MedixSelect.com Case Study

The Strategy

• Data Migration: Optimum7 migrated all essential business data into the new BigCommerce infrastructure, including product configurations, content pages, customer profiles, historical records, and URL redirects to maintain search engine visibility. This ensured business continuity and provided a stable foundation for further development and integrations.

• Custom Template Design: Medix Health LLC supplied a brand guidelines document, which Optimum7 used to create a custom template that supported the necessary custom functionalities and integrations. This included implementing the client’s logo and brand guideline details, adjusting the navigation elements and site width as per the client’s preference, and implementing all content provided by the client (Homepage, About Us, Contact Us, Customer Service).

• Trial Offer Page Design and Integration: Optimum7 developed a custom functionality and template structure on BigCommerce to enable a fully managed trial offer system, allowing the client’s team to control all product settings directly from the BigCommerce admin panel. This solution was integrated with their payment processor via the Optimum7 Connector using tokenized payments to securely support subscription trials. Optimum7 also implemented a custom one-page order flow—functionality not natively available on BigCommerce—mirroring high-conversion funnel layouts. This included a seamless post-order upsell page designed to maximize customer lifetime value.

• Optimum7 Connector: Optimum7 developed a proprietary connector to securely integrate the ecommerce platform with their payment processor, ERP platform, and third-party logistics provider. The connector automated order creation, data synchronization, and subscription processing using tokenized payment data, ensuring secure and uninterrupted operations across all systems.

• Tag Manager Admin: Optimum7 created a basic admin interface for MedixSelect to track order sources, similar to their existing Edge system. This involved using Google Tag Manager to tag all URLs and utilizing three tracking parameters for order source tracking. Optimum7 also migrated existing sources for BigCommerce compatibility.

• Custom Daily Reports: A system was developed to track all orders from landing pages, build daily reports, and provide essential information for campaign establishment. This system updates staff notes with the three tracking parameters parsed and stored from the order source. Reports were then sent daily, weekly, or monthly as emails to a designated set of admins.

• Ongoing BA and QA Retainer: An ongoing support retainer was established for any additional requests from the Medix Select Team. This retainer also covers any Change of Scope or Functionality Consulting should the project requirements change.

• 3PL API Integration: A retainer was established to support any potential API integration with a 3PL provider as requested. This integration occurred between BigCommerce and the 3PL provider.

• Data Cleanup: The final step involved a thorough data cleanup to ensure all data was accurate and up-to-date, ready for use in the new BigCommerce store. This step was crucial to ensure the integrity of the data and the smooth operation of the online store.
  

Challenges and Solutions

Challenges faced during the project and the solutions implemented:

• Upsell Page Implementation: The client had an existing upsell system on their order confirmation page and needed a similar system implemented on the new platform. The challenge was to create a system where, upon opening the order confirmation page, if an upsell product was defined, a “Special Offer” section would appear. If the customer wanted to benefit from this offer, they would be directed to the FTO page for a one-click purchase. The shipping-billing information from the previous sale needed to be automatically filled in, and the client did not want the customer to re-enter their credit card information.
  Solution: Optimum7 implemented a one-click transaction system using tokenized payment data from the client’s payment processor, eliminating the need for customers to re-enter their payment information and streamlining the checkout experience.

• Integration with Third-Party Logistics Provider: The client utilized a third-party logistics platform, and a custom infrastructure was required to synchronize order statuses, process updates, and capture tracking information when available.
  Solution: Optimum7 developed a secure integration layer that automatically monitored order status changes, updated fulfillment information, and passed tracking details back to the ecommerce platform when available. Tokenized payment data and marketing attribution fields were stored in secure meta fields to support the client’s internal reporting and subscription management requirements.

• Automatic Coupon Code Assignment: The client wanted a system that automatically assigned a coupon code to customers on the checkout page based on a marketing code specified in the URL.
  Solution: Optimum7 developed a system that automatically assigned the coupon code to its customers on the checkout page using the marketing code specified in the URL.

Each of these challenges required a tailored solution to ensure the seamless operation of the new BigCommerce store and to meet the specific needs of MedixSelect.com.