Basic
“Basic” is the first section of the
Campaign Settings
Campaign Type Settings
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Payment Settings
Under the topic “Campaign Management”, on the left side menu, you can hit “Settings” and choose an existing campaign to edit, copy and paste an existing campaign, therefore cloning it or create a brand new campaign from scratch, as explained under the topic Campaign Management of this Helpdesk document. Inside a campaign now, a new section was developed: the Payment Settings.
On it, it is possible to select if the campaign products offered on the landing page will have the prices displayed alone or with the tax information on them after the purchase has been completed.
Allow Pre-Authorization
Having the switch “Allow Pre-Authorization” turned to “Yes” will allow the purchases to be verified by a 2-step authorization, where the payment provider would receive the information of a new transaction and only after the payment provider replies authorizing it the transaction would be completed.
Include or Not Charge Tax Calculation
Having the switch “Charge TAX” turned to “Yes” will allow the user to decide whether DFO or a third party company called Avalara would process the calculation of all taxes involved in the transaction, calculating them by country rule, depending on where the product was configured to be available at.
Please verify the document page below for more on this topic:
Include or Not Tax into the Price
Last but not least, having the switch “TAX Included in Price?” turned to “Yes” will allow the user to decide whether the user would like the product taxes information to be displayed at the landing, prior or after the customer buys his item live.:
Select one of our Tax Providers on the Campaign
Shipping Settings
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Verify Customer’s Personal Info
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Web Key
Email Settings
Individual Emails
This is a “Yes/No” switch that allows you to decide whether you are going to set email messages to be sent to customers who buy the products to receive one email message at a time for each of the steps related to the purchase.
Once customers are in the landing page to buy the product of this campaign and proceed with the purchase, they will receive an email confirmation related to the order. Then, once the items go to fulfillment, customers will receive another email confirmation, this time letting them know the tracking number of the item and another email confirmation letting them know other information related to the delivery and so and forth.
Therefore, turning the switch to “Yes” will make the system send one email message at a time for each of steps of the system, from beginning to end, to know: one for Activation Code, one for Come Back, one for Customer Address Verification, one for Customer Password, one for Delivered Confirmation, one for Delivery Delay 2 days, one for Delivery Delay 3 days, one for 14 days, one for 21 days, one for 30 days, and etc..
If you decide to leave the switch set to “No”, then you will have to jump to the “Bundled Emails” switch topic, explained better below.
Bundled Emails
This is another “Yes/No“ switch. Once you set this one to “Yes”, the Individual Emails switch will automatically move to “No” and vice-versa.
And what does this switch do? Simple: the opposite to the Individual Emails switch. It sets all the email messages to be sent at once to customers after their purchase, meaning they will no longer receive one email message at a time, but all at once. This can be selected if you do not want your customers to be harassed with several email messages every time a step is taken towards delivering the products to them.
Lifetime Warranty Exception
Please note that an exception has been created for the Lifetime Warranty email.
Even in cases where both the main campaign and all its upsells campaigns, including the Lifetime Warranty, have been set on the Email Settings section, as Bundled, the NORMAL BEHAVIOR is that the Lifetime Warranty email will still be sent out as separate and individual email (see below image example).
FAQ
Use same SMTP configuration for all templates
Campaigns list of Customized Template with language XXXX
Customer service template for this campaign
Name
SMTP Settings
Email Template
Is Required?
Actions
Country Settings
Products
On the Products section, users can add preexisting products or the products that have been just created in the system to the campaign.
First, type the first letters of the name of the product in the Product Name box to then select it from the dropdown list.
Second, on the Sale Type dropdown box, select one of the three option, Continuity Sale, Hard Sale or Installments Sale.
Third, on the Sales Model dropdown box, there is a good range of the different sales models to choose from, as you can see below:
1 Day Subscription: (to be edited)
Risk-Free Trial: customers who purchase the product you are adding to the campaign can test the item before paying for it for free for 15, 21, 45, etc., days to only then opt whether they want to keep the product or return it.
FunnelBox: (to be edited)
Pre-Order: (to be edited)
Pre-Sale: (to be edited)
Special Warranty Sale: (to be edited)
Straight Sale: (to be edited)
Tax Setup Homol: (to be edited)
Taxes: (to be edited)
Lastly, on the Product Sale Type, choose from a regular offer or a mini upsell (Presale Pop).
Once you have edited all fields and hit the Add green button, the product will appear on the panel below the selectable fields, accompanied by the columns displaying all you have chosen and a set of five buttons.
On the Actions column, the five buttons, from left to right, are:
Shipping Info: where you can change/edit from a huge variety of Shipping Methods available;
Price Formula: where you can add another Campaign Price Rule, choosing it by country or by currency;
Edit: where instead of editing the field Sales Model, you can set it product by product already present in the list, if you, by some reason, is editing a campaign already containing added products in it. Just do it as you would if you were adding a new item to the list, choose the options from Sale Type, Sales Workflow and Product Sales Type fields then hit update and your edition will be automatically added to the product edited.
Add Brand: where you can add a new brand to the product being edited;
Delete: where you delete the product from the list of products that will compose the campaign.
After finish editing all your preferences inside the campaign, do not forget to hit Save before leaving the page, or your progress will be lost.
Presale Pop
On this new section, the Presale Pop, users can set the Free Trial feature up for the campaign they are editing. On that section you will find:
a Default selectable icon
a Link to Products selectable icon
a Product Name dropdown box
a Select From All Products selectable icon
a Select From Related Products selectable icon
a Mini Upsell Product dropdown box
a Sales Model dropdown box
a green Add button
Default
By choosing the Default selectable icon, users will be able to
Link to Products
By choosing the Link to Products selectable icon, users will be able to
Product Name
On the Product Name dropdown box users will be able to select from
Select From All Products
By choosing the Select From All Products selectable icon, users will be able to
Select From Related Products
By choosing the Select From Related Products selectable icon, users will be able to
Mini Upsell Product
On the Product Mini Upsell Product dropdown box users will be able to select from
Sales Model
On the Sales Model dropdown box users will be able to select from
Add
The green Add button is the second to last action users should perform before saving the edition of the Free Trial to a campaign.
Once all editing is done, hitting the green Save button must be performed in order to make all changes tak place.
Upsell
Coupon Settings
Tracking
Payment Providers
Search and Select Payment Providers
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.
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.
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.
Actions
Payment Countries
Email Service Providers
falar do que é e quais são
abaixo tem a doc do Drip e do Klaviyo
Fraud Prevention
Custom Fields
Customer Service Phones
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Gift Card
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Facebook Conversion