CRM Setup

• Product Setup

  • Product Creation

  • Product Variations

    • Variant Bundles

• Campaign Setup

  • Creating a Campaign

  • Campaign Categories

  • Campaign Types

  • Adding a Product to a Campaign

    • Common Offer Setups

      • T-Shirt Club

  • Auto-Responder Setup

    • Autoresponder Date Formats

  • Shipping Profiles

  • Taxes

  • Campaign Coupons

  • Custom Fields

  • Adding C.O.D. to Campaigns

  • Single Transaction Orders

  • Multi-Currency

• Call Center Setup

  • Adding and Editing Call Centers

  • Setting Call Center Commissions

  • Editing Call Center Agents

  • Batch Update Call Center Source Values

  • Cancellation Reasons and Call Dispositions

• Affiliate Setup

  • Adding and Editing Affiliates

  • Affiliate Tracking Link/String

  • Affiliate Pixels

    • Testing and Troubleshooting CPA Pixels

    • Testing CPC Pixels

  • Affiliate Commissions

  • Setting up an Affiliate User

  • Batch Update Affiliate Source Values

  • General External Affiliate Software/Network Setup

  • Facebook Pixel Setup (Direct API)