Getting Started!

Transcript

Welcome to the CRM! Let’s get familiar with our interface. On the left hand side we have a side bar menu that takes you to various sections inside of the CRM, on the top right we have the full screen button, a light and dark mode button, a notification bell, a magnifying glass that opens up the 3 most commonly used searches, and if you click your name we have a smaller menu showing you some account options.

Please make note of the Chat with us and help desk bubbles that will accompany you throughout the CRM.

In the account section you will see your user profile, and 4 tabs.

Recent activity where you can see a log of users signing in.

Account settings for your instance, where you can enter your company information for plugins, verify and update your re bill time, edit the customer service options and a list of additional options to customize the CRM to best fit your business needs.

Please make sure to hover over the tool tip for more information on what these options do.

The notifications tab is where you enter the emails that you want to receive these types of emails. Please make sure that the notify emails are going to a valid email address.

The general alerts are notification emails that go out when they reach these criteria.

Traffic performance alerts are also tied to the notify emails.

The test orders tab allows you to mass delete all the test orders you made before launching your business.

The subscription section shows your past invoices, and your EULA is available for you to download.

In this section you can also update your payment information.

The subaccounts section allows you to add subaccounts to your instance, click the plus sign, fill out the pop up and click create. There is a $30.00 monthly fee associated to each subaccount.

The help desk is our knowledge resource to help answer your questions. Please familiarize yourself with this tool.

Tickets is our ticket system, here you will be asked your company name, a summary, and a description of the issue you are currently facing. Please be as detailed as possible in the description to help streamline the troubleshooting process. You can add images and videos to a ticket here as well.

Before your initial kick off call, feel free to sign in and familiarize yourself. This article will explain where to start while configuring your new Konnektive instance.

You will see a lot of Information badges around the system that will give a description of that feature if you hover your mouse over it. Also, our Help Desk (located inside the hamburger menu on the top right) is also split into sections to make it easier to find what you might be looking for and has a search option.

The best place to start 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. The sections below highlight the areas that will need to be configured before going live.

• Admin Section

• Merchant Section

• CRM Section

• Connecting your lander to Konnektive

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Admin Section

The Admin section is where you will create new users and plug in 3rd party services to utilize with your Konnektive account. This section is found at the bottom of the navigation menu on the left side of the CRM.

Commonly added plug ins: 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 will first want to create merchant categories that match each of the corporations that you have mids acquired under. This is a critical step to ensure you are remaining compliant with Visa and MasterCard regulations. Once you have the categories added, you can then add in your mids and set them to their appropriate category. If you don’t have any mids yet, you can create a mid using the DUMMY GATEWAY option. ** Having a mid 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 mid(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 3 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.

• Lander campaigns are where a site may have several options to choose from, typically a single bottle offer along with a three bottle and/or five bottle bundle, but the customer can only choose one of those offers before proceeding to checkout, and then your upsell funnel.

• 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.

When configuring the API to connect your landing page to a campaign, you will need to pass in the campaignId and the productId listed within the campaign. (See API Docs)

Connecting your lander to Konnektive

To connect your url to Konnektive, you can either use Konnektive's form code or use the Direct API method. Links to the Help Desk articles are below:

 Form-Code - Single Product, Multi Product, and Shopping Cart

 Direct API - API Docs and Suggested API Flow