Creation and Usage of Up-/Down-Selling

• Enter an Internal Title. This title is only for internal purposes and is not displayed to the customer.
• Optionally, add an Internal Description.
• Enter a Title* for the checkout process.
  Example: Conversion from monthly subscription to annual subscription
• Enter a public Description for the Submit Page* for the checkout process. 
  Example: We will carry out the desired offer change for you after completing your order on {nextPayment}.

  Note: In the example, a variable {nextPayment} is used to output variable data in the checkout. The text field Description for Submit Page supports different variables: {offerTitle} outputs the title of the target offer. {nextPayment} displays the next due date. {subscriptionId} displays the ID of the current subscription. {subscriptionTitle} displays the title(s) of the included products. {subscriptionPrice} displays the monthly price of the current subscription.

• Select the Source (Tags)* and the Target (Tags)*.
  
• Sources define the tags from which a conversion can be made.
• Targets define possible targets of the Up-/Down-Selling.
• Several tags can be selected in both fields.
• A conversion is made from source offers to target offers.
  
• For further information about the logic and function of this configuration, see 3. Use Cases for Up-/Down-Selling.

• Activate checkbox This Up-/Down-Selling is optional to change the function.
  
  • activated checkbox: The target offer is bought in addition to the source offer.
  • deactivated checkbox: The target offer replaces the source offer.
• Select Transition* to define the point of time of the offer conversion.
  
  • Immediately (with immediate start of invoicing): Changes immediately on completion of the checkout process.
  • Immediately (invoice with next booking date): Changes immediately on completion of the checkout process. However, the invoice will not be issued until the next booking date.
  • Last Booking (with retroactive invoicing): Start with last billing period - allows cross-selling based on the last billing period, generates a complete cancellation of the last invoice and a new invoice with a longer term based on the last billing period.
  • Next booking (invoice with next booking date): The change will be noted, but will not be carried out until the next billing date of the current subscription.
  • End of the current subscription interval (with invoice of next subscription interval): The change takes place at the end of the subscription interval.

3. Use Cases for Up-/Down-Selling

•  Example 1: Several Targets
  
• Source (tags): "Up-/Down-Selling/Month"
• Targets (tags): "Up-/Down-Selling/Year" & "Up-/Down-Selling/Year Churn"
• This configuration is to carry out a conversion from a current monthly subscription offer to an annual subscription offer from two possible processes.
• Due to the two targets, the Up-/Down-Selling is carried out within two processes:
  
•  when selecting an annual subscription offer in an upsell process
  
•  when selecting an annual subscription offer via a set customer recovery