Create an Offer

Now that you have configured your Products & Billing Models, you can configure your offers!  The offer will tie together your product & billing model, as well as a trial component & recurring behavior.


To Add a new offer, you will need to navigate to Offers & Campaigns > Offers, and click "Add" from the 'Actions' drop down menu, select the type of Offer you want to create.  

  1. Standard Offer
    This offer type allows a merchant to sell their products on a set schedule with either a self recurring or custom recurring product list. A common example would be "Sign up to receive a new bottle of wine every month". 

  2. Prepaid Offer
    This offer type allows a merchant to charge for a set number of shipments up front and then continue to ship product to a consumer. Merchants use this offer type to set up gift subscriptions or as a way to entice customers to purchase more shipments with the benefit of a discount. A common example would be "Buy a 3 month subscription of laundry soap for your friend". 

  3. Seasonal Offer
    This offer type allows a merchant to define a custom schedule of products as well as control what product a new customer who signs up will receive first. A common example would be “I sell a fashion box for every season. A spring, summer, fall and winter box.  When clients sign up for the subscription box between Sept-Nov, I would like to start their subscription with the Fall box. However, if they sign up between Dec-Feb they should get the Winter box to begin”

How to Pick Which Offer Type to Use

  Standard Offer PrePaid Offer Seasonal Offer
Trial YES YES -
Self-Recurring YES YES -
Custom Recurring YES - YES
Custom Recurring starts at product position 1 YES - -
Custom Recurring starts at any product position - - YES
Always Ship/Bill on recurring date YES - YES
Pay once and continue to ship - YES -


When to Create More than One Offer

The need for a new Offers in our system is driven by behavior of the trial or recurring rules. You only need to create separate offers if:

  • You run more than 1 trial, and the trials have different custom prices or trial lengths
  • You want the ability to sell products that have different product recurring rules

How to Configure an Offer

  1. Define Name and Select Billing Models

    • Name: Create a unique name to help you easily identify the offer. This label is only used internally.
    • Billing Models: You must select at least 1 billing model for your offer. Refer to the Billing Model help article for additional details.

      When creating your offer, you have the option to allow a discount for specific billing models. The discount can be created to help encourage customer to get products more often.  An example may be, any customers purchasing my product every 30 days will receive a 20% discount and customer purchasing my product every 60 days received no discount. 

      The discount must be a whole number between 1 and 100

  2. Trial - Select this checkbox to expand the trial section on the page. You only need to select this checkbox if you would like to add a trial to your Offer.

    • Trial Duration: This allows you to set the duration of the trial (time between the initial purchase and the first rebill). 

      • Billing Model Duration - the trial duration will become the billing model selected by the customer. Example: if you have configured a 90 day billing model, then the trial would last 90 days
      • Custom Duration - the Merchant controls the trial duration no matter what billing model a customer may select. Example: a custom duration of 15, will cause the first rebill will happen on the 15th day after the initial purchase.
    • What To Charge: This allows you to control the price of a trial, allowing a product to be charged a different price if it is purchased as a Trial. Please note that this does NOT override the shipping cost.

      • Product Price - This will charge the price of the product

      • Custom Price - This will override the default product price (If you want to make the trial 0.00).   

    • When to Charge: This allows you to configure a delayed billing scenario if needed. Example: You want to charge $5.00 on the day the customer buys the trial and then at a certain time later, you want to charge the customer but not ship them another product. 

      • At time of order - This will charge for the product as well as ship the product to the customer the same day they place the order.
      • Delayed billing - This will only ship the product to the customer on the day the order is placed. The customer will be billed for the product on the date configured here.
    • Delayed Charge: 

      • Product Price - When the charge happens, the customer will be billed the price of the product.

      • Custom Price - When the charge happens, the customer will be billed the price defined here. 



        Example:  Create a 30 day trial with a 14 Day delayed product billing

        1) Define 'Trial Duration', as Custom Duration of 30 days
        2) Define 'What to Charge', as Custom Price of $0.00
        3) Define 'When to Charge', as Delayed Billing of 14 days
        4) Define 'Delayed Charge', as Product Price

        This will allow the customer to get the trial product for $0.00 (plus shipping if configured) shipped at the time of purchase, on the 14th day they are charged for the full product price (no product is shipped), then on the 30th day, when the trial ends, the first recurring product is charged and shipped. After the trial has ended, products will be billed and shipped according to the billing model configured. 

  3. Products

    This is where you select all of the products that can be configured in this Offer. After you select the products for your Offer, you can then move forward with setting up the recurring.  

    Note: At this time there is no need to define whether the product is a trial, upsell or main product.  This is all accomplished through the API call at the time of purchase.


  4. Recurring - This is where you will set up the recurring for your offer.

    Self Recurring: If selected, what is passed as the main product will recur into itself.

    Expires: Select if you want this offer to expire. 

    Last Cycle: Set the number of cycles. i.e if you set this to 6, then the offer will bill for 6 cycles and then will look at the last cycle rule.

    Last Cycle Rule: Place subscription on hold or recur to a product and Hold.  If you select "Recur to a product and hold", you will need to select the last cycle product which will be the last product in the cycle before the subscription gets placed on hold. When using 6 as the last cycle, it will go to cycle 7 and THEN put on hold.  


    Custom Next Recurring: This is where you will configure your custom recurring schedule.  You will be configuring each product per cycle in the subscription schedule up to 12.

    Last Cycle Rule:  Place on hold and recur to a product and hold are the same as described above.

    Self Recur: If selected, the last configured product will recur into itself.

    Example: Snack of the month

    With the Custom Next Recurring option you can configure a new product per billing cycle, so that the product received can be different.

    Initial Product: Defined from products above 

    Next Cycle Product: Variety of Nuts

    Next Cycle Product: Variety of Raisins

    Next Cycle Product: Variety of Fruits


  5. PrePaid Terms