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To use any area of UltraROI, you must first create a client. The client is nothing more than a logical grouping of your data for collection and reporting. Most merchants only need one client, and they're simple to create.
Navigate to:
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Home → UltraROI |
Click on the new button and provide a name. The name doesn't matter, so just choose 'UltraCart'. It's an internal name that will never been seen by anyone.
When finished, you'll see your client with a set of buttons next to them. The buttons are explained in detail below.
| Tip |
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After creating your client, associate it with your Screen Branding Theme. Linking your UltraROI with your theme will allow UltraCart to track customer purchases seamlessly and without extra effort from you.
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