows our remarketing customer service to offer upsell products for our buyers
Please note that this feature works for existent buyers as the system will require an existent order for proceeding with upsell.
Additionally, it is important to highlight that the upsell orders will only be possible using credit cards, and payment processing will be considering according to the campaigns configurations
Users need to clear their cached history before starting using Outbound Calling
The sections, on the order pages, which includes important details about the Outbound Calling are listed below:
1. The offer where the customer has placed the order
The link to the existent order for upsell checkout page is available under the Customer Services Settings:
2. Searching the order
In this section are listed all orders, made by the customers.
Clicking on the order will enable :
The query only returns customers with orders in the following status:
Paid
Shipping
Shipped
Delivered
3. Upsell Page:
Under this page, the agent will be able to proceed with the upsell, where he will have to chosse (1) Upsell (2) Products and (3) Shipping Method
Selecting Upsell
Selecting Product Name
Selecting Shipping Method
4. Checkout
After clicking on Buy Button, the following external Iframe will pop up:
The reason about the credit card Number appears as XXXX XXXX XXXX 1234 mask is due to eManage PCI* certify . eCRM does not store credit card data.
If the customer has to choose another card, he will have to click on “Use another card” and the following Iframe will popup.
After Proceeding with the order, the order message will appear into the iFrame.
