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Order Snapshot and Approval Thresholds

We’ll keep this one brief: We’ve just added a groovy order overview to your dashboard when you log in to manage your company store. Whether your store is high-volume or just gets a few orders per week, we think you’ll love this feature.

storeBlox CS Order Snapshot dashboardThe new Order Snapshot shows you the ten most recent orders in your store. Now you don’t need to dig into Order Management to get a quick overview of your most recent orders. You can see order amounts, names and emails at a glance.

If you’re ready to take action on an order, just click “Go to Order Management” and you’ll be taken directly to manage your orders.

Approval Threshold

Also live this week in your store is a new approval feature: Approval Threshold. storeBlox CS has always had some of the most powerful order approval and routing features in the industry, including the ability to route individuals or groups to specific approvers and even trigger approvals by payment methods.

storeBlox CS Company Store approval threshold

Approval Threshold expands on this by enabling you to set a dollar value to require approval. Anything below the threshold will be processed as normal, but orders that exceed the threshold will be routed to an approver. That way small purchases can proceed without approval delay, but big orders will be routed for review.

You can set different threshold amounts for different payment methods (other than credit cards, which never require approval). Approval Threshold is live in your store today in the Payments tab.

Categories: Launches

Summer 2017 Upgrades: Login As, Checkout Improvements

Do you ever need to access your customer’s account on your company store? If it sounds unlikely, you might be surprised at how often we get requests to be able to log in to a customer’s account. Maybe you need to place an order for them that they gave you over the phone. Maybe they’re having a problem with the store that you can’t reproduce.

The problem with logging in to your client’s account is security – how do you do it without getting their password and compromising their security? Sure, they may be fine with giving it to you, but they should change it afterward, and many will forget. That leaves you with sensitive information that, truth be told, you’d be better off without.

Log in As screen shot in company store

That’s why we’ve now added a “Login As” feature to your storeBlox CS administrative dashboard. Just find the user and click the “Login As” button. You’ll get a popup window with one-time access to their account on the front end of the store. If you need to check out how they see the site, place an order for them, redeem points, or anything else, you can do it now.

Close the window and you’re done; it’s locked back down. You never need their password or any private information. This feature is available in your store today!

Eliminating unwanted clicks in checkout

We’re always on the lookout for ways to make the process of ordering as bulletproof as possible. One thing we’ve found over the years is that visitors can find all sorts of unexpected ways to interrupt the checkout process. This is never a good thing, since this is where you make your money.

Today, we’ve given the purchase page in your checkout a Kevlar vest of sorts – once a visitor clicks the payment button, we not only prevent additional clicks until the processing is complete, but we disable everything else on the page too. This helps prevent cart errors and reduces abandonment during checkout.

This isn’t the end of our summer update, though. Next month we’ve got some big features coming out. in the meantime, if you need anything, just give us a shout!

Categories: Launches

Email Service Improvements and Tips

Laptop wit Spam on Screen

As you know, email spam is a constant problem for anyone doing business online. Symantec’s current figures show over 14 billion spam messages per day, and the problem continues to get worse. For you, that means that there is an ever-increasing likelihood that critical messages like order acknowledgments or registration confirmations might not make it to you or your customer.

Since most of our company stores, distributor websites and supplier sites send out transactional email (messages related to an e-commerce transaction of some sort), we’re constantly on the lookout for email deliverability issues. Recently, we began the process of upgrading our email services to ensure that every single message gets through to its intended recipients. This includes tools that provide much better insight into what happens to messages once they get sent out. Put simply, we now have the ability to not just track emails all the way to their recipients, but also to find out where they run into problems along the way.

We expect that these improvements will result in far fewer problems with email delivery. But nothing is perfect, so we’d also like to offer some tips for troubleshooting email problems. These apply to both you and your customers, so feel free to pass them along!

1. Check your spam folder

Sure, this is the oldest tip in the book, but you’d be surprised how often people forget it! All sorts of strange factors can trigger spam flags on legitimate messages, from specific types of language to the excessive use of exclamation points. A sender that normally makes it into your inbox shouldn’t usually be flagged because of this, but it happens periodically.

Most email clients have a clearly visible “Spam” or “Junk” folder, so if your sender’s message wound up in there, it’s important to both move the message to your inbox and make sure that you click any “Not Spam” or “Not Junk” buttons that your email client displays on the message. That will help ensure (though nothing is foolproof) that the sender doesn’t get sent into spam purgatory again.

2. Check other automated folders

Many email clients now try to organize your messages for you to help you sort through the mass of email and determine what to look at first. Google’s Gmail now groups messages into four tabs: Inbox, Social, Promotions and Updates. Other emails clients now offer similar automated rules to put lower-priority messages in secondary tabs or folders, or allow you to designate “VIP” senders for special treatment.

These are all wonderful features, but they can often lead to confusion when a sender that normally gets placed into one bucket somehow winds up in a different one. Before you hit the panic button, make sure you check all your automated tabs and/or folders to make sure something didn’t trigger the message being sent to the wrong place. You still received it, just not where you were expecting

3. “Whitelist” the sender

Whitelisting is the process of telling your email client or email host that a given sender (or domain) is authorized to send you email. Think of it like making a guest list for your party and handing it to a doorman. The doorman (in this case, your email client or your email service provider) asks the sender if they are on the guest list; if they are, they’re allowed in, no matter how ugly their outfit or how cheap the bottle of wine they brought with them.

Whitelisting can be done in a variety of ways, but it’s most reliable when it’s done by your email provider. Check with them to see what options they offer; many email providers have a web interface for handling things like whitelisting and forwarding.

Tried all these and still having email issues? Give us a shout!

Categories: How-to