Overview

Use cross-selling to recommend additional products to customers and increase average order value. You can use two types of cross-selling:

• Classical - recommend additional products to your shoppers from your own product catalog.
• Network cross-selling - recommend additional products to your shoppers from third party software and SaaS providers working with 2Checkout.

Benefits

• Increase average order value and revenue by selling more products
• Improve customer satisfaction by offering products complementary to your own and/or special deals from other merchants
• Associate your own products with strong brands from other merchants
• Increase revenue through additional sales channels

Add a cross-selling campaign

1. Go to Marketing tools → Cross-selling.
2. Type in a name for your campaign and click Add new.
3. Choose the start and end dates of the campaign. Leaving the start date blank causes the campaign to start immediately after activation. Leaving the end date blank causes the campaign to run until you manually stop it.
4. Add main products to the campaign.
5. Add cross-selling products to the campaign. You can choose to add either products from your own portfolio or from other merchants (network cross-selling).
6. Select where you want the cross-selling offerings to be displayed:
   
   • Shopping cart
   • Review page
   • Thank you page
7. Choose whether or not to display the cross-selling campaign in the payment receipt email.
8. Click Save campaign.

Network cross-selling

Follow the steps below to recommend products from other merchants.

1. Go to Marketing tools → Cross-selling.
2. Type in a name for your campaign and click Add new.
3. Choose the start and end dates of the campaign. Leaving the start date blank causes the campaign to start immediately after activation. Leaving the end date blank causes the campaign to run until you manually stop it.
4. Add main products to the campaign.
5. Click Add products from other merchants.
6. Click Activate now.
7. Add recommended products to the campaign.
8. Select where you want the cross-selling offerings to be displayed:
   
   • Shopping cart
   • Review page
   • Thank you page
9. Choose whether or not to display the cross-selling campaign in the payment receipt email.
10. Click Save campaign.

To cross-sell products from other merchants, you need a partnership with them. 2Checkout automatically generates partnership requests every time you select a third-party product for your campaigns. Merchants can approve requests manually or automatically. In case of manual approval, you receive an email notification with the approval status.

FAQ

1. Does cross-selling work for free trials and products with zero value?
   
   • Customers can add recommended products to carts that already include a free trial or a product with zero value. If shoppers add cross-selling products to the cart during checkout they only need to enter payment details once. If they add them during order review, they need to re-enter payment details.
2. Can shoppers save cross-selling links from the Thank you page and re-use them?
   
   • No
3. How many recommended products can shoppers buy through Thank you page cross-selling campaigns?
   
   • Shoppers can only purchase a single recommended product.
4. Can shoppers see recommended products from multiple cross-selling campaigns?
   
   • 2Checkout displays a single cross-sell campaign at a time. 
5. Where are network cross-sell products displayed in the shopping cart?
   
   • Third-party merchant products appear in the cross-selling area of the shopping cart.
6. How do discount coupons work?
   
   • Shoppers can use discount coupons as long as they are issued by the merchant running the cross-selling campaign. These coupons apply only to products from this merchant, and not to the network products suggested through the cross-selling campaign. Merchants offering products for network cross-selling can offer an additional shopper discount, which is already deducted in the shopping cart and not obtained via a coupon.
7. How long does the cookie stay in the browser?
   
   • Cookies stay in the browser for 120 days. The merchant cross-selling the product receives a commission if the purchase happens within this time interval.
8. How do you inform shoppers about order confirmation/product delivery?
   
   • Shoppers receive a single order notification email and an individual delivery email for each purchased product.
9. When do I get paid cross-selling commissions?
   
   • 2Checkout pays cross-selling commissions along with the rest of the income generated through your online sales.

Overview

Enable the 2Checkout test ordering system to place test orders via the 2Checkout Control Panel or through the 2Checkout API.

We strongly advise you to prepare your system to integrate with the new testing platform. This is especially important for

• IPN (Instant Payment Notifications)
• LCN (License Change Notifications)
• ISE (Instant Search Orders Export)
• Electronic delivery

Availability

The test order system is available to all 2Checkout accounts.

Requirements

The new 2Checkout order testing system is enabled by default. However, if switched off for your account, follow these instructions to enable it:

1. Go to Setup -> Ordering options.
2. Scroll down to the bottom of the page and check the checkbox for the Enable the test order system option.
3. Save the settings.

What happens if I disable the test system?

• You will no longer be able to place new test orders via the Control Panel or through the 2Checkout API.
• The 2Checkout system will continue auto-renew any recurring test subscriptions per their billing cycle setting and also convert test trials placed while the order testing system was active.
• You will be able to continue managing test orders and subscriptions generated while the testing system was active, including operations such as manual renewals and upgrades.

How do I place a test order using the Control Panel?

You can place 5 types of test orders:

1. New acquisition
2. Trial
3. Automatic renewal/trial conversion
4. Manual renewal
5. Upgrade

To kick start the testing process, you first need to generate a test Buy-Link. Using test Buy Links you can replicate the new acquisitions and trial purchase scenarios. Automatic renewals, trial conversions, manual renewals, and upgrades require that you placed an initial test order and that the 2Checkout system generated a subscription for the test purchase.

How do I generate a test Buy-Link?

1. Log in to your Merchant Control Panel and navigate to Setup -> Generate links -> Checkout Links.
2. Choose a purchase flow from the available list.
3. Select one or more products.
4. Optional: you can control a collection of advanced options, but none are required to place test orders.
5. Click on Generate link.
6. Click on Place a test order. Alternatively, you can also copy the link generated and paste it in your browser's address bar.

Add the DOTEST parameter manually to Buy-Links

You can add the DOTEST parameter manually to Buy Links and use the result to place test orders. For example,

Buy link: https://secure.2checkout.com/order/checkout.php?PRODS=4551041&QTY=1

Test buy link: https://secure.2checkout.com/order/checkout.php?PRODS=4551041&QTY=1&DOTEST=1

DOTEST in Buy Links works only if the you enabled the testing system for your account. Otherwise, it has no impact whatsoever.

Cross-selling and Network cross-selling

1. You can test cross-selling campaigns as long as you enabled the test system.
2. For network cross-selling test orders to function:
   
   • You are required to enable the test system.
   • Vendors whose products are part of the network cross-selling campaign also need to have the new testing system enabled.

Lead management

Lead management campaigns are not supported for test orders at this point in time.

Imported subscriptions

The 2Checkout testing system does not support imported subscriptions at this point in time.

myOrder JS object

Test orders are marked accordingly in the myOrder JavaScript object included in the last stage of the purchase process.

omniture_vars

Test orders are marked accordingly in the omniture_vars object available for the desktop and mobile versions of the shopping cart.

Upselling

You can test upselling campaigns as long as you enabled the test system.

Promotions

You can use all the promotional capabilities of the 2Checkout platform with test orders.

Retry logic

This functionality is not supported.

Account updater

This functionality is not supported.

Refund a test order

Test orders support total and partial refunds.

Order search

To include or exclude test order data from the order search reports:

1. Go to Orders & customers -> Order search.
2. Use the Test orders filter.
   
   • Include test orders
   • Do not include test orders
   • Show only test orders

Note: Test orders are included in this report by default, but you have the option of excluding these items from the order search results and the export reports or to search test orders exclusively.

Subscriptions

Subscriptions generated for test orders are accompanied by the Test label. To include or exclude test subscription data from subscription search:

1. Go to Orders & customers -> Subscription management.
2. Optional: Click on More search filters.
3. Use the Test subscription filter.
   
   • Include test orders
   • Do not include test orders
   • Show only test orders

Customers

Customer accounts generated for test orders behave just like those created for real orders. The 2Checkout system can associate both real and test orders/subscriptions with customer accounts.

Invoices

The 2Checkout system does not generate invoices for test orders.

Channel Manager (Partner) test orders

This functionality is not supported at this point in time.

Affiliate test orders

2Checkout affiliates that have joined your program can place test orders using your products only if you enable the test system.

• Test cards. Affiliates can use the same dummy credit/debit cards on the established list.
• Affiliate reports. Affiliates can see test orders only in their Orders report. 2Checkout does not include test orders in all other affiliate reports.
• Affiliate JS myOrder object. The Affiliate JavaScript myOrder object includes test orders.

FAQ

1. What happens if I disable the test system?
   
   • You will no longer be able to place new test orders via the 2Checkout Control Panel or through the 2Checkout API.
   • The 2Checkout system will continue auto-renew any recurring test subscriptions per their billing cycle setting and also convert test trials placed while the order testing system was active.
   • You will be able to continue managing test orders and subscriptions generated while the testing system was active, including operations such as manual renewals and upgrades.
2. Can I renew/convert a trial manually?
   
   • 2Checkout converts trials automatically, unless automatic billing (auto-renewal) is disabled either in the order details page or in myAccount. To convert a trial on-demand to a paid subscription, use the 2Checkout API. Note: You cannot convert trials by placing manual renewal orders using the shopping cart.
3. Can I request a refund for a test order?
   
   • Yes. You can use either the order details page in the 2Checkout Control Panel, IRN (Instant Refund Notification), or myAccount to request refunds for one or multiple orders.
4. What payment methods are supported by the test ordering system?
   
   • We're working to add support for additional payment methods, but currently, the test order system supports only credit cards.
5. Are test orders synchronized in Salesforce?
   
   • This functionality is not supported at this point in time.
6. Subscription billing charges alignment via myAccount
   
   • 2Checkout myAccount offers billing charges alignment (or co-termination) capabilities to customers owning two or more active subscriptions for different products acquired from you, with unsynchronized expiration/renewal dates. The co-termination process enables the proration of subscriptions, setting a single renewal date for multiple items. The 2Checkout system will renew subscriptions with aligned billing cycles (sharing the same co-termination date) as part of a single order. As a direct result, following the renewal process, 2Checkout issues a single invoice to customers. You cannot align a test subscription with a real subscription using 2Checkout myAccount billing charges alignment capabilities. However, you can align the billing charges of 2 test subscriptions that meet the necessary requirements. 
7. What happens if I use a real card for a test order?
   
   • The 2Checkout system will only accept dummy cards for test orders. The dummy payment gateway which processes authorizations for test orders will reject any cards that are not on the established list.
8. What happens when I try to update the card associated with a test subscription in the 2Checkout Control Panel or in myAccount using a real card?
   
   • The 2Checkout system will only accept dummy cards for test orders. The dummy payment gateway which processes authorizations for test orders will reject any cards that are not on the established list.
9. Can I place a test manual renewal or a test upgrade order for a 'real' subscription?
   
   • No. Test manual renewals and test upgrades can be performed exclusively on test subscriptions.
10. Are test customer accounts created for test orders/subscriptions?
    
    • No. All customer accounts generated by the 2Checkout system are 'real' accounts.
11. Do tokenized payment links work for test orders?
    
    • Yes. This functionality is supported. 

Overview

The 2Checkout Partner Control Panel offers you multiple tools to manage the relationship with your resellers. Processes that you can easily manage from the Partner Control Panel include:

• Distribution channel management;
• Real-time access to order and sales information;
• Boosting partner relationships through automated order processing, real-time product delivery, and consistent commercial policy enforcement;
• 24/7 order requests & product delivery;
• Gaining visibility and control over your sales channels;

• Manage sold subscriptions, end-users, and resellers.

     All partner orders will generate at least one subscription.

We provide two business models that you can adopt:

• Merchant of record model - your partners pay through 2Checkout as a reseller;
• Service Provider model - your partners pay directly to your bank accounts.

Legacy API versions include older API documentation that can be decommissioned at any time. We highly recommend that you upgrade or implement our latest API version, which is currently API 6.0 for all three protocols - SOAP, JSON-RPC, REST.

Related links

Overview

Email Editor helps you customize HTML and plain text emails that 2Checkout sends to shoppers and resellers.

Use HTML and CSS customizations and adjust your emails to:

• Reflect your brand identity
• Grow your conversion, retention, click-through/open rates
• Be transparent in your communication with shoppers

Availability

Contact the 2Checkout Sales team to have Email Editor enabled on your account.

Content translation limitations

2Checkout does not provide localized versions for custom templates you create. Should you need localized versions for your own templates, add them manually to the Email Editor, for each language.

Email Editor does not currently support batch email importing.

Simple vs. Advanced customization

Email Editor is available in two versions, each with its own specific set of functionalities.

Depending on the type of access to the Email Editor, you will be able to perform specific actions on any of the above emails, as follows:

On the Standard Email Editor:

• View HTML/text content for your emails, preview them, and send test emails
• Create custom themes and apply them to your emails
• Use available variables to place dynamic content in your themes (such as images, support information, etc.). Please check this section to retrieve information on available variables, their description, and default preview values.

On the Advanced Email Editor:

• View HTML/text content for your emails, preview them, and send test emails
• Create custom themes (master layouts) and apply them to your emails
• Create custom content for your emails (both styling and content customization are available). Build multiple drafts of your emails and activate one of them when ready.

Use available variables to place dynamic content in your emails (such as first name, last name, order reference number, etc.). Please check this section to retrieve information on available variables, their description, and default preview values.

Themes

Themes govern common elements to multiple emails, such as the header and footer. Define themes to reflect these common parts of your emails – and later, apply them to part/all of your emails (without having to rewrite the same part of the HTML code multiple times).

Content is specific to each individual type of email and varies depending on the event that triggers the message.

[% $EMAIL_CONTENT %] variable

The [% $EMAIL_CONTENT %] variable holds the content of each email. This variable is mandatory when saving changes to a theme.

Master themes

By default, all emails use one of the two versions of 2Checkout Master Themes:

• Streamlined – for those emails redesigned during 2016
• Standard – for the rest of the emails

2Checkout applies the theme of your choice to the content specific to each email.

Create custom themes

Custom themes are available to all accounts and both the Standard and Advanced versions of the Email Editor. You can:

• Create themes using content from the default ones (as a starting point)
• Create themes from scratch

How to include content in emails

Include the mandatory [% $EMAIL_CONTENT %] variable when creating your theme to show the content of your emails. [% $EMAIL_CONTENT %] contains information specific to each standalone email, essentially everything between the header and footer, such as details related to shoppers, payment, billing, delivery/fulfillment, activation, subscription, etc.

The content that is specific to each individual email will be included inside your theme, as per your choice.

The following customization tools are available in the theme editor:

• HTML and text support: 2Checkout sends the relevant version of the theme automatically, depending on whether a shopper’s email server accepts HTML messages or just plain text.
• Language support: Create localized versions of your themes that 2Checkout uses automatically depending on the language of the email we send out.
• Preview: Preview your changes at any time (note that the static body content in the preview window is replaced by individual email content, depending on the email to which you applied the theme).
• Send test emails: Send test emails from the preview window and verify how the theme is rendered on various email clients, devices, etc.

As soon as your theme is ready, apply it to your emails. Themes are optional, but you can use them to simplify email customization tasks by managing shared content in a single place rather than for each standalone email.

Recommended email theme structure

Header

Use this section to customize template elements such as:

• Company logo
• Company name
• Template header color

Body

This section should contain the largest chunk of information in the template. This is also where you must place the [% $EMAIL_CONTENT %] variable.

Footer

Use this section of the template to include specific information about your company and/or services that might prove useful to your shoppers, such as:

• Contact email address
• Company address
• Phone number
• ZIP code

HTML vs. Text

Email Editor supports both HTML and plain text email templates. Using HTML email templates requires that your shoppers’ email servers support the HTML format.

Best practice

To avoid email delivery errors, we recommend that you always set a plain text version of your emails as a backup. This way, if a shopper’s email server does not support HTML, they can still receive the plain text version.

Emails

2Checkout sends out emails on your behalf with content that is specific to the event triggering the email. By using the Email Editor (no matter the type of access Standard/Advanced), you can view the content and the theme applied, preview and send test emails (basically stay up to date with the emails that your shoppers and partners receive).

Editor use cases

Create new themes

To build a new theme from the ground up, click New theme and use the editor to add theme elements:

1. Select the theme language.
2. Add your HTML and CSS code to the editor.
3. Check out the documentation area to find out what variables you can include in your theme.
4. Click Copy to language to copy the new theme content to multiple languages. 
   
   • 2Checkout does not provide localized versions for custom templates you create. Should you need localized versions for your own templates, add the localized versions manually to the Email Editor, for each language.
5. Click Save when you are done. Alternatively, click Create new theme to save a copy of the theme.

Customize themes

Alternatively, click Customize on a default theme and then click Create theme copy to build a theme based on the existing structure. You cannot modify default themes.

Preview themes

Once you are done editing a theme, click the Preview button to see what the template will look like to your shoppers and/or resellers with the theme you just edited. For preview only, we will be using static email content – acting as a placeholder for the specific email content automatically included (depending on the email the theme is assigned to).

Customize emails

To customize an email, select the desired email category and email type and click Customize on the draft you want to edit. If the only one available is the 2Checkout default one, you will need to click on Create draft copy to generate a custom draft. On this custom draft, you can:

1. Change the draft name.
2. Choose a theme to apply to your draft (this step is optional, as you can choose not to apply themes at all).
3. Click Save to apply the theme.
4. Select the draft language you would like to customize.
   
   • 2Checkout does not provide localized versions for custom drafts you create. Should you need localized versions for your own drafts, add the localized versions manually to Email Editor, for each language.
5. Edit the subject line if you want to change it. Add/edit the HTML and CSS code in the editor. Check out the documentation to find out what variables you can include in your email (there is one distinct set of variables available for each of the emails). Preview your email even before saving the changes you performed (upon clicking Preview, you will also be asked to choose the theme you would like to preview the email with).
6. Click Save when you are done and Activate the draft (for that specific email) when you feel that version is ready to be sent to your real shoppers.