Virtual tour of Reloadify

We start this tour on the Reloadify dashboard. When you log into the app, the dashboard is the page you'll see.

In this article, we will go over the following sections:

All your settings can be found in the left menu under 'Settings'. Your profile settings can be edited by clicking on "account" button on the left
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Then you go to the user settings:

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.

In the left menu you will find the Settings button. This button will take you to all shop settings within Reloadify.

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 users you easily add your colleagues for access to the Reloadify account. You may add an unlimited number of users. Here you can also set 2FA for all users or just for yourself.

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 corporate identity 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.

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. More information about order statuses can be found here.

In this screen you will find the processor agreement. By signing it you agree that Reloadify will manage your data, complete according to the GDPR. More information can be found here.

Under the heading of authentication you will find all the information you need to validate your domain name. Read this article about validating your domain name.

Under the heading synchronize your store you will find the button to start a full synchronization. Please note that this can only be done once a day.

Here you will find the IP addresses we use to synchronize your shop data. Read more about IP addresses here.

Let's take a look at the dashboard. You get there by clicking on the 'Reloadify' button (top left).

On Reloadify's dashboard you will find an overview of the performance of a given period. By default, this calendar is set to the last 30 days. Prefer to view data from a different period? Click on the calendar at the top right and choose your period.
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Compare the chosen period with the previous period by clicking “Previous period”.

Each graph shows its own KPI. It is possible to customize the displayed KPIs. To do so, click on the dropdown menu. All options will appear. Click on an option and the graph will be adjusted.
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By setting the displayed KPIs, you create a personal dashboard. This dashboard is linked to your user and is shop-transcending. Set up your dashboard once and see it reflected in all your shops.

Need help? Left in the menu you will find 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.

The section emails is divided into triggers, campaigns, flows 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 the import and export function it is possible to import profiles or to export them.

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.

Content includes product feed, discount codes, templates and Asset Manager 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).

Reports include the abandoned shopping carts 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.

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.

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.