Welcome to your SamCart Marketplace!
Once you've gotten your account set up, your new dashboard will be your central hub for navigating each aspect of your marketplace, from product and course creation to reports, support/help resources, account management, and more.
Your dashboard can be broken up into two main sections: 1. Your primary marketplace tools on the top, and 2. Your account tools underneath.
You can always navigate back to your dashboard's home page by clicking the SamCart icon in the top left:
1. Marketplace Tools
These are your tools for running your business. From initial product creation to analyzing sales, we've got you covered every step of the way.
Products
This is where you will build and manage your product pages. For a full rundown on products, see our Creating Products support article as well as our full Knowledge Base section on products.
Offers
Here is where you'll manage some of the most powerful sales tools available within SamCart: Upsells, Upsell Funnels, and Coupons. You can read about Upsells and Funnels here, and read about Coupons here!
Note: these features are currently only available to Grow-tier subscriptions and above.
Customers
This is where you'll find customer information.
Orders
Here you'll be able to view all of your Orders, including a ton of information about your sales! Clicking into an order will show you all the information about that order. On the orders page there are tabs to view everything to do with your orders, charges, failed charges, and refunds.
Subscriptions
Here you can quickly view any subscription within an order with just one click! This allows you to quickly view your subscriptions without having to click through an order to get to the subscription page. Read more about managing subscriptions here.
Analytics
This is where you'll go to access and download all of your data. The tabs on this page include analytics information regarding:
- Product Sales (By Product and By Day)
- Subscriptions
- SamPay (only available to SamPay users)
- Traffic
- Upsell funnels
Read more about these reports here!
Marketing
Here you'll find links to the Affiliate Center, Subscription Saver, and Cart Abandonment tools.
Apps
This is SamCart's App Marketplace, where you can connect SamCart to all your other tools! Note - this is also where you will find your SamCart Courses App. We have a huge section of our Knowledge Base committed to the Courses App which you can check out here.
2. Account Tools
Lower down, you'll find the tools you need to learn, find help, adjust settings, manage your account, and more!
Help + Community
This is where you'll go contact support, access resources, and connect with the SamCart Facebook Community! The Contact Support button provides a link to contact the SamCart support team from right within your dashboard as well as a search tool for our Knowledge Base of help articles. The Resource Center will bring up a popup where you can search through some of SamCart's Quick Start Guides and tutorial videos, see our latest product releases, leave feedback and more! Clicking Getting Started will take you directly to our Knowledge Base, specifically the section that contains our most popular help articles for getting started. You can also search our SamCart Knowledge Base, containing over a hundred help articles covering every aspect of the SamCart experience. Lastly, the Facebook Community section will take you away from SamCart and into Facebook to connect with our Facebook Community!
Settings
This will take you to all your marketplace settings! For a comprehensive guide to your marketplace settings, check out the Marketplace Settings folder of our Knowledge base here.
Search
Clicking the Search button will bring up our global marketplace search bar! This allows you to quickly and easily search for any customers, orders, products and subscriptions within your marketplace with just a couple clicks. You can utilize the search function by clicking the search button in the marketplace navigation bar, or by clicking Command+K on your keyboard.
Once you have pulled up the search function just start typing the customer name, customer email, order ID, product name, etc. that you are looking for! The results will appear directly below the search bar, and you can click on the results to be taken directly to the customer page, order page, product page, etc. Here are a couple examples of how this may look:
Account
Clicking the 3 dots in the bottom right corner of the lefthand navigation bar will bring up your Account Settings options where you'll be able to manage your Account Settings and Billing information, as well as log out or switch marketplaces (if you have multiple marketplaces).
And there you have it! With all of these tools at your disposal, we know you can accomplish great things.
If you're still getting started, we recommend checking out the rest of the articles in our Getting Started Guide. If you run into any roadblocks or if any questions arise, give our Knowledge Base or our YouTube channel a search or reach out to the SamCart support team - we'll be here to help every step of the way.