Promotional code, or Promo code, is one of the most accurate tools to track phone sales. When a client is making an order over phone, an operator should ask him/her for a promo code (if the client is visiting the website at the moment) and enter it into the custom field roistat in your CRM or CMS.
To set up and customize promo codes, follow these steps:
1. In Roistat, navigate to Calltracking → Promocode. Activate the feature and customize your promo code appearance: its background colour, font colour, name, and position on a web page.
Apply the settings by clicking Save.
You'll see the Settings savedmessage at the lower right-hand corner of the page.
2. You'll see all changes after you refresh the web page:
Consequently, you'll be able to capture and record all your website visits, regardless whether a client has placed an order on the site or decided to call. All you have to do when a client is calling is to ask him/her for a promo code and enter it in the roistat field in your CRM.
Below is an example for amoCRM:
Now the advertising source for the client/order will be recorded and displayed in Roistat.
Set up promo codes on the server
If you need to fine-tune promo codes, use the following example of a code snippet:
With the class=’roistat-promo’ (the value of a promo code will be added automatically) your promo code management and customization will be more flexible. You'll be able to:
integrate the promo code into the website design;
append the promo code to the product number separated by a hyphen;
and much more.
E.g. you can append a promo code to a product number. When asking a client for the product number you'll immediately figure out the corresponding Roistat promo code:
If a promo code isn’t displayed on your website, it's likely that some CSS class of a web page starting with .roistat is hidden. So that, you need to find all the CSS classes mentioned and adjust their style properties.
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