The Campaign Name
The URLs type, which at least should have: Landing, Success, Error (see below example):
On this page are explained all the below topics:
In this section users should set:
The Campaign Name
The URLs type, which at least should have: Landing, Success, Error (see below example):
The Campaign Status should be set as:
Pending: when there is any information missing or incorrect on the page, which also means that the campaign is not yet ready to be online.
Active with Traffic: when the campaign configuration is complete successfully and it is ready to be launched online.
In this part of the page, users are able to:
set up the language for the campaign, by clicking on the first field Default Language
The Ticket Mailbox is going to be the inbox where all customers' inquiries will be coming in. Users can pick one of the mailboxes available when clicking on the Ticket Mailbox field
The Internal Campaign Name and Parent Campaign fields contain information that is ONLY used by the Analytics team. Therefore, please refer to the DFO Analytics team on how to fill these two boxes.
Users should pick one of the two options, by switching to ON the toggle:
Is Single Offer: this is the most used choice for DFO, which implies one funnel with just one main product and, if available, upsells. The funnel brings customers directly to the one product checkout page.
Is Shopping Cart: for this offer, there are multiple products that customers can add to their cart and buy at the same time.
On the Payment Settings sub-section, users can configure
The tax model to apply on their pages
Whether the 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 or not
etc.
With the CRM, users can choose from 3 different tax models:
DFO
Avalara (third-party service integrated with eManage)
TaxJar (third-party service integrated with eManage)
Having the switch Allow Pre-Authorization turned ON 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.
Having the switch Charge Tax turned to ON will allow the user to decide whether DFO or a third party company called Avalara or TaxJar 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: Taxes
If the Allow check and cash toggle is set to ON, the campaign will allow users to place new orders by paying with a check or in cash.
To do so, users need to:
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Tax included in Price? toggle
Last but not least, having the switch Tax Included in Price? turn to ON will allow the user to decide whether the user would like the product taxes information to be displayed at the landing, prior to or after the customer buys his item live.
By switching to ON the toggle Create Tax Transaction?, if the campaign has been set to charge taxes (Avalara or TaxJar) to customers then this value is recorded on the Tax Provider Dashboard.
On the contrary, when the toggle Create tax transaction? is set to OFF, then no tax transaction will be recorded on the Tax Provider Dashboard (Avalara or TaxJar) when creating an order.
Pitney Bowes returns configuration
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 USD5.99.
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 the XX amount of the return charged by Pitney Bowes.
Keep SKUs packages toggle: when active, the fulfillment will keep the same SKU in case of the product package.
**Please note that this feature applies ONLY for Ontel.
For example: in this specific case, packages are created within the product section with SKU like the below:
- JETF_2
- JETF_3
- etc.
So the SKU are already set as packages. Setting the flag Keep SKUs packages to ON means that the system will leave the SKU unchanged when sending the order to the warehouse.
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 fulfillment.
Example of 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.
Example of order not using the flag:
In the above case, it is the system that informs the warehouse about the units quantity of the product, which is why the Product Quantity field is shown 3.
By clicking the button Clear WebSales API Cache, the system will clean all history of information that has been shared between API. In this case the connection between CRM WebSales and the orders created on this campaign.
Hence, the Caches of the websales are cleaned in order to not overwhelm the API, for instance, the prices of the order transaction.
Please note that this button is available ONLY after the campaign has been created.
Please note that this button is available ONLY after the campaign has been created.
The Web Key information is generated after the campaign is saved.
Website IP: this is left blank as this information is not in use anymore
Web Key: is an alphanumeric code that identifies the campaign, each campaign has its own unique webkey. On the campaign website, the web key is used to create its web pages, this information is hardcoded into the website HTML code. The webkey connects the website(s) with the CRM API so the system will recognize for each request the linked campaign.
Generate new WebKey: by clicking this button, it will generate a new webkey for your campaign.
Please avoid using this button because by generating a new webkey, the campaign website(s) will stop working. |
In this section, users can set up the confirmation and notification email that customers will receive upon completing a purchase.
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 on the landing page to buy the product of this campaign and proceed with the purchase, 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. Then, of course, 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 forth.
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: to pick the SMTP to be used for them, by clicking on the - this is a mandatory information
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 Picks |
From the table, the user can easily spot in each column the below data.
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
Actions: by clicking the Edit button
a small tab will pop up and the user can set a few more options as per the below example
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 after 15 or 30 meaning after the purchase is completed and the customer has already made it to end of the page reaching the “Thank you Page”.
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). |
By selecting either of the switches, the upsells of the campaign being configured will follow the pattern chosen for the main campaign, allowing upsells to be used for both, main campaigns configured with “Bundled Emails” and/or “Individual Emails”. |
There are 2 scenarios:
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No, it couldn’t. However, please note that due to the cache, orders placed within the first 30 minutes after the update, the order confirmation email could be received with some delay. |
Yes, on the Thank You page, for each product is displayed:
 |
Yes, there are. They are:
Please find attached below an example of a Trial Confirmation Email using these variables:  |
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: to pick 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.
For more information about how Top Picks works, please check the following helpdesk article: Top Picks |
In this section, the user must add all the countries in which the campaign will sell products.
Please note that adding or removing countries beofre saving the campaign can result in proces and settings being lost.
Please note that adding or removing countries beofre saving the campaign can result in proces and settings being lost.
To add or edit your list of countries, please click on the Please Select a Country button
and select all countries you need to.
If you type the continent on the Search bar, it will pop up below all countries located in that specific continent. Additionally, by clicking on the name of the continent, the system will automatically select all countries listed on it
Once finished, just click on Done and the countries will be all filed below
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.
On the Sale Type dropdown box, select one of the three options, Continuity Sale, Hard Sale, or Installments Sale.
**For more information about the different Sales Models, please refer to the Helpdesk article: Sales Models.
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, for 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 edit.
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 finishing editing, all your preferences inside the campaign, do not forget to hit Save before leaving the page, or your progress will be lost.
The Presale Pop is a pop-up that appears to customers at the checkout, right after submitting the payment, asking if they like to upgrade their purchase for an additional $XX.
Presale Pops | Upsells |
|---|---|
It’s a pop-up displayed after the customer has submit the payment | It has is own checkout page, which follows the main order along the funnel. |
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:
| Generally is a complementary article, an additional gadget, to the main product sold.
|
In this new section, users can set the Presale Pop feature up for the campaign they are editing.
There are 3 ways to set up a Presale Pop, please find attached below the steps for each one of them.
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 green 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 Products
- Choose 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 green 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 Products
- Choose 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 green 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
and switch to ON the toggle of the correct Shipping Method and click on the Update button
Ultimately, hitting the Save button must be performed in order to make all changes take place.
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
Once done, click on the Save button, to save the changes
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
Once done, click on the Save button, to save the changes
Upsells are the additional products/services offered to customers, after the main order, along the funnel.
For example, the lifetime warranty.
Upsells | Presale Pops |
|---|---|
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:
| 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:
|
Please note that each product that is going to be add as upsell into the campaign, it should have it own campaign as it has to be created ffor the main product.
In other words, for each upsells the user need to create a proper campaign, which then can be easily included and linked to the main product camapign.
Please note that each product that is going to be add as upsell into the campaign, it should have it own campaign as it has to be created ffor the main product.
In other words, for each upsells the user need to create a proper campaign, which then can be easily included and linked to the main product camapign.
In order to add the upsell to a campaign the user should follow the below steps:
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:
The Warranty
The Phone Mount
Getmonostarscope Ver 3.
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
In this section, users can add Coupons that customers can use in the campaign.
To add the Coupons to the campaign, users need to:
Click on the field and click on the coupon
Hit the Add button
Once done, click on the Save button
In the Payment Providers section, users can easily include all the necessary payment providers and their MIDs in the campaign.
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.
The name of the payment provider.
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.
Edit: by clicking on this button, the user is able to select all the MIDs already registered in CRM, under the payment provider
Delete: to remove the payment provider from the campaign. Please note that this will not delete the payment provider from the instance.
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 from one of the blocked countries tries to place an order for this campaign, he/she 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
An Email Service Provider allows users to send email campaigns to a list of subscribers.
Email Service Providers are software created to make it easier for companies to build email lists and send emails to customers or potential customers.
At the most basic level, an Email Service Provider should do a couple of things:
Store email addresses
Send emails.
In this section, users can configure the email provider in use for the campaign in order to gather data from customers, or potential customers (the ones that abandoned the cart or cancel the transaction prior to the transaction having been fully submitted).
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.
In order to add the appropriate information to the email provider, please follow the below instructions.
The user needs to click on the Edit button, located on the right side of each provider
A tab will pop that needs to be filled
Then switch to ON the toggle Is Active
Once done, click on the Update button
Ultimately, select the Save button, to save the changes (see below image example)
In this area, users can add an antifraud service to the campaign.
In this section, users can set up the campaign to enable Gift Cards to be sent to the customers at the end of their purchases, as a bonus for their next shopping with DFO.
To add the above option to CRM campaigns, please follow the below steps.
Switch to ON the Issue After Sales toggle: which will enable the Gift card to be sent to the customer at the end of the purchase. Then the user can choose one of the below choices.
The Relative Percentage field: the Gift Card amount will be a specific XX% of the order total.
For example, the order is $180,00 and the percentage is set for the 10% over the order grand total. The customer will receive a Gift Card of $18.
The Absolute Amount toggle: if this option is also set to ON, then the Gift Card amount will be a predefined and unchangeable amount in $ that can be set on the below field Absolute Amount.
Once all changes have been made, click on the Create or Save button.
For more information about Gift Card, please refer to the helpdesk article: CRM Gift Cards. |