Sales-Based Rules

    Content of this article

    1. Preliminary Remarks
    2. Create a Sales-Based Rule

    1. Preliminary Remarks

    Sales-based rules can be used to control pricing for customers who purchase multiple products. For example, if a customer has already purchased product A, they will receive product B at a lower price. The sales-based rule also applies within a shopping cart if, for example, a main subscription is to be combined with a discounted subscription in a shopping cart. This can also be used with cross-client offers.
    To create a sales-based rule, a rule tag must first be created and assigned to the desired source offer.
    Preferred offers can be time-based and credit-based subscriptions.


    2. Create a Sales-Based Rule

    • Click on +Add Rule.
    • Enter Internal Title*.
    • Optionally, add an internal description.

    Define the rule

    Option 1:
    This rule settings define the following:
    If the customer has already purchased offer A, they can purchase offer B at a reduced price.
    As soon as they cancel offer A, the rule does not apply anymore and offer B - reduced is automatically replaced by offer A - full price to the next possible date.

    Note: In this case, only subscriptions with one step, not several steps, can be selected as preferred offer.
    If the checkmark at Send customer e-mail is set, the system mail offer change due to sales-based rule is sent.

    Option 2:
    These rule settings define the following:
    If the customer has purchased offer A, they can purchase offer B at a reduced price.
    As soon as they cancel offer A, offer B is also canceled at the next possible date and is not replaced by an alternative offer.

    Note: Offer B can be a subscription with one or several steps. 
    If the checkmark at Send customer e-mail is set, the system mail subscription cancellation confirmation is sent.

    Create the Texts
    • Description Condition applies
      A text can be added which is shown in the Checkout if the customer already has offer A.
    • Description Condition does not apply
      A text can be added which is shown in the Checkout if the customer does not have offer A and is therefore not allowed to purchase offer B at a reduced price.
    Published