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Hard Sale Model button: If this isthe option chosen, then this Sale Model applies to the one-time purchases (not the subscription one).

Enable Pre Sale? toggle: enable for this Sale Model, this button can be left to OFF, as this switchenables pre-order.

Is Trial Extend? toggle:this can be left to OFF asthis for the Trial Extension offers.

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

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

  • The Additional Discount field (%): by setting to

    Status
    colourGreen
    titleON
    , it will add the discount to every sale accordingly.

  • Add Surcharge toggle: by setting to

    Status
    colourGreen
    titleON
    this toggle, this will charge a tax or surcharge for the product, if the amount of the Surcharge was set up on the product page.

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    By default, if the product doesn’t have any surcharge amount set up at the product level, then this is not charged.

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  • Tax Amount (%): please DO NOT use it, refer to the tax configuration available at the campaign level, on the campaign settings page.

Once all Sale Model has been configured, just click on the Save button on the right side of the page.

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2. Set up the Campaign

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

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  1. 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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How to configure a new Campaign or an existing Campaign for Subscriptions

  1. On the Campaign Settings page, go to the right side of the page to the right side menu and click on Products

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  2. From the Products section, select the product to add to the campaign

  3. Select Continuity on the Sale Type field

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  4. Select the Sales Models that was previously built for the subscription sales

  5. On the Product Sale Type, select one of the two choices available: Regular or Presale Pop display only

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  6. Click on the Add button and the product and the other configurations will be listed in the below table

  7. Then go to the right side of the product row and click on the Shipping Info button

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  8. From theShipping Methods tab switch to ON the one you need and click on update

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  9. To save the changes on the campaign, go to the right side of the page and click on the Save button