Presentation of the solution's headings

Getting started

The solution environment includes a list of sections (in the left column) to access the different features and manage subscriptions.

You can manage several sites from the same account. The first step, to create your site or to browse the parameters of the site you want, is to click on the Settings section (bottom left), then on My sites.

By clicking on Edit (small pencil icon), you will access several tabs for the selected site:

Basic configuration*: fill in your contact information, the name of your site and the title on your homepage
Marketing parameters* :
fill in your identifiers to link your site to your accounts (facebook ads, tag manager, affilae, ...)
set up your referral program
set up your abandoned carts follow-up
Social networks* :
link your Instagram account
link your Twitter account
link your Facebook page
Advanced
if you are subject to VAT or not
the status for 3DS validation
your servers and DNS records
Appearance* : to insert your logos and customize the design of your site

By clicking on View (small eye icon) in front of a site you manage, you can access the following elements:

You will find the Settings of your site in reading mode (seen above)
You can access the [*Shippers**] section (/docs/management-shipping/shippers) to configure the delivery methods offered to your subscribers.

The [*Gift card**] (/docs/marketing/gift card) section will allow you to personalize the gift card with an image when a buyer selects the download of the card to offer.

Next are the Unsubscribe Settings and Questions fields that will allow you to customize the *Unsubscribe Tunnel**.

Next is the access to the activation of the [*Anti-churn campaign**] functionality (/docs/marketing/anti-churn campaign)

[**Configure your GDPR services** ](/docs/management/configure-gdpr-services)****

The Country section allows you to activate countries on your site.

Below are the sections accessible from your account.

1. KPI

KPI stands for Key Performance Indicators. These are the key indicators to monitor the performance of your subscription box business.

These indicators are grouped in a dashboard to facilitate analysis and synthesis.

Thus, in your business, you can automatically follow the following indicators:

Evolution of the number of new subscribers
Evolution of the turnover
Distribution of formulas
Tracking of shipments in number of packages

The KPI are updated every hour. Some KPI are updated every 24 hours (number of accounts created for the day, number of historical subscribers / day, subscription turnover, purchase turnover).

Analyze the key indicators of your activity, classified under different headings:
Revenues
Subscriptions
Acquisition
Churn
Cohorts

2. Sales

Orders

Find the list of purchases made on your site and their status. In the details of an order, by clicking on view, access the invoice of the purchase, find the transaction(s) made for the order in question and its content.

Subscriptions

Find the list of your **subscriptions**. As soon as an order of a formula is placed with a successful transaction, it automatically generates a subscription. In the details of a subscription, you will find the orders and delivery notes attached.

Activated gift cards automatically generate a subscription for which an expiration date (cancels on) is entered.

Gift cards

Find the list of gift cards purchased on your site. Activated cards automatically generate a subscription with an expiration date.

Delivery coupons

This section contains all the delivery slips automatically generated by the application or that you have created in a user's file.
Display the list of delivery notes by using the available filters: programming dates, formulas, ...
Then export your file to send it to your carrier or logistician.
Modify the status of the vouchers to facilitate the follow-up.

Users

You can access the list of customer accounts created from your site and the details of each customer file.
A search by email makes it easier for you to access a record.

Transactions

Find the list of transactions made on your site and access their details.

Invoices

Each purchase generates an invoice that you can find in this section and come to download and export them.

Transfers

Follow the transfers of the transactions made on your site from the Stripe account to your bank account.

These transfers are automatically processed by Stripe every 7 days.

3. Marketing

Ad Campaign

Creating an **Advertising campaign** (after creating a discount coupon) will automatically generate the destination link of your ads so that visitors will automatically have the discount in their shopping cart when ordering.

Coupons

Create your **discount coupons** for your promotional actions, attached to your formulas and/or your shop products.

Gift cards

Customize the visual of the gift card in pdf format that your customers will be able to download from their My Account > My Orders space.

Question tunnel

Ask your customers some questions when they click on "suspend my subscription" from their My Account space.

Offer settings

Encourage your customer to remain a subscriber by offering them a discount of X€ on their next payment.
This will allow you to send them the next package as part of their subscription.
An anti-cheating system is configured at the tunnel level: subscribers cannot benefit from the discount again before a delay of several months.

Analysis of responses

Find the answers to the questions asked to your subscribers when they want to stop their subscription, to know which levers to activate to reduce the churn rate. You can export this data for processing.

Unpaid Catch-Up Offers

Send a marketing offer to subscribers who have not successfully renewed their subscription, despite various attempts to do so. This allows you to catch a percentage of unpaid subscribers.

4. Subscriptions

Formulas

This is where you create your **subscription forms**] (/docs/management-formulas-and-subscriptions/create-a-formula) and indicate if they are active (offered on your site) or not.

Addons/Upsell

Offer a special box at a certain time of the year at an additional cost that would result from one of your subscription packages.

or

Offer a product as a complementary sale in your shopping tunnel once the subscriber has chosen their package; the subscriber chooses whether or not to add it to their order (it can be a product offered for free).

Package group

You may need to categorize your packages into groups, as these have an influence on price.

For example, for a box terroir, propose :

a discovery category where there is a monthly and a 3-month formula
a prestige category with a monthly formula and 3 months

Category

Create from this section the steps to compose a box within the framework of personalized formulas.

5. Products

Categories

Structure your store in different product categories.

Products - Gift Cards

Create your **unit sale products**.

It is also from the creation of a product that you can set up your **gift cards**.

Customer reviews

Access the reviews left by your customers on your shop products and choose to make them visible or not on your product sheets.

Features

These are the declinations possible for a product.

Product options

Propose options for a product, which may or may not affect its price.

Tags

Tags** are available for customizable formulas, to access a given product category.

Taxonomy

Structure your tags in large categories, also called taxonomies.

6. Content

Pages

Access the pages of your site:
Customize your main pages: home page, maintenance page, presentation page for packages and gift cards
Create free content pages, for example to present your concept, your team, fill in your terms and conditions and legal information.

Menus

Customize the entries of your navigation menu and your footer.

Box

Propose a page that includes your previous boxes and describes their content.

Email templates

Transactional emails** are automatically sent to your subscribers according to different scenarios: order confirmation, refused payment, ...

The content of these emails can be customized.

7. Blog

Articles

Write your blog articles for your long-term content strategy.

Categories

Your blog posts are classified by categories, created in this section.

Folders

treat a subject in several articles that you can put together in a folder.

8. Settings

My sites

Access the list of sites that you manage from your Ciklik account.

My carriers

Access the list of carriers or delivery methods set up on your sites.

New site creation

Create a new demo site.

Ciklik Academy

This is the quick access to the documentation.

Webhooks

This section temporarily displays the data of the webhooks for the scenarios that have been successfully executed.

Sent emails

Follow the deliverability and openability of automatic emails sent to your subscribers.

My invoices

Find your monthly invoices for your subscription to the Ciklik solution.

2 factor authentication

Set up 2-factor authentication on your account.

Updated on: 24/01/2023