ClickBank
Last updated
Last updated
CheckoutChamp allows you to import your orders from ClickBank into the CheckoutChamp CRM by installing the ClickBank Plugin.
Importing your ClickBank orders into the CheckoutChamp CRM system gives you the following benefits:
Consolidate your customer and billing information. Importing your ClickBank data into CheckoutChamp saves you the hassle of logging into multiple portals and using disparate reports and interfaces to view and analyze your business data.
Fulfillment Management through the CheckoutChamp CRM, taking advantage of CheckoutChamp's cost-saving fulfillment bundling, fulfillment delays, API updates from the fulfillment house and other advanced fulfillment management features.
Seamless Integration with CheckoutChamp's state-of-the-art CRM, which allows you to take full advantage of CheckoutChamp's extensive reporting and features.
Issue refunds, cancel orders, pause and resume subscriptions. CheckoutChamp's ClickBank integration allows you to issue full or partial refunds, cancel, pause and resume subscriptions using CheckoutChamp's intuitive interface.
Track and assess affiliate performance. CheckoutChamp's integration of ClickBank orders allows you to easily compare your affiliates and to view their average order size, subscription length and their statistics of refunds/cancellations.
Unlimited term and size of data storage. By importing your ClickBank orders to CheckoutChamp's CRM system, you are guaranteeing that your customer data will stay secure and will remain stored indefinitely.
(Note: before you install the ClickBank Plugin, please inform your Account Manager as there are a number of steps that need to be taken in order to ensure a smooth onboarding process.)
1. Go to your Admin area and click Plugins and then select Data Sources. Locate the ClickBank plugin and click Activate.
2. Enter your Dev and API keys as they appear in your ClickBank account - typically located at the bottom of your ClickBank Account Settings page. Make sure that you copy and paste these values to avoid errors.
3. Your site is what appears in your ClickBank account as the product owner, as can be seen here (in this example, site is "konnektive")
4. Your SECRETKEY is optional. It allows you to import abandoned orders (partials) from ClickBank in real time, which will enable you to use one of CheckoutChamp's email service plugins to send customized marketing emails to those customers who did not complete their purchase.
Your Secret Key must be created in your ClickBank portal. To do so, navigate under the "my site" subtab under Vendor Settings.
Once you have your Secret Key, you must also add the Instant Notifications URL, which tells ClickBank where to post the Abandoned Orders information. Your Instant Notification URL is a string that includes your API user credentials at CheckoutChamp in the following format:
https://api.checkoutchamp.com/clickbank/?loginId=YOUR_API_USER&password=YOUR_API_PASSWORD
Use AWS in all caps as the IP Address when making this API user.
Give the API user access to Import Order
Additional Options
Select IncludeTestTransactions to import tests from ClickBank to finalize your end-to-end connection.
Select sendOrderConfirmationEmails to send email or sms to customers as the orders are imported. This requires autoresponders be setup on the ClickBank campaign in CheckoutChamp.
Select uniqueProducts to import products from multiple plugins into a unique category for each plugin. This may cause duplication of ClickBank products but it provides separation for reporting in CheckoutChamp. This must be checked when the plugin is created.
5. Click Connect.
6. Notify your CheckoutChamp Account Executive that you have completed the installation of the ClickBank plugin. Your Account Executive will then initiate the initial product import from ClickBank. Your imported products will be listed under a "ClickBank Imports" category in your CRM → Products page.
If you will continue to let ClickBank fulfill the products, keep the Fulfillment House set to ClickBank. If you want CheckoutChamp to start sending the ClickBank orders to the fulfillment house, edit the Fulfillment House for each product. You may then define product parameters such as MSRP, product cost, description, etc. (Do not change product SKU as it appears on ClickBank!)
Once the products are imported you can optionally define Offers and Upsales in your Campaign Products setup.
After the products setup is completed, your Account Executive will do an initial orders import, which will import the already existing ClickBank orders into the CRM. Please let your Account Executive know how many days back you would like to go to pull the orders. If you are fulfilling through CheckoutChamp you can request that your Account Executive sets the initial fulfillment status to "shipped" for older orders, so that the system does not try to export them, thus resulting in double fulfillment.
Once the initial orders import is completed and you have reviewed their integrity, your Account Executive will then set a task that will automatically and continuously import your new and current ClickBank orders through the API and seamlessly integrate them into your CheckoutChamp CRM instance.
If you are using CheckoutChamp to send the orders to the fulfillment house, those imported orders will be assigned to the “HOLD” fulfillment status and will be automatically export to the fulfillment house specified for each product. If you have decided that will ClickBank continue to send the orders to fulfillment, the those orders will import as “SHIPPED”.
You are done!
When CheckoutChamp's API imports your orders from ClickBank, it creates ClickBank-specific Campaigns into which the orders are imported. Those campaigns are named based on the order's currency denomination. For example, a USD order will be placed in an automatically created ClickBank_USD campaign, and a Euro order will be attached to a ClickBank_EUR campaign. This makes it easy for you to view and analyze your orders using CheckoutChamp's reporting suite.
To view your ClickBank orders, simply go to Customer Service and select the relevant campaign name.
It is very important that you do not rename your imported ClickBank campaigns.
Similarly, you can view your orders' totals and other analytics tools by going to the Reports section, selecting the desired report, and then using the campaign filter to narrow it down to the ClickBank campaign(s).
When an order is imported into CheckoutChamp with ClickBank, an additional action ClickBank Refund is added to the Actions button in the Customer Profile area. Use this action in order to issue a full or partial refund.
Keep in mind that since the "ClickBank refund" action represents opening a ClickBank refund ticket, the actual refund will not be reflected in the customer's records until the refund transaction is completed and recorded at ClickBank and then imported to CheckoutChamp, which may take several hours.
NOTE: This action will open a refund ticket at ClickBank and the refund ticket number will be recorded in the customer's history log in the top right corner of the customer page. Refresh the customer's page in order to view the refund action log.
NOTE: If "automatically cancel on agent void" is checked in your account settings, all fulfillments for this order will be automatically canceled once you issue a ClickBank refund. ClickBank will also cancel all future scheduled billings for this customer if they exist.
CheckoutChamp allows you to cancel a recurring ClickBank order (subscription) or to change the next billing date through the CRM interface. In order to access the subscriptions actions page, go to the customer's page and click the subscription product that you wish to cancel. If the subscription is active, a Cancel Subscription* red button will appear that will open a cancellation ticket at ClickBank.
NOTE: The subscription cancellation may take up to 24 hours to reflect in the CRM.
You can change the next bill date on a recurring subscription by using the same CheckoutChamp interface which can be reached by clicking the subscription product in the customer page.
NOTE: If you did not receive an error message, the bill date modification was successful and should reflect in the CRM instantly.
Importing your ClickBank orders using the ClickBank Plugin, allows you to take advantage of CheckoutChamp's advanced Fulfillment Management features, such as order bundling and fulfillment delays.
When CheckoutChamp imports your ClickBank products through the API, it will initially assign them a dummy fulfiller named "ClickBank". It will also automatically create fulfillment items for your ClickBank orders and assign them a default value of "HOLD" (this can be overridden to "SHIPPED" by your Account Executive). Since the initial assigned default fulfiller is a dummy "ClickBank", the CheckoutChamp system will not attempt to export the fulfillment items to a fulfillment house.
By default, the automatically created ClickBank CRM campaigns are set to bundle fulfillments and are locked. This means that CheckoutChamp will automatically bundle orders for the same customer, in order to save shipping costs. However, if you do not wish for CheckoutChamp to bundle your fulfillments, you can go to your CRM campaigns, unlock your campaigns and uncheck the bundle fulfillments option.
Exporting Initial Fulfillment Items
If you did not specify a fulfillment house to your Products in your CRM setup, CheckoutChamp will create a dummy fulfillment house called "clickbank" and assign imported orders to it. If needed, the fulfillment house can be changed after the orders are imported using the batch updates in the Customer → Fulfillment page.
In order to export the orders to a fulfillment house, simply click batch updates and select Fulfillment Company. Then select the correct fulfillment company where the products are located and click Update Batch. Once a real fulfillment company has been selected, CheckoutChamp will export those fulfillment items every hour.
Subsequent Fulfillments
Once you have decided to use CheckoutChamp's fulfillment management, you can have imported orders assigned a Fulfillment House by going to CRM, then selecting Products, and then assigning each imported ClickBank product a fulfillment house, fulfillment type and fulfillment delay. Once you have assigned fulfillment houses to your products, all subsequent imported ClickBank orders containing those products will be automatically exported to the fulfiller.
Do not change the product's imported ClickBank SKU! The ClickBank SKU (also known as the "item number" at ClickBank) is how CheckoutChamp matches between the CheckoutChamp CRM product and imported ClickBank orders that contain the product.
NOTE: The default fulfillment delay set by CheckoutChamp on imported ClickBank orders is 4 hours. That means that orders that have products with an assigned fulfillment house will be exported 4 hours after they were created. You can change this default value by editing the product in the CRM.
Using Batch Updates and CSV imports to Manage Fulfillments
For your initial ClickBank imports, you can change fulfillment status using the Batch Updates feature in the Customer Fulfillment section of the CRM. You can either manually update the shipping status of those fulfillment items that have already been shipped or import a CSV. During the initial ClickBank import, it is important that you diligently mark those items that have been shipped externally if you did not instruct your Account Executive to mark them as SHIPPED, as to avoid double shipment. If the orders are not imported as SHIPPED, after the initial import, all order imports will be assigned a status of "HOLD" and will be automatically exported to the fulfillment house if you specified one.
Capturing Partial Orders ("abandoned carts") can provide a source of incremental income by utilizing an email marketing strategy in order to convert those lost customers into paying customers.
In order to capture Partial Order information, you have to set a Secret Key in your ClickBank portal and the correct link to which ClickBank will post the partial customer information.
NOTE: The minimum customer information that CheckoutChamp requires for a partial order is the email address.
Your Secret Key must be created in your ClickBank portal, under the "my site" tab. It should be a string comprising of characters and digits.
Once you created your Secret Key, you must also add the Instant Notifications URL, which tells ClickBank where to post the Abandoned Orders information. Your Instant Notification URL is a string that includes your API user credentials at CheckoutChamp in the following format:
https://api.checkoutchamp.com/clickbank/?loginId=YOUR_API_USER&password=YOUR_API_PASSWORD
Once you have completed the setup for capturing Partials, ClickBank will now post instantly all partial customer information to the CheckoutChamp CRM. You can browse those partials through your customer service page.
More importantly, you can use one of the many email plugins integrated with CheckoutChamp in order to follow up with these lost customers in an effort to convert them. To view the full list of email providers, click the Admin tab in your CRM, then click Plugins and then Email Service Providers. For help with the installation of any of these email plugins, please look into the Email Service Providers section in the CheckoutChamp Wiki.
