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.

Where the Sales Models section is located?

1. Log in to the CRM instance and go to the left-side menu

2. Scroll down and click Sales Models.

Types of Sales Models

There are a few Sales Models that can be created according to the users' needs, for example:

How to create and set up a new Sale Model

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

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

   Open

   

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

   1. Straight Sale (Hard Sale)

   2. Subscription (Continuity)

   3. Pre-sale

   4. Free Trial or Trial Period Extension

   5. etc.

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

   Open

   

How to Edit an existing Sale Model

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

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

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

1. General

2. 60-day Stage

3. Before Continuity

4. Continuity Cycle

5. Tax Percentage by Country / State

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

General

Workflow Name field: add the name of your sale model

• Description: add a description of your sale model

• If the Sale Model is in use, switch to ON the toggle Is Active?

• In the Select a Sales Model Type, users have two options:

By choosing one or the other, two more options for each can be included.

• the toggle Enable Pre-reoccuring Cycle?: this can be left as OFF as everything can be configured already by using the 60-day Stage

• the toggle Is Shipment Delay?: this is a flag that when set to ON customers are informed that their orders may arrive with some delay.

• The toggle Enable Pre Sale?: enable pre-order.

• The toggle Is Trial Extend?: this is to flag the campaigns with this offer in order to follow the business rule 50% Business Rule

60-day Stage

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.

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 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 the selection 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 turning ON, it will add the discount to every sale accordingly.

• Add Surcharge toggle: by turning 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.

Before Continuity

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.

Continuity Cycle

In this section, the user should set until when the subscription should keep going.

For instance, in the first part Select a continuous cycle, three options are given to the user to choose the most appropriate to their needs:

• Continuous Cycle

• Continuity ends after X cycles

• Continuity ends after X days.

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

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:

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 the selection 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 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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