Preliminary Remarks
Cross-Client-Connections make it possible to connect clients within a contracting company in order to share offers and market them jointly in order to acquire new customers.
The following requirements and settings must generally be made for this function:
The Cross-Client-Connection contract module must be activated in the contracting company.
The source client must create a connection to the target client.
The source client must create a cross-client offer.
The target client must create a shopping cart with a) its own offer and b) the cross-client offer of the source client.
Create a connection
To connect clients within a contracting company, only the connection needs to be established. Due to the fact that customer data is already stored across clients in the Merchant Backend, it is not necessary to set up callbacks (in contrast to connecting clients of different contracting companies, see here).
Create connection
Click on + Add Client Connection.
Enter the Target Company ID*. The ID is part of the Frisbii Media URL.
Click on the checkbox Access to offers to release offers for the other client.
After the saving process, a system mail is triggered and sent to the target client. After sending the invitation, the list for the client who sent the invitation (source client) looks as follows:
As soon as the target client has accepted the invitation, the status changes from invited to active. You can deactivate/activate access to offers via Commands> Edit .
After sending the invitation, the list for the target client looks as follows:
The client now has the option of accepting the invitation or <0>declining.
After the target client has accepted the invitation, both parties can block the connection at any time:
Click on Details.
In the action bar, click on Block the Connection.
Use Cross-Client-Connections
Create a cross-client offer: Creating and using a cross-client offer
Create a shopping cart with a cross-client offer: Shopping carts
Payout list (cross-client log): Payout list
All transactions that were initiated via a cross-client link are logged in the payout list.