Click on your Username and then click Account to view your CRM’s account settings. This is also where you can manage email notification settings, enable basic Fraud Protection, and mass delete Test Card orders.
Profile
Any user without access to the Users page can edit their username and email address here.
You may also add a phone number, shirt size and gender.
Timezone must be changed by CheckoutChamp support.
Theme is the current UI version of the CRM.
Recent Activity
This shows the recent log in history for your user.
Account
These are global settings for your CRM.
Notifications
Emails
Enter an email address (or multiple, separated by semicolon) into the various fields to receive email notifications.
Notify Emails: The system will send notifications for the General Alerts, Gateway Alerts, Traffic Performance Alerts, and other system alerts to the email addresses listed here.
Summary Emails: Daily and monthly transaction summaries will be sent to the email addresses listed here.
Export Emails: CSV Export alerts will be sent to the email addresses listed here. This is an enhanced security measure to give better visibility of what users are exporting out of the account.
Accounting Emails: All accounting emails will CC the email addresses listed here.
Phone Numbers
Enter a phone number (or multiple, separated by semicolon) to receive SMS notifications.
Notify Phone Numbers : The system will send notifications for the General Alerts, Gateway Alerts, Traffic Performance Alerts, and other system alerts to the phone numbers listed here.
Traffic Performance Alerts
The Traffic Performance Alerts will send a notification to the emails listed within the Notify Emails and Notify Phone Numbers fields.
Each alert option allows you to apply a threshold for Affiliates and Campaigns separately. You can also choose a Traffic Time Range that the CRM will do the comparison against.
Decline % Max : The CRM will send an alert if an affiliate or campaign has a higher decline rate than specified.
Chargeback % Max : The CRM will send an alert if an affiliate or campaign has a higher chargeback rate that specified. This alert will only work if chargebacks are marked with the CRM - which does not occur automatically.
Prepaid Card % Max : The CRM will send an alert if an affiliate or campaign has a higher prepaid card rate than specified.
Fraud % Max : The CRM will send an alert if an affiliate or campaign has a higher fraud rate than specified. This alert will only work if a fraud detection plugin is applied to the campaign(s).
Conversion % Min : The CRM will send an alert if an affiliate or campaign has a lower conversion rate than specified. This is calculated as Sales / Clicks, which means that this alert will only work if the Import Click API call is used on your website. CheckoutChamp pages do this automatically.
Fraud Protection
Enable basic fraud protection onto your account here.
Please note that this is not a replacement to a sophisticated fraud screening plugin.
See more information on Fraud Protection here: Fraud Protection
Test Orders
The CRM will recognize when a CRM test card is being used on an order. This section allows you to mass delete the test card orders out of your account.
See more information on Test Cards here: Create/Disable Test Cards