We start this tour on the Reloadify dashboard. When you log into the app, the dashboard is the page you'll see.
In the top right corner, you are welcomed to the app. When you click on your name, a menu appears where you can manage your account settings.
To start at the beginning: 'profile settings'. Clicking this takes you to the settings menu.
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 'billing' 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.
The bottom row on the dashboard displays three handy options that navigate you to the Help Center. We have the following sections: getting started, frequently asked questions and best practices.
In the 'getting started' section, you will find articles that will help you get started within Reloadify. Under the 'frequently asked questions' section are articles in which we answer questions that have been asked to us multiple times via chat, mail or phone. In the 'best practices' folder you will find several manuals and useful tips. We are currently working hard to expand the Help Center with manuals, videos and success stories.
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.
On the top right we welcome you to our app. By clicking on your name, a menu will appear, where you can manage your account settings.
Let's begin from the top: "My profile". By clicking on "My profile" you will automatically be forwarded to your settings menu.
Your profile is divided into personal data and company data. The company data you enter, will be linked to your invoices. You can choose to either use your company address or your home address for your invoice postal address.
In "Email settings" you can add all your sender information and social media accounts. You can also exclude email addresses from specific domains, for example: "@amazon."
Doing this means that no emails are sent to the excluded email addresses and you don't pay for their associated profiles.
In "Payment details" you can add your payment details. You'll also have an overview of your monthly payments, which are based on the amount of profiles connected with Reloadify. If you're still on your 2-week free trial and haven't yet filled in your payment details, you will receive a small daily reminder on your dashboard.
In "Invoices" you will find all the information about your invoices. During your free trial you will not see any invoices here.
We continue on to the area "GDPR" (General Data Protection Regulation). This is a regulation which controls the handling and saving of personal data. You will have to deposit a digital signature here. Click on "Sign GDPR" and you're ready to go!
Next you will see the option "Export profiles". This is very easy. You choose an email address, to which you want to send the export stock and select which data you want to have included. Finally click on "Send export".
Under "Authentication" it's important to validate your domain name. The major advantage of this is that you send all your emails from your own domain name. In addition, links (to your online shop or social media accounts) will be traced back to your domain name. This prevents your emails from being sent to the spam folder of your customers email account.
👉🏼 For example: Through site tracking you saw that a customer has looked at a product multiple times, but they never bought it. Here you could send them a personal email to win them over and to convince them to buy the product.
Let's have a look at our main dashboard. You can reach it by clicking on the "Reloadify" button on the top left. On the dashboard you will see at the top left the online shop, for which you installed the app. If you have integrated multiple online shops with us, you can switch between them using that button. This also applies for the language settings. On the top right (below the welcome) you can see the data, which can be adjusted by changing the time period, for which you want to see the statistics on the dashboard.
The measured (global) statistics are, besides others, your generated revenue, the amount of emails sent and the connection with the platform (which is continuously active); also the amount of profiles, which we synchronised, the amount of placed orders and the amount of registered products in your online shop.
The row underneath displays the amount of opened emails, the amount of clicks on links to your online shop within emails, the amount of unsubscriptions relating to an email and the amount of bounces (if an email can't be delivered).
The time period set (top right) applies to all statistics, with the exception of the data relating to "Connection with the platform"; these are (fixed) totals.
👉🏼 Your can read everything about Conversions by Reloadify here.
In the very bottom row of the main dashboard you can find three helpful options, that will lead you to our help center. The help center is divided into three different areas: Get started, FAQ and best practises.
In our "Get Started" section you will find articles that will help you get underway with Reloadify. "FAQ" is a collection of common questions we receive via chat, email or phone and their answers. In the section "Best Practises" you will find different instructions and helpful tips. We are currently busy expanding our help center with useful video tutorials, instructions and success stories.
What are your possibilities?
On the left in the menu the first thing you will find is the main dashboard, which you're currently on (mailing app), below that you will find the option for our SEO app. If you're already using our ReloadSEO package, then use this way to switch between ReloadSEO and Reloadify. If you are not using the ReloadSEO package, you can ignore the button or contact us if you're interested in this product.
The area Emails is divided in two parts: "triggers" and "newsletters". Triggers are an easy way to send automated emails. If a profile matches set filters for a trigger email, our system will automatically send an email to the matching profiles. Have a look at the example below: The birthday is today (equals 0 days ago) and the sex is male. By setting those filters, all male profiles will automatically get an email on their birthday.
Newsletters are in contrast, single emails, which keep (a group of) profiles up to date with developments relating to your online shop or business. For example: New products in your online shop or an available discount code for the winter collection for each customer.
Reloadify is based on working with "profiles" in combination with a tagging system. Profiles are (potential) customers, which you're trying to attract to your online shop. A profile doesn't always have to be a customer. It could also be someone, who subscribed to your newsletter or someone, whose email address you acquired through a different channel.
With our tagging system, you have the opportunity to use as many tags as you want for one profile, for example B2B. This way you no longer have to work with various mailing lists.
In addition Reloadify offers the option to create "segments". This is an easy and helpful way to define target groups. After setting up segments, our system can give you important insights into the segment. For example: the amount of profiles in this segment, the generated revenue of your target group, the average order amount and the total amount of placed orders in this segment.
In this area you can find our option to create personal "landing pages" (beta). Without special technical knowledge you will be able to publish personal landing pages on a new (sub-)domain. Through this you can collect new email addresses (leads), create pages for pre launching a product or you can publish landing pages without interfering with your online shop platform.
On the Pages dashboard you will find the title (of the landing page), the URL, the status of the page (active/inactive) and the status of your SSL safety.
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".
Planned emails are available on the "emails to be sent" site. Here you can see at one glance the name, email address and matching trigger of that profile. By creating triggers, our system continuously searches for matching profiles. Please keep in mind that the list of matching profiles varies from minute to minute.
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".
In the area "Dynamic content" you can choose between "dynamic products" and "Discount codes"; both features are a strong addition to your email communications.
By using dynamic products you can for example, display products from an abandoned shopping cart of a customer in their email.
Using discount codes is a great way to incentivise inactive customers, until they possibly purchase something in your online shop again.
Both options can be used in both triggers and newsletters.
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.