Webinars provided by 3rd parties will have their own email alerts outside of Personify. You can also send 3rd party links closer to the date of an event from the back office.The information below list the back office configurations necessary in order to display different features on the Order Summary control.
· Setting up Notification in the Back Office
See Also:
· For a broad summary of the Order Summary control, refer to Overview: Order Summary Control.
· To add the Order Summary control to a page on the web, refer to Web Settings for the Order Summary Control.
As a best practice it is recommended that you set up email notifications, which can be used to provide basic order information. In addition, notification emails related to orders can include helpful links (i.e., to My Account or other areas of your web site). Logic can be incorporated into the notification to only show links appropriate to the product(s) purchased. Notifications are configured in the back office via the Personify Email Notifications system, which is a flexible email delivery system designed to give Personify users the capability of defining and implementing notification events that meet their business needs. Email notification recipients are defined by a stored procedure that is run against the SQL Database and returns a list of customers to receive that notification. As long as a stored procedure can return a set of customers to meet a certain condition, a notification can be created to trigger when that condition is met. See Notifications for more information.
The following are some examples on you can incorporate notifications in your checkout process:
· A link at the bottom of ALL order confirmations that leads to the order history page.
· A link near DCD order lines to the My Download profile page.
· A link near online content order lines to the IMS-protected page.
· A link at the bottom of the Meeting Order Created page informing registrants that they can add sessions online.
· A link at the bottom of the New Customer page in case web users see an error they wish to fix. For example, “Need to access your online account? Login or retrieve a password. Even if you have never logged in before, you can use the ‘forgot password’ feature.”
Webinars provided by 3rd parties will have their own email alerts outside of Personify. You can also send 3rd party links closer to the date of an event from the back office.
The following are notifications pertaining to orders:
· New Web Order
· Meeting Order Created
· New Membership (web)
· Fund Raising Order Created
· New Order
· New Membership
· New Customer
The generic New Order and New Membership events are NOT specific to web users that have placed orders online.
If you have a simple membership join process and list it as a product in the online store, if a web user does not have an account for your site, and selects the membership product when the web user begins the checkout process if he/she selects to proceed as guest to complete his/her order, a web user account and password is generated for him/her. However, in order for the web user to access it, he/she needs to select the "Forgot Password" link on the Login screen. As a best practice, it is highly recommended that you setup a welcome notification to be sent to the new member informing him/her that an account has been created and in order to access it he/she has to select the "Forgot Password" link on the Login screen. This will eliminate the confusion of the web user not knowing whether or not an account has been created on your site for him/her.
As of 7.5.0, there is a new universe (Social CRM Universe) in Data Analyzer that allows you to run queries to see how many web users shared a product from their order on a social media site (i.e., Pinterest, Twitter, Facebook, LinkedIn, etc.) See Social CRM Universe for more information.
