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Clients management

What is the Clients Relations Management  (CRM) module about?  All buyers' information is automatically added to the CRM to create your own independent clients base. This database can be used for analytics, to initiate returning sales with the integrated email marketing and social marketing systems.
  • search and filter clients by purchase history, related products and products-related data
  • view buyers information and orders history
  • manually add clients to the list
  • export and import clients from / into Excel
  • add internal comments to clients
Manage your relations with your resellers / distributors / wholesale clients
  • save wholesale-related settings for clients
  • create specific catalogs for each distributor
  • set specific price levels based on existing pricing or create unique pricing for specific distributor
  • export catalogs to PDF for easy communication with resellers
Importing marketplace history to Valigara
When connecting your marketplace accounts to Valigara (f.i. eBay.com, Amazon.com etc) , the import module will allow you to import all existing marketplace data. This can include the history of orders, clients and jewelry information, and existing listings and inventory. The precise import ability is defined on the marketplace policies.
Can I import my existing clients into Valigara?
Yes. Valigara allows you to import all the existing clients into the built-in CRM. There is no limitation on the amount of clients in the database. Depending on the marketplace you synchronise with Valigara you will be able to easily import all your clients information already on the initial setup process.
Using email templates for automatic emails
Email templates automate your mailing communication with the clients. There are 2 types of email templates:
  • automatic emails sent to the client on the specific action, f.i. new order received, order shipped etc.
    • There are pre-defined email template for each action(trigger).
    • It can be customized, including Subject and HTML content, and set active / inactive.
    • Use integrated hashtags (such as #Client_name#)  to make the email personal and effective.
  • CRM emails for communication with your existing clients: email marketing, updates on new products and offers etc
    • For the effective email marketing work with your clients base you can create as many templates as needed by pressing ‘Create new’ and Save templates for later use.
    • The fully customize-able  HTML format, including the integrated hashtags (such as #Client_name#) allows you to create more personalized and appealing email.
    • Use templates by making the selection of the relevant clients in the Clients List page -> "Compose email to selected"
How can I contact my existing clients using Valigara?
Existing clients base are the core of every business. This is why Valigara provides the integrated Email marketing module. It is extremely easy to target your clients with personalized messages, create engaging email templates and follow-up every client purchase with timely response for better service.  
VCatalog – Valigara online jewlery catalog and mini-site

What is VCatalog

VCatalog - Valigara online jewelry catalog - is a mini-site, automatically created by Valigara system for instantly showcasing your jewelry online. VCatalog is a basic eCommerce website for your jewelry. It creates your own  Point Of Presence (POP) and allows you to start selling your jewelry online with no additional efforts and expenses.  

VCatalog is developed for work both with resellers and private buyers. VCatalog allows you to:

  • create variety of online and printable catalogs of your jewelry
  • set different prices levels and currencies for different clients types
  • define customized catalogs according to special reseller needs
  • provide discounts to your registered clients
  • target additional audiences with more relevant catalogs
  • other settings that can help you to market your products in the most optimal way.

The default online catalog (for Anonymous client) displays all of your jewelry in automatic mode, having the ability to make purchases online disabled. You can find a link to this catalog on the My Account page or at Channels=>Catalogs page.

VCatalog operates at the Valigara domain, or can be connected to your dedicated business domain by enabling the Co-Branding feature.

Setting up the main catalog

1. Add a top banner for the catalog, define policies, SEO and other settings on the Channels=>Catalog Settings page.

2. Set up price type, currency and payment terms for your default catalog by editing the Anonymous client settings (clicking the EDIT tool on the right).

Automatic / Manual products selection

Anonymous client page settings allow you to switch the catalog display mode from automatic to manual.

- If the checkbox "Show all products" is checked in Anonymous client, all products in Valigara system (except of "NOT FOR SALE" products) are shown automatically in the online catalog, with the most recent products shown first.

- If the checkbox "Show all products" is not checked, you can select manually the jewelry to appear in VCatalog (clicking the VIEW CATALOG tool on the right of Anonymous client) and also set the order for each one of the selected products in the catalog. Therefore, in the manual mode, each time you create new products in Valigara system, you need to add them to VCatalog manually.

3. Your clients can make purchases directly from VCatalog. This requires the integration of PayPal payment system into Valigara. To do this, PayPal API signature has to be created in Dashboard=>My account -> PayPal tab. The orders from VCatalog will appear in the Orders page together with all other integrated sales channels.

When your default catalog is ready, you can send it's link to your potential clients as well as start promoting it as any website.

Creating online/printable jewelry catalogs

In addition to the main catalog, VCatalog allows creating customized online catalogs of your jewelry and gemstones, according to your resellers' and marketing needs. These catalogs can be used by targeting new potential distributors and sales channels, providing information regarding new products in your catalog to existing customers etc.

Valigara automatically creates an unique link (URL) to each online catalog you create. Each catalog can be available publicly or only to the specific person, f.i. your preferred client.

It is also easy to create the printable  PDF version of your catalog right in the system.

Use the Channels=>Catalogs system page to create catalogs of your jewelry.

How do I define prices for resellers in my VCatalog?

In each distributor's profile you can choose if to use one of the existing prices in the system, or create his own independent prices level. This might be useful if you have both pre-defined levels of discounts for your jewelry resellers, and also have special agreements with some of your jewelry distributors. 

If you want to provide the specific discount rate from one of your existing prices in the system, type the desired value in "Discount" field and select the base price from the list of prices the "Price to show" list. Valigara will automatically calculate the updated price, which your reseller will see after he enters his private area in your VCatalog.

If you want to define independent prices for specific reseller, you can add a stand-alone price field. Go to Catalog -> Additional Fields. Create additional numeric field and attach it to Prices set. Save the change, and the field will appear in all products in your jewelry catalog. Fill the required values in the new field. Select the new price in "Price to show" field in the distributor's profile.

Examples: 

- define a 15% discount from eBay price. 

- Create the additional field "Wallmart price" and select it in "Price to show" field.

 

*Go to Clients

*Go to Additional Fields

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