Product Success Team

  • Total activity 63
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 0

Articles

Recent activity by Product Success Team Recent activity Votes
  • Cash And Credits (Net Sales) Reports

    There are several order reports (E-Commerce > Reports) that will detail payments received and forecast future payments so that you can manage your revenue/cash flow. You can view these reports in I...

  • All Sales Report

    IntroductionAvailable CriteriaBuilding your custom sales reportPast Due InvoicesFAQIntroductionThe All Sales Report helps you see what and how much you are selling with robust search criteria, incl...

  • One Click Upsell after a purchase

    There are two methods for creating a one-click upsell after a purchase is made:You can purchase a one-click upsell add-on product from one of our marketplace vendors. Click this link to view all on...

  • Testing your Promotions and Upsells

     It is a good idea to test your discount, trial, upsell and pay plan promotions after you set them up. If a promotion is not working as you expect, check its criteria. Remember ALL of the criteria ...

  • Product Category Discount

    The product category discount is applied to an entire product category(e.g. books) or combination of categories (e.g. books and cds). It applies a percentage discount to the total price of the elig...

  • Shipping Discount

    The shipping discount is applied to the shipping price for an order. It applies a percentage or fixed dollar discount to the shipping total, when specific criteria are met.Shipping discounts are di...

  • Product Specific Discount

    The Product Specific discount is applied to the price of a specific product. It can be applied as a percentage or fixed dollar amount. By default, a customer is eligible for a Product Specific disc...

  • Create a quote

    Access quote toolCreating quotesPayment optionsSend quote with no payment optionsSend quote and allow payment laterSend quote and require online paymentThe quoting tool makes it easy to create, man...

  • New landing page - Design a landing page

    After starting your landing page or choosing your template to build from, follow the instruction below to learn how to set up and design your new Landing Page.ContentBlocksBodyImagesUploadsPagesAud...

  • Set up products, a merchant account, and billing automation

    Choose a merchant accountSet up your productsConfigure your E-Commerce settingsSales taxSet up invoices, quotes, and receiptsBilling automation & purchase actionsPayment plansPro-Tip!Click here to ...