Managed-service redirect store

Overview

Utilize your existing e-commerce experience to support your ExpertVoice solution.  Once an expert engages with your brand on ExpertVoice, send them directly to your dedicated e-commerce store to shop and purchase. 

There are many benefits to choosing to use a managed-service redirect store experience. ExpertVoice will help you implement the setup, a redirect store allows for a more seamless checkout process for your brand, 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 through 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 a good fit for your brand. Come prepared to discuss the following:

• Discount Method - Referral or coupon codes to ensure that discount is applied to members' orders
• Coupon code reset (how often members receive a new code. (e.g. monthly, semi-annually, etc.)
• Tracking Pixel - ExpertVoice conversion pixel is a small snippet of code added to your website to track all experts visiting your redirect store from ExpertVoice and their purchasing behavior.
• For billing purposes, until you install the Pixel, you will need to provide us monthly reporting for all ExpertVoice sales on your website
• Please provide 1-2 months of self-reporting to validate the Pixel is working and to ensure billing accuracy
• Order Processing - Will be managed on your e-commerce site when experts submit orders. This includes order issues and questions by members.
• Inventory Management - Will be managed on your e-commerce site 
• Product Catalog - The product catalog is an add-on that allows redirect brands to host product information on ExpertVoice.com before being redirected over to the brand's site to purchase Learn more (link)

New managed-service redirect store request

There are typically two redirect store options available. You can either generate discount codes or set up a referral link that will automatically apply the discount to your products. If you would like to target a specific audience with a new unique redirect store experience, follow the steps below.

Request a new managed-service redirect store

1. First, sync with your Customer Success partner and Account Executive to discuss targeting and discount strategy
2. Then, provide the needed assets for setting up a new redirect store which includes the following:
1. Audience 
2. Discount
3. Redirect URL
4. New batch of codes (if not a referral experience)
3. Order guidelines and rules (if different from current store)
1. 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)
1. Product Catalog Changes article
5. Review the store via the link your Customer Success partner will provide you when ready. This is your opportunity to request further edits if needed.
6. Finally, if everything looks good, give the approval to go live

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 article 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 reach out to 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 then confirm with you once the changes are live

SAMPLE 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 are able to offer more than one discount to varying audiences of your choice. This allows you to cater specific experiences to important retailers and/or professional organizations. If you would like to change a 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. Prior to 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 
• Order guidelines and rules (if different from current store)
• A new batch of codes (if you will be using codes)
4. Prepare your list of changes, then reach out to 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 Commops team to update your guidelines and/or rules, and then 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. Give the approval to go live with the discount updates

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.)