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_subsections/04-upselling_big_orders/S04|L01 - how to make extra sales from automatic_discount_coupons.org

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+#+title: S04|L01 - how to make extra sales from automatic discount coupons
+#+HTML_HEAD: <link rel="stylesheet" type="text/css" href="../../_share/media/css/ecomm.css" />
+#+OPTIONS: H:6
+
+* Links
+#+attr_html: :class links
+- [[../../toc.org][TOC - ecomm clubhouse]]
+- [[https://jellyfin.ronnyabraham.com/web/index.html#/details?id=086fb02bd303c1e67aae3f56b651bae2&serverId=99488804638e465693eed17924c57b60][video]]
+
+* Notes
+
+* Description
+
+In this tutorial, we are going to install and setup one of my favorite Shopify apps, CM Commerce Marketing.
+
+** install the commerce app
+1. So go ahead and click on Apps, and then click on Visit the Shopify App Store button. Then on the app store search bar, type in ‘cm commerce marketing’.
+
+   #+caption: find the cm commerce marketing app
+   #+attr_html: :width 800
+   file:../../_share/media/img/step_04/lesson_01/ex01-find_commerce_app.jpg
+
+2. Then choose CM Commerce Email Marketing, click on Add App.
+
+   #+caption: add the app
+   #+attr_html: :width 800
+   file:../../_share/media/img/step_04/lesson_01/ex01b-add_commerce_app.jpg
+
+3. Then click on Install App.
+
+   #+caption: install the app
+   #+attr_html: :width 800
+   file:../../_share/media/img/step_04/lesson_01/ex01c-install_commerce_app.jpg
+
+** setup the commerce app
+1. Next, you need to create an account with them. Put the email address that you would want to use and choose a password and then click Next.
+
+   #+caption: set username and password
+   #+attr_html: :width 800
+   file:../../_share/media/img/step_04/lesson_01/ex02a-set_password.jpg
+
+2. Now, you want to add your logo because it will add your store logo to the emails that you send out. It’s a really great opportunity to put your branding. As we’ve already added our logo, just click ‘Yes’.
+
+   #+caption: confirm logo use
+   #+attr_html: :width 800
+   file:../../_share/media/img/step_04/lesson_01/ex02b-confirm_logo_use.jpg
+
+3. Next, just ‘Skip’ the option for the email font.
+
+   #+caption: skip email font
+   #+attr_html: :width 800
+   file:../../_share/media/img/step_04/lesson_01/ex02c-skip_email_font.jpg
+
+** setup billing
+
+1. Go to Update Billing then click ‘Add Now’.
+
+   #+attr_html: :width 800
+   file:../../_share/media/img/step_04/lesson_01/ex03a-update_billing.jpg
+
+2. You have to choose a plan and the Starter Plan is absolutely alright. And it comes with a free 30 day trial.
+
+   #+attr_html: :width 800
+   file:../../_share/media/img/step_04/lesson_01/ex03b-choose_starter.jpg
+
+3. You need to put your credit card details then just click Finish Setup.
+
+   #+attr_html: :width 800
+   file:../../_share/media/img/step_04/lesson_01/ex03c-add_credit_cards.jpg
+
+** email messages
+
+*** abandoned cart email
+
+1. Now click on ‘Dashboard’.
+
+   #+attr_html: :width 800
+   file:../../_share/media/img/step_04/lesson_01/ex04a-dashboard.jpg
+
+2. Once the Dashboard loads, click on the Activate under the Abandoned Cart Workflow.
+
+   #+attr_html: :width 800
+   file:../../_share/media/img/step_04/lesson_01/ex04b-activate.jpg
+
+3. Then go to Abandoned Cart Simple 1 and click on Edit.
+
+   #+attr_html: :width 800
+   file:../../_share/media/img/step_04/lesson_01/ex04c-edit_cart.jpg
+
+4. So what I’m doing right now is I’m changing the color of the Finish Shopping Button to brown color because of the fact that my store is about coffee and I recommend doing the same thing, choosing a color that matches your brand. Click the section of the email that you want to edit then go to ‘Styling’. You can now go ahead and change the colors you want for those to match your brand color scheme. Once you’re done, click ‘Save & Close’.
+
+   #+caption: save changes
+   #+attr_html: :width 800
+   file:../../_share/media/img/step_04/lesson_01/ex04d-save_changes.jpg
+
+5. Now the base email is absolutely fine. You don’t have to change it, you can if you want, but it’s been designed to work with any store.
+
+*** purchase in past 24 hours
+
+1. Next, you want to go to the next step. We’ll do the exact same thing again. Once again, this template is fine as it is, you can change it if you want, but it’s neutral enough to work with any store. Customers only get sent with this email if they purchase something within 24 hours. So change the button colors for this template same as the first email.
+
+   #+attr_html: :width 800
+   file:../../_share/media/img/step_04/lesson_01/ex05a-colors.jpg
+
+2. Now go back, and we want to edit the last email. So once again we’re going to change the button colors, but again leave the email as is, you can modify the email or change the wording, change the images but the base design is absolutely fine for a vast majority of stores.
+
+   #+attr_html: :width 800
+   file:../../_share/media/img/step_04/lesson_01/ex05b-change_email.jpg
+
+*** activate all email sequences
+1. Next, tick on Set Workflow Live to turn on the email sequences. Then click on Exit Editor button.
+
+   #+attr_html: :width 800
+   file:../../_share/media/img/step_04/lesson_01/ex06a-activate.jpg
+
+2. Next, select Workflow Ideas. Then go to Receipt. Then click ‘Use Recipe.’
+
+   #+attr_html: :width 800
+   file:../../_share/media/img/step_04/lesson_01/ex06b-use_recipe.jpg
+
+3. Same with the Abandoned Cart email, do the same thing with ‘Receipt-Basic’ as you click on ‘Edit’.
+
+   #+attr_html: :width 800
+   file:../../_share/media/img/step_04/lesson_01/ex06c-edit.jpg
+
+** change profile
+1. So this is the easy part, now you need to the Profile button then go to Account settings.
+
+   #+attr_html: :width 800
+   file:../../_share/media/img/step_04/lesson_01/ex07a-profile.jpg
+
+2. On the From Name field, put your store name and on the Email field, put the email that you want to use and you want your users to see. Then click on Save Sender Settings button.
+
+   #+caption: set email sender info
+   #+attr_html: :width 800
+   file:../../_share/media/img/step_04/lesson_01/ex07b-sender_settings.jpg
+
+** domain setup with app
+1. Next, scroll down and go to the DKIM and SPF Protection field, make sure that the domain name is the domain of your store. Then come and click on Start Domain Verification.
+
+   #+caption: add domain name and start verification
+   #+attr_html: :width 1000
+   file:../../_share/media/img/step_04/lesson_01/ex08a-protection_fields.jpg
+
+2. Next, you need to add some settings to your Shopify store , on the dashboard click on Online Store then Domain and click Manage next to your store’s domain name.
+
+   #+attr_html: :width 1000
+   file:../../_share/media/img/step_04/lesson_01/ex08b-manage_domain.jpg
+
+3. Now, click on DNS Settings.
+
+   #+attr_html: :width 1000
+   file:../../_share/media/img/step_04/lesson_01/ex08c-dns_settings.jpg
+
+4. Then go back to the DKIM and SPF Protection section, copy the  Hostname and Value.
+
+   #+attr_html: :width 1000
+   file:../../_share/media/img/step_04/lesson_01/ex08d-copy_hostname_value.jpg
+
+5. And go back to Shopify and click on Add custom record button, click Txt record.
+
+   #+attr_html: :width 1000
+   file:../../_share/media/img/step_04/lesson_01/ex08e-add_custom.jpg
+
+6. Then add the hostname you’ve copied to the Name field. Next, copy the text on the Enter the Value field in DKIM section then go back to the Text record in DNS settings and paste it to the TXT Value field. Next, click on Confirm button.
+
+   #+attr_html: :width 1000
+   file:../../_share/media/img/step_04/lesson_01/ex08f-paste_hostname.jpg
+
+7. They need to see and verify that you really own the domain. And you also need to change settings of your domain name so that you set emails. Now, do the same thing with the other two values in the DKIM and SPF Protection section.
+
+   #+caption: copy DKIM and SPF Protection info
+   #+attr_html: :width 1000
+   file:../../_share/media/img/step_04/lesson_01/ex08g-dkim.jpg
+
+8. Once, you’ve added in those 3 different records, click on the Check Again Now button and keep pressing that button until you get all three validated.
+
+   #+attr_html: :width 1000
+   file:../../_share/media/img/step_04/lesson_01/ex08h-change_now.jpg
+
+Conversio was actually bought by another company and it has been rebranded into something called CM Commerce Email Marketing. It’s an amazing app and I’m going to teach you how to install it and set up a free trial for it.