Managed-service redirect store

Overview

Use your existing e-commerce website to support your ExpertVoice solution. When an expert engages with your brand on ExpertVoice, send them directly to your e-commerce store to shop and purchase with a managed-service redirect store. Benefits of this store type include:

• ExpertVoice will help you implement the setup and redirect experts to your website
• A seamless checkout process since the entire process is completed on your e-commerce site
• Inventory, store catalog(s), along with order fulfillment is managed through your own e-commerce site rather than on ExpertVoice  

Note: Access to this feature is based on your subscription level. Reach out to your Account Executive or Customer Success partner for more information.

Set up a managed-service redirect store

Connect with your Customer Success partner and Account Executive to ensure a redirect store is the right fit for your brand. Come prepared to discuss the following:

• Discount Types - Referral or coupon codes to apply ExpertVoice discounts to experts' orders
• Coupon code reset (how often experts will receive a new code, such as monthly, quarterly, or semi-annually)
• Tracking Pixel - The ExpertVoice conversion pixel is a small snippet of code added to your website to track all experts visiting from ExpertVoice and their purchasing behavior.
• For billing purposes, until you install the Pixel, you will need to provide us with monthly reporting for all ExpertVoice sales on your website
• Please provide 1-2 months of self-reporting to validate that the Pixel is working and to ensure billing accuracy
• Order Processing - All orders will be managed on your website when experts submit orders. This includes any order issues or related questions.
• Inventory Management - Inventory will be managed on your website.
• Product Catalog - The product catalog is an add-on that allows brands to host product information on ExpertVoice before redirecting experts to their website to purchase. 

New managed-service redirect store request

There are typically two (2) redirect store options available. You can either 1) generate promotional codes for experts or 2) set up a referral link that automatically applies a pre-determined discount to your products. If you want to target a specific audience with a new unique redirect store experience, follow the steps below.

Request a new managed-service redirect store

1. Contact your Customer Success partner and Account Executive to discuss your audience targeting and discount strategy
2. Provide the assets below for your redirect store:
• Audience 
• Discount
• Redirect URL (link)
• The new batch of promotional codes (if not a referral experience)
3. Send the order guidelines and rules (if different from the current store):
• Redirect Store Order Guidelines/Rules Change Form
4. If you have a product catalog, provide a completed product catalog store file (reach out to your Customer Success partner for the product catalog template)
5. Review the new redirect store via the link your Customer Success partner provides you with when ready. This is your opportunity to request further edits if needed.
6. Approve the store to go live if all details are correct.

Update redirect store order guidelines and/or rules

Your order guidelines and rules shape the shopping experience for your audience by setting up the right expectations when it comes to placing and receiving an order. Members will see the list of order guidelines and rules on ExpertVoice before being redirected to your site. This section explains how to update your order guidelines and rules.

Note: You will need to be sure that the parameters and expectations for your redirect store are clearly outlined for ExpertVoice members. For example, if you use discount codes, be sure to specify that the codes are good for X amount of redemptions. Or, if you are using a referral link that requires an account to be set up, be sure this is explained in the guidelines.

1. Prepare your list of changes, then contact your Customer Success Partner.
2. You can find your current order guidelines/rules in the Advocacy Platform by clicking on Libraries -> Incentive Library. Then, click on the three-dotted colon next to the store and click View rules & guidelines.
3. Your Customer Success partner will work with the ExpertVoice Stores team to update your guidelines/rules and confirm with you once the changes are live.

Example order guidelines:

• Purchasing is for personal use only.
• For retail affiliates, orders must be shipped to your retailer address, and you must be a current employee.
• Please allow 1 to 2 weeks for processing and delivery of your order.  Orders will ship via CARRIER NAME.
• You will receive a new code on XX/XX/XXXX
• Please do not share your Expert Pricing.
• The following items are EXCLUDED from the discount:

Discount change instructions & template for a redirect store

Brands on ExpertVoice can offer multiple discounts to different audiences of your choice. This allows you to cater specific experiences to important retailers and/or professional organizations. If you would like to change the current discount you are offering, follow the steps below.

1. Reach out to your Customer Success Partner and Account Executive to discuss the goals and strategies associated with this discount change
2. Confirm with your Customer Success partner your current store and discount offerings
3. Before meeting with your Customer Success partner, when adding or editing a discount from a store, you will need to provide and confirm the following assets:
• Audience
• Discount
• Redirect URL (link)
• Order guidelines and rules (if different from the current store)
• A new batch of promotional codes (if you use codes)
4. Prepare your list of changes, then contact your Customer Success partner.
• You can find your current order guidelines/rules in the Advocacy Platform by clicking on Libraries -> Incentive Library. Then, click on the three-dotted colon next to the store and click View rules & guidelines.
5. Your Customer Success partner will work with the ExpertVoice team to update your guidelines and/or rules and confirm with you once the changes are ready for review.
6. Review the updates via the link your Customer Success partner will provide you. This is your opportunity to request further edits or make any corrections.
7. Approve the updated redirect experience to go live.

Need more help?  For additional support, you can also reach out to stores@expertvoice.com

Learn about TrueCommerce order integration for order processing (for brands using Shopify.)