5 Key Takeaways: These are five things to keep in mind when using the tools that were discussed during todays webinar.
4 Steps Before Change Pick up to ship: To ensure that you are not creating more work for yourself when converting pickup to ship orders, review these helpful tips.
Preventing Duplicates in List Builder: Since email and telecom campaigns will be our only means of communicating with our clients for awhile, this technique will help prevent adding contacts to multiple lists.
Building a Shipping Strategy for Flip to Ship during Covid-19: To make sure that your club members who would have picked up still get their wines, and to be sure that they are not being billed or offered a flat rate when converting a pick up order.
Learn How to Setup Carrots and One Click Offers: Ensure that you have the new check out tools turned on to take full advantage of the One Click Offers.
Learn How to Update to the New Checkout: New check out will let you utilize One Click Offers and was designed to expidite the check out process for your customers.
1. Make sure to define the shipping strategy that you are allowing the promo to affect, you don’t want to offer 90% off priority overnight shipping.
2. If you want to couple the shipping promo for your club members you will want to make a separate promo for each discount level you want to couple it with.
3. Change Pickup to Ship will refund an order and create a new order with the shipping included / Change Pickup to Ship X will simply create a shipping order.
4. To make sure that you don’t have overlap when making two lists, make the first list and add that list to a specific contact type such as “Name of the List”. Then when making the second list in the contacts section start with - Contact type not and select “Name of the List”.
5. Shipping promos do not work on Change Pickup to Ship orders, you will need to use a shipping strategy to provide this.
1. Create a Contact Type to represent each list, in this example I will be calling them Group A and Group B.
When adding a contact type, never mark them as “Is Public”, but always make sure that they are deletable (as shown.)
2. In List Builder make your first list with whatever filter options you want to use (In the below example it is simply those with an LTV that is $1000 or more).
2a. Once you have generated the list Select the “Place into a Contact Type” option
2b. Select to add those is in list “Group A” to the contact type “Group A”.
3. Make you next list (in this example it will be called Group B), and remove the Group A contact type from that list.
In this way you can add whatever other filters that you would like to when building Group B, and so long as you are removing Group A, you will not have any duplication of contacts.
1. Main tab Store > Shipping > + Add New Shipping strategy
2. Give the shipping strategy a Name, Select the Strategy type to be based on Number of Units, and leave the option for default strategy unchecked.
3. Select + Add a Shipping Rate, in the Zone and Type drop down menus select the [Add New] options.
4. Once the Zone and Type are completed, add one rate from 1 unit to 999999 units, and the rate will be either the flat rate you are offering or if the shipping is complimentary then make the rate $0.00. Click Save.