ExpertVoice Order Reporter app for Salesforce Commerce Cloud (SFRA)

Introduction

The ExpertVoice Order Reporter for Salesforce Commerce Cloud ensures accurate tracking and reporting of purchases made by experts on ExpertVoice. This app enables billing accuracy and provides insights into product-level data, helping brands understand what experts are purchasing. Note: No personally identifiable information (PII) is collected. ExpertVoice only stores order data linked to discount codes/promotions assigned to experts.

This Cartridge is currently only compatible with SFCC SFRA versions. PWA & SiteGenesis compatibility will come in a future update.

Installation

1. Upload metadata cartridge zip

1. Navigate to Administration > Site Development > Site Import & Export in the Salesforce Commerce Cloud Business Manager.
2. Click Choose File.
3. Locate the ExpertVoice_SFCC_orderreporter.zip file provided by ExpertVoice.
   1. ExpertVoice_SFCC_orderreporter.zip
4. Select the file and click Open or Upload.
5. Click Import to begin the import process.
6. Wait for the import to complete successfully.

2. Add the cartridge to the cartridge path

You'll need to add the expertvoice_orderreporter cartridge to the cartridge path of your Storefront and your Business Manager sites.

For the Storefront:

1. Navigate to Administration > Sites > Manage Sites > [Your Storefront Site] > Settings.
2. In the Cartridge Path field, add expertvoice_orderreporter before app_storefront_base, separating entries with colons. Example:
   expertvoice_orderreporter:app_storefront_base

For the Business Manager Site:

1. Navigate to Administration > Sites > Manage Sites > Business Manager > Settings.
2. In the Cartridge Path field, add expertvoice_orderreporter before bm_app_storefront_base, separating entries with colons. Example:
   expertvoice_orderreporter:bm_app_storefront_base
3. (Optional) Resolve cache issues by toggling code versions via Administration > Site Development > Code Deployment.

3. Enabling module permissions

After adding the cartridge, you need to enable permissions for the ExpertVoice Order Reporter module:

1. Navigate to Administration > Organization > Roles & Permissions
2. Click on the "Administrator" role (or whichever role need access to the module).
3. Select "Business Manager Modules" from the permissions list.
4. Click "Select context" and choose your site.
5. Fine "ExpertVoice Order Reporting Preferences" in the list, and check the "Write" permission.
6. Click "Apply" to save the changes

Important: You will need to repeat this step for each site you wish to use the module for.

Configuration

Setting Up Preferences

1. Navigate to Merchant Tools > Site Preferences > ExpertVoice Order Reporter Preferences.
2. Configure the following:
   • Reporting ID: Enter the Reporting ID provided by ExpertVoice (e.g., exp-123-456789).
   • Filter Orders:
     • Leave blank to send all orders.
     • To filter, specify discount code or source codes prefixes to send, separating multiple prefixes with commas.
     • Note: It's best to leave blank for initial testing, then add a filter after ExpertVoice confirms data is flowing.
3. Save changes after updating the preferences.

Testing

To confirm proper installation and functionality:

1. Place an order on your storefront using an ExpertVoice discount code or source code.
2. Check order details in the Business Manager to confirm that order data is captured correctly.
3. Verify that the order data is sent to ExpertVoice by reviewing your ExpertVoice reports.

If issues arise, reach out to ExpertVoice support for assistance.

Need help?

Contact the ExpertVoice support team if you have questions or need help during setup.