Product Setup Standard Product
Setup 1) As always login and visit the dashboard screen. 2) Once you have gotten there, look at the top of the screen where a list of links is displayed. 3) Click “Products”. 4) Now, click “Add New Product” located on the center of the page. 5) You will be taken to a page full of options and drop down boxes. 6) First, assign the product a User (if you are unsure about this step, refer back to the “Add User” video). 7) Next assign a product website. This is the website the product is associated with. If you have nothing in this field, you will need to click the green cross to the right of the box to add a new website. 8) Now that you have that done, the next 4 boxes are easy. Simply, name your product that you will be selling, give it a product description, add a price (do not add a $ sign in the text box), and assign whether you want to accept credit cards or Paypal or both. 9) The next two boxes are related. If you have a digital product that you are selling you need to upload it in the first box titled “Product File.” But, if that product is over 2 MB, you are required to upload it to Amazon S3, and paste the URL it gives you in the second box named “S3 File URL.” 10) The next box is for any images you would like to display on your order form. All you have to do is type in the URL your image is hosted on, and we do the rest for you. 11) The Email Subject and Email Message boxes are for the email that is sent to your buyers after they have bought your product. You can do a lot of cool personalization with our shopping cart. If you would like to know more about email personalization, check out the “Email Personalization” video in the tutorials section. 12) Next, you should the “Custom Field Title” box. This box is for any additional comments or questions you would like to be displayed on your order page. 13) After the Custom Field box is the Guarantee period. This is simply the amount of days you would like to guarantee your product. If you want a 30 day guarantee, just type in 30. It really is that easy! 14) The Continue URL box is the URL you want to send the customer after they successfully purchase a product. 15) Next, you should the “Product Contents” and “Testimonials” boxes. The Product Content box allows you to add a list of benefits or content at the top of your order page. If you have nothing in this box, you will first need to hit the green cross button to the right of the box. This will allow you to add benefits or content choices to be displayed. If you want to list more than one choice, simply, hold down the control button and left click the one you wish to add. 16) The Testimonial box works very similar. To add a testimonial, just click the green cross. To add more than one choice, use the control button to select more. These testimonials will be displayed on the right hand side of the order form towards the top. 17) Next up are three check boxes. The first check box allows your product to be bought. If it is not checked, customers will not be able to buy it. So, make sure its check as active if you want to sell it. 18) The “Is Product Listed” box allows affiliates to see the product in the affiliate area. 19) Lastly, the “Skip Success Page” allows the buyer to be sent straight to the “Continue URL”, and skips the success page altogether. 20) Below all of this, you will see a few collapsed options such as “Affiliate Options”, “Recurring Billing Options”, “Physical Product Options”, and “Dynamic Pricing”. The Only one I will talk about here is the “Physical Products Options.” The rest are too advanced to talk about on here, so I will create another video on just those. Like all tutorial videos, you will be able to find them in the Tutorial section. 21) To show the “Physical Product Options” click the “show” text to the right of the text. 22) You will see 3 more options, the first you will check if your product is physical (meaning it is something that will be shipped out). 23) The next is the Domestic Shipping Cost. This is what you want to charge people in the United States for shipping. 24) Finally, you have the International Shipping Cost. This option allows you to charge a different price for your international customers. 25) We do integrate our shopping cart with Kunaki, so if you are using a physical product, make sure you go and watch that video. --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Recurring Product Setup Recurring Product Setup 1) First off, before you check out this tutorial, you need to make sure you watched the tutorial on standard product creation. Otherwise, some of this will not make sense. 2) Ok, go ahead and get to the products page and hit “add new product.” 3) Once you have gotten there, enter in all the information you want about this new recurring product you are going to make. 4) Now that you have the 1st area completed scroll down until you see “Recurring Options.” 5) Expand it by clicking “show.” 6) Now, you should see several options. Go ahead and check the “Is Product Recurring” box. This allows the product you are selling to be recurring. 7) Easy enough. Now let’s set a recurring price. This box allows you to charge a set price different than the price you set earlier in this product creation. So, if you want them to pay $197 for the base price and then $30 dollars a month, you would set this box to 30. 8) The next box, “Recurring Product”, allows you to add a side recurring product. So if you don’t want your front end product to be recurring, but you want to add another product that is, all you would do is find the product in this drop down box. 9) Next is the “Is Forced Recurring” box. If checked, it will force the buyers of your front end product to buy your recurring product that you chose in the drop down box in the previous step. When they go to the order form, there will be a check box, but they will not be able to uncheck it. 10) “Trial Days” is pretty self explanatory. If you want to give them a free trial period, type in the number of days here. 11) Charge Count is a handy option. If you want your customers to be automatically unsubscribed from your recurring product after a certain amount time, simply type in the amount of charges you want them to pay before being discontinued. 12) The next box is API URL. Most likely this will not concern you. If you have no knowledge about it, do even bother touching it or worrying about it. Any questions that you have about it, just submit a ticket at musthavesupport.com 13) The Billing Period is an option that allows you to set the amount of time that passes before the customer is recharged. If you want them to be charged every 3 months, just type in 3M. 14) The next option, “Annual Option”, is for those of us who want to offer a discount for the people who want to order a whole year’s worth up front. If you want to enable this option then click the box. 15) If you selected the Annual Option, you will need to decide the new price you will charge them and then how long the “year” will be. Most likely you will leave the Annual Billing Period alone but if you want to give them a 2Y option you could chance 1Y to 2Y and etc. --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Affiliate Tools Page Feature --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Autoresponder Integration Autoresponder Integration 1) To
integrate your autoresponder with CartFreak you can do it 1 of 2 ways. 2) First you can go to products>edit product> and type in your mailing list in the “Mailing List Email”. This allows your buyers to fill out another form that signs them up under your list. The other way is a lot more complicated but more powerful (increases Opt-ins). Here is how it works: 1) First, make your product’s Continue Url your opt-in page that you want to send them to. 2) Next, you are going to need to create the opt-in page. We created a mock one in the email. Here is what it looks like with instructions on how to edit the code.
3) EXAMPLE OPTIN PAGE You would put your autoresponder code for any email service below and use the personalization tages listed below to pre-populate their info. (Variables For Your Opt-In's)
Then when your customers reach this page all they will have to do is submit your form.
EXAMPLE:
Hey , <?=$first_name;?>
Thanks for securing your copy of {product_name} for <?=$amount;?>. I know you're going to be happy you did. Please verify your information and click the "Register for bonuses and updates" button below and continue to the download page. Thanks
If you are using the 1-click upsell feature, you will want to redirect visitors to your first upsell page once they submit this form. This is a setting controlled by the Autoresponder or Email Service provider you are using to manage your email. --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Customize Your Success Page Custom Success Page 1) To add a custom success page first go to the “Site Config” link at the top of the Dashboard. 2) Once you are there, scroll down until you see the box at the very bottom that says Success Page Details. 3) To add a custom success page, plug in the code into the box that says “Custom Success Page Template”, and check the box above it that says “Use Custom Success Form.” 4) NOTE: The variables you can use on this page are in the default code pre-stored in the template box. Make sure you save this code before you enter in any new code in case you wish to go back to the default. 5) If you wish to edit the default code, you can copy the code and paste it into any editing software such as Dreamweaver or Notepad. You can move the variables to any spot on the page, but you should not delete the codes at the bottom of the page. It will mess up the whole Success Page. --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Kunaki CD/DVD Fulfillment Kunaki CD/DVD Fulfillment This is one of the coolest and most valuable features of CartFreak. Warp Speed Info Products Volume 1 CD/DVD Production, Fulfillment & Automation How to Setup a CD/DVD of the Month Continuity Program in Minutes: Step 1: Add your Kunaki credentials into your CartFreak Site Config Page. Go to Dashboard > Site Config > Kunaki Integration Section > Enter Kunaki Details. You'll need to provide your Kunaki username (email address) and your password. Your account information is safe & secure and we will never see it. It's used only for the purpose of integrating your shipping & fulfillment. If you do not have a Kunaki account yet, you must first create a product (CD/DVD - Audio/Video/Data) and upload it to Kunaki's facility using their CD/DVD Publishing Software found here. Step 2: Login to your Kunaki account and find the PRODUCT ID for the CD/DVD product you want to setup for automatic fulfillment and delivery to your customers. It should be 8-12 alphanumeric characters. For example: PX00XS1IPY Step 3: Go to Dashboard > Maps > Kunaki Products and click on the "Add New" link. Enter in the name of your Kunaki CD/DVD product (note: it does not have to match the product name in your Kunaki account). Then enter in the PRODUCT ID from step 2. Finally, enter in a description and hit the "save" button. Step 4: Go to Dashboard > Maps > Kunaki Maps and click on the "Add New" link. Enter in a name for this Kunaki Map (for your internal purposes only). Next, select one of your CartFreak products for the list. Once a customer buys this product it will ship the CD/DVD(s) automatically. Then select the Order Number. This is important. For a non-recurring product you will select 1. This means that the 1st payment that is successful logged for this product, will trigger this Kunaki Map to fulfill the CD/DVD you select in the final box. The last step is choosing the correct Kunaki CD/DVD of multiple CD/DVDs from the list of added Kunaki Products. Finally, hit the "save" button. NOTICE: If you want to setup a RECURRING membership/subscription and mail a different CD or DVD each payment cycle, then all you have to do is setup a NEW Kunaki Map for each PAYMENT. For instance, if you want to send CD 2 once your customer completes the 2nd monthly payment successfully, you would create a Map and select the original monthly CartFreak product. Then you would change the "Order number" to 2 (for payment 2), and finally you would select the specific Kunaki CD or DVD to be sent once payment #2 is successfully processed. This will work seamlessly with both Credit Card and Paypal recurring payments. If you need, further assistance, please refer to the Kunaki Automation video tutorials. --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
New User Setup (Gateway/Paypal Settings) Adding a New User 1) To add a new user, click the User link on the Dashboard. 2) You will see a list of Users already displayed. If you wish to add a new one, look at the top link area and click Add User. 3) Fill out a name, username, password, email and click active if you want them to activated (meaning they can login). If you want you can give them full admin access by clicking the “Is Full Admin Account” (This allows the user to have full control over everything). 4) Next, you will need to fill out the Authorize.net info. If you are unsure about how to retrieve this information, there are plenty of tutorials about how to use Authorize.net on the internet. 5) When you have all of that filled out, type in the PRIMARY Paypal email address of the Paypal account you want the money to be sent to.
Note: Creating multiple users allows you to spread out where all of the money is going. For example, you can have front end products go to a certain Paypal account, and have the upsell products go to another. --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Affiliate Program Setup --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Download Protection Setup --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Email Personalization Email Personalization You've probably received personalized email before - it addressed you by name, or mentioned specific details about you or your order. With CartFreak you can create this type of personalized message using a variety of variables. When the system sends your message, it finds each variable, and replaces it with information pertaining directly to each of your clients. You can personalize your outgoing CartFreak email message with your customers' names, email addresses, order id and other information. In case you have never personalized an email before, here is what a mock "personalized email" looks like that we created. ------------------------------------------------------------------------------------------------------------------------------------------ {first_name}, -----------------------------------------------------------------------------------------------------------------------------------------
Here is the list of available email personalization variables: {first_name} ---
Customer’s First Name
************ NOTE, make sure you each variable you include has brackets around it (ie {email}). ******************* --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Forced Continuity Setup -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
