Creating a Campaign
Last updated
Last updated
A campaign within your CRM is a collection of products being sold. Each campaign has it's own settings, and the price points of the offers/upsells within the campaigns are independent from other campaigns.
You might find it useful to create a separate campaign for a new website that has different price points. Another common practice is to create a campaign for each country that you are selling in.
To create a campaign, navigate to CRM → Campaigns then click on the smaller green “+” button within a category to add a new Campaign.
To add a new category, click on the green "+ Category" button.
To add a campaign, click on the small green "+" button within the category.
You will then set the Campaign Name and choose the Campaign Type.
Phone - Processes transactions inside of the CRM via Order Entry.
Lander - Processes transactions through Web Pages with support of our Form Code Integration or use of our API calls.
Ecommerce - Processes transactions through Web Pages, typically used for web pages utilizing our Shopping Cart feature through our Form Code Integration or if the web page is configured through Wordpress.
The Lander campaign type, in addition to Form-Code, are both deprecated and no longer supported. It remains available for legacy reasons.
Click Submit to create the campaign. Then locate on your campaign list and click Edit Once you create the campaign, there are several sections within that you need to configure:
On the left is the General Details. Here you can apply a multitude of features.
List in Order Entry (Phone Campaigns Only) - The campaign will be listed as an option on the Order Entry screen, making it available to sales agents.
Quality Assurance - Konnektive's Quality Assurance system by percentage entered for secondary review. These Cards will be authorized at the time of sale, but not captured until the order is specifically approved through the QA system. Set desired % for QA. Default is 100% .
Must Agree to ToS - This option specifies that the customer must specifically agree to the merchant's terms of service. This is done by checking a box either on a web form or in sales order entry.
Require eSignature (Online Campaigns Only) - This option allows merchants to require a customer electronic signature when checking out from landing page funnels. The system will create a PDF document containing the terms of service, customer eSignature, ipAddress and signature timestamp. This PDF contract can be emailed to the customer on order completion and used to fight chargebacks with card issuers.
Preauth Only (Phone Campaigns Only) - Only a single $1.00 authorization will be applied against the customer's card. This is generally used by call centers who are taking orders for third party merchants.
Accept Cash on Delivery Orders - Orders will be approved for shipment, and payment will be collected on delivery.
Retail Orders - Orders will be approved for shipment according to retail terms set on the campaign. Generally, the retailer is given a certain amount of time to complete payment or the order is placed in a diliquent status.
Block Prepaid Cards - Reject any sales using a prepaid credit or debit card.
Block Debit Cards - Reject any sales using a debit card.
Block Mastercard - Reject any sales using a Mastercard.
Block Visa - Reject any sales using a Visa.
Disable External Payments - This disables the "Prepaid" Order Entry payment option, which records payments taken outside the CRM system such as mailed-in checks.
Disable Recycle Billing - This will exclude this campaign from applying Recycle Billing profiles. Read about Recycle Billing here.
Capture on Shipment - Charges will be authorized at the time of the initial sale only captured once the fulfillment has been updated with a tracking number.
Note: This can be set in conjunction with Chargeback Protection (configured on the Campaign Product). In the case both are enabled Capture on Shipment will only affect the initial order.
Bundle Fulfillment - This option will bundle fulfillments that are within 96 hours of each other when they are shipped to the same customer. The main purpose of this option is to save money on the number of fulfillments exported to a fulfillment house.
Note: Setting this will delay the shipping API so that all products in the order will be bundled together.
Offer Shipping Insurance - If you have a shipping service plugin enabled, you can choose whether to offer it for this campaign.
Chargeback Blacklist - Use Konnektive's global chargeback blacklist to block any customers who has ever chargebacked a transaction. (Data points used are email, and phone number)
Maximum Coupons - The maximum number of coupons allowed per order.
Reorder Days - This option restricts customers from purchasing against this campaign again for the amount of days entered. This option can be easily applied to all campaigns with the Apply to All button.
Upsell Window - By default upsells are accepted up to 2 hours after the initial sale. Enter a different value (in minutes) if needed. If a value is entered then several processes will hold until that window closes, including sending order confirmation emails and sending to plugins.
When the Upsell Window closes it puts the Order back in the task queue, the normal delays apply.
On the left navigation you will see the Countries tab where you have the ability to choose where you want to sell your products. Click on Countries, then click the Drop-Down to choose a country, then click the green "+" button to add it.
Please view this article for instructions on how to add products to your campaigns.
If you are using Konnektive’s form-code to do your website integration, please follow this article.
Depending on the campaign type you chose, you will either see an Affiliate section or a Call Center section. You also have the ability to add a new affiliates/call centers and set commission for step 1 and step 2 products.
Click “Add Affiliates”. Choose the Affiliate. Input the Base and Upsale Commission and then click Submit.
For more information on setting up affiliates and call centers, please view these articles: Affiliate Setup & Call Center Setup
Here you have the option to send automatic emails to your customers. For more information on auto-responder setup, please view this article.
Apply sales tax to specific regions. Click on the green + Button.
Choose Country, State, and Tax Rate. Tax Rate must be entered with decimals (.01 = 1%).
Include Tax in Final Price - Include tax in the product prices displayed to customers (such as a VAT).
Exclude Rebills - Do not charge tax on rebills
Detailed tax information can be found here
Please view this article for more information on Coupons
Please view this article for more information on Shipping Profiles
Please view this article for more information on Custom Fields
Here you can add terms of service for the campaign that can be accessed on any form-code landers or shopping carts and can be combined into a customer contract PDF for orders with eSignatures.
