How to set up campaigns

To create a campaign, users need to fill in all the necessary options available on the Campaign Settings page.

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)
  
  

  Open

  

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.

Campaign Settings

Open

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.

Campaign Type Settings

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.

Payment Settings (Set up Taxes)

On the Payment Settings, users can configure taxes using all the options described here below.

With the CRM, users can choose from 3 different tax models:

• DFO

• Avalara is a third-party service integrated with eManage

• TaxJar is a third-party service integrated with eManage

Allow Pre-Authorization toggle

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.

Charge Tax toggle & the Tax Provider field

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.

Allow check and cash toggle

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.

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.

Create Tax Transaction? toggle

• 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 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.

Shipping Settings

Keep SKUs packages toggle

When the Keep SKUs packages toggle is set to ON, the fulfilment will keep the same SKU in the case of the product package.

Example

In this specific case, packages are created within the product section with SKUs like JETF_2, JETF_3, etc.

• 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.

Clear Web Sales API Cache

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.

Web Key

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 each request in the linked campaign.

• Generate new WebKey: by clicking this button, it will generate a new webkey for your campaign.

Email Settings

In this section, users can set up the confirmation and notification email that customers will receive upon completing a purchase, which can be:

1. Individual Emails

2. Bundle of Emails

3. Leave the Confirmation | Notification Emails for Shopify.

1. Individual Emails

Setting up Individual Emails

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.

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
  
  

2. Bundled Emails

Additional Information about Individual and Bundled emails

Setting up Bundled email

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.

3. Custom Email (Shopify, etc)

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.

1. Click on the Please Select a Country button

2. 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

3. Once finished, just click on Done and the countries will be all filed below

Products

In the Products section, users can add preexisting products or products that have been just created in the system to the campaign

1. First, type the first letters of the name of the product in the Product Name box to then select it from the dropdown list

2. 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.

3. Lastly, on the Product Sale Type, choose from a regular offer or a mini upsell (Presale Pop)

4. Once you have edited all fields and hit the Add 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

In 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 Models, you can set it product by product already present in the list, if you, for some reason, are 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

Presale Pop

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 vs Upsells

Setting up a Presale Pop

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.

1. a Default selectable icon>Mini Upsell Product>Sales Model

   1. In this case, the user should select first the option Default

   2. Then click on the Mini Upsell Product and pick one of the products from the drop-down menu

   3. Next, select the Sales Model (see the below example)

   4. The Add button is the second to last action users should perform before saving the edition in the campaign.

2. 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

   1. Choose the option Select from all products

   2. 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.

   3. Next, select the Sales Model (see the below example)

   4. The Add button is the second to last action users should perform before saving the edition in the campaign.

3. 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

   1. Choose the option Select from all products

   2. 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.

   3. Next, select the Sales Model (see the below example)

   4. The Add button is the second to last action users should perform before saving the edition in the campaign.

4. Once all editing is done, click on the Shipping Info button

5. Switch to ON the toggle of the correct Shipping Method

6. Click on the Update button

Edit a Presale-Pop

1. From the campaign settings page, scroll down to the Presale Pop section

2. Click on the Edit button

3. On the tab, made the changes

4. Once done, click on the Update button

Remove a Presale-Pop

1. From the campaign settings page, scroll down to the Presale Pop section

2. Click on the Delete button and confirm the action

Upsell

Upsells are the additional products/services offered to customers, after the main order, along the funnel.

For example, the lifetime warranty.

Upsells vs Presale Pops

Adding Upsells to the main product campaign

In order to add the upsell to a campaign the user should follow the below steps:

1. Create a campaign for each product that is going to be sold as an upsell

2. Go to the main product campaign, scroll down up to the Upsell section

3. On the search field, type the name of the upsell campaign that needs to be added and click on it
   
   

4. Then click on the Add button

5. Once it’s done, click on the Save button, to save the changes

6. Once the upsells have been added, they should be displayed like the below example:

Using the above image as an example, the sequence of the upsell to appear to customers will be:

1. The Warranty

2. The Phone Mount

3. Getmonostarscope Ver 3.

Removing Upsells from the main product campaign

1. From the campaign settings page, scroll down to Upsell section

2. Click on the Delete button

3. Once done, click on the Save button

Coupon Settings

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

Payment Providers

In the Payment Providers section, users can add the payment providers and their MIDs to the campaign.

Add the Payment Providers

1. Type the Payment Provider name and pick it from the drop-down

2. Click on the Add button

3. From the tab, select all MIDs that need to be included in this Campaign

4. All payment providers added to the campaign will be listed in the Payment Providers section

Edit the Payment Providers

1. Hit the Edit button

2. From the tab, select all MIDs that need to be included | excluded in this Campaign

3. Click on the Update button

Is Cascade Only checkbox

• 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

Remove a Payment Provider

1. Click on the Delete button and confirm the action

2. 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.

Therefore, if customers from one of the blocked countries try to place orders for this campaign, they will be blocked right away when filling in his/her details.

1. Select the Payment provider from the drop-down menu

2. Then click on the Please Select a Country and pick all countries that need to be blocked

3. Click on Done

Email Service Providers

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:

• DRIP

• Klaviyo.

How to enable email providers

1. Click on the Edit button

2. A tab will pop up that needs to be filled in

3. Once done, click on the Update button

4. 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.

Gift Card

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.

1. 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.

2. Once all changes have been made, click on the Create or Save button.

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