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  •  Continuity Model: which should be selected to set up the subscription offer
  •  Hard Sale Model: which should be selected to set up the straight sale

By choosing one or the other, two more options for each can be included.

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  • the toggle Enable Pre-reoccuring Cycle?:when set to

    Status
    colourGreen
    titleON
    , this enables the pre-order type offer but with subscriptions

  • the toggle Is Shipment Delay?:when set to

    Status
    colourGreen
    titleON
    there is a delay of 30 days for the orders which are a subscription offer in order for the product to be sent after 30 days.
    This feature is useful for product refill. For example, the customer purchase a shampoo (one-time order) as well as he/she purchased the subscription to receive monthly the shampoo refill, which is sent with a shipment delay of 30 days.

  •  Hard Sale Model, the user has these two possibilities to include:
  • The toggle Enable Pre Sale?: enable pre-order.

  • The toggle Is Trial Extend?: this is to flag the campaigns with this offer in order to follow the business rule 50% Business Rule

60-day Stage

In this section are set the days in which the steps of the Sale Model are occurring on the online orders. Let’s check the below example to better understand what this section is for.

  1. Select the day that the subscription is normally scheduled, from the 60 days calendar

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    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.

  2. On the Customer Change Options: select the type of charge that the customer is going to pay. For example, Charge shipping + full product price

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  3. 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 instance, Order Confirmation email.

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

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

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

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  6. 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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Before Continuity

This section is enabled ONLY if the user is currently setting up a subscription offer, and at the top of the page the toggle Enable Pre-reoccuring Cycle? has been switched to ON (see below example)

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Continuity Cycle

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In this section, the user should set until when the subscription should keep going.

For instance, in the first part Select a 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 the second part, Select a day to execute the event, either by a calendar date or day number (ex: Every 10 days), users can choose between:

  • Day field: enter number of days in which the event will be triggered

  • Day of the month *31 defaults to "Last Day of Every Month" field: type the day of the month in which the event is going to be triggered

In the third part of this section, they need to select an event to execute on the day chosen, so the user needs to set up the below:

  1. 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. Otherwise, you can set this field to none if no charge should occur at the time of the event.

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  2. Send Email Options field: from the drop-down menu, decide the most appropriate option for the sale model, 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.

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

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

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  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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Tax Percentage by Country / State

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