Knowledgebase
The e-Course contains some tasks that will be completed within your Certified Parter account and some tasks that need to be done within a Commerce account.
Because of this, the e-Course requires signing up for a Certified Partner account and a Commerce account (preferably in that order), and the ... View
CartQ utilizes PayPal to handle all e-commerce transactions, including eGift Card, Certificates, Discount Cards & Subscription Box offers.
You will have the option to authorize and link an existing PayPal account or create a new PayPal account during the PayPal onboarding process.
So if you ... View
First, some background information:
CartQ uses phone numbers and text messaging services from a company called Twilio, which happens to be the predominant service provider in this category. Twilio provides a feature called sub-accounts. This allows software-as-a-service providers like CartQ to ... View
One of the core benefits of the Certified Partner program is the ability to have a personalized lead form integrated into the CartQ website.
The lead form is your chance to tell your story and let prospective businesses know that you are a real person who will take care of them.
So, a ... View
Reward Offers are the type of offer that a patron can get with the points that they've earned.
One point earned is the same as one dollar, so if a customer spends $100, they'll receive 100 points.
They can then spend their points on reward offers.
For example:
Earn 200 Points and receive... View
The following is a screenshot of a typical sign-up form for a local business utilizing the CartQ system. View
In addition to capturing leads through your Lead Form, you can import leads in bulk so you can send a personalized postcard.
This allows you to know which postcard recipients have taken an interest by scanning their unique QR code.
When they scan the QR code the system will set a cookie in ... View
Your Media Library is where you can upload images for your business that you want to use as background images for offers. View
10DLC stands for 10-digit long code. The 10DLC profile registration process was introduced 2021 and provides a way for businesses to register their phone numbers with the carriers in North America. It legitimizes the SMS messages that are sent out on your dedicated phone number so they aren't ... View
When a lead fills out your Lead Form, you'll get an email notification.
They will get a confirmation email that you can customize the message for.
It will have a large green button to "Visit CartQ", which is made of your Referral Link.
The next tasks would be to set up a demo and get them... View
Custom Tags allow you to tag your patrons based on certain actions they take or certain thresholds they cross. You can then send offers only to patrons who have certain tags.
There are three types of tags that are applied to a patron based on a threshold they cross.
- All-Time Reward Points... View
If you have just signed up for a new account and you're within the trial period, or if you're outside of the trial period but you've registered for a dedicated phone number, submitted your 10DLC profile and are still waiting for approval, you can use the Demo Phone Number feature.
This gives you ... View
Review forms allow you to collect feedback from customers on the experience they had during their visit.
Review forms are a great way to get honest feedback if things didn't go so well for the customer, as well as a way to consistently hear from customers that had a great experience.
Because ... View
By default, a primary user is created when you sign up. This primary user has full permissions over the account.
You can also set up multiple secondary users. Ideally, each staff member should have their own secondary user account so that things can be tracked according to each user and you can ... View
Business Cards are used for the very bottom row on the Mailer PDF for Discount Cards or Calendar Cards.
For example, you could co-op with a real estate agent or insurance agent for mailing out a Calendar Card via USPS Every Door Direct Mail.
The main benefit of the Calendar Card to the local ... View
The personal login page is a feature of CartQ that makes it easy and convenient for staff members to be able to access to their account from their mobile device.
Given the fact that staff members working at a local business are on their feet, on the go, and not at a desk, having a quick and ... View
eGift Cards function like traditional, physical gift cards, in that they carry a balance and don't have to be used all at once.
Also, eGift Cards are typically what customers will be purchasing to use as gifts, since that's what they're most familiar with. View
CartQ supports 2FA, or Two-Factor Authentication.
For patrons of a business, this is done by emailing or texting a one-time passcode.
But for all other accounts, including Certified Partners, 2FA is done through an authentication app like Google Authenticator. View
Certificates usually represent some type of deal. Certificates are different from eGift Cards in that there is no running balance; the entire 'deal' needs to be redeemed on one visit.
Here are some examples:
Get a free appetizer with the purchase of an entree
Free upgrade of medium to large ... View
Most account settings are self-explanatory, but there are a few that are worth highlighting. View
A discount card is a collection of certificates that is sold for deeply-discounted price, compared to the amount that could be saved. The great thing about the discount card is that you are essentially selling a stack of coupons.
Let's compare the eGift Card and the Discount Card:
Imagine ... View
If you ever find yourself having to repeat the same answers over and over for customers, you can create predefined replies. View
Subscription Box Offers work similarly to what you're already familiar with for physical products.
The customer pays up front for a 3, 6 or 12 month subscription, and every week, every two weeks or once a month they receive a new certificate.
One nice thing about Subscription Boxes over ... View
The website bubble is one of the core features of the Communications plan. This feature allows you to put a javascript code on your website that will pop open a bubble in the bottom right corner. View
On the checkout page for any of the four purchased offer types (eGift Cards, Certificates, Discount Cards & Subscription Boxes), the buyer will have several additional options relating to gifts:
Send This As A Gift To Someone Else
Choose A Gift Certificate Theme View
The communications module allows your visitors to text your business directly from your website. View
A sign-up gift offer is like a squeeze page - it's the type of offer you will want to use when you are trying to incentivize someone to sign up as a patron for the first time, or when you are just running a squeeze-style promotion on your website or social media
Here are some ways you can utilize... View
The main concept behind Calendar Cards is that by mailing one postcard with 12 offers on it (one deal per month), the recipient might be more likely to put the postcard on their fridge in order to get the deals throughout the year.
And in order to share in the mailing cost, you could co-op with a... View
The purpose of Bounce Back Offers is to get the customer to come back soon.
They are sent out in response to some type of action that the customer took, like redeeming an offer or filling out a review form. View
If a customer hasn't interacted with the system for a certain period of time, you can have a We Miss You Offer go out to them.
An interaction is counted when they sign up for a new offer, redeem an offer, fill out a review form or submit a text message through the communications system.
Each ... View
CartQ provides a way for you to add a custom email note for the following offer types:
- Bounce Back
- We Miss You
- Give Away
- Celebration
These are all offer types that can be sent out at times that aren't right when the customer has interacted in some way.
So the Custom Email Note ... View
Give Away Offers are what you'd use if you want to blast an offer out to your entire list, like if you're having a special event, promotion or for an upcoming holiday.
Note: The system will automatically create a certificate for each recipient when a Give Away offer is sent out.
Give Aways ... View
Marketing Blasts provide a way to send out an email and text message to your entire list on a one-time or recurring basis.
They are available on the four offer types that are purchased: eGift-Cards, Certificates, Discount Cards and Subscription Boxes, and one free offer type: Give Away Offers... View
Celebration Offers can be for a Birthday, Half-Birthday or Anniversary.
What we love about Half-Birthdays is that it's at a time of year when you're least likely to think about your birthday.
So, at a time when your customer may feel like they have nothing to celebrate, they can get an email ... View
The local check-in offer is a type of offer that is meant to be displayed on a TV or tablet at your location.
Customers can scan the QR code and enter their email or phone to receive their points.
The entire process is touchless, so no one has to share a common tablet or wait for someone who ... View
The Points Entry Offer is the offer that's used for staff members to enter points for a customer when the customer doesn't have any other offer they are redeeming on that visit.
In other words, if a customer is coming in for a visit, spends $50 and wants to receive points for their visit, they ... View
As the name suggests, Reservation Offers allow customers to make a reservation.
But, in addition, Reservation Offers provide a way to fill slow times by offering an incentive on certain days of the week and times of day.
This is accomplished by setting up Reservation Block-Outs, Labels and ... View
A Join Waitlist Offer is designed to be an easy way for customers to scan a QR code, enter their name, phone and party size in order to join your waitlist at a particular location.
When their table is ready, your staff can send a text message notification to the customer and mark their record as ... View
Here are three main ways to bring up the certificate redemption page (this can be on the staff member's device or the customer's phone):
1. Customer's Device: The customer can get to the certificate page by making a purchase or signing up to an offer for free and then clicking on the link from ... View
This document covers various options that are common across different types of offers. View
Each account gets its own Business Page, which is essentially a one-stop shop for everything that your customers will need.
You can simply put one link to your Business Page on your website, and customers can click that go to off your website and on to your Business Page.
When they want to go ... View