Before configuring Get-An-Email, make sure you have completed all mandatory integration. For tutorial on the above integration, please refer to Integrating ShopSocially.

 

Refer to Figure: Configuring Get-An-Email for configuration flow.


Figure: Configuring Get-An-Email


Adding New Campaign


You can add new campaigns using the Adding New Campaign button.


Please follow the steps given below:

  1. Login into Merchant Center
  2. Click Campaigns tab. Refer to Figure: Adding New Campaign.
  3. Click Add New Campaign tab. Refer to Figure: Adding New Campaign. 
  4. Select and click available campaign, or from available campaigns.


Figure: Adding New Campaign


Configuring the Campaign


When you add a new campaign you will be taken to the configuration setup. Refer to Figure: Configuration Tabs.


Figure: Configuration Tabs


There are various tabs in the Configuration set up. Setup for each tab is given in following sections.


Please note: In Basic tab, you can choose any one of the two available templates and the configuration fields will change accordingly. This document explains the configuration fields for both the templates in separate sections.


The two available templates are as given below:


Configuring the Standard Template


Setup for each tab is explained below.


The tabs are as given below:

  • Basic  
  • Email  
  • Advanced  
  • Mobile


Basic


The Basic tab is for setting slider display, sidebar display, and incentive information.


Please follow steps given below:


1. In Template, select Standard Template.

2. In Slider Display provide:

  • Display Type: Choose whether you want the App to pop-up or slide out on the screen.
  • Background Image: This image should convey the offer for signing up. (Size 750 pixels x 500 pixels.)
  • Thank You Image: This image should contain a Thank you message for signing up. (Size 750 pixels x 500 pixels.).
  • Border Color: You can change the border color of the App display.
  • Branding Color: Merchant can define different color combinations for text in the template. However merchant also has an option to define a single color for branding all text appearing in the template. Merchant can define the branding color using this filed. By default there is branding color available in the system. 
Please refer to Figure: Standard Template.

Figure: Standard Template


Please refer to Figure: Background Image, Figure: Thank You Image, and Figure: Coupon Code.


Figure: Background Image

Figure: Thank You Image


Figure: Coupon Code


3. In Sidebar Display provide:

  • Sidebar Image: Sidebar image is the image that sits on the side when the slider is in minimized state. You can create a sidebar image of any size that you feel will look best on your website.
  • Sidebar Color
Please refer to Figure: Sidebar Image.

Figure: Sidebar Image

4. In Incentive Info provide:
  • Type of Incentive: Choose one any one type of incentive:  
1. Generic coupon code: Same coupon code for everyone.
2. Single use coupon code: Each user get a unique coupon code upon unlock.
3. No Incentive: If you want to run the campaign without giving away any incentives. 
The coupon codes have to be generated in your shopping cart and uploaded here. The App will simply display whatever is uploaded here. For Generic Coupon Codes, enter the coupon code that will be given to each user upon email subscription. For single use coupon codes, enter one coupon code per line. If you have a list of coupon codes in a spreadsheet you can copy paste the column there. The App will give out the codes to the users sequentially. The 'Get Status' button can be used to check how many codes are used up and how many are remaining. The App will be auto paused when all the coupons are used up. You will receive automated notifications when the coupons are close to exhaustion.
  • Coupon Codes
  • Coupon Expiry
  • Terms & Conditions
  • Send Email: Select this check box if you want to send the incentive code to the visitor on the email given by the visitor. Note that you may enable both options. A customer can get the incentive code emailed to them and also see it displayed in the window after submitting their email address, based on your preference.
  • Display Coupon Instantly: Select this check box if you want the coupon to be displayed to the visitor immediately after email address is submitted. If this box is unchecked, the visitor will receive the incentive code via email.
  • Message HTML: This a thank you message after the visitor subscribes. For example, Thank you for subscribing. Refer to Figure: Message HTML.

Figure: Message HTML


5. Click Save.

Email

The Email tab is for setting incentive email HTML.

Please follow steps given below:

1. In Incentive Email provide:

  • Email Subject Line
  • Email Body HTML: You can customize the incentive email and can also mention variables, like _COUPONEXPIRY_, Coupon Codes, and so on, which you set up in Incentive Info, in Basic tab.
  • You can customize logo inserted. Refer to Figure: Customize Logo.

Figure: Customize Logo


To see spam rating, click Check Spam Rating.
2. Click Save.

Advanced

The Advanced tab is for setting slider display, and other UI elements.


Please follow steps given below:


1. In Slider Display provide:

  • Auto Slide-in Time (sec): The time in seconds after page loads when the Get-an-Email slider appears. The slider behavior is controlled by setting values as follows:
blank = slider will show immediately
0 = slider will show immediately
-1 = slider will always display in minimize mode. User must click on sidebar to display slider
5 = Any non-zero number is the time in seconds. Slider will be displayed after those many seconds.
  • Website Slider Placement: The slider can be placed either on the right or the left of the browser window.
  • Vertical Popup Offset (from middle): This field enables you to move the Get-an-Email slider up or down a certain number of pixels on the page. Normally, the slider shows up in the vertical middle of the page. The Vertical Popup Offset field controls the position of the slider relative to the vertical middle of the page. For example, enter -10 in this field to move the slider 10 pixels up from its default position on the page. Or, enter 20 in this field to move the slider 20 pixels down from its default position on the page
  • Display Sidebar: If this option is unchecked, the sidebar used to trigger the Get-an-Email campaign screen is not displayed. If the Sidebar is not shown, it is recommended to use the "Display In-Page Button" to trigger the slider or popup for the Get-an-Email campaign. Without the sidebar or in-page button, a customer cannot interact with the App once they close it. 
  • Display in-page button: If this option is selected, a button will be displayed in addition to the Sidebar for triggering the Get-an-Email campaign screen. Please note that some additional configuration will be needed to place and hook up the In-Page button properly on the targeted web page. A separate text area has been provided for pasting the JavaScript snippet needed to place and activate this button. For more information please refer to Display in-page button.
  • Left hand Filler Width: This is a redundant field. Please ignore 
  • Close App On Overlay Click: This option allows the visitor to close the Offer display even by a click anywhere on the webpage.
2. In Email Verification Source provide: You can select whether you want to allot incentives only to new subscribers or even to those who sign up repeatedly. This selection can be done here. There are two checks you can impose. One for ShopSocially records of the user, and other for your CRM records of the user. If you do not want to award incentives to user for repeat signup, select the check boxes. By doing so if a user is a repeat signup user, then the user will get a sorry message showing the user is already signed up.
  • ShopSocially: Will check for user records in ShopSocially records if you select this check box.
  • CRM: Will check for user records in your CRM records if you select this check box.
  • Already Subscribed Image (750 x 500px): Refer to Figure: Already Subscribed 1. 
  • Message HTML
Please note:
1. For the email verfication option for the CRM to work, CRM integration is mandatory.
2. Currently this email verification option is available for BlueHornet CRM, MailChimp CRM only.


Figure: Already Subscribed 1


3. In Displayed Fields provide: This section allows you to define form fields for Get-an-Email App. The default fields provided by ShopSocially are indicative and you can enable or rename these fields. Other than default fields provided by ShopSocially's, you can add up to 2 custom fields. You can also decide what fields are made to be mandatory. Custom fields can be in form of drop down, check box, or input text. For example a drop down box for City with city names. You will be required input details for the custom field you create. Refer to Figure: Add Custom Field.

Figure: Add Custom Field

  • Email Address Label 
  • Sign Up Button Text: Maximum 10 characters 
  • Sign Up 
  • Signup Button Color 
  • Color Preview 
  • Signup Button Text Color

Please refer to Figure: Visitor Experience for how the visitor will see the screen.

Figure: Visitor Experience


4. In UI Elements provide:

  • Coupon Display Heading HTML  
  • Terms Label HTML  
  • Terms Alt Text  
  • Copy Label HTML. Refer to Figure: UI Elements 1.

Figure: UI Elements 1

  

  • Copy Alt Text  
  • Coupon Copied Text.
  • Coupon Copied Message. Refer to Figure: UI Elements 2.
  • Unlock Message

Figure: UI Elements 2


5. In Conversion Tracking provide: 

  • Pre Conversion Tracking HTML: This is useful for implementing Google Analytics tracking. For example, what page a person was on when the person first saw the App. The feature is designed such that any form of HTML tracking code could be used with it. Running background HTML that the visitor, and customer will not be able to see.
  • Post Conversion Tracking HTML: This is useful for implementing Google Analytics tracking. For example, what page a person was on when the person converted with the App. The feature is designed such that any form of HTML tracking code could be used with it. Running background HTML that the visitor, and customer will not be able to see.
The Analytics snippet is a small piece of JavaScript code that you paste into your pages. It activates Google Analytics tracking by inserting ga.js into the page. Below given is an example of HTML tracking code for Google Analytics tracking. Please note: This is just a sample and is an example. You as a Merchant Site Admin may need to make necessary changes to the code or create a new HTML tracking code.
To use this on your pages, copy the code snippet below, replacing UA-XXXXX-X with your web property ID. Paste this snippet into your website template page so that it appears before the closing </head> tag.
If you need to do more than basic page tracking, see the tracking reference for a list of methods available in the API and see the Usage Guide for details on using the asynchronous syntax. For step-by-step instructions on setting up tracking, see the Help Center article on setting up tracking.
<script type="text/javascript">

  var _gaq = _gaq || [];
  _gaq.push(['_setAccount', 'UA-XXXXX-X']);
  _gaq.push(['_trackPageview']);

  (function() {
    var ga = document.createElement('script'); ga.type = 'text/javascript'; ga.async = true;
    ga.src = ('https:' == document.location.protocol ? 'https://ssl' : 'http://www') + '.google-analytics.com/ga.js';
    var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(ga, s);
  })();

</script>
The snippet above represents the minimum configuration needed to track a page asynchronously. It uses _setAccount to set the page's web property ID and then calls _trackPageview to send the tracking data back to the Google Analytics servers.
To know more and about the reference site, please visit: developers.google.com.
6. Click Save.


Mobile


The Mobile tab is for setting mobile slider display, and sidebar display.

Please follow steps given below:

1. In Mobile Slider Display provide:
  • Display Bottombar  
  • Background Image: This image should convey the offer for signing up (size 280 pixels x 400 pixels).  Figure: Mobile Background Image.
  • Thank You Image: This image should contain a Thank you message for signing up (size 280 pixels x 400 pixels). Refer to Figure: Thank You Image For Mobile.
  • Already Subscribed Image (280 x 400px): This image is displayed to a repeat signup user, showing the user is already signed up with sorry message. 
2. In Mobile Sidebar Display provide:
  • Mobile Sidebar Text: For example, Sign up for our newsletter.  
  • Mobile Sidebar Text Color 
  • Mobile Sidebar Color 
  • Mobile Window Fill Color
3. Click Save. Refer to Figure: Mobile Settings.

Figure: Mobile Settings


Figure: Mobile Background Image


Figure: Thank You Image For Mobile


Go to top


Configuring the Small Template


Setup for each tab is explained below.


The tabs are as given below:

  • Basic   
  • Email   
  • Advanced   
  • Mobile 


Basic


The Basic tab is for setting slider display, sidebar display, and incentive information.


Please follow steps given below:


1. In Template, select Small Template.

2. In Slider Display provide:

  • Display Type: Slider or pop up display.
  • Incentive Image: Size 350 pixels x 150 pixels. Refer to Incentive Image 2.

Incentive Image 2

  • Border Color: You can use the Color Preview option to preview color.

3. In Sidebar Display provide:

  • Sidebar Image: Sidebar image is the image that sits on the side when the slider is in minimized state. You can create a sidebar image of any size that you feel will look best on your website. 
  • Sidebar Color
Please refer to Figure: Small Template.

Figure: Small Template


4. In Incentive Info provide:

  • Type of Incentive: Choose one any one type of incentive 

1. Generic coupon code: Same coupon code for everyone.

 

2. Single use coupon code: Each user get a unique coupon code upon unlock.


3. No Incentive: If you want to run the campaign without giving away any incentives.


The coupon codes have to be generated in your shopping cart and uploaded here. The App will simply display whatever is uploaded here. For Generic Coupon Codes, enter the coupon code that will be given to each user upon email subscription. For single use coupon codes, enter one coupon code per line. If you have a list of coupon codes in a spreadsheet you can copy paste the column there. The App will give out the codes to the users sequentially. The 'Get Status' button can be used to check how many codes are used up and how many are remaining. The App will be auto paused when all the coupons are used up. You will receive automated notifications when the coupons are close to exhaustion.

  • Coupon Codes 
  • Coupon Expiry 
  • Terms & Conditions 
  • Send Email: Select this check box if you want to send the incentive code to the visitor on the email given by the visitor. Note that you may enable both options. A customer can get the incentive code emailed to them and also see it displayed in the window after submitting their email address, based on your preference. 
  • Display Coupon Instantly: Select this check box if you want the coupon to be displayed to the visitor immediately after email address is submitted. If this box is unchecked, the visitor will receive the incentive code via email. 
  • Message HTML: This a thank you message after the visitor subscribes. For example, Thanks! Here is your coupon code. This cannot be combined with other offers. Refer to Figure: Message HTML 2.

Figure: Message HTML 2


5. Click Save.


Email

The Email tab is for setting incentive email HTML.

Please follow steps given below:
1. In Incentive Email provide: 
  • Email Subject Line 
  • Email Body HTML: You can customize the incentive email and can also mention variables, like _COUPONEXPIRY_, Coupon Codes, and so on, which you set up in Incentive Info, in Basic tab.
  • You can customize logo inserted. Refer to Figure: Customize Logo.

Figure: Customize Logo


To see spam rating, click Check Spam Rating

2. Click Save.


Advanced

The Advanced tab is for setting slider display, and other UI elements.


Please follow steps given below:


1. In Slider Display provide:

  • Auto Slide-in Time (sec): The time in seconds after page loads when the Get-an-Email slider appears. The slider behavior is controlled by setting values as follows:

blank = slider will show immediately


0 = slider will show immediately


-1 = slider will always display in minimize mode. User must click on sidebar to display slider


5 = Any non-zero number is the time in seconds. Slider will be displayed after those many seconds.

  • Website Slider Placement: The slider can be placed either on the right or the left of the browser window.
  • Vertical Popup Offset (from middle): This field enables you to move the Get-an-Email slider up or down a certain number of pixels on the page. Normally, the slider shows up in the vertical middle of the page. The Vertical Popup Offset field controls the position of the slider relative to the vertical middle of the page. For example, enter -10 in this field to move the slider 10 pixels up from its default position on the page. Or, enter 20 in this field to move the slider 20 pixels down from its default position on the page
  • Display Sidebar: If this option is unchecked, the sidebar used to trigger the Get-an-Email campaign screen is not displayed. If the Sidebar is not shown, it is recommended to use the "Display In-Page Button" to trigger the slider or popup for the Get-an-Email campaign. Without the sidebar or in-page button, a customer cannot interact with the App once they close it.
  • Display in-page button: If this option is selected, a button will be displayed in addition to the Sidebar for triggering the Get-an-Email campaign screen. Please note that some additional configuration will be needed to place and hook up the In-Page button properly on the targeted web page. A separate text area has been provided for pasting the JavaScript snippet needed to place and activate this button. For more information please refer to Display in-page button.
  • Left hand Filler Width: This is a redundant field. Please ignore
  • Close App On Overlay Click: This option allows the visitor to close the Offer display even by a click anywhere on the webpage.

2. In Email Verification Source provide: You can select whether you want to allot incentives only to new subscribers or even to those who sign up repeatedly. This selection can be done here. There are two checks you can impose. One for ShopSocially records of the user, and other for your CRM records of the user. If you do not want to award incentives to user for repeat signup, select the check boxes. By doing so if a user is a repeat signup user, then the user will get a sorry message showing the user is already signed up.

  • ShopSocially: Will check for user records in ShopSocially records if you select this check box. 
  • CRM: Will check for user records in your CRM records if you select this check box. 
  • Message HTML

Please note:

1. For the email verfication option for the CRM to work, CRM integration is mandatory.

2. Currently this email verification option is available for BlueHornet CRM, MailChimp CRM only.

3. In Displayed Fields provide:

  • Email Address Label: For example, Your email address. 
  • Sign Up Button Text: Maximum 10 characters 
  • Sign Up 
  • Signup Button Color 
  • Signup Button Text Color

4. In UI Elements provide:

  • Coupon Display Heading HTML 
  • Terms Label HTML 
  • Terms Alt Text 
  • Copy Label HTML. Refer to Figure: UI Elements 3.

Figure: UI Elements 3

  • Copy Alt Text 
  • Coupon Copied Text 
  • Coupon Copied Message. Refer to Figure: UI Elements 4 
  • Unlock Message

Refer to Figure: UI Elements 4

5. In Conversion Tracking provide:
  • Pre Conversion Tracking HTML: This is useful for implementing Google Analytics tracking. For example, what page a person was on when the person first saw the App. The feature is designed such that any form of HTML tracking code could be used with it. Running background HTML that the visitor, and customer will not be able to see.
  • Post Conversion Tracking HTML: This is useful for implementing Google Analytics tracking. For example, what page a person was on when the person converted with the App. The feature is designed such that any form of HTML tracking code could be used with it. Running background HTML that the visitor, and customer will not be able to see.
The Analytics snippet is a small piece of JavaScript code that you paste into your pages. It activates Google Analytics tracking by inserting ga.js into the page. Below given is an example of HTML tracking code for Google Analytics trackingPlease note: This is just a sample and is an example. You as a Merchant Site Admin may need to make necessary changes to the code or create a new HTML tracking code.
To use this on your pages, copy the code snippet below, replacing UA-XXXXX-X with your web property ID. Paste this snippet into your website template page so that it appears before the closing </head> tag.
If you need to do more than basic page tracking, see the tracking reference for a list of methods available in the API and see the Usage Guide for details on using the asynchronous syntax. For step-by-step instructions on setting up tracking, see the Help Center article on setting up tracking.

<script
type="text/javascript">

  var _gaq = _gaq || [];
  _gaq.push(['_setAccount', 'UA-XXXXX-X']);
  _gaq.push(['_trackPageview']);

  (function() {
    var ga = document.createElement('script'); ga.type = 'text/javascript'; ga.async = true;
    ga.src = ('https:' == document.location.protocol ? 'https://ssl' : 'http://www') + '.google-analytics.com/ga.js';
    var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(ga, s);
  })();

</script>
The snippet above represents the minimum configuration needed to track a page asynchronously. It uses _setAccount to set the page's web property ID and then calls _trackPageview to send the tracking data back to the Google Analytics servers.
To know more and about the reference site, please visit: developers.google.com.
6. Click Save.


Mobile

The Mobile tab is for setting mobile sidebar display.

Please follow steps given below:

1. In Mobile Sidebar Display provide: 
  • Mobile Sidebar Text: For example, Sign up for our newsletter
  • Mobile Sidebar Text Color
  • Mobile Sidebar Color
2. Click Save.