Use Case Selling Path

    Content of this article

    1. Preliminary Remarks
    2. Settings in the Merchant Backend
    3. Checkout Logic

    1. Preliminary Remarks

    In order to use selling paths productively, the logic behind this sales rule must first be understood.
    The application example shows an example of how a selling path could be created in the Merchant Backend and how these settings affect the Checkout and Self Service.
    This example is simplified. Multiple source and/or target tags can also be used for selling paths.

    2. Settings in the Merchant Backend

    Seamless conversion from monthly to annual subscription

    The following settings have been made in the Merchant Backend.
    • Source Offer - Monthly Subscription and Target Offer - Annual Subscription
    • The conversion is optional.
    • The conversion is made immediately.

    3. Checkout Logic

    The customer already has the Monthly Subscription (displayed on the left).
    The customer sees on the homepage that plenigo also offers an annual subscription at a reduced price (displayed on the right). They click on the Annual Subscription and are redirected to the Checkout.


    The Checkout checks backwards what is linked to the offer:
    1. The Annual Subscription is linked to a target tag.
    2. The source tag (to the target tag) is linked to the Monthly Subscription.
    3. Does the customer already have the linked source offer Monthly Subscription?
      No - the normal Checkout opens and the customer can buy the Annual Subscription.
      Yes - in the Checkout, the following is displayed:
    As it has been set in the Merchant Backend that the selling path is optional, the customer can decide whether they want to cancel their Monthly Subscription or not to convert their subscription.
    • If the customer decides against the conversion, they are redirected to the Checkout for payment, however, the subscription will not be converted. The customer buys the Annual Subscription in addition to the Monthly Subscription and has access to both subscriptions after purchasing. (This case is rather unlikely and has only been explained here for the sake of completeness.)
    • If the customer decides on the conversion and therefore on the cancellation of the Monthly Subscription, they are redirected to the Checkout for payment and the subscription will be converted.


    After the successful conversion of the subscription, the customer can see in the Self Service that their Monthly Subscription has been automatically canceled and the Yearly Subscription is active from now on.

    The customer receives the system mail Purchase in a cross sell , in which the conversion is confirmed. Attached the customer will find the order confirmation.


    Published