Introduction: Trek Connect Retail Marketing

Transcription

1 Ascend Support Phone: Web: Introduction: Trek Connect Retail Marketing Trek Connect Retail Marketing requires a separate fee; see Dexter for full details on this program. Let Trek supercharge your marketing online and in-store. Trek Connect Retail Marketing includes segmented , POP, print catalogs, and participation in all Trek cross-channel promotions and sales. Process Overview 1. System Setup (on the next page) System Setup (on the next page) Coupon Setup (on the next page) User Setup (on page 8) Settings & Options (on page 8) Customer Setup (on page 8) Logo Setup (on page 8) Dexter Setup (on page 8) 2. Redeem a Coupon (on page 10) Accessories (on page 10) Parts (on page 10) 3. Report on Sales (on page 12) Marketing Metrics (on page 12) Coupon Use (on page 12) Unsubscribed Customers (on page 12) Revision: 3/25/2016

2 System Setup Specific configurations must be completed before using the Trek Connect Retail Marketing program with Ascend. Topic Contents System Setup (below) Coupon Setup (below) User Setup (on page 8) Settings & Options (on page 8) Customer Setup (on page 8) Logo Setup (on page 8) Dexter Setup (on page 8) System Setup Verify Ascend is on the latest version; click for details on this process. Update Trek vendor products; click for details on this process. Verify products are properly categorized; click for details on this process. 1 Coupon Setup (Multi-Store Dealers) Coupons automatically share between all locations. 1. From the Ascend Desktop, select the View menu > Payment Types. 2. In the upper pane, select Coupon In the lower pane, click [Add]. 4. Configure the $10 post-purchase coupon. Description: Trek Connect Post Purchase Coupon ($10) Value: Code: PPC10TCRM1516 Start Date: 9/30/2015 End Date: 12/31/ Best Practice: Categorize products at the time they are received - enable [Options] > Ordering > Check for missing product attributes. 2 Do not double-click. - 2 / 12 -

3 5. Configure the $20 post-purchase coupon. Description: Trek Connect Post Purchase Coupon ($20) Value: Code: PPC20TCRM1516 Start Date: 9/30/2015 End Date: 12/31/ Configure the service reminder coupon. Description: Trek Connect Service Reminder Coupon (10% off parts) Value: 0.00 Code: SR10TCRM1516 Start Date: 9/30/2015 End Date: 12/31/ Configure the $10 bike birthday coupon. Description: Trek Connect Bicycle Birthday Coupon ($10) Value: Code: BB10TCRM1516 Start Date: 9/30/2015 End Date: 12/31/ / 12 -

4 8. Configure $20 bike birthday the coupon. Description: Trek Connect Bicycle Birthday Coupon ($20) Value: Code: BB20TCRM1516 Start Date: 9/30/2015 End Date: 12/31/ Configure the $10 Be Loud catalog coupon. Description: Trek Connect Be Loud Catalog Coupon ($10) Value: Code: BBL10TCRM1516 Start Date: 9/30/2015 End Date: 11/27/ / 12 -

5 10. Configure the $10 Holiday catalog coupon. Description: Trek Connect Holiday Catalog Coupon ($10) Value: Code: HOL10TCRM1516 Start Date: 11/27/2015 End Date: 12/31/ Configure the $10 Refresh Your Ride catalog coupon. Description: Trek Connect Refresh Your Ride Catalog Coupon ($10) Value: Code: RYR10TCRM1516 Start Date: 3/1/2016 End Date: 5/9/ Configure the $20 Refresh Your Ride catalog coupon. Description: Trek Connect Refresh Your Ride Catalog Coupon ($20) Value: Code: RYR20TCRM1516 Start Date: 3/1/2016 End Date: 5/9/ / 12 -

6 13. Configure the $10 Best Summer Ever catalog coupon. Description: Trek Connect Best Summer Ever Catalog Coupon ($10) Value: Code: TCCATBSE Start Date: 5/1/2016 End Date: 6/30/ Configure the $20 Best Summer Ever catalog coupon. Description: Trek Connect Best Summer Ever Catalog Coupon ($20) Value: Code: TCCATBSE Start Date: 5/1/2016 End Date: 6/30/ / 12 -

7 Recommended Coupon Setup - 7 / 12 -

8 User Setup The following user permissions are available: Maximum Discount: 10% (or higher); click for details on this process. Settings & Options The following system options must be configured: Verify [Options] > General > Allow Data Transporting is checked; click for details on this process. Customer Setup 1. Assign a customer to every transaction. 2. In the Customer Editor, verify all information is entered and correct; click for details on this process. Best Practice 1 Logo Setup 1. Send a high-resolution image file of your store's logo to [email protected]. 300 dpi Largest size possible Vector-based file formats preferred (.ai or.eps) Dexter Setup (Multi-Store Dealers) Store profile must be configured separately for each location. 1. Log in to Dexter. 2. Select the [Services] tab. 3. In the Trek Services section, click the Edit Store Profile link. 4. Enter all address information. 5. Click [Continue]. 6. Click [Use This Pin Placement] next to your desired 7. In the Dealer Information section, click the [Edit] (pencil) icon. Dealer Name: Enter the name you wish to be displayed to customers for marketing purposes. Telephone: Enter your store's primary phone number. Enter the address for customers to contact the store. Web Address: Enter your website address. 8. Click the [Accept] (check) icon. 9. Select the [Hours of Operation] tab. 10. From the Timezone for this location drop-down menu, select the appropriate time zone. Best Practice 1 Use the Symbol DS4308-DL or corded barcode scanner or Symbol DS6878-DL cordless barcode scanner and capture customer information from a US driver's license. - 8 / 12 -

9 11. From the Time Format field, select your desired display 12 Hour: Display times in standard US format (e.g. 10:00 AM, 1:00 PM). 24 Hour: Display times in "military" format (e.g. 10:00, 13:00). 12. Enter your store hours. 13. Select the [Products & Services] tab. 14. Check all categories you offer for sale. 15. Select the [Trek Connect] tab. 16. Enter your digital marketing preferences. Choose your landing page for Trek Connect s o Current home page URL o Campaign landing page provided by Trek Trek Connect Retail Marketing Address to be used for proofs: Enter the address(es) for the store employee(s) responsible for verifying content or opting out of specific campaign s. Facebook, Google+, and Twitter URL: Enter your social media profile address(es). Trek Connect Address: Enter the address from which promotional s should send. Post Purchase survey URL: If you assess customers' purchase experiences, enter the address for the survey. Paid Search Budget: Enter the maximum amount you wish to pay monthly for advertising. 1 Paid Search Zip Codes: Enter zip codes for the area to which you wish to advertise. 2 PPC URL: For each category you wish to advertise, enter the address for the category page on your website Click [Update]. 1 Changes take effect at the beginning of the next month. 2 Separate each zip code with a single comma. 3 At least one URL is required. 4 URLs are automatically tagged for Trek Connect E-Commerce service commissions. - 9 / 12 -

10 Redeem A Coupon When a customer wishes to redeem a coupon, scan it into a transaction to ensure it's properly tracked for reporting purposes. To properly report your sales for reimbursement, specific configuration is required for the coupon; see System Setup (on page 2). Topic Contents Accessories (below) Parts (below) Accessories Coupons must be taken before any other payment type. Coupons can only be used once, and have no cash value. Encourage the customer to redeem the full amount. If the transaction total is less that the coupon amount, the coupon payment is automatically adjusted. 1. From the Payments toolbar, click [Coupon]. 2. From the Code drop-down, scan or select the appropriate coupon. Amount is automatically entered. 3. Click [Save]. 4. Finish the transaction as normal. Parts Coupons must be taken before any other payment type. 1. Apply the coupon. a. From the Payments toolbar, click [Coupon]. b. From the Code drop-down, scan or select the appropriate coupon. c. Click [Save]. 2. Discount the appropriate sales item(s). a. Right-click the sales item. b. From the displayed menu, select Edit. c. From the Discount drop-down, select 10. d. Click [Save]. 1 1 Keyboard: [F8] - 10 / 12 -

11 Discount Example 3. Finish the transaction as normal / 12 -

12 Report On Sales Use Trek and Ascend reporting to view return and coupon redemption rates and details for Trek Connect Retail Marketing campaigns. Periodically Best Practice 2 update customers in your system who have unsubscribed from marketing s. To properly report your sales for reimbursement, specific configuration is required for the coupon; see System Setup (on page 2). Topic Contents Marketing Metrics (below) Coupon Use (below) Unsubscribed Customers (below) Marketing Metrics 1. Log in to Dexter. 2. Select the [Services] tab. 3. From the Trek Services section, click Dealer Scorecards and Reports. 4. In the Trek Connect Retail Marketing Report section, click [Generate Report]. The TCRM Marketing Metrics report downloads in PDF format. Coupon Use 1. From the Ascend Desktop, click [Reports]. 2. In the left pane, expand Payments. 3. Double-click Coupon Use History. 4. In the From and To fields, enter the desired date range. 5. From the Specify Coupon from List drop-down, select the desired coupon. 6. Click [OK]. 7. Results can be further filtered if desired; click for details on this process. Unsubscribed Customers Ascend does not automatically update when customers unsubscribe from marketing s. To ensure your store complies with local privacy laws, update your customers' communication preferences promptly. 1. Log in to Ascend Online Reports; click for details on this process. 2. From the Ascend Online Reports Home screen, click the TCRM Unsubscribe List link. 3. From the Start Date and End Date fields, specify a date range. Best Practice 3 If you wish to display all customers who unsubscribed at any time, check the All Unsubscribed 4. Click [Run Report]. 5. On the toolbar, click [Export for Ascend]. The list downloads in Excel (.xlsx) format. 6. Import the spreadsheet into Ascend; click for details on this process. Best Practice 2 Update customers who unsubscribed from communications weekly. Best Practice 3 Update customers who unsubscribed from communications weekly / 12 -