讓 SHOPLINE 協助您優化顧客的消費體驗 🛍 當顧客返回結帳頁面時，會保留顧客原填寫之資料、提高訂單成交率 🎉

⏰ 適用情境

• 付款失敗
• 超過付款時間
• 顧客透過第三方的頁面取消交易返回到結帳頁面（不包含透過瀏覽器返回前一頁)

✅ 資訊保留欄位

• 顧客資料：所有欄位都會保留，包含自訂欄位
• 訂單備註
• 送貨資料：會保留收件人名稱、電話號碼、地址、超商自取的門市
• 付款資料：會保留原付款方式
• 索取發票資訊
• 最新消息、優惠及服務推廣相關資料：保留原本勾選的狀態

⚠️ 注意事項

• 送貨資料需重選「指定到貨日期／時段」
• 付款方式若為信用卡，顧客仍須重新輸入卡號。

The payment reminder feature in the Message Center has been upgraded! Let's see what it can do now 🌟

• Diverse channels: Send reminders for social commerce & online store orders!
• A timely reminder: Send a payment reminder on the day customers place the order to boost the conversion rate.

🛒 Set up a payment reminder

In the SHOPLINE Admin, go to [Social Commerce] > [Message Center]. On the left menu, select [Remarketing Assistant] > [Payment Reminder Settings].

Step 1. Select the recipient

• Social Channel Customers: Customers who placed orders from the livestream, Message Center, or post sales.
• Online Store Customers: Customers who placed orders from the online store.

Step 2. Set up the send time

• After order is created: Select either today or after 1-7 days.
• Send time: Select from 0:00-23:00.

Step 3. Switch on the toggles to send reminders across different social channels (Facebook, Instagram, LINE, WhatsApp). Switch off the toggle for certain channels if you prefer not to send reminders through them.

📣 A little reminder:

If the recipient is an "Online Store Customer," the system will send a notification through the social channel they are connected to.

If the customer connects to more than one social account, the message will be sent via the social channel with the highest sorting order. You can click the "Sort" button on the right to change the sorting order.

SHOPLINE 訊息中心的付款提醒功能強勢升級啦 🎉 一起來看看此次優化亮點 🌟

• 管道擴大：不只社群管道的訂單能收到提醒，官網訂單也一併囊括！
• 及時提醒：支援在顧客成立訂單「當天」發送付款提醒，加速收單！

🛒 一起設定付款提醒吧

前往「商店後台 > 社交電商 > 訊息中心」點按左側「導購再行銷助手 > 付款提醒設定」。

Step 1：選擇發送對象。

• 社交平台顧客：透過「直播／訊息中心／貼文銷售」建立訂單的顧客。
• 網店前台顧客：透過官網建立訂單的顧客。

Step 2：設定訊息發送時間。

• 訂單建立後：支援選擇當天或 1-7 天。
• 發送時間：支援選擇 0-23 點。

Step 3：針對不同社交管道（Facebook、Instagram、LINE、WhatsApp）個別開啟「發送訊息」開關按鈕，若關閉將不會自動發送付款提醒訊息。

📣 特別留意：若您選擇的發送對象為「網店前台顧客」，系統將抓取該顧客綁定的社群帳號傳送訊息。

若顧客綁定多個社群帳號，系統將依據設定頁面下方社交管道的排序，擇順位較靠前的管道傳送訊息。點按「編輯排序」按鈕可調整排序。

正在構思下一檔行銷策略嗎？讓全新優化的「顧客分群」數據分析功能助您一臂之力，快速了解客群的消費狀況！

• 購物金、 點數、優惠券 👉 支援查看轉換數據
• 新增「歸因於活動的營業額／訂單量」區塊
• 自訂分析區間 + 匯出指定區間成效報表 📈

1️⃣ 查看購物金、點數、優惠券的轉換數據

透過檢視發送狀態、轉換數據等資訊，以提升促銷活動之效益，最大化購物金、點數和優惠券的價值！

2️⃣ 新增「歸因於活動的營業額 / 訂單量」區塊

新增之區塊將幫助您檢視行銷活動的成效，藉此判斷分群的行銷策略是否正確。

• 歸因於活動的營業額：此顧客分群名單建立活動後，透過該活動所觸及的顧客帶來的營業額。
• 歸因於活動的訂單量：此顧客分群名單建立活動後，透過該活動所觸及的顧客帶來的訂單量。

3️⃣ 自訂分析區間 + 匯出自訂區間分群成效報表

自由選擇分析區間，製作客製化分群報表，助您深入了解目標受眾、精準洞悉商機！

🚨 注意事項

• 購物金、點數、優惠券發送時間需在 2023 / 08 / 16 後，且於建立活動時勾選「發送通知」欄位，方可追蹤成效。
• 轉換數據與顧客分群數據為每小時更新 1 次

Planning marketing strategies is now made easy by the newly updated “Customer Group Analysis” data analytics feature! Understand your customers in no time.

• View conversion rates for store credits, points, and coupons 📊
• Newly added “Sales Attributed to Marketing / Orders Attributed to Marketing” sections 🛍️
• Custom analysis ranges + export ranges for performance reports 📈

1️⃣ View conversion rates for store credits, points, and coupons

You can easily view data including the statuses of marketing campaigns and conversion rates to capitalize on store credit, point, and coupon marketing strategies.

2️⃣ “Sales Attributed to Marketing / Orders Attributed to Marketing” sections

These two new sections can help you evaluate marketing campaign success and develop more effective customer group segmentation strategies.

• Sales Attributed to Marketing: The sales amount generated from customers who were reached through the activity created using the customer group list.
• Orders Attributed to Marketing: The number of orders generated from customers who were reached through the activity created using the customer group list.

3️⃣ Custom analysis ranges + export ranges for performance reports

Understand your target audience better and gain more insights by customizing analysis ranges to create sales performance reports tailored to your needs!

🚨 Notes

• To track conversion rates, make sure to check either the "Send Email" or "Send SMS" boxes when creating an activity. Additionally, credits, points, and coupons must be sent after 16 August 2023 to be tracked successfully.
• Conversion data and customer group data are updated hourly.

SHOPLINE now enables 2FA for exporting reports & allows merchants to mask customers' personal info in reports for specific administrators and to set an anti-fraud warning in the store footer, safeguarding customer data security up to the hilt 👮🏻

🔀 Enable 2FA for exporting reports

Go to Admin > [Settings] > [Permission & Security], click the "Security Setting" tab, and switch on the toggle under "Report Exporting Management."

🔒 Mask personal info in reports

In [Permission & Security], choose an administrator, click "Edit," and switch on the "Mask personal information in reports" toggle to asterisk partial sensitive data.

📣 Add an anti-fraud warning page

Go to [Online Store Design] > [Pages] and click "Anti-Fraud Statement" to begin editing. If your store template supports SHOP Builder, you can directly enable the statement in the footer section 🙆🏻
​

🚨 Notes

• Only "store owners" have permission to access the "Enable two-factor authentication for exporting reports" toggle.
• Only administrators who can "Add/ Edit permissions" in "Permission & Security" are allowed to enable the "Mask personal information in reports" toggle.

SHOPLINE 推出「匯出報表啟用雙重驗證」功能，並允許商家設定針對單一管理員下載報表所顯示的顧客個資。此外，可於商店頁尾設定「反詐騙提醒標語」，大幅提升全店資安管理層級 👮🏻

🔀 開啟「匯出報表啟用雙重驗證」

至後台 >「設定 > 管理員及安全設定」，點選「安全設定」頁籤後，開啟「匯出報表啟用雙重驗證」。

🔒 設定「隱藏報表部分個資」

至「設定 > 管理員及安全設定」，選定特定管理員，點擊「編輯」並開啟「隱藏報表部分個資」開關，將部分敏感個資設為隱碼（如：h***@gmail.com）。

📣 新增「防詐騙宣導」預設分頁

至「網店設計 > 網店分頁 > 防詐騙宣導」編輯警語內容。若您的商店版型支援 SHOP Builder，可於頁尾直接開啟「反詐騙提醒標語」🙆🏻

​

🚨 注意事項

• 僅「店長」有「匯出報表啟用雙重驗證」開關之權限。
• 僅擁有管理員及安全設定中「新增 / 編輯權限」者，方能開啟「隱藏報表部分個資」開關。

Running an online store will never be easier with SHOPLINE's new AI features. 😉

💡 Generate creative content faster with "AI Smart Content"

• Flexible ➔ Specify your requirements for the generated content.
• Instant ➔ Generate content as per your need instantly.
• Diverse ➔ Countless versions of content for your choice.

❓ How to use

(This feature is available on WhatsApp / LINE broadcasts and WhatsApp message templates.)

1. When creating a WhatsApp broadcast in [Message Center] > [Social Segment Broadcasting], you can click on the "AI Smart Content" button below the text message fields.
2. Upon completion, the system will generate content based on your settings, and you can apply it to the input box.

💡 Boost reply efficiency with "AI Database"

Once the AI Assistant learns from the data uploaded to the AI Database, it will instantly provide answers to customers' questions.

• Time-saving ➔ Boost your reply speed.
• Manpower saving ➔ Save on the customer service training cost.
• High efficiency ➔ Apply the answer to the conversation in just one click.

❓ How to use

Go to [Message Center] > [Smart Assistant] > [AI Database], and click "Add file(s)". Once completed, you can ask AI Assistant questions on this page or in the conversation window.

開店大小事讓您忙得分身乏術？其實很多事可以交由 AI 小幫手搞定 😉

💡 想宣傳文案好花時間？小幫手 1 號「AI 智慧內容」助您一秒生成文案內容！

• 彈性 ➔ 自由描述期望生成的文案內容
• 快速 ➔ 即刻生成符合需求的文案
• 多元 ➔ 多種內容版本供您選擇

❓ 如何使用

（撰寫 WhatsApp／LINE 廣播訊息或 WhatsApp 模板時，支援使用此功能。）

1. 於「訊息中心 > 社群分眾廣播」新增 WhatsApp 廣播時，可點按文字訊息輸入框下方的「AI 智慧內容」按鈕。
2. 完成相關設定後，系統將依據您的設定生成內容，若您認為內容合適，即可將此內容套用至文字輸入框中。

💡 想更有效率地回覆顧客訊息？小幫手 2 號「AI 知識庫」已就位，AI 助手學習您上傳至知識庫的資料後，直接告訴您顧客問題的答案！

• 省時 ➔ 提升回覆訊息的速度
• 省力 ➔ 降低對客服的培訓成本
• 高效 ➔ 一鍵套用問題答案至對話框

❓ 如何使用

於「訊息中心 > 智慧客服助手 > AI 知識庫」頁籤點按「增加資料」按鈕上傳資料，完成後您即可在此頁面或社群訊息頁面右側向 AI 助手提問！

To assist you in effectively collecting members' birthday details, SHOPLINE has introduced 3 birthday formats to encourage profile completion and increase customer engagement.

🔸 3 Birthday Formats 🔸

Go to Admin > [Settings] > [Customer Settings] > [Preset Fields] to adjust the birthday format of your online store, including:

1. YYYY / MM / DD（e.g. 2000 / 01 / 01）
2. YYYY / MM（e.g. 2000 / 01）
3. MM / DD（e.g. 01 / 01）

*Notes:

• The age limit is 13 by default. If you wish to adjust the "age limit," please enter a number in the box and update.
• If you set the Birthday Format as MM / DD, Shoplytics will not be able to capture the age info of new customers.

🔸 Birthday Credits Issuance 🔸

In light of the varied birthday formats, we have also adjusted the birthday credit sending date.

Go to Admin > [Customer Management] > [Store Credits] > [Birthday Credits] to set the Birthday Credit sending date, including:

1. Send on the birthday date
2. Send on the 1st of birthday month