Monday, February 17, 2014

Managing your offline clients online.

Starting an online business does not exempt you  from offline sales and marketing efforts. As a matter of fact the opposite is true; good offline client relationships can lead to valuable exclusive deals for your site which will increase your site traffic and overall return on efforts. 

With the COUPONPAQ built-in admin tools you can easily add and manage promotions for your offline clients.  Here are some tools we offer
  1. Optional admin only client registration.  
    • If you want to use the portal only for your outside clients, you can turn the self-registration option off with one check. You can then add a message for merchants who find the site online and want to advertise on it.
  2. Special offline promotional packages for offline clients. 
    • With the custom pricing wizard, you can offer different offline packages for your offline clients and provide them with access to the merchant suite to manage and review performance reports online. The price packages will be hidden from merchants who sign up online.
  3. Sales force sales tracking.
    • You can create multiple hidden packages with discounts and use your sales person’s ID as the name of the package to track their sign ups. You can assign these price packages to your merchants

Steps to bring your clients online. 

If you already have the COUPONPAQ application here's how you add your offline clients. 
  1. Visit the pricing package area and add unique hidden packages for your offline clients.
  2. Optionally if you want to give your merchants access to the merchant suite to manage and check the performance of their campaigns, Visit the member area and add your merchant's account access info. You must be sure to keep their access level to vendor/merchant and assign the hidden packages created in step 1.
  3. Create their business profile ‐‐ add a new business and assign the merchant as the owner/poster. 
  4. Next add the active coupons and deals to the merchant's business.

Now take the time to send a personalized email to the merchant with  the merchant suite link and their username and password to to access, manage and review their online campaigns.

Remember, your success is our success, if you have any questions or suggestions please don't hesitate to contact us at

1 comment:

  1. Informative article. Helped a lot as I used it to train the students in my Salesforce institutes in Chennai for my students. Thank you, keep writing.