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On this page are explained all below topics:

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Create Tax Transaction? toggle

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  • By switching to ON the toggle Create Tax Transaction?, if the campaign has been set to charge taxes (Avalara or TaxJar) to customers then this value

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  • is recorded on the Tax Provider Dashboard.

  • On the contrary, when the toggle Create tax transaction? is set to OFF, then no tax transaction will be recorded on the Tax Provider Dashboard (Avalara or TaxJar) when creating an order.

Pitney Bowes returns configuration

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This section has been created to configure the Pitney Bowes Return settings, used by the DFO Customer Service Team.

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titleAre taxes displyed on the Thank you page of a bundled email?

Yes, on the Thank You page, for each product is displayed:

  • Price

  • Taxes

  • Shipping fee

  • the Total of the above items (see below example)

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titleAre there any specific Email variables for Trial Orders?

Yes, there are. They are:

  • @IsTrialDisplay - Hide HTML tag content

  • @TrialDays - Days for the trial period

  • @TrialRemainingAmount - Total Amount to be purchased after the trial period

Please find attached below an example of a Trial Confirmation Email using these variables:

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  • a Default selectable icon>Mini Upsell Product>Sales Model
    - In this case, the user should select first the option Default
    - Then click on the Mini Upsell Product and pick one of the products from the drop-down menu
    - Next, select the Sales Model (see the below example)


    - The green Add button is the second to last action users should perform before saving the edition in the campaign.

  • Link to Products>Product Name>Select from all products>Mini Upsell Product (user can choose within all products available in the instance)>Sales Model
    In this case, the user should select first the option Link to Products
    - Choose the option Select from all products
    - Then click on the Mini Upsell Product and pick one of the products from the drop-down menu. Please note that for this option the user can choose from all products available in the instance.
    - Next, select the Sales Model (see the below example)

    - The green Add button is the second to last action users should perform before saving the edition in the campaign.

  • Link to Products>Product Name>Select from related products>Mini Upsell Product (user can choose between the main product of the campaign and its packages)>Sales Model
    In this case, the user should select first the option Link to Products
    - Choose the option Select from all products
    - Then click on the Mini Upsell Product and pick one of the products from the drop-down menu. Please note that for this option the user can choose between the main product of the campaign and its packages.
    - Next, select the Sales Model (see the below example)

    - The green Add button is the second to last action users should perform before saving the edition in the campaign.

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