Content of this article
- Preliminary Remarks
- Sales-Based Rule in a Shopping Cart
- Automatic Cancellation
1. Preliminary Remarks
Sales-based rules can also be used in connection with cross-client offers within a shopping cart.
It is possible to create a shopping cart with, for example, one main offer (internal offer) and one cross-client offer (external offer).
The sales-based rule is created so that the external offer is automatically canceled as soon as the internal offer is canceled.
2. Sales-Based Rule in a Shopping Cart
To be able to create the sales-based rule, follow the following steps:
- The offers, the shopping cart and the rule tag must be created.
- The source tag must be assigned to the main subscription.
- In the sales-based rule, define the following:
- Only when the customer has already purchased a product with at least one of the following tags: Source tag (main subscription)
- Then this offer is prefered: cross-client offer
- If the condition doesn't fit anymore: Cancel subscription
3. Automatic Cancellation
The customer has purchased the shopping cart in the checkout and has now access to both subscriptions.
At some time in the future, the customer cancels the main subscription in the self service.
The source offer is canceled to the next possible date of the defined subscription interval.
The prefered offer from the sales-based rule is automatically canceled at the next possible date.
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Note: Especially with cross-client offers it could be the case that the subscriptions have different subscription intervals. If the more affordable subscription has a longer subscription interval, it could happen that the customer can use the more affordable subscription longer than the main offer. Example:
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