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An offer is a tool that provides the opportunity to make purchases directly through the platform. Customer actions with offers (order, purchase) are saved as statistical data in the Analytics section, and as a list of orders in the Orders and Sales section. Also, orders are transferred to (provided that customers placed an order through a “Buy” button in the message, and not through a link to the offer).
Clients can make one-click payments if they have already paid for the offer once (the technical possibility of making such a payment must be clarified on the side of the payment system), which increases the conversion into the purchase of the main offer. Read more.
Offers tab
The Offers tab is located in the Sales Tunnels section of the platform, since offers are integral elements of sales tunnels. This tab contains all the necessary functionality for creating and editing offers:
Go to the "Offers" subsection;
Click on the "Add" button to create a category to which you will later add an offer
The "Actions" button opens a category action selection menu. Please note that it is possible to deactivate all offers from a category;
“Category name” is the name of the category that can be edited; in parallel, when creating a category, a number is also created;
5.Search
Starting with update 0.46.0, it becomes possible to search by category or by offer;
The Offer button allows you to go to the offers of the category.
Offer builder
To create an offer, click on the "Add New Item" button. The offer builder will open.
“Offer name” is the identifier of the offer within the system, appears only in the account on the platform. You can call the sentence whatever you want. It is this name that will be displayed in the list when selecting an offer for the “Buy” button, when setting the conditions for sending sales tunnel blocks, and in the order information in the “Orders and Sales” section;
"Offer settings" - in this section you need to set the basic parameters of the offer.
"Additional offer settings" - detailed information on this section is described below;
Recurrent offer settings - if you need to send a product by subscription so that the order is repeated after a certain period of time, then make it recurring. More details;
Personalized messages about order status. Allows you to set individual order status messages specifically for this offer. More details;
Custom fields More details;
Actions: Setting up this item makes it possible to perform certain “START” and “STOP” actions in the tunnel depending on the order status. More details;
Proposal Analytics Learn more;
"Save" - records changes in the proposal. If an offer is saved for the first time, it additionally generates a link to the offer and its unique number;
Order - this is how the offer will be displayed when you click on it;
Payment - preview of the offer at the stage of entering bank details, how it will look for the user;
Variables - Allows you to add pre-created variables and known customer data to a proposal
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On the right side, the offer has the form in which it will be displayed to the client upon purchase. By clicking on the “order” button, you can see how the offer is displayed when your user just goes to it; the “payment” button will display the entry point for bank details. |
Additional offer settings
"Time to pay for the order" is the time to pay for the order. By default, 30 days so that the client has time to pay the order in full if paying in installments. If the order has not received the “Completed” status during this time, then upon expiration it will receive the “Rejected” status;
“Multiple sale” is a feature that allows the buyer to purchase multiple items at one time. When purchasing, you will be asked to select the required quantity of goods. The cost will depend on the quantity of the selected product;
"Limited Quantity" allows you to set the quantity of an item available for purchase. The client will not be able to purchase more than the specified quantity of goods. Read more.
“Redirect to thank you page” is the ability to specify the address of your page to which the client will be redirected after successful payment. By default, redirects to the standard thank you page;
“Include commission in price” allows you to include the payment system commission in the offer price, thus assigning it to the buyer. By default, you pay the commission;
“Allow changing payment currency” allows the buyer to select and pay for the offer in the desired currency, within the available currencies of the payment system;
“Allow partial payments” is a function that allows you to pay for an offer in parts, several times.
Actions
Order - a status indicating that the user has formed an order (after entering mandatory data such as Name, Mail, Phone on the offer page), which can be viewed in the “Orders and Sales” tab or in the customer card.
Transaction failed - a status indicating that the payment for the offer was unsuccessful.
Successful payment - a status indicating that the user made a successful payment for the offer.
Start - panel for selecting a tunnel and block for starting a specific thread of the content in the selected tunnel when a proposal reaches a certain status.
Stop - tunnel and block selection panel to stop a specific content thread in the selected tunnel when a proposal reaches a certain status.
Add - button to add an action.
Field for entering the name of the tunnel.
Field for entering the block name.
Tunnel selection tab.
Counter of actions for a specific offer status.
Formation of an offer
После заполнения данных, выбора настроек и клика на кнопку Сохранить, в конструкторе предложений сформируется уникальный номер предложения (1) - артикул, который будет фигурировать в Заказах и продажах и при выборе предложений при добавлении в кнопку типа "Купить", и ссылка на предложение (2):
3 - image of your offer
4 - sentence title
5 - description of the offer
6 - point indicating the cost of the offer
7 - item indicating the payment currency
8 - field for specifying payment systems
9 - privacy policy field
10 - checkbox “agree with all policies” (if the checkbox is checked, it will also be checked for all users by default)
11 - field for selecting the language of the offer
12 - checkbox “notify if payment is unsuccessful”
When you click on link (2), the created offer will open:
Offer information (price, name of the Buy button, etc.) is displayed in the language that was selected in the offer settings. We chose to automatically detect the language of the sentence, that is, in the browser language. The browser language is set to English, so the display is also in English (Price, Buy, etc.). The title and description of the offer are displayed in the original language.
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We do not recommend placing and paying for an order if the offer was opened via a direct link, since such an order will not be taken into account in the conditions for sending tunnel blocks. It is recommended to order the offer, which opens by clicking the "Buy" button in the message:   |
Placing an order
If the offer was opened via a direct link, then to place an order you must click on the “Place an order” button. Then you need to choose which messenger account you will be using to place an order. The list will display all the accounts through which you subscribed to the tunnels of the company in which the offer is located in this browser. This information is stored in the browser.
After selecting an account name, or if the offer was opened using a “Buy” button in a message, the client must enter an email and phone number. If, when subscribing to the company’s tunnels, the client already specified this data, then they will already be filled in. Then you need to click on the “Pay” button.
After clicking the button, an order will be generated, information about which will be displayed in the “Orders and Sales” section of the platform.
Payment
Next, the buyer will be redirected to the payment page, the type of which will depend on the payment system selected in the offer settings. For Stripe, payment data must be entered on the previous page; accordingly, after clicking on the Pay button, payment for the offer will be made. We chose WayForPay, so the payment page will look like this:
In this form, the buyer needs to provide payment information (card number, expiration date, owner's full name, CVV2 code, phone number and e-mail) and click the Pay button.
Payment confirmation
Next, the buyer will be redirected to a page to confirm payment using a password or confirmation code, for example, via SMS (3D Secure method):
Payment is being processed
After this, the client will see a page waiting for payment processing by the payment system:
Payment result
If the payment was successful, then after some time (0-10 minutes), the client will see a standard thank you page (if another one has not been installed in the offer settings):
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If the payment is made through the WayForPay payment system, then you need to refresh the waiting page to see the payment result. |
Неуспешный платёж
If the payment, for some reason, was not successful, the client will see the “Unsuccessful payment” page:
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Please note that via a direct link, the order and payment will not be taken into account in the conditions for sending tunnel blocks. It is necessary to place an offer in a message on the platform through a button like “Buy” so that the conditions “If ordered”, “If purchased”, etc. are triggered.   |
One-click payments
If the “one-click payments” function is activated in the payment system settings (the technical possibility must be clarified on the side of the payment system), then after the first payment, the client’s card data will be saved in the system, and when paying for offers again, he will not need to enter card information (if payment via Yandex.Money will require entering CVV2). Thus, the buyer will be able to make a one-click payment by simply clicking on the “Pay” button. When paying, the last linked card will already be selected. If the client wants to pay with another linked card, or add a new one, he must open the menu with the card and change the data. After successful payment through a new card, its data will be saved in the system and the next time the buyer will be able to make a one-click payment using this card.
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For each payment system, cards are saved separately. If your client wants to unlink the card, let him send the /my_info command and delete the card in the user account. Read more. |
Emoji in offers
One of the most unusual features is the ability to add emoticons when creating an offer. This will allow us to take an individual approach to literally every client.
In order to create an offer with emoticons, you just need to select the appropriate window when creating an offer.
Click on "Smiley";
Select the required emoticon.
Ready! Next, you need to check your offer, make sure there are no errors or errors, and save it.
Import and Export of offers
Using the Export action - you can export a list of offers with detailed information about them to a file in xlxs or xlxs format. And using the Import action, upload it back to the platform. This can be used, for example, for mass replacement of data in offers. If you need to change the price, currency, name, payment system, etc. in all offers en masse, but you don’t want to do it manually in each one, you can use these actions. When uploading, offers will be uploaded with their unique Offer ID, and if you do not specify such an identifier when importing, then new offers will be created with the data specified in your document. As for the image, the link to the image that you place in the document must be direct, that is, it must end in .jpg or .png in order for it to be displayed correctly on the platform.
When you select the "Import" action, you will be shown a screen like the screenshot below
You need to click on the "Click to select file" button and select the file from your computer that you want to upload. Also, you can specify
Ignored fields for multi-editing your offers.
After adding a document, the “import” button to the right of the field selection plate will become active, and after downloading the file, offers will appear in the list of this category.
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When using tags in the offer name, messages with the “offer name” variable will not be sent to the telegram. Everything is fine with FB, Viber and VK; such messages arrive there correctly. |
Editing receipts
In offers, when adding Cloudpayments payment systems, the function of editing a receipt appears.
