CheckoutChampUpdated a year ago
Checkout Champ is a standalone single-step checkout and one-click upsell tool that works with every eCommerce platform, designed to increase sales conversion, and average order value quickly and easily.
Display customers and their order information next to tickets and update information tied to a customer and their orders using macros!
- Obtain Gorgias API Credentials
Navigate to Settings REST API to obtain these credentials.
Be sure to save/copy all fields as they will be required for the CRM setup.
- Setup the CRM Plugin
Navigate to Admin Plugins Data Sources and click on the green “+Activate” button on the Gorgias tile
baseUrl - your Gorgias Base API Url used to make requests to Gorgias’ API.
userName - your Gorgias REST API username as it shows in Gorgias.
apiKey - your Gorgias API key (required)
IntegrationId - read-only value that represents the Id of the Gorgias integration.
Once the plugin is activated you should now see a new HTTP Integration and also a few macros to be used with this integration inside of Gorgias!
- Verify that the Integration and Widget were successfully created
Integrations can be found in Settings General Integrations. You should see an HTTP integration named “CheckoutChamp Integration”.
The CheckoutChamp Integration pulls orders from the CRM based on the email address used in the ticket.
If the customer exists the widget on the right will populate with the customer’s order data. Please see below.
- Verify the Macros were successfully created
Macros can be found in Settings Automation Macros. Once on the Macro page, you should see 10 CheckoutChamp macros.
CheckoutChamp Refund Macro - Allows for a Gorgias rep to issue a refund for a particular order. Can choose between full and partial refunds.
CheckoutChamp Shipping Address Change Macro - Allows for a Gorgias rep to change shipping address details tied to an order.
CheckoutChamp Billing Address Change Macro - Allows for a Gorgias rep to change billing address details tied to an order.
CheckoutChamp Cancel Order Macro - Allows for a Gorgias rep to cancel an order. Can issue full refunds.
CheckoutChamp Customer Note Macro - Allows for a Gorgias rep to add a note to a customer record in the CRM.
CheckoutChamp Customer Update Macro - Allows for a Gorgias rep to update info on a CRM customers record.
CheckoutChamp Cancel Purchase Macro - Allows for a Gorgias rep to cancel a CRM Purchase.
CheckoutChamp Pause Purchase Macro - Allows for a Gorgias rep to pause a CRM Purchase.
CheckoutChamp Refund Purchase Macro - Allows for a Gorgias rep to refund a CRM Purchase.
CheckoutChamp Update Purchase Macro - Allows for a Gorgias rep to update a CRM Purchase.
To verify the integration is pulling customer data properly please follow the steps below👇
- On your CheckoutChamp dashboard find one customer example and copy their email address
- Open Gorgias and create a test ticket for that customer (you can create a new ticket with an internal note or update the existing one)
- Check if the CheckoutChamp widget populated on your right-hand-side in the customer's sidebar 🙂