On this page, the below topics will be explained:
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:
WORKFLOW NAME: the name of the Sale Model
DESCRIPTION: The description of the Sale Model, which can be set either for Product or Package.
Is Active? toggle: when set to ON the Sale Model is active and can be added to any Campaign
In the SELECT A SALES MODEL TYPE, users should pick the below sub-option:
Hard Sale Model button: If this is the option chosen, then this Sale Model applies to the one-time purchases (not the subscription one).
Enable Pre Sale? toggle: for this Sale Model, this button can be left to OFF, as this switch enables pre-order.
Is Trial Extend? toggle: this can be left to OFF as this for the Trial Extension offers.
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.
Select the day that the subscription is normally scheduled, from the 60 days calendar
On the Customer Change Options: select the type of charge that the customer is going to pay. For example, Charge shipping + discounted product price
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.
Place Order? toggle Switch ON/OFF button: this button is set to ON for the Day 1 ONLY, as it’s the first step of any sale and requires the customer to place an order.
Once done, click on the Add button and the selection will be displayed below
The Additional Discount field (%): by setting to ON, it will add the discount to every sale accordingly.
Add Surcharge toggle: by setting to ON this toggle, this will charge a tax or surcharge for the product, if the amount of the Surcharge was set up on the product page.
By default, if the product doesn’t have any surcharge amount set up at the product level, then this is not charged.
Tax Amount (%): please DO NOT use it, refer to the tax configuration available at the campaign level, on the campaign settings page.
Once all Sale Model has been configured, just click on the Save button on the right side of the page.
2. Set up the Campaign
Log in to the CRM instance and from the left side menu, scroll down and click Campaign Management
Then click on Settings
From the Settings page, the user should go:
- To the top right side of the page and click on the + Create new button to create a new campaign
- Click on the campaign name to access its settings page, for the already existing campaigns, the user can click on the campaign name to access its settings page
How to configure a new Campaign or an existing Campaign for Subscriptions
On the Campaign Settings page, go to the right side of the page to the right side menu and click on Products
From the Products section, select the product to add to the campaign
Select Continuity on the Sale Type field
Select the Sales Models that was previously built for the subscription sales
On the Product Sale Type, select one of the two choices available: Regular or Presale Pop display only
Click on the Add button and the product and the other configurations will be listed in the below table
Then go to the right side of the product row and click on the Shipping Info button
From the Shipping Methods tab switch to ON the one you need and click on update
To save the changes on the campaign, go to the right side of the page and click on the Save button