...
How to configure a new Sales Models for Subscriptions
General
Workflow Name field: add the name of your sale model
Description (optional): add a description of your sale model
In the Select aSales Model Type, check the:
- Continuity Model
...
Enable Pre-reoccurring Cycle?
Is Shipment Delay?
Switch to ON the toggle Is Active?
...
60-day Stage
| Info |
|---|
The first 60-day cycle must be completed with at least one step configured for day #1. This step will be performed online whenever a new order is placed |
Select the day that the subscription is normally scheduled, from the 60 days calendar
by choosing the number on the table, users are not selecting a calendar day, but instead the day of the event during the subscription cycle
For example, by picking the first day , it means that the event will be triggered on the day 1 during the subscription cycle.Customer Change Options: select the type of charge that the customer is going to pay. For example, Charge shipping + full product price
Send Email Options: pick an email from the drop-down menu, which will be sent to the customer every XX that the subscription payment is paid. For instance, Order Confirmation email.
Place Order? toggle: switch it to ON
Once done, click on the Add button and theselection will be displayed below
If users need to add more events during the subscription cycle, just follow this process again in order to include it.
...
This section is configurable ONLY if the toggle Enable Pre-reoccurring Cycle?, at the top of the Sale Model page, has been switched to ON
...
Continuity Cycle
...
For instance, in the first part Select a continous continuous cycle, three options are given to the user to choose the most appropriate to their needs:
Continuous Cycle
Continuity ends after X cycles
Continuity ends after X days.
In this second part, Select a day to execute the event, either by a calendar date or day number (ex: Every 10 days), so users can choose between:
...
Customer Charge Options field: from the drop-down menu, choose the most appropriate option for the sale model. For instance, Charge shipping + discounted product price
Send Email Options field: from the drop-down menu, decide the most appropriate option for the sale model. For instance, Order Confirmation
Place Order? toggle: should be switched to ON
Once done, click on the Add button and theselection will be displayed below
If users need to add more events during the subscription cycle, just follow this process again in order to include it.
Tax Configuration
This section can be left blank, as taxes configuration are available inside the campaign settings page.
...