How to make post-purchase sales

Your customers can purchase protection plans 30 - 60 days (depending on the insurance provider) following their purchase.

This is a great way to increase passive revenue and customer loyalty!!!

Customers can purchase plans directly from Clyde via HiClyde.com (our customer portal) or you can collect payment and report the sale to Clyde via the Merchant Dashboard.

Directing Customers to HiClyde

1. Click on the “Customer” icon on the left/third option from the top 
2. Select the criteria to search by: email, phone number, order ID
3. Click on the customer’s name
4. Send the "Post Purchase Link," which will send a custom link to the customer to make their purchase. 
   

Reporting Post-Purchase Sales

For any contract sales that aren't automatically reported to Clyde (e.g. phone sales), you can report the sale in the Clyde Dashboard, which will send a confirmation email to the customer and bill you for the cost of the contract. Here's how:

1. Click on the “Customer” icon on the left/third option from the top 
2. Select the criteria to search by: email, phone number, order ID
3. Click on the customer’s name, then order
4. Click the "Actions" button in line with the product they've bought a contract for
5. Click "Choose eligible products to add contracts to"
6. Select the contract length they've purchased
7. Check the confirmation box
8. Click "Record Sales"

If you need any assistance further please contact support@joinclyde.com.