Please find attached below the topics discussed on this page:

How to create and set up a new Sale Models

From the Sale Model page, click on the + Create new button
The user is redirected to the Sales Models Settings page
Image Modified
Create the sale model as per your company needs. For instance:
- Straight Sale (Hard Sale)
- Subscription (Continuity)
- Pre-sale
- Free Trial or Trial Period Extension
- etc.
Click on the Save button on the right side of the page, once done
Image Modified

How to Edit an existing Sale Model

In order to edit an existing sale model, please follow the below instructions.

From the Sale Model page, click on the sale model name and be redirected to the sale model settings page (see below example)
Image Modified
Make the changes accordingly
Once done, click on the Save button, located on the right side of the page
Image Modified

What is on the Sale Model Settings page

The Sale Model settings page is subdivided into five different areas:

General
60-day Stage
Before Continuity
Continuity Cycle
Tax Percentage by Country / State

Please find attached below what is on each one of these five subsections.

...

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.

Select the day that the subscription is normally scheduled, from the 60 days calendar
Image Modified
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.
On the Customer Change Options: select the type of charge that the customer is going to pay. For example, Charge shipping + full product price
Image Modified
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.
Image Modified
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
Image Modified
Once done, click on the Add button and theselection will be displayed below
Image Modified
If users need to add more events during the subscription cycle, just follow this process again in order to include them (see below example)
Image Modified

The Additional Discount field (%): by setting to
Status
colour Green
title ON
, it will add the discount to every sale accordingly.
Add Surcharge toggle: by setting to
Status
colour Green
title ON
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.
By default, if the product doesn’t have any surcharge amount set up at the product level, then this is not charged.
Tax Amount (%): please DO NOT use it, refer to the tax configuration available at the campaign level, on the campaign settings page.

...

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.

...

However, all subscriptions setup can be done by using the 60-day Stage, so this section can be left blank.

...

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:

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.
Image Modified
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.
Image Modified
Place Order? toggle: should be switched to ON
Image Modified
Once done, click on the Add button and theselection will be displayed below
Image Modified
If users need to add more events during the subscription cycle, just follow this process again in order to include it (see below example)
Image Modified