CRM Setup - Hard Sale + Subscription + Activation Code Mode
- Khai Huynh
Originally this is created for InfinitiKloud and Automend Pro but the subscription model can be re-used.
Reference ticket: IKM-230 - Getting issue details... STATUS
From now on, CRM is able to handle a Hard Sales + Subscription model, like the Xbox/Playstation model: you can buy a hardware (like a videogame), and you can buy a hardware subscription optionally (like a subscription to play online using your videogame). Besides that, CRM is able to generate/manage Activation Code to support a new selling model, where a device can be activated using this Activation Code.
CRM is also able to upgrade/downgrade customers subscriptions. For example, while subscribing InfinitiKloud, you can choose between Standard Plan (let's say, 64Gb-Cloud Storage) or Premium Plan (128Gb-Cloud Storage). And you can change that whenever you want.
You must create a CRM Campaign for the Hard Sale Products, and other campaigns for each Subscription Plan or Activation Code that you want to set. The secret here is a concept called Product Master Account.
Before creating the campaigns, you must create both Hard Sales, Subscription and Activation Code Products choosing the same Product Master Account, that's the way CRM uses to link everything.
In order to create a Activation Code Product, you need to choose a Product Master Account(Infiniti Kloud or Automent Pro), mark the checkboxes Master Account Login and Generate Activation Code. To create a Subscription Product, you need to set the category dropdown list to Subscription. To create an Activation Code Product, you need to set the category dropdown list to Activation Code.
Let's say you want to create a subscription to existing InfinitiKloud Campaigns. You need to edit products and select the same Product Master Account.
If you have the same Hard Sales Products containing the same Product Master Account, they are going to share the same subscription.
So you can say that a user can have many Product Master Accounts. If a user sign up in a campaign which have products with Product Master Account XYZ, they can sign in in another campaign which have other products with the same Product Master Account.
You also need to set the Email Template which will send the Password to customers after placing order: Customer Password.
For example:
"Hi there! Your account password to subscription is @CustomerPassword .
Thanks!"
It does not matter if you set this e-mail template on either the Hard Sale Campaigns or Subscriptions Campaigns, we are going to send the Password Email Message if they haven't received it yet.
Let's say you don't have this email template set when someone buys an InfinitiKloud, which means customers won't receive the password email, but they will as soon as soon they buy a subscription though.
We have created some Campaigns/Product for your reference:
InfinitiKloud Subscription Products
https://www.tryemanagecrm.com/#/products/settings/1428
https://www.tryemanagecrm.com/#/products/settings/1429
InfinitiKloud Hardsale Campaign:
https://www.tryemanagecrm.com/#/campaigns/settings/4312
InfinitiKloud Subscription Campaigns:
https://www.tryemanagecrm.com/#/campaigns/settings/4072
https://www.tryemanagecrm.com/#/campaigns/settings/4075
New Sales Model: Subscription - 1-FREE Month
https://www.tryemanagecrm.com/#/sales-models/35
InfinitiKloud Package Campaign(Activation Code):
https://www.tryemanagecrm.com/#/campaigns/settings/4486
You can find a step-by-step bellow:
Setting up Infiniti Kloud campaigns
-Hardsale:
-Create a new product, which will be sent to the customer;
-Set Master Accounts property to Infiniti_Kloud or Automend_Pro;
-Complete the form as a standard hardsale product;
-Create a new campaign and select the product created in the previous step;
-Create a new email template(Customer Password), which will be used to send the password to the customer after the order being placed. This template must use CampaignEmailTypes CampaignEmailTypes(1037). This template must includ the variable @CustomerPassword;
-Create a new email template(Reset Password), which will be used to send the password to the customer when he/she resets his/her password. This template must use CampaignEmailTypes Reset Password (1038). This template must includ the variable @CustomerPassword.
-Subscription: Standard
-Create a new product, which will be sent to the customer;
-Set Master Accounts property to Infiniti_Kloud or Automend_Pro;
-Set Product Type property to Subscription;
-The name of the campaign should include "Standard", to identify it's a standard subscription;
-Complete the form as a standard product;
-Create a new campaign and select the product create in the previous step;
-Create a new email template(Customer Password), which will be used to send the password to the customer after the order being placed. This template must use CampaignEmailTypes CampaignEmailTypes(1037). This template must includ the variable @CustomerPassword;
-Create a new email template(Reset Password), which will be used to send the password to the customer when he/she resets his/her password. This template must use CampaignEmailTypes Reset Password (1038). This template must includ the variable @CustomerPassword.
-Subscription: Premium
-Create a new product, which will be sent to the customer;
-Set Master Accounts property to Infiniti_Kloud or Automend_Pro;
-Set Product Type property to Subscription;
-The name of the campaign should include "Premium", to identify it's a premium subscription;
-Complete the form as a standard product;
-Create a new campaign and select the product create in the previous step;
-Create a new email template(Customer Password), which will be used to send the password to the customer after the order being placed. This template must use CampaignEmailTypes CampaignEmailTypes(1037). This template must includ the variable @CustomerPassword;
-Create a new email template(Reset Password), which will be used to send the password to the customer when he/she resets his/her password. This template must use CampaignEmailTypes Reset Password (1038). This template must includ the variable @CustomerPassword.
Placing an order:
-Hardsale flow:
-When the order is placed, a login will be created and the password will be sent to the customer. A subscription will also be created, and it will expires in 30 days. After 30 days, another other must be placed. The user
should be able to select between Standard and Premium subscription. Once the order is placed, the subscription is upgraded.
-Subscription flow: