See how your sales are doing on the new Results page
See how your sales are doing on the new Results page
Results (in beta) shows sales, revenue, refunds, net and average sale for any date range, with a day-by-day breakdown, your top products and a filter by checkout. You can export sales to CSV from Results or the Orders page, with refunds included.
Follow up on abandoned carts and failed payments
The new Cart Abandoned trigger waits the time you choose, then fires if a visitor gave their email at checkout but never paid. The new Cart Recovery trigger fires when a customer’s payment fails, so you can send them an email with a link to try again.
Start automations from templates
Automation now has a Templates tab with ready-made sequences such as “Send customer receipt”, “Recover abandoned cart” and “Tag customer in CRM” that you can add to any checkout. When testing a trigger you can pick which recent record to use as sample data, the Send Email body has a variable picker, and invoice and upsell triggers can be limited to a specific checkout.
Refunds from Stripe show up on your invoices
Refunds you make in Stripe now appear on the matching invoice in Plandalf, with a Refunded or Partially refunded badge in the invoice list. The invoice list also shows where each buyer came from and lets you filter by source.
Dates shown in your time zone
Timestamps across the dashboard and customer-facing pages now use your organization’s time zone, and the Coupons list has an Expires column that flags expired coupons.