merchant center user guide - pinot boutique...groupon merchant center user guide - version 1.5 4 the...

19
Merchant Center User Guide

Upload: others

Post on 15-Jul-2020

4 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Merchant Center User Guide - Pinot Boutique...Groupon Merchant Center User Guide - Version 1.5 4 The Dashboard (Continued) Now! Deals: Look at the bar chart to see how many Now! deals

Merchant Center User Guide

Page 2: Merchant Center User Guide - Pinot Boutique...Groupon Merchant Center User Guide - Version 1.5 4 The Dashboard (Continued) Now! Deals: Look at the bar chart to see how many Now! deals

2Groupon Merchant Center User Guide - Version 1.5

Logging In

The Merchant Center is the online management tool for your Groupon promotions. You can track redemption, read customer comments, and view customer demographic information. You can also manage your loyalty program and create new Groupon Now! deals.

Go to merchants.groupon.com.

You should have already received an email with important information to help you prepare for your promotion, including login credentials for accessing your Merchant Account.

Enter the login credentials provided in that email, and click “Login.”

Page 3: Merchant Center User Guide - Pinot Boutique...Groupon Merchant Center User Guide - Version 1.5 4 The Dashboard (Continued) Now! Deals: Look at the bar chart to see how many Now! deals

3Groupon Merchant Center User Guide - Version 1.5

The Dashboard

In the top navigation bar, you will see links to each section, Featured Deals, Now! Deals, and Rewards. In addition, the barcode icon is a shortcut for redemption, and the speech bubble icon leads to your Notifications folder. A red flag will mark unread messages.

To access your settings, click the white arrow next to “My Account” and choose “Merchant Settings.” Use this page to set access levels for each user. You may want some employees to only redeem Groupons and not view financial information. Set these employees to “Redemption-only” access. Use the form at the bottom to add new contacts.

The top half of the dashboard shows you a snapshot of your status with different Groupon promotions.

Active Featured Deals: Here you’ll see Groupons sold and dollars earned for all of your active (i.e., not yet expired) feature deals. The meter icon updates in real time to illustrate how many vouchers have been redeemed and how many vouchers remain unused.

Tip: Anytime you see a little blue question mark, click this button for more information.

Page 4: Merchant Center User Guide - Pinot Boutique...Groupon Merchant Center User Guide - Version 1.5 4 The Dashboard (Continued) Now! Deals: Look at the bar chart to see how many Now! deals

4Groupon Merchant Center User Guide - Version 1.5

The Dashboard (Continued)

Now! Deals: Look at the bar chart to see how many Now! deals you have sold for your current two-week period.

If you are not signed up for Now!, or if it is not yet available in your city, a promotional video will appear instead. If you have questions about Now!, feel free to reach out to your Groupon representative.

Rewards: Check here to see how many customers are participating in your Groupon-sponsored Rewards program, as well as how much money they have spent at your business.

If you are not signed up for Rewards, or if it is not yet available in your city, a promotional video will appear instead. If you have questions about Rewards, feel free to reach out to your Groupon representative.

Tip: To see greater detail for each type of promotion, click on the header above the graphics. For more information on each section, please see pages 11-18.

Page 5: Merchant Center User Guide - Pinot Boutique...Groupon Merchant Center User Guide - Version 1.5 4 The Dashboard (Continued) Now! Deals: Look at the bar chart to see how many Now! deals

5Groupon Merchant Center User Guide - Version 1.5

The Dashboard(Continued)

The bottom left section of the Dashboard displays your redemption options:

Redeem Online: Click “Redeem Online.” A new window will appear. To redeem one Groupon, enter the barcode number (located in the center of the voucher) into the “Redemption Code” field. Optionally, enter bill total or tip. Click “Redeem.”

If you’d like to redeem many vouchers at once, choose “Multi-Redeem” on the left side of the window. Enter up to 100 barcodes, separated by spaces or commas. Click “Redeem.”

If you’d like to check the status of a barcode, click “Verify” on the left side of the window. Verifying a Groupon only tells you if it’s valid, and does NOT redeem it. Use this if a customer is making an appointment in advance, and then redeem the Groupon when the customer arrives.

Page 6: Merchant Center User Guide - Pinot Boutique...Groupon Merchant Center User Guide - Version 1.5 4 The Dashboard (Continued) Now! Deals: Look at the bar chart to see how many Now! deals

6Groupon Merchant Center User Guide - Version 1.5

The Dashboard(Continued)

Other redemption options are shown underneath the “Redeem Online” button. You can download the Groupon merchant mobile application to redeem and track Groupons directly from your iPhone or Android, or you can download the voucher list in either a CSV (spreadsheet) or PDF file to manually track and verify Groupon vouchers.

Click “Download list” and a new window will pop up. In the drop-down menu, select the deal for which you’d like to see the voucher list, and then the format. Choose a PDF if you would like to print the list or a CSV if you want to view the list on your computer.

Tip: Click “List Customization Options” if you’d like to sort your list in advance, or choose to view only redeemed, unredeemed, or refunded Groupons.

Note: Though some of our merchants manage redemption by downloading the voucher lists, we recommend using the mobile application or the Merchant Center as the most efficient method of redemption.

Page 7: Merchant Center User Guide - Pinot Boutique...Groupon Merchant Center User Guide - Version 1.5 4 The Dashboard (Continued) Now! Deals: Look at the bar chart to see how many Now! deals

7Groupon Merchant Center User Guide - Version 1.5

The Dashboard(Continued)

Lastly, you can redeem Groupons using SMS Redemption, also known as Text Message Redemption.

Click “Redeem by SMS.” Under “Register a Phone Number,” enter the phone number of the cell phone you’ll be using to redeem vouchers. Click “Register Number” and the number just entered will be listed under “Your Registered Phone Numbers.” You may register more than one cell phone.

From your registered phone, text the 8-digit barcode to 476-876 (GROUPN). You will receive a confirmation text in reply. You may also include the bill total in your text, separated from the barcode by a space (example: 12345678 21.86).

Text HELP to 476-876 (GROUPN) to receive further assistance.

Note: Standard text messaging rates do apply.

Page 8: Merchant Center User Guide - Pinot Boutique...Groupon Merchant Center User Guide - Version 1.5 4 The Dashboard (Continued) Now! Deals: Look at the bar chart to see how many Now! deals

8Groupon Merchant Center User Guide - Version 1.5

The Dashboard(Continued)

Customer Feedback: The Customer Feedback section is a direct channel between you and your customers.

After each Groupon is redeemed, we send customers a survey to collect their feedback.

The pie chart shows the percentage of customers who would recommend you to a friend, and we’ve listed all of your customers’ comments below the chart. This is a great way to gauge customers’ experiences at your business. Click “Show All” to see all of your feedback, or click “Feedback” on the left side of the Dashboard page.

Note: Only customers with Groupons that were redeemed online (via a smartphone or the Merchant Center) are eligible to receive post-redemption surveys.

Page 9: Merchant Center User Guide - Pinot Boutique...Groupon Merchant Center User Guide - Version 1.5 4 The Dashboard (Continued) Now! Deals: Look at the bar chart to see how many Now! deals

9Groupon Merchant Center User Guide - Version 1.5

Payments

Click “Payments” in the gray bar on the left side of the screen to view a list of the payments, sorted by date, sent to you by Groupon. The list will include payments delivered to you either by check or by ACH deposit. Click on any payment to pull up more detailed information.

Note: Remember that it takes up to 10 days from the processing date for checks or deposits to reach you.

Most payments will display an itemized list of the promotions that are included in this payment. At the top of the invoice, you’ll see the check or deposit number so you can easily match it up to what you received. Invoices will list each Groupon feature that is included on that check, deductions for credit-card fees, and your total earnings.

Tip: Click “Print” in the top left corner of an invoice if you’d like to save it for your records.

Tip: If you would like to prevent some employees from seeing financial information, set their account as “Redemption-only” at the Merchant Settings page (see page 3).

Page 10: Merchant Center User Guide - Pinot Boutique...Groupon Merchant Center User Guide - Version 1.5 4 The Dashboard (Continued) Now! Deals: Look at the bar chart to see how many Now! deals

10Groupon Merchant Center User Guide - Version 1.5

Customer Feedback

For a comprehensive view of your customer feedback, return to the Dashboard and click “Feedback” along the left side.

Check out your “Customer Approval Rating” at the top.

Many customers choose to fill out the post-redemption survey with feedback about their experience. You can sort through all of these comments by choosing “Positive” or “Negative.” The “Print” and “Export” options also allow you to print the list or view comments in a spreadsheet.

Some comments may have a “Reply” button. These customers have consented to being responded to, so feel free to leave a response for these customers.

Page 11: Merchant Center User Guide - Pinot Boutique...Groupon Merchant Center User Guide - Version 1.5 4 The Dashboard (Continued) Now! Deals: Look at the bar chart to see how many Now! deals

11Groupon Merchant Center User Guide - Version 1.5

Featured Deals

To view all of your featured deals, click on the “Featured Deals” tab in the navigation bar at the top of the screen or the header “Active Featured Deals” on the Dashboard. This will bring you to a list of all of your active, expired, and scheduled feature deals.

Note: If you have only run one featured deal, you will be brought automatically to the details page for that feature.

When you choose a Deal Details page to view, note the three buttons in the top right corner. To view your deal the way customers do at Groupon.com, click “View Deal.” To check on customer questions about your feature, click “Deal Q&A.” To download the customer list for this feature, click “Download List.”

Page 12: Merchant Center User Guide - Pinot Boutique...Groupon Merchant Center User Guide - Version 1.5 4 The Dashboard (Continued) Now! Deals: Look at the bar chart to see how many Now! deals

12Groupon Merchant Center User Guide - Version 1.5

Featured Deals(Continued)

Redemption Statistics: The meter icon illustrates how many vouchers have been redeemed and how many vouchers remain unused by Groupon customers for this particular deal. These numbers are updated in real time and will reflect purchases through Private Sale or refunds.

Customer Demographics: Learn about where your customers are coming from with the heat map and zip code metrics. Age and gender graphs are designed to help you better understand the types of customers attracted to your promotion.

Page 13: Merchant Center User Guide - Pinot Boutique...Groupon Merchant Center User Guide - Version 1.5 4 The Dashboard (Continued) Now! Deals: Look at the bar chart to see how many Now! deals

13Groupon Merchant Center User Guide - Version 1.5

Featured Deals(Continued)

Payment Details: This section shows your earnings, the amount you have been paid to date, and the amount that remains to be paid.

Click on each section to expand and see details. For more information on a past payment, click the blue date link.

Page 14: Merchant Center User Guide - Pinot Boutique...Groupon Merchant Center User Guide - Version 1.5 4 The Dashboard (Continued) Now! Deals: Look at the bar chart to see how many Now! deals

14Groupon Merchant Center User Guide - Version 1.5

Now! Deals

If you are signed up for Groupon Now!, you’ll be able to create new deals, review your sales and earnings, and see the schedule for upcoming deals.

Summary: The “Sales & Earnings” chart shows the number of Now! deals that you have sold within the current and previous two-week periods.

Note: This chart is delayed 24 hours in order to display the most accurate information.

Below the chart is a schedule of your upcoming Now! deals. Today’s active deals are highlighted with green, and the upcoming deals are gray. Click on any deal to view more details.

Page 15: Merchant Center User Guide - Pinot Boutique...Groupon Merchant Center User Guide - Version 1.5 4 The Dashboard (Continued) Now! Deals: Look at the bar chart to see how many Now! deals

15Groupon Merchant Center User Guide - Version 1.5

Now! Deals(Continued)

Launching a Deal: If you would like to launch a new Now! deal, click “New Deal” in the top right corner of the Summary page. A pop-up with a number of editable fields will appear. Choose whether you want to offer a general discount (i.e., $10 off) or a deal on a particular service (i.e., $20 for a mani-pedi). Select your locations, and add any restrictions.

Tip: The fewer restrictions, the more customers that will purchase your Now! deal. Only include instructions that are absolutely essential.

When you’re satisfied with the preview displayed on the right side, click “Schedule Your Deal.” Choose a start date and use the calendar view to set the times when your Now! deal will be available for purchase. Click “Launch Now! Deal.”

Page 16: Merchant Center User Guide - Pinot Boutique...Groupon Merchant Center User Guide - Version 1.5 4 The Dashboard (Continued) Now! Deals: Look at the bar chart to see how many Now! deals

16Groupon Merchant Center User Guide - Version 1.5

Now! Deals(Continued)

Deals: From the “Deals” section on the left side of the screen, you’ll see a list of all of your Now! deals with their current status (live, paused, closed). Choose any deal to see further details.

On the left, see the details of your deal, including your take, your selected locations, and fine print. View and edit the schedule below details.

If you need to pause your deal, click the “Pause Deal” button above the map.

Page 17: Merchant Center User Guide - Pinot Boutique...Groupon Merchant Center User Guide - Version 1.5 4 The Dashboard (Continued) Now! Deals: Look at the bar chart to see how many Now! deals

17Groupon Merchant Center User Guide - Version 1.5

Rewards

In the top left, find information about your Customer Reward you created with your Groupon representative. Beneath the reward, track the number of customers who have unlocked the reward.

Click “Download Rewards Voucher List” to download the list of Rewards participants. Select either PDF or CSV (spreadsheet) format.

Program Summary: A high-level summary of the program is in the upper-right corner, providing statistics on the number of participants, the number of visits to your business, and the total dollar amount spent by your Rewards-enrolled customers.

Page 18: Merchant Center User Guide - Pinot Boutique...Groupon Merchant Center User Guide - Version 1.5 4 The Dashboard (Continued) Now! Deals: Look at the bar chart to see how many Now! deals

18Groupon Merchant Center User Guide - Version 1.5

Rewards(Continued)

Top Participants: On the bottom half of the page, we list the top participants and rank them from highest to lowest by total dollar amount spent. You can see how frequently each participant visits your business and the total they have spent so far.

Inviting Customers to Rewards: To enroll your customers in your Rewards program. Click “Invite Customers Now.” Enter the customer’s email address and click “Send Email Invites.” Customers will receive an email invitation to sign-up for your Rewards program.

Recent Activity: The Recent Activity log highlights when participants have unlocked a reward, how much they have spent during each visit to your business, and the date of their most recent purchase.

Page 19: Merchant Center User Guide - Pinot Boutique...Groupon Merchant Center User Guide - Version 1.5 4 The Dashboard (Continued) Now! Deals: Look at the bar chart to see how many Now! deals

19Groupon Merchant Center User Guide - Version 1.5

Log Out

To keep your information secure, we recommend logging out when you have finished working in the Merchant Center.

Click on the arrow next to “My Account” and select “Log Out.

If you have any questions, please do not hesitate to reach out to your Groupon representative or our Merchant Support department at 1-866-956-1276 or [email protected].

Click the “?” icon in the green bar at the top of the screen to submit a help request to Merchant Support.

Under the “?” you will also find a downloadable tip sheet and contact information for your Groupon representatives.