Create an Offer

Now that you have configured your Products & Billing Models, now you can configure your offers!  The offer will tie together your product & billing model, and also allow you to configure your trial & recurring info.

 

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To Add a new offer, you will need to navigate to Offers & Campaigns > Offers, and click "Add" from the 'Actions' drop down menu.  From there you will need to create a name for your Offer and select the Billing Model (s) that you would like to apply as shown below:

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Once you have created a name for your Offer and selected your Billing Model (s), you can then move forward to configure your trial (if applicable).

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Add Trial: Select this 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). For Example, if you set the 'Duration' field to 15, then the first rebill will happen on the 15th day after the initial purchase.

Use Billing Model: Select this to use billing model.  

For Example: If every 30 day billing model is selected, then the trial will be 30 days.  If a 60 day billing model is selected, then the trial will be 60 days.

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

Trial Price: Set the trial price that you would like to use for this trial. Please note that this does NOT override the shipping cost.

Use Delayed Billing: Select if you would like to delay the billing for 'X' number of days.  

Example:  7 Day Risk Free Trial

1) Add Trial selected with the Default Trial Duration set to 15 days
2) Define Custom Price selected with the Trial Price set to 0.00
3) Delayed Billing selected with the Delayed Billing Duration set to 7 days

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 7th day they are charged for the full product price (no product is shipped), then on the 15th 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.

Delayed Billing Duration: This allows you to set the duration of delayed billing (the time between the initial trial price, and charging for the full price of the product without shipping it). 

 

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Product: 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.

 

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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.  

 

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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