Overview of Categories & Products

Lime Light CRM provides you the necessary tools to create your own products, and keep them organize by categories.

 

Create a Category:

The first step before you start creating your products will be to create a category. You will go to Offers>Categories and click on “Add Category” as shown in the illustration below. For categories that you have already created, you can search for them by Id, Name, Description, or a list of Category Id's by entering the search criteria in the search field. The system will automatically populate the results for you once the search criteria is entered.

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The following page will come up, and you will be asked for the category name and description. Once this information has been submitted into the system, click “Save”, and your first category will be ready for you to start adding products.

Products_Save_Category.png 

 

 

Creating a New Product

To start creating your products, go to Offers>Products, and click on “Add Product” as shown in the illustration below. For products that you have already created, you can search for them by Id, Name, Description, Sku #, or a list of Product Id's by entering the search criteria in the search field. The system will automatically populate the results for you once the search criteria is entered.

 

 

You will have the flexibility to create many different types of products whether it’s a one-time sale, a free trial, a risk free trial, or a recurring product. Also, you will have the ability to create your up-sell product(s) that will be used when creating your campaign(s).

 

 

 

Name

Assign a name to your product; this will help you to identify a specific product from the list of products that you will create.

 

Sku Identifier

This number should be unique for each single product, and it will help you to easily identify a specific product among several products within the system.

 

Product Price

In this field, you will enter the price that you want to charge your customers for this particular product. Please be aware that the shipping price points will be set up separately on the shipping page under Offers>Shipping.

 

Max Quantity

This is where you specify the maximum purchase quantity allowed for a product. This field will accept values from 1 to 999,999.

 

Restocking Fee

Set a restocking fee amount that will be used in conjunction with a return or customized RMA actions profile. The restocking fee amount that is set will be the amount that will be excluded from a refund if it fits the criteria of a return or customized RMA actions profile.

Please visit the link below for documentation on Creating a Returns Profile:

http://help.limelightcrm.com/entries/20742818-Creating-a-Returns-Profile-

 

Category

This is where you would select the category for your product.

 

Vertical

This is where you would select the Vertical for your product.

 

Cost of Goods Sold

Cost of goods sold is the accumulated total of all costs used to create a product or service, which has been sold.

 

Product Description

Here you will enter a brief description of the product you are creating. But you can always have a short script to assist your call center reps when they are placing orders over the phone. This will allow your reps. to provide your customers with correct information and what is better, it will also help them to upsell the customers!

 

Next Recurring Product

In order for you to set up recurrings, you first need to create all your products leaving the recurring for last, as all the products need to be available to set up the recurring.

If you want to have a recurring product, you will specify in this field what product, out of the list of products you have created, you want to recur in day “X”. For example:

Let say you are offering a risk free trial at $0.00 on day 1, you want to bill your customer for the risk free trial on a later date, and you want the product to recur itself after that every month. You will create product (1) “Risk Free Trial” at $0.00, product (2) “Trial Rebill” at $15.00, and product (3) “Monthly Supply” at $20.00.

First, you will go to product (1), and set up as its “Next Recurring Product” product (2). Now you go to product (2) and set up as its “Next Recurring Product” product (3). Last, you will go to product (3) and set up as its “Next Recurring Product” product (3) –itself.

This way, your customer will get the risk free trial, he/she will be charged at a later date $15.00 through recurring of product (2) the rebill, and then it will start to recur the monthly supply each month for $20.00, until stopped.

 

Self Recurring

If you are creating a product that is recurring on itself, select here to have the system automatically set that product as the next recurring product.

 

Subscription Type

Select the subscription type for your product. The following subscription types are available:

 

Bill by cycle: This selection will allow you to set the Days to Next Billing in which choose the number of days until the next recurring product is billed. 

For example, if your initial product bills on day 1,and it rebills to the next recurring product on day 15, then enter 15 in this days to next billing field.

On the other hand, if you are setting the days to next billing for your day 15 rebill product in which the customer will be billed for the next recurring product again in 30 days, then enter 30 in this field.

 

Bill by date: This selection will allow you to set the Billing Date in which you choose the calendar day in which the next recurring product is billed.

For example, if you want your subscription to bill on the 15th day of every month, then enter 15 in the billing date field.

Also, if you set a billing date for the 28th, 29th, 30th or 31st of the month, and there is month that does not include one of those dates, then the customer would be billed on the last calendar day of the month.   

 

Bill by day: This selection will allow you to set the Billing Day in which you choose a specified day when the next recurring product is billed.

For example, if you want your subscription to bill on the first Friday of every month, then you would select “First” then “Friday” in the billing day fields.

 

Max Discount

In this field, you can set the maximum amount of rebill discount percentage that can be given within the order details for this product. The default setting of 0% will allow the maximum discount of 99% to be applied within the order details.  

 

Preserve Recurring Quantity

If you create a product that is set to recur on itself, then the preserve recurring quantity field will populate. This is where you can select whether or not you want the product to keep recurring at the same quantity number as the initial purchase of the product. If you select “No” in this field, then all future recurring orders for the product will recur at the default quantity of “1”.

 

Product Shipping Weight

Your product weight needs to be submitted in oz. This will be helpful at the time of processing the order to be shipped out.

 

Signature Confirmation & Delivery Confirmation

Another important option that you may want to consider is the “signature confirmation” or the “delivery confirmation” of the order. It will notify your fulfillment department to include signature or delivery confirmation at the time of shipping out the orders; it will be very helpful in case of any possible chargeback due to the product not being delivered, since you will be able to pull up the delivery confirmation records.

 

 

Product Options

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Subscription

Select the box if the product you are creating will be part of a subscription model.  When selected, you will be able to set the next recurring product and days to next billing.

 

Shippable

If this box is selected when creating your new product, the product will be marked as a shippable product. It is very important to keep in mind that a product marked as shippable will add shipping charges to the product price. On the other hand, if this box is de-selected, your product will be marked as non-shippable, and there will not be any shipping charges added to the product price.

The non-shippable option is most frequently used for the re-bill product of a risk free trial; it will inform the system that it just needs to charge the customer for a product, but the product that has been already shipped.

The non-shippable option is also used for digitally delivered products, or for instant access products such as e-books or informational products.

 

Taxable

If the product that you are offering will be subject to sales tax, then select the box. The box must be selected in order for the product to become taxable.

 

Single Purchase Limit

Select the box if you would like to limit your product to one purchase per customer. If you are creating a single purchase limit product, the system will apply the initial shipping price to it, which you will set up when creating your shipping methods on the shipping page.

When you add a single purchase limit to a product, the system will automatically prevent your customers from placing more than one order for this particular product based on the use of the same credit card and/or email address.

*** Please be aware that if you are doing a one-time offer, the system will automatically apply the initial shipping price to the product because it will be the first order to be submitted in the system, and not a recurring order. The system treats the initial shipping price as a one-time shipping price. ***

 

Enable Collections

Select the box if you would like to enable collections for this product. If you enable collections, this will allow you to receive an export of customers whose risk free trial rebill orders have declined, and are now on hold by the system. The export that is generated will allow you to pursue customers for payment of their risk free trials. The exports that are generated can be viewed by going to Clients & Fulfillment>Collections.

  • Collections must be enabled on the product and campaign levels before the collection exports start to generate.  

 

 

Variants

Select the box in order to build and manage product attributes and variants. In order to create variants, you will first need to choose” Add/Edit Attributes” from the Actions select box under the Variants heading, then choose add. From there, you will create your attributes, e.g. Color and Size, and the options for each attribute, e.g. Red, Blue Green, and S, M, XL. Once the attributes are saved, you will have the option to have the system automatically create the different variants based on your attributes and options, or you can create custom variants.  

Moreover, once your variants are created, you are able to edit them if you select a variant,  then choose “Edit Variants” from the Actions select box under the Variants heading. This selection will allow you to edit a variant as well as select a different next recurring variant if needed.  

 

 

Digitally Delivered Products

Select the box if you are offering a digital product such as an e-book or an informational product. The system will ask you for the Product URL; this is the URL where your product is located and that you will deliver to your customer via email.

 


Email Notifications

 Lime Light CRM offers you a list of email notifications that you can send from the CRM using your SMTP server. These email notifications are:

  • Order Confirmation
  • Order Refund
  • RMA/Return Notification
  • Void Notification
  • Payment Issue Notification
  • Cancellation Notification
  • Shipping Confirmation

NOTE: email notifications should only be enabled on your main products, not on your upsells.

In order to add an email notification event to your product, just select the type of email notification event you wish to create, and then select the desired trigger event which has your message template and SMTP profile mapped together.  For documentation on creating a trigger event please visit:

http://help.limelightcrm.com/entries/427077-creating-your-email-notifications

 Products_Email_Notifications.png

 

Email Confirmation for a Digital Product

If you are offering a digital product, the same can be delivered to your customer by including the field {producturl} to your personalized message.

 

Email Confirmation for a Product with Upsells

If you are offering a main product with several different upsells, only one confirmation email will be sent out regardless of how many items your customer purchased. The email that you need to personalize will be the email in your main product.

Lime Light CRM will not show a price breakdown on the confirmation email; however, the total amount can be included in the email if you choose to. You can include also, the name of each product that the customer purchased, by including the field code {productname} in your email.

 

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