Before you begin For a comprehensive review of Lead Lists on Ascend HQ, check out our overview article found here.   For technical details on how to use the tool, check this out!     Overview These plays focus on providing service to customers who have had their bikes serviced or may need servicing.  Use the Envelope in the Contact Email column to e...

Before you begin For a comprehensive review of Lead Lists on Ascend HQ, check out our overview article found here.   For technical details on how to use the tool, check this out!     Overview These plays are aimed at customers who have purchased bikes (kind of obvious, right?).  Use the Envelope in the Contact Email column to email one customer at a...

Meet Lead Lists As a retailer, you know how important it is to connect with your customers and offer them the best products and services. But how do you find the right customers to reach out to? How do you know who is ready to buy, who needs a reminder, or who might be interested in something new?  That's where Ascend’s Lead Lists come in. With Lead...

What is BeyondTrust? BeyondTrust is a remote tool Ascend Support can use to see what you see on your device.  This helps immensely with troubleshooting.   BeyondTrust Setup Download the BeyondTrust installer (.apk) file to your computer. Note: The file may have a very long name, such as BeyondTrust_Bomgar-20210601211408-2.2.17-24510f44-101445-releas...

Before you begin Setup QuickBooks to handle Ascend Pay processing by following these instructions.   Click here for details on Ascend Pay deposits, fees, and report definitions.     Detailed Reconciliation  Use the QuickBooks reconciliation tool to verify bank deposits (on left side of screen) matches activity coming from Ascend (right side of scree...

Before you begin To use Pay by Link, you must be signed up for Ascend Pay.  Not signed up?   Click here to get started!   You can only use Pay by Link if you have a Verifone P400 Plus terminal assigned to your workstation.  Click here to learn how to assign a terminal to your workstation.  You must have a Customer with a valid Email Address and/or P...

Before you begin The Ingenico Lane/7000 is only compatible with the Chase integrated payment processing service. Not all versions of the Ingenico drivers are compatible with Ascend. Click here to access the latest drivers directly on the Ascend retailer portal.  If you’ve previously installed an Ingenico device on the workstation, you may need to up...

Before you begin For a comprehensive review of Lead Lists on Ascend HQ, check out our overview article found here.   For technical details on how to use the tool, check this out!     Be proactive by finding common customer interests and traits Use Lead Lists to categorize leads based on interests, purchase history, and engagement level. The built-in...

Before you begin For a comprehensive review of Lead Lists on Ascend HQ, check out our overview article found here.   For technical details on how to use the tool, check this out!     Overview These plays are for customers who have open quotes and how you can help close them! Use the Envelope in the Contact Email column to email one customer at a tim...

Before you begin For a comprehensive review of Lead Lists on Ascend HQ, check out our overview article found here.   For technical details on how to use the tool, check this out!     Overview These plays target your top 100 customers. They include invitation to shop a sale, retain your top 100, thank you note or gift, and invitation to a store clini...

Before you begin Factory resets should only be performed in extreme troubleshooting circumstances.  Please ensure that you have AscendScan and BeyondTrust setup correctly.  Contact Ascend Support (877-875-8663) before performing a factory reset.   Android Setup After Factory Reset Select the appropriate language and then tap START to begin. Select S...

Before you begin This article reviews Ascend Pay and QuickBooks integration.  Haven't heard of Ascend Pay?   Click here to join the fun!   This is only required if you integrate Ascend with QuickBooks.   QuickBooks In QuickBooks, create a Bank or OCAsset account to be used for the Ascend Pay In Transit funds (aka clearing). Import the new Chart of A...