To create your campaign, go to CRM → Campaigns.
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Click on the larger green “+” button to add a new category and then click the smaller green “+” button to create a campaign.
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You will then set the Campaign Name and choose the Campaign Type.
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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.
Accept Cash on Delivery Orders - Orders will be approved for shipment, and payment will be collected on delivery.
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.
Block Debit Cards - Reject any sales using a debit card.
Block Mastercard - Reject any sales using a Mastercard.
Block Visa - Reject any sales using a Visa.
Disable External Payments - This disables the "Prepaid" Order Entry payment option, which records payments taken outside the CRM system such as mailed-in checks.
Disable Recycle Billing - This will exclude this campaign from applying Recycle Billing profiles. Read about Recycle Billing here.
Single Transaction - Combine all offers and upsells into a single transaction at the gateway. See here for full details.
Shipping Options
Capture on Shipment - Charges Full charge 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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