Please find attached below the topics discussed on this page:

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What is the Sale Models section about?

A sales model is a general framework that defines a company’s approach to selling. Therefore, in the Sales Model section, users can build and customize their sales models as per their company needs.

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• Hard Sale

• Subscription

• Trial Period Extension.

How to create and set up a new Sale

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Model

1. From the Sale Model page, click on the + Create new button

2. The user is redirected to the Sales Models Settings page

   

3. Create the sale model as per your company company’s needs. For instance: -

   1. Straight Sale (Hard Sale)

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   1. Subscription (Continuity)

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   1. Pre-sale

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   1. Free Trial or Trial Period Extension

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   1. etc.

4. Click on the Save button on the right side of the page, once done

   

How to Edit an existing Sale Model

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1. From the Sale Model page, click on the sale model name and be redirected to the sale model settings page (see the below example)

   

2. Make the changes accordingly

3. Once done, click on the Save button, located on the right side of the page

   

What is on the Sale Model Settings page

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

   

   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

   

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.

   

4. 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
   

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

   

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

   

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

  Status
  colour Green title ON

  , it will add the discount to every sale accordingly.

• Add Surcharge toggle: by setting to turning

  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.

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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.

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

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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 the 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

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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.

   

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.

   

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 them (see the below example)

   

Tax Percentage by Country / State

This section can be left blank, as taxes configuration are available inside the campaign settings page.

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Sub-Contents

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