Page Comparison

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• Workflow Name field: add the name of your sale model

• Description (optional): add a description of your sale model

• Switch to ON the toggle Is Active?

• In the Select aSales Model Type, check the:

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1. Enable the toggle Enable Pre-reoccurring Cycle? at the top of the Sale Model page

2. Select the day from the table
   

   

   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, picking the first day means that the event will be triggered on day 1 during the subscription cycle.

3. On the Customer Change Options: select the type of charge that the customer is going to pay. For , for example, Charge shipping + full product price. Otherwise, you can set this field to none if no charge should occur at the time of the event.
   

   

4. And also on the 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 , for instance, Order Confirmation email.Otherwise, you can set this field to none if no charge should occur at the time of the event.
   

   

5. Place Order? toggle Switch ON/OFF button: this button is set to

   Status
   colour Green title ON

   for the Day 1 ONLY, as it’s the first step of any sale and requires the customer to place an order
   
   

6. Once done, click on the Add button and theselection will be displayed below

7. If users need to add more events during the subscription cycle, just follow this process again in order to include them (see below example)
   

   

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1. Customer Charge Options field: from the drop-down menu, choose the most appropriate option for the sale model. For , for instance, Charge shipping + discounted product price. Otherwise, you can set this field to none if no charge should occur at the time of the event.
   

   

2. Send Email Options field: from the drop-down menu, decide the most appropriate option for the sale model. For , for instance, the Order Confirmation email. Otherwise, you can set this field to none if no charge should occur at the time of the event.
   

   

3. Place Order? toggle: should be switched to ON
   

   

4. Once done, click on the Add button and theselection will be displayed below
   

   

5. If users need to add more events during the subscription cycle, just follow this process again in order to include it (see below example)
   

   

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1. Log in to the CRM instance and from the left side menu, scroll down and click Campaign Management

2. Then click on Settings

3. From the Settings page, the user should go:
   - To the top right side of the page and click on the + Create new button to create a new campaign
   - Click on the campaign name to access its settings page, for the already existing campaigns, the user can click on the campaign name to access its settings page
   

   

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