Email Service Provider General Set Up

Step 1 : Go to ADMIN > PLUGINS and Click Email Service Providers from the menu on the left.

Step 2: Click the tile for the company you are using and click +Activate.

Step 3: Input the credentials and click Connect.

These would come from the email service provider you are using and they will vary based on which company you choose.

Step 4: Click Edit

Step 5: Click Green + to add route

Step 6: Choose your Customer Type

Partial - Partial orders also known as abandoned carts. Decline - Orders that decline. Sale - All new sales. Sale with no Upsale - All new sale without an upsell. Upsale - Only orders with an upsell product. Rebill Success - A succesfully billed subscription. Rebill Decline - A rebill that declines (both hard and soft declines). Subscription Cancellation - Anytime a subscription is placed in a cancelled status. Recycle Failed - Anytime a subscription is placed in a Recycle Failed status.

Step 7: Choose the CheckoutChamp Campaign you want the customer to come from. You can select ‘All’ or multiple campaigns.

Step 8: Select the CheckoutChamp Product you want the customer to purchase. *Note: If you have specified multiple campaigns or all campaigns, the product selection option will be disabled. This is by design.

Step 9: select Create