In this quick overview, we'll go through Ordergroove's main toolbar and what each page does. For a detailed description, take a look at the links in the table below.
Primary and Secondary Navigation
The following table matches the same layout order as your Ordergroove admin, and the screenshot above. Please reference the tab/page in the left column and what it's used for in the right column.
Primary Page
Sub-Page
What's It For?
Subscriptions
Enrollment
Tools for you to manage the look and feel of your subscription opt-in offer (subscription enrollment).
Tools for you to design, style, and manage the transactional emails that your subscription program will send to your customers after taking various actions on their subscriptions.
On this page, you can view your program KPI's such as total subscribers, revenue, subscriber retention rate, enrollment conversion %, and average order value. You can also drill down into these metrics to look at different timeframes.
Additionally, there are tools for you to export data reports on demand with various options for date range and status.
Subscription CSV: New subscriptions created in a specified timeframe.
Order CSV: Order data.
Inventory Report: Order items in upcoming (unsent) orders.
Subscriptions Cancelled CSV: Canceled subscriptions in a selected timeframe.
Optimize your subscription performance using Ordergroove's AI tools.
Customers
A helpful page for your CSA team. Here you can access and search for your subscription customer records, view their purchase activity/history, edit their subscriptions, and create new ones.
A tool used to merge two customer records into one. Customers will commonly request to merge duplicate accounts where they signed up using different email addresses or different spellings of their name.
Products
In this section, you can manage various product configurations, including product subscription eligibility, incentive groups, and product discontinuations.
The Order Placement tool provides a mechanism for viewing order placement request and response XMLs. You can also view details of the exact information transferred between Ordergroove and your eCommerce platform.
In this section, you can manage some advanced settings related to your subscription program, such as order placement, shipping, credit card retry/refresh, and subscription creation validation. You must review these changes carefully before saving as they control critical functions.
Manage the name on your account and change your password.
Users
Registry for all of the users who can access the client’s Ordergroove admin. Includes the ability for users to activate and deactivate users. Adding new users or deleting existing users needs to be done via Ordergroove support.
Help
Connects to Ordergroove’s Knowledge Center (you are here now) containing an extensive database of articles relating to integration items, Ordergroove, FAQs, common issues and solutions, upcoming release notes, etc.