Best Practices
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      Learn About Our Expertise Badges

      Your Client Success team is tested to see what their areas of expertise are.

      Ever wonder what those icons in your Client Success representative's email signature mean? As of April 2023, Client Success team members can earn badges that certify their expertise in key areas for supporting retailers. To earn a badge, team members take a test to confirm their knowledge. The badge is added as an icon to their email signature once they pass the test. See the description below to learn what each icon represents.

      SE_CS_MeritBadge22_25px_e-commerce  SE_CS_MeritBadge22_25px_content  SE_CS_MeritBadge22_all_25px_tools SE_CS_MeritBadge22_all_25px_onboarding-RTK  SE_CS_MeritBadge22_25px_website  SE_CS_MeritBadge22_25px_dns  SE_CS_MeritBadge22_25px_wepay  SE_CS_MeritBadge22_all_25px_loyalty  SE_CS_MeritBadge22_all_25px_performance-package (1)  SE_CS_MeritBadge22_25px_google-ad-cert

         Ecommercee-commerce-testing

      Understands all aspects of our software that relate to ecommerce, including:

      Point of sale sync
      Pricing, including sale pricing
      Shipping
      Discounts
      Supplier Sync
      Supplier Fulfillment

      Content
      content-testing-1

      Understands all aspects of our software affecting page content, including:

      Responsive Pages
      Forms, Calendar and Image Pages
      Navigator Builder

      Customer Service
      customerservice-testing-1

      Demonstrates an understanding of the people side of an issue and can thoughtfully work through any concern or issue.

      Communication
      Empathy
      Listening
      Patience
      Problem-solving

      Hosted Onboarding

      hostedonboarding-testing-1

      A proven ability to assist retailers who are new to our platform with all the steps to get their website looking good and live to the world.

      Content Setup
      Look and Feel
      Supplier Integrations
      Ecommerce

      Look and Feellookandfeel-testing-1

      Able to navigate how to make a site look good using our standard tools

      Theme Editor
      Banner and Footer Editor
      Page Settings
      Basic CSS

      DNS
       dns-testing-1

      Can work with retailers on any domain name related issues and guides others in the process.

      Takes new sites liveperformance
      Troubleshoots all domain related issues
      Understands SPF and TXT records

      Loyalty
      loyalty-testing-1

      Understands the setup for Loyalty email campaigns and reports

      Parameters for emails within a campaign
      Types of email 
      Customer lookup
      Point of Sale data and connections

      Performance 
      performance-testing-1

      Proven knowledge of store operations and inventory management

      Inventory open to buy reports
      Inventory balancing and turns
      Scheduling and Payroll
      Sales Reporting and Sales Goals
      Store Traffic Counters

      Google Analytics
      google-analytics-testing-1

      Has taken the Google Analytics online course and passed the associated tests at Google.


      Need assistance? Our team is here to provide the help you need.