Getting Started in your CRM!
Introduction
Before your initial kick off call, feel free to sign into crm.checkoutchamp.com and familiarize yourself. This article will explain where to start while configuring your new CheckoutChamp instance.
A common place to start configuring your instance is the Admin section, however, this can be skipped and returned to if you don’t have all the information needed to add the plugins. Please read through the sections below which highlight the areas that need to be configured before going live.
Admin Section
The Admin section is where you will create new users and plug in 3rd party services to utilize with your CheckoutChamp account. This section is found at the bottom of the navigation menu on the left side of the CRM.
Commonly added plugins: Fulfillment Houses - Automatically send your fulfillments to one of our integrated fulfillment softwares. Fraud Manager - Screen for fraud prior to approving a transaction. PAAY 3DSecure - Shift chargeback liability on supported gateways. Email Service Providers - Automatically send partial or sales to one of our integrated ESP plugins. SMTP - This is used to email your customers their order confirmation and fulfillment updates. FluidPay Account Updater - Updates card information to keep subscription customers active for longer. Midigator Chargeback Protection - Used to fight chargebacks and issue refunds prior to a CB occurring.
Merchant Section
The next best place to go is the Gateway section. Under the Gateway List you can create merchant categories that match each of the corporations that you have gateways acquired under. This is a critical step to ensure you are remaining compliant with PCI regulations. Once you have the categories added, you can then add in your gateways and set them to their appropriate category. If you don’t have any gateways yet, you can use the DUMMY GATEWAY option. ** Having a gateway created will be necessary to save an offer in your campaign. The Dummy Gateway is ONLY for testing. Any live sales ran to this gateway will not process BUT the fulfillment WILL still send out. BE CAUTIOUS**
CRM Section
Once you have your gateways(s) saved you’ll want to go to the CRM section to add your products. The product page will first have you create a category to begin organizing your products (Diet, Muscle, Skin, etc). Clicking the green plus button will allow you to start creating. Once you have a product created, you can then start creating your campaign. (You can set a fulfillment house to all your products at once at a later date using the “Assign to All Products” button located in the fulfillment house plugin)
Next, go to the Campaign page to create a campaign (you can also create categories here to filter by on your reports). The campaign is where you will add in your products as offers and upsells, which determines the price the customer will pay, and when. There are a lot of other settings within the campaign that you can do use to fit your needs. There are 2 types of campaigns to choose from:
Phone campaigns are used for inbound and outbound calls to/from your call center and can be listed under the Order Entry page to manually place orders. We also suggest having a phone campaign dedicated to testing new mids and fulfillment houses. This way you can set the offers to $1 so you aren’t charging yourself full price just to test.
Ecommerce campaigns are more of a shopping cart style. Your offers will all be listed and the customer can choose as many items as they want before proceeding to the checkout page, and then your upsells.
Connecting your website to CheckoutChamp
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