Offer management in AlterCPA Moe

Offers are the basis for working with AlterCPA Moe, they are used to receive leads, set prices and create goods. You need to finely configure at least one offer, and this instruction will help you do everything correctly and with maximum efficiency.

Creating offer

Work with offers is carried out in the section of the same name. It is available only to company administrators. Other users will not see it regardless of the access level of their teams.

To create an offer, go to the “Offers” section, enter a name and click on “Add”. You will be directed to the offer setup page. If you made a mistake in the name, it can always be changed on this page.

The offer activity checkbox determines whether it is shown in the lists of your traffic sources or not. This checkbox does not affect the very ability to work with an offer, traffic can be sent even to inactive offers by their ID. To prohibit sending leads to the offer, check the “Block traffic” checkbox in the settings.

The list of countries is one of the most important parameters of the offer. It is he who determines which offer can use price tags and currencies. This setting does not block the flow of leads from other countries, as sometimes errors in determining the country by IP address occur.

The offer mode determines how the operator’s lead card will look.

  • Merchant offer: classic version with a full lead card. It contains the composition of the order and the full delivery address. Please note that automatic region detection and statistics by regions of leads are available only for merchant offers.
  • Info-product: a convenient option for working with services and virtual goods. This type of lead contains a product card, but does not contain extended delivery data (region, city, street, address). The country of the lead is always present.
  • Lead: shortened version of the lead form. It lacks both a product card and delivery data. This option can be useful for cold calling or support services.

The call script is displayed for the operator in the offer card. This is a text field in which you can add any content that is useful to the operator – available rates, promotions, pricing policy depending on the country, links to certificates, methods of sale and anything that the operator may need.

The call script supports the creation of drop-down blocks. Such a block will look like a link and show or hide its content on click. It must be indicated in the text with the code [block="Title"]Content[/block]. Optionally, you can add blocks within blocks to create a convenient call script hierarchy.

Working with nested goods, hold and custom fields will be described in detail below.

Nested goods

Each offer usually represents a product from the real world. If you always sell only one product, and orders differ only in the quantity of this product and, possibly, in its price, the nested goods will not be required. This option is suitable, for example, for selling linden honey, where each order differs only in the number of jars, and there is always one honey.

More often, several different products can be sold within one offer. These can be variations of the same product, for example, in different colors or configurations. Or additional and related products that buyers often take in a set.

For example, if you trade video recorders, within one offer you can sell different models of the DVR – with and without GPS support, as well as flash drives of various sizes.

To enable nested goods in an offer, just check the “Allow adding offer variants” checkbox in its settings. After saving, the “Goods” button will appear in the list of offers. Click on it to go to the goods setup.

Each offer must have at least one nested good attached. To add a product, just specify its name and click the “Add” button, you will be taken to the settings form.

In addition to the name, it is recommended set the product’s article (SKU). This should be a short name of the product or SKU, which is used for the convenience of packers – a list of product SKUs is displayed in the list of leads on the package.

The type of product determines its location in the lead processing form. Items included in the main list form the base number of sales units. Each unit of the main product starting from the second is considered an upsell. Products in other categories are considered cross-sales. The number of upsales and cross-sales can be used to analyze the success of the operators.

Some products may be marked as single. So they can be present in the order in no more than one copy. This is useful for gift cards, certificates, or instructions.

You can skip some of the items when calculating their quantities in orders. These products will not count towards upsales and cross-sales. This is useful for shipping items or gift cards and instructions.

It is recommended to mark at least one product in each offer by ticking “Use as default”. All products marked with this checkbox will appear in the order when it is created. In the absence of such goods, the order will be created empty and the operator will have to indicate the complete composition of the order when communicating with the customer.

Price settings

Prices for the offer and nested goods are set depending on the list of countries specified in the offer settings. To set the prices of the offer, use the “Prices” button in the list of offers. If you have activated the nested offer goods, go to the “Goods” section and use the “Prices” button inside of it.

The most important metric is the “Price” field. The prices specified in the settings appear in the order at the time of its creation. Operators can change these prices in the future during the order processing.

You can also fill in the “Cost” field for offers and products. Please note that the cost of goods specified in the warehouse settings takes precedence. If you plan to keep inventory records simultaneously for several countries with different currencies, it is recommended to set the cost price in the offers section, and not in the warehouse.

In the “Prices” section of the offer, you can also set up additional prices. These include the price and cost of delivery and service. Delivery will be counted only for product leads. A service is a field that is marked as “Additional payments or discounts in order currency” in the order editing form, it is convenient to use it to take into account the call center commission or the approval price, especially when calculating prime costs.

Merchant’s hold period

CRM allows you to make a so-called “second call” for leads in order to request additional confirmation before sending an order and thereby reduce the amount of incoming fraud.

To activate this mode, you need to enable the “Hold for merchant” setting in the offer. This setting specifies the number of days the lead takes to wait for the second call. At this time, the lead is transferred to the special status “Hold”.

This status can be processed by operators or automation. Operators work is determined by the settings of their team. The work of the automation is determined by the type of hold. You can approve or cancel a lead automatically at the end of the hold period.

When approving a lead with an active hold, an additional parameter will be available to the operator: the number of days after which the lead must be confirmed or deleted automatically. To approve the lead immediately, for example, based on the results of a successful second call, the operator must enter zero in this field.

Custom fields

The available fields are not always sufficient for working with leads: name, phone, mail, address and comment. You can add any number of custom fields to the offer. These fields are located in the form below the comment. They are always of text type, and their width corresponds to the “Name” field.

The list of custom fields is specified in the offer settings. It must be specified in the “code name” format. In this case, the code must be a set of Latin characters in lower case. The name is indicated through a space and can be any convenient for the operator.

lastname Last name
pass Account password
rooms The number of rooms
persons The number of guests arriving

The webmaster can transfer these fields from his site. To do this, when using a standard send file, it needs to be entered in the form of a field with the name params[name], where the field code should be indicated instead of “name”:

<input type="number" name="params[rooms]" placeholder="Rooms" />
<input type="number" name="params[persons]" placeholder="Guests" />

When sending via API manually, similar fields must be set in the params array.