Product Success Team
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Recent activity by Product Success Team-
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...
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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...
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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...
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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 ...
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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...
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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...
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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...
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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...
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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...
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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 ...