How to create and send an online offer?

One of the many advantages of online offers is the ability to adjust content for the customer's needs. Sending an online offer is especially suitable for renters and other service providers, whose prices vary depending on the service time duration, time of the year (season), number of people, etc. After the offer is created, the offer is sent to the buyer by an e-mail. The received link leads the customer to an online form for payment.

While creating an offer, it is possible to:

  • add a product/service from a web store into the offer,
  • create and add a new product/service (e.g. reservation),
  • edit the price, quantity and optionally to add discounts/surcharges
  • determine the duration of the offer,
  • add a message, i.e. description of the offer,
  • send an offer to a particular customer from a previously created customer list,
  • create a new customer and edit customer information (contact, company name, address, etc.). 

Creating an offer:

  1. Log into your AgentCASH administrator user account on the web.
  2. In the menu click on the Webshop->Offers.
  3. Click on the ‘+ADD’ button.
  4. Enter the serial number of the offer (in the number format e.g. 56).
  5. In the drop-down menu under the ‘Language’, click on the arrow to select the language of the offer.
  6. In the drop-down menu under the ‘Customer’, select a customer from the customer list or create a new one by entering name in the menu field and then click 'Create new'.
  7. Optionally, add a message in the 'Description' field.
  8. In the dropdown menu under the 'ITEM', click on the arrow and select the product you want to add to the offer or create a new product by entering the product name in the menu field and then click 'Create new'.
  9. Edit the amount and price of the product. Optionally: choose the tax if it is included in the price and add a discount.
  10. By clicking on the calendar icon, select the expiration date of the offer. Optionally, edit the expiration hour of the offer.
  11. When finished, click on the 'SAVE' button. The offer is now saved as a 'Draft' in the offer list.
  12. Choose an offer from the offer list and optionally edit it by clicking 'EDIT', delete it by clicking the trash bin icon Screen_Shot_2017-08-03_at_16.21.47.png or send it to the customer by clicking 'SEND'.
  13. How the offer will be shown to the customer, you can see by selecting the sent offer from the offer list by clicking on ‘VIEW OFFER’. The customer will receive an e-mail with a link to the payment form. 

Order processing:

After the customer has made the payment, the offer automatically appears on the offer list as 'Paid'. After the service has been delivered, i.e. the product is delivered to the customer, the offer can be marked as fulfilled by clicking on the 'MARK AS FULFILLED'.

Sending a payment confirmation:

  1. Log into your AgentCASH user account in administrator settings trough the web.
  2. Click on Sales->Payments.
  3. Choose from the calendar for which time period you would like to review your payments. By default, the view is set up to show today's payments.
  4. Select the payment from the list.
  5. Click on 'VIEW RECEIPT' to print the payment confirmation or to save it in PDF.
  6. Click on 'E-MAIL RECEIPT' to send a payment receipt via e-mail. Enter the e-mail to which you want to send the offer and at the end click 'SEND E-MAIL'.

* To send an online offer, you must have activated online credit card payment (E-commerce).

 

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