Shopping cart

The shopping cart campaign is optimised for telesales of various items.

How can agents work with the shopping cart campaign?

  1. First your agents will select an item from the Product selection dropdown.

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  1. After selecting, the product description appears and the desired quantity can be set. By clicking on the + the product will be added to the shopping cart.

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Note that you can adjust the ordered quantity at any time in the shopping cart. To delete a given product from the shopping cart, simply set the quantity to 0. Click on Clear cart to delete the entire cart.

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  1. To finalise the order, the agents must set the status to success (1) and then save or save next (2)

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Note:

  1. If up to 10 products are defined (cf. productlist.csv) the drop-down menu can be used as normal dropdown (without previous entry in the search field)
  2. From the 11th product at least 3 characters must be typed in (filtering of the list)
  3. Up to 10 different products can be added to the cart
  4. If the shopping cart is completely filled, the section catalog will be hidden (limit at the shopping cart visible through "01/10")

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You can also add a conversation guide and the transfer functionality.

How do I set up my shopping cart in Dialfire?

  1. First, create the content of your offer in a spreadsheet program of your choice as shown in the screenshot below. Make sure that the column labels of your table are the same as in our template [id; name; type; price; description].

Note:

  1. In the price column only show the amount either as integers, e.g. “10” or with two decimals, e.g. “9.99”. Omit the currency.
  2. Please determine beforehand whether it prices are net or gross.(B2B / B2C).

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  1. Now go to the Dialfire Campaigns menu and change to the Files tab. Open the file productlist.csv
  2. Copy the relevant lines of your spreadsheet file and paste them into the productlist.csv as seen in the screenshot below

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  1. Save the newly created file by clicking on the disc.

To check your change, switch to the Agent Preview. Your newly created shopping cart will now be displayed:

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Is the listing of the ordered articles available in the export?

As usual, Dialfire offers the possibility to display all fields of the shopping cart in the export.

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How can I evaluate my shopping cart with the statistics?

The following special statistics are already provided by Dialfire:

  1. Orders in daily, weekly and monthly overview

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  1. Turnover in daily, weekly and monthly overview

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To learn more about creating or adjusting statistics check outour detailed documentation here.