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On the left is the General Details. Here you can apply a multitude of features.

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Basic Options

  • List in Order Entry (Phone Campaigns Only) - The campaign will be listed as an option on the Order Entry screen, making it available to sales agents.

  • Quality Assurance - Konnektive's Quality Assurance system by percentage entered for secondary review. These Cards will be authorized at the time of sale, but not captured until the order is specifically approved through the QA system. Set desired % for QA. Default is 100% .

  • Must Agree to ToS - This option specifies that the customer must specifically agree to the merchant's terms of service. This is done by checking a box either on a web form or in sales order entry.

  • Require eSignature (Online Campaigns Only) - This option allows merchants to require a customer electronic signature when checking out from landing page funnels. The system will create a PDF document containing the terms of service, customer eSignature, ipAddress and signature timestamp. This PDF contract can be emailed to the customer on order completion and used to fight chargebacks with card issuers.

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  • Preauth Only (Phone Campaigns Only) - Only a single $1.00 authorization will be applied against the customer's card. This is generally used by call centers who are taking orders for third party merchants.

  • Retail Orders - Orders will be approved for shipment according to retail terms set on the campaign. Generally, the retailer is given a certain amount of time to complete payment or the order is placed in a diliquent status.

  • Block Prepaid Cards - Reject any sales using a prepaid credit or debit card.

  • Disable External Payments - This disables the "Prepaid" Order Entry payment option, which records payments taken outside the CRM system such as mailed-in checks.

  • Single Transaction - Combine all offers and upsells into one transaction.

Shipping Options

  • Capture on Shipment - Charges will be authorized at the time of the initial sale only captured once the fulfillment has been updated with a tracking number.

    • Note: This can be set in conjunction with Chargeback Protection (configured on the Campaign Product). In the case both are enabled Capture on Shipment will only affect the initial order.

  • Bundle Fulfillment - This option will bundle fulfillments that are within 96 hours of each other when they are shipped to the same customer. The main purpose of this option is to save money on the number of fulfillments exported to a fulfillment house.

    • Note: Setting this will delay the shipping API so that all products in the order will be bundled together.

  • Offer Shipping Insurance - If you have a shipping service plugin enabled, you can choose whether to offer it for this campaign.

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