User Guide for Merchants

Transcription

1 User Guide for Merchants 2017 Copyright Smart Engine 1

2 Contents Step 1 Download Smart Ads... 5 Step 2 Register with merchant credentials... 6 Step 3 Edit settings... 7 Your credentials... 7 Settings for opt in... 7 I want my customers to opt in... 7 I opt in my customers... 7 Offer Creation... 8 Brand advertisement... 8 I d love to monetize my shop with brand advertising... 8 Step 1: Select the brands you prefer to work with... 9 Step 2: Select the best position in your store for ads... 9 Contact us Smart Ads from the consumer perspective Step 1: Login using the credentials above Step 2: Click on Smart Rewards left on the dashboard Step 3: Smart Rewards dashboard Step 4: Choose products and proceed to check out About

3 What is Smart Ads? The Smart Ads plugin offers you a combination of a powerful rewards program and brands advertising to monetize your ecommerce site. We believe that successful online marketing directly relates to timely and relevant ads. It is all about the personalized customer experience. Satisfied customers are more loyal and generate 30% more sales. Rewards and promotions make them feel special. Offer them to collect loyalty points when they shop with you or send them special promotions on their birthday this will make them come back and stay. You decide to monetize your shop with brand advertising but you don t have the time and skills to do it? We do it for you. You select the brands you prefer and the best position in your store landing page, catalog page, product detailed page, top banners, footer you have the choice. We collect your preferred brand ads and select the most relevant for each visitor in real time utilizing latest machine learning technologies. Our programmatic ads exchange provides up to 3 times better conversion than other ads platforms. It accelerates your shop s customer experience and creates more loyalty. This competitive advantage directly translates into premium income for you! By using our plugin, you will realize: 30% more sales from loyal customers 3 times better conversion rates with audience targeting 20% revenue increase from brands advertising The Rewards component We provide you with a solid rewards solution with all functions you need to boost loyalty and retention. You do not have to choose between multiple functionality packages and sophisticated pricing scheme, just to find out that you are being charged for functionality with you never need or you have to become a marketing professional or IT geek to be able to use it. Loyalty and rewards only works when it is simple, easy and transparent for you and for your customers. Based on our years of experience in this field we put together a package for you with includes everything you and your customers will need. Simply use the following features by just a few clicks: Points rewards Welcome offer Earn points offer Redeem points offer 2017 Copyright Smart Engine 3

4 Special promotions Audience Targeting Performance dashboard Smart Ads provides powerful reporting that allows you to view powerful graphs and reports. You choose time ranges and data that you want to see in your reports and Smart Ads does the rest providing you with insights into your customer s purchasing habits including their earned, bought, redeemed and gifted points. By encouraging customers to stick to your brand and rewarding them with points, for doing so, it s an easy winwin situation for all parties involved. As per multiple studies and reports, 45% of users successfully convert into paying customers within the first minutes of visiting your shop. Brand advertising easy made for you Our SmartAds platform includes an advertising exchange for brand advertising. This makes our platform unique on the market and opens you the way to enter the next level of marketing. Brand Advertising is the key monetization component that is typically available only for big online retailers as the certain reach necessary to make an advertising play work. Before Smart Ads, brand advertising was a premium service for big online retailers with millions of monthly visitors that could afford big upfront investment into agency and technical set up. It s not a secret that big brands and advertisers are looking to cooperate with shops with millions of monthly visitors. We make it affordable to every Magento merchant. You select the brands you prefer and the best position in your store landing page, catalog page, product detailed page, top banners, footer at Smart Ads admin page and send us with your confirmation to allow brand advertising. We collect the brands and agree with you on advertising start time. You receive premium income from brands and provide your customers with personalized experience to discover new products, easily find products they like and buy them Copyright Smart Engine 4

5 Step 1 Download Smart Ads To enjoy Smart Ads, download the extension on the Magento Marketplace. To install Smart Ads, please follow this 3 steps: Step 1: Download the extension in the Magento Marketplace Step 2: Install the extension (like any other extensions) using Magento Web Setup Wizard Step 3: Go to the Smart Ads Admin Page and start configure settings Contact us at if you need help Copyright Smart Engine 5

6 Step 2 Register with merchant credentials To start using Smart Ads, you should register with credentials that you especially define for this extension. Once you have downloaded the extension, you will be redirected to the Smart Ads dashboard where you can enter your username and your password. These credentials are specially defined for Smart Ads. Once you are registered and connected to the extension dashboard, you will be able to see and use all the features. Login for demo merchant: Username: admin@smartengine.solutions Password: Complete your company profile at Login with your credentials and fill in company profile information Copyright Smart Engine 6

7 Step 3 Edit settings Once you have downloaded the extension and registered with your credentials, you can start editing your settings. Your credentials In this section you can see what user name and what password you are registered with. If you want to change your credentials, please go to the merchant portal. Settings for opt in I want my customers to opt in Opt in is the active choice your customer has to make in order to take part in your rewards program. During the first purchase a pop up appears, where the customer needs to agree to Terms and Conditions of your rewards program. I opt in my customers If you want that your customers automatically take part to your program, you can choose this option. No optin is required from your customers. They enjoy your rewards program without any extra steps. This option is recommended if your customers already provided their consent to your loyalty activities or if there is no consent legally required at your region of operations Copyright Smart Engine 7

8 Offer Creation You can create offers for your customers. Decide if you want to let them earn or spend points on your whole brands or on a particular product. Offer them points for their birthday or to thank them for their loyalty. Points rewards: You decide how many points are rewarded for money spent or product bought. Welcome offer: You decide what discount or points a customer earns when they sign up. Earn points offer: You decide whether customers can buy loyalty points for specific product or product category and for how much. Redeem points offer: You decide on your premium sales campaigns for your loyal customers where they can buy products by paying partially with points. Special promotions: You set special offers on a customer s birthday or the ability to gift points to a friend or earn points for referring a friend when they join the program. Audience Targeting: You set up campaigns for targeted audience with special promotions. Head over to to create rewards, get customer insight and performance reports. Brand advertisement I d love to monetize my shop with brand advertising With Smart Ads, you are able to monetize your shop with brand advertising. All you have to do is to choose the brands you would like to work with, we will take care of the rest for you. You will receive income from brands and provide your customers with personalized experience to discover new products, easily find products they like and buy them Copyright Smart Engine 8

9 Step 1: Select the brands you prefer to work with In this section you can define and select which brands you want to promote. Type the name in the field, click on add and the brand will appear in the field bellow. Step 2: Select the best position in your store for ads In this section you can decide where you want to show the banners. Based on your preferences defined in this section, we will contact your selected brands and come back to you with the information about the brands who agreed to participate and timing of their ads and places from your selection where they would like to post their ads. 9

10 If you choose to show banners on the home page: Advertisers can capture your customer s attention right when he / she starts his / her journey on your homepage at a premium price Banners are shown for registered and nonregistered users of Smart Ads plugin Banners will be visible on all devices (mobile: px; jpg/png; max 200KB/ desktop: px; jpg/png; max 200KB) 2017 Copyright Smart Engine 10

11 If you choose to show banner on the catalog page: Advertisers can bid their products up the catalogues and drive their brands visibility Mobile: generated from existing product images Desktop: generated from existing product images If you choose to show banners on the product detailed page: Advertisers can bid their products to be shown on the first X propositions in the product recommendation lists on the product detailed page and drive their brands visibility Mobile: generated from existing product images Desktop: generated from existing product images 2017 Copyright Smart Engine 11

12 If you choose to show banners on the product detailed page: Advertisers can bid their products to be shown on the first X propositions in the product recommendation lists on the product detailed page and drive their brands visibility Mobile: generated from existing product images Desktop: generated from existing product images If you choose to show banners on the success page top banner: Advertisers can capture your customer s attention at the end of the purchase process Mobile: Resolution: 600x500 px; Format: JPG, PNG, GIF, HTML5 ; File Size : max. 100 kb Desktop : Resolution: 600x500 px; Format: JPG, PNG, GIF, HTML5 ; File Size : max. 100 kb 2017 Copyright Smart Engine 12

13 If you choose to show banners on the success page banners: Advertisers can capture your customer s attention at the end of the purchase process. Up to 3 banners can be enabled Mobile: Resolution: 600x300 px; Format: JPG, PNG, GIF, HTML5: File size: Max. 100 kb If you choose to show banners on the footer ad: Advertisers can address specific audiences with dynamic banners based on Smart Ads analytics Address specific audiences based on our data and insights Desktop: Resolution: 1010x130 px; Format: JPG; File size: 10 kb Copyright Smart Engine 13

14 After any changes, do not forget to save your setting by clicking on the Save Config button in the right corner. As soon as you saved it, we will get automatic notification of your choices and will start contacting brands. Contact us Do you have a problem or do you want to get in touch? Confirm your intention to enable brand advertising by sending us a short . Ask questions and provide us with any additional information, we will contact you as soon as possible Copyright Smart Engine 14

15 Smart Ads from the consumer perspective As a merchant, you can see how the extension looks like for your customers. For Magento Quality Assurance Tester, please use these credentials: Username: roni_cost@example.com Password: roni_cost3@example.com Please proceed as follow: Step 1: Login using the credentials above. To test Smart Ads from a customer perspective, you can login with the credentials above. Step 2: Click on Smart Rewards left on the dashboard Click on Smart Rewards at the end of the list Copyright Smart Engine 15

16 Step 3: Smart Rewards dashboard In this section you can have an overview of all the features of the Smart Rewards dashboard (see screenshots below). Your loyalty points: In this section, your customers will have a look at their points balance (screenshot 1). Invite your friends: Your customers can invite friends and get e.g. 5 points for each new registration. You can decide how many points you want to offer them for this offer. Customers can invite friends via or via Facebook (screenshot 1). Welcome Discount: You can offer your customers discount for their first purchase. They simply will redeem points during checkout (screenshot 1). Earn Loyalty Points: Every time your customers shop at your store, they will earn loyalty points. You can decide how many points for which purchase amount they will earn (screenshot 1). How to Spend Points: Your customer can spend their points as a real discount (screenshot 1). Earn points with these products: In this section you can choose on which products you want your customers to earn points (screenshot 2). Spend points with these products: In this section you can choose on which products you want your customers to spend points (screenshot 3). Need help? : If your customers have a problem with Smart Rewards, they can contact us any time (screenshot 4) Copyright Smart Engine 16

17 Screenshot 1 Screenshot Copyright Smart Engine 17

18 Screenshot 3 Screenshot 4 18

19 Step 4: Choose products and proceed to check out Your customer can choose which color and size they want to order Copyright Smart Engine 19

20 They then click on the cart picture and on Go to check out to proceed to payment Copyright Smart Engine 20

21 Your customers choose shipping address and specify the shipping and payment method Copyright Smart Engine 21

22 Smart Ads signals them their points balance and let them choose how many points they want to redeem (e.g 7). The purchase amount will automatically be adjusted when they click on Redeem points. To complete the payment, customers click on Place order Copyright Smart Engine 22

23 About Smart Engine is an international technology company with offices in New York, Vienna (Austria) and Hong Kong. Our platform, Smart Ads, is an awardwinning cloudbased ad solution that enables merchants, brands, and advertisers to deliver relevant offers and messages to consumers through their ecommerce site, ecommerce checkout, mobile payment platform and POS /mpos. With Smart Ads, Merchants can compete with the big players in online and offline shopping, significantly increase revenue and create a richer, more relevant customer experience. Do you have any questions? Do not hesitate to contact us: Smart Engine GmbH Wienerbergstraße Wien Austria Tel: Mail: Copyright Smart Engine 23