內容簡介
交易
您可以選擇在您的 Platformly 銷售報表中包含哪些交易：
所有交易
成功購買
失敗購買
退款的訂單
取消的訂單
聯繫人設定
1. 新使用者
每當有新使用者註冊時，就會立即將其匯入 Platformly。您可以選擇將其加入哪個分類和/或套用標籤。
2. GDPR
如果您想要符合 GDPR 規範，您可以要求使用者勾選方塊以確認訂閱。這是可選的。
如果您決定使用它，勾選方塊將顯示在結帳頁面上。
如果使用者勾選方塊，表示他或她同意接收您的行銷通訊，則該使用者將被加入您選擇的分類。
如果使用者沒有勾選方塊，表示他或她不同意接收您的行銷通訊，則不會將該使用者加入該分類，因此您知道不能向此人发送行銷電子郵件。
您可以套用標籤而不是將使用者加入不同的分類。
3. 購買動作
當發生以下情況時，您可以將其加入到分類中或套用標籤：
進行購買
訂單退款
交易失敗
訂單取消
活動設定
您可以追踪使用者的行動。
以下是您可以追踪的活動列表：
查看產品：當使用者訪問產品頁面時
加入購物車：當使用者將產品加入購物車時
查看購物車：當使用者移至購物車頁面時
結帳：當使用者移至結帳頁面時
下訂單：當使用者下訂單時
廢棄購物車：當使用者將產品加入購物車但未結帳且將產品保留在購物車超過 X 分鐘時
從廢棄購物車中恢復：當使用者在收到廢棄購物車電子郵件後完成結帳時
已註冊使用者的事件數據將立即傳送至 Platformly。
對於未註冊的使用者，數據將存儲在使用者的會話中，當使用者註冊或下訂單後，系統會將資料傳送至 Platformly。
產品頁面
您也可以選擇在產品級別（對於特定產品）將使用者添加到特定分類中，或為其套用特定標籤。要這樣做，只需在 WordPress 中打開該產品頁面，向下滾動至產品數據部分並打開 Platform.ly 標籤。
您可以在以下情況下將使用者添加到分類中或套用標籤：
當產品添加到購物車中
當產品被購買
當訂單退款
當訂單失敗
當訂單被取消
請注意，在 Platformly 中還可以將產品信息插入電子郵件中（包括加入購物車的產品清單），以及使用先前創建的事件、分類和標籤設置自動化、存取詳細的銷售報表等等。
如需更多信息，以及更新和進一步閱讀的參考資料，請訪問Platform.ly 的部落格。
外掛標籤
開發者團隊
原文外掛簡介
Transactions
You can select what transactions you want to include in your Platformly sales reports:
All transactions
Successful purchases
Failed purchases
Refunded orders
Cancelled orders
Contacts Settings
1. New Users
Every new user is imported in Platformly immediately after registration. You can choose which segment to add them to and/or apply tags.
2. GDPR
If you want to be GDPR-compliant, you can request users to tick a box, to confirm subscription. This is optional.
If you decide to use it, the tick box will be shown on your checkout page.
If the user ticks the box, meaning he or she agrees to receive marketing communications from you, he or she will be added to the segment of your choice.
If the user doesn’t tick the box, meaning he or she does not agree to receive marketing communications from you, he or she won’t be added to that segment, so you know you cannot send marketing emails to this person.
You may apply tags instead of adding users to different segments.
3. Purchase Actions
You can add to a segment or apply a tag when:
A purchase is made
An order is refunded
A transaction fails
An order is canceled
Events Settings
You can track user actions.
Here is a list of events you can track:
View product: when users visit a product page
Add to cart: when users add a product to their cart
View cart: when users move to the cart page
Checkout: when users move to the checkout page
Place order: when users place an order
Abandoned cart: when users add a product to their cart but don’t check out and leave the products in their cart for more than X minutes
Abandoned cart recovered: when users finish checkout after receiving an abandoned cart email.
Event data of registered users will instant sent to Platformly.
For unregistered users, data will be stored in the user’s session and will be sent to Platformly after the user registers or makes an order.
Product Page
You can also choose to add users to a specific segment, or apply them a specific tag on a product level (for a specific product). To do so, simply open the product page in WordPress, scroll down to the Product Data section and open the Platform.ly tab.
You can add users to a segment, or apply them a tag:
When the product is added to cart
When the product is purchased
When the order is refunded
When the order has failed
When the order is cancelled
Please note that you will also be able to insert product information to your email in Plaformly (including the list of products added to cart), as well as set up automations using the events, segments and tags previously created, access detailed sales reports and more.
For more information, as well as updates and references for further reading, please visit the Platform.ly blog.
