We start this tour on the Reloadify dashboard. When you log into the app, the dashboard is the page you'll see.
All your settings can be found in the left menu under 'Settings'. Your profile settings can be edited in the first topic: 'Profile'.
The profile is divided into personal data (probably self-explanatory) and company data. The company data you enter here are linked to your invoices. It is up to you to decide whether you want the invoices to be addressed to your company or whether you want to leave this field blank and use your full name.
At 'email settings' you can enter all sending information and links to social media. You can also exclude email addresses from certain domains. This way you don't send emails to these addresses and you don't pay for the profiles connected to them.
In 'preference groups' it is possible to classify your customers into groups they prefer. You don't let your customer unsubscribe from the newsletter, but give a preference 😎. Here you fill in which preferences your customers can choose from. You can read more about this here.
At 'shop user management' you easily add your colleagues for access to the Reloadify account. You may add an unlimited number of users.
At 'corporate identity' it is possible to style dynamic products, which you load in your newsletter, here. This way you don't have to give your dynamic products the same color button over and over again. You can read more about how to use the house style here.
At 'subscription' you enter your payment information. Here you will see an overview of what you pay per month based on the number of profiles you have in the system. If you are in your trial period and have not yet entered your payment information, you will receive a daily reminder.
If you are not a Lightspeed customer, you can also find "order statuses" as an option under Invoices. At 'order statuses' you can indicate which order status stands for what. We've already filled this in for you by default, but a quick check on your part wouldn't hurt.
Within the settings menu we continue at 'GDPR', or the 'AVG'; General Data Protection Regulation. This law is about managing and securing personal data. As for the settings; you need to put down a digital signature here. Click on 'sign GDPR' and you are ready to go.
Under 'authentication' it is important to validate your domain name. The big advantage is that you send all emails from your own domain name. Also links in your emails (for example to your web store or social media) are traced to your domain name. In addition, you prevent your emails from ending up in the spam.
👉 Need help with setup? Read this article about validating your domain name.
In the 'verification of your landing page', enter a separate CNAME specifically for your landing pages, so they will work. If you don't want to use landing pages, you don't need to do anything with this.
At 'integrations' you'll find all the integrations we offer. You'll find Trusted Shops, MailChimp, Pop-ups and Site tracking.
Click the pop-up module to get pop-ups live on your website, just like Site Tracking.
Let's take a look at the dashboard. You get there by clicking on the 'Reloadify' button (top left). Once on the dashboard, you will see in the top left corner the web store you have installed the app for. If you have multiple webshops for which you use our app, you can easily switch webshops here. The same goes for the option next to it; the language. In the top right corner you will see data (under the previously mentioned welcome), where you can indicate from when (to when) you want to see the statistics (on the dashboard).
The (global) statistics displayed include your generated revenue, the total emails sent and the connection with the platform (this is usually set to active); the number of linked profiles we have retrieved, the number of orders placed and the number of products registered in your web shop platform. The row below concerns the number of opened emails, the number of times an email contains a clicked link to the web store, the number of unsubscribes in response to an email and the number of bounces (when a sent email cannot be delivered to the recipient). All statistics are based on the data (top right) that you have specified, except for the data at 'connection to the platform'; these are (fixed) totals.
Need help? In the left menu you will find under the heading 'other' our chat and helpdesk. In the help desk you will find articles to get you started, frequently asked questions and best practices with various manuals and useful tips.
What are the possibilities?
In the menu on the left you will first see the dashboard you are on (Mailing app) and below that the option for the SEO app. If you are also using the ReloadSEO package, you can switch dashboards here. If you don't have a ReloadSEO package, then you can ignore the button.
The section emails is divided into 'triggers', 'campaigns' and 'transactional' (transactional is only for Lightspeed). With triggers you can automatically send emails when profiles meet certain conditions, like in the example below: birthday is today (equal to zero days ago) and gender is (equal to) male. In this way, all male profiles automatically receive an email on their birthday.
Campaigns, on the other hand, are one-time emails to inform (a group of) profiles about certain developments, for example: new products in your web store or discount on the winter collection.
Reloadify runs on the basis of 'profiles' in combination with a tagging system. Profiles are the (potential) customers you mail for your webshop. A profile doesn't always have to be a customer, it can also be someone who signed up for the newsletter or someone you added through another channel. You can use an unlimited number of tags (for example B2B) per profile and no longer have to work with different email lists.
Additionally, Reloadify offers the possibility to create 'segments'. With the segments function, you can easily define target groups within your webshop, to which you can send triggers as well as newsletters. After you have created a segment, our system gives you valuable insights, such as: the amount of profiles within the segment, the generated turnover, the average order price and the total number of orders.
Under forms belongs the option of landing pages and pop-ups. With this function you can quickly publish pages on a new (sub) domain without any technical knowledge. This way you can collect new email addresses (leads), publish pages without intervention of your webshop builder or create pages for pre-launches of products. On the overview page you can see the title, url, status of the landing page (active/inactive) and the status of the SSL security.
It is also easy to set up a pop-up for lead generation. You may style it any way you like 😎
Dynamic content includes 'product feed' and 'discount codes' options; both are a powerful addition to your email communication. With dynamic products you can approach your customers in a personalized way by, for example, adding products from an abandoned shopping cart (see example below).
Discount codes are a good solution to re-activate inactive customers to (possibly) make a purchase. Both can be added to triggers and newsletters.
This part of Reloadify hosts the areas of "abandoned shopping cards" and the "sent emails" area.
On the page "Abandoned Shopping Carts" you can find all the abandoned shopping carts of your online shop. You will also be able to see the customers ID, the date and time of the abandonment and the CLV (Customer Life Value = the total amount of how much the customer has spent in your online shop). By clicking on the email address of a customer, you will be able to see all the details of the customers profile. Furthermore you are able to look inside the customers' abandoned shopping cart, by clicking on "View shopping cart".
In "sent emails" you will find all emails, which have been sent through our system. You can establish under "Trigger name", to which trigger it corresponds to and have a look at it by clicking "View email".
Reports include the 'abandoned shopping carts', the 'upcoming emails' and the 'sent emails'.
On the abandoned cart page you will find all shopping carts of customers in your web store. You will see the customer ID, the date and time of the abandoned cart, the name of the customer, the email address and the lifetime value of the customer (the total amount a customer spent in your shop). If you click on someone's
email address of someone, you will see all the data surrounding the customer profile. You can also see the abandoned shopping cart by clicking the 'view shopping cart' button.
Scheduled emails can be found on the upcoming e-mails page. At a glance you can see the name and email address of a person and to which trigger they belong. As mentioned before; because you have created triggers the system is constantly looking for profiles that match the terms of these triggers. Therefore, please note that this list can change every minute.
In the sent emails section you will find all emails that have already been sent by our system. You can see which trigger it is by clicking on 'trigger name', but you can also click on 'view e-mail'.
Here you will find your profile settings again.
When you click here, you will automatically proceed to our help articles. More than 100 articles to help you on your way in Reloadify!
Clicking this will bring you to a Trello page. On this page you can find requests from customers for certain features and vote on them. If you have a request for a feature and it is not listed here, please contact us! The button 'settings' will take you to the settings for your profile, which we discussed earlier under the heading profile settings. Via 'support' you will reach our Help Center. Here we have (as mentioned earlier) a collection of articles, videos, success stories and manuals. We are currently working hard to expand our Help Center. Finally, two more things: the number in the lower left corner is your customer number and the admin page, which is of course only accessible by staff 😉 .
We've come to the end of this tour; you're now ready for your first campaign with Reloadify! If you need more help, let us know via chat, email or phone.