Tracking E-Commerce Purchases in Payments
The E-Commerce page in Marketing 360® Payments is used to track purchases made by customers on your Websites 360® Shop App or Woo360 e-commerce websites. Not only will you be able to view the transactions that have taken place, you'll have a better understanding of the customers making purchases. You can also view a customer profile or quickly issue a refund for any successful payment here.
Searching Transactions
Use the search bar on the top of the page to search for a specific transaction. You can search for a customer by simply typing their name, or click one of the pre-set options to search by source, date, or amount as shown in the example above.
E-Commerce Sales
The Sales graph shows purchases over the last 90 days to provide a quick snapshot into purchase trends. The total shown in the top left corner of the panel is the total dollar amount of purchases from the 90 day window.
Payments displayed here can be broken down into three main categories: paid, refunded, and failed.
E-Commerce Amount Breakdown
The Amount Breakdown panel displays further detail on the last 90 days of transactions for all three categories of payments.
| Column | Definition |
|---|---|
| All Transactions | The combined total dollar amount of all transaction types; paid, refunded, and failed. |
| Paid | The total dollar amount of successful purchases from customers. |
| Refunded | The total dollar amount of transactions that have been refunded to customers. |
| Failed | The total dollar amount of transactions that have failed for reasons like invalid CVC codes, invalid card numbers, etc. |
E-Commerce Transaction Details
The transactions panel follows the Account Breakdown panel and gives you further insight into the same categories of transactions.
Each tab will display the same columns to provide you with the details you need to stay up to date with any kind of transaction for any customer.
| Column | Definition |
|---|---|
| Customer | Displays the customer's name or email, depending on what data is stored for the transaction. |
| Description | Displays a brief description of the payment. |
| Amount | Displays the total dollar amount of the transaction. |
| Source | Displays the platform where the transaction took place. This column will read 'Shop App' if your account is connected to a Websites 360® Shop or 'Woo360' if your account is connected to a Woo360 shop. |
| Date | Displays the date of the transaction. |
| Status | Displays the status of the transaction: Paid, Failed, or Refunded. |
All Transactions
Use the All Transactions tab to view paid, refunded, and failed transactions in one list, or click one of the other tabs to review only the transactions with a paid, refunded, or failed status.
Viewing a Customer Profile
When customers make a purchase on your e-commerce website, a customer profile will be created for them. Simply click their name from any of the transactions tabs to view their full profile.
To learn more about managing customers and the functionality you can find in a customer profile, check out the Knowledge Base article here.
Issuing a Refund for an E-Commerce Purchase
Refunds can be issued for any successful transaction displayed on either the All Transactions or Paid tabs.
1. Hover over the successful transaction.
2. Click the vertical ellipses to the right of the status and select Refund Payment.
3. Select your reason for issuing the refund.
| Reason | Description |
|---|---|
| Duplicate | The transaction was a duplicate of another successful transaction and should not be processed. |
| Fraudulent Charge | The transaction was marked as fraudulent by Stripe. |
| Requested by Customer | The customer has requested a refund of the transaction. |
4. Add More details about the refund if you'd like to include a note to the customer.
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