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Common Offer Setups

Below you will find examples of the most common offer setups

Please click here for instructions on how to add a product to your campaign.

Please click here for instructions on how to set up a T-Shirt Club.

One Time

A One Time Offer, also known as a straight sale, is a product with no recurring/rebill aspect.

This offer will bill (and generate a fulfillment record, if enabled) at the time the customer purchases from your site and will not rebill the customer in the future. If the offer/upsell is shippable, be sure to mark it as shippable inside the Billing Schedule settings, and double check that the base product used for the offer is also set to be shippable.

Recurring

A recurring offer/upsell is a subscription product that rebills on a regular cadence, usually monthly, quarterly, or annually. Each rebill, except the first rebill of a trial offer, will generate a new orderId.

Monthly Recurring Offer

Cycle 1 for recurring offers happen at the time of purchase. When the order is placed and the billing is successful, the system will wait for the amount of days set in the current cycle's bill delay before the next cycle is billed. The last configured cycle will repeat until the customer cancels or declines to Recycle Failed status, meaning only a single cycle needs to be configured for monthly recurring offers. If the offer/upsell is shippable, be sure to mark it as shippable inside the Billing Schedule settings, and double check that the base product used for the offer is also set to be shippable.

Set the Bill Delay to 30 days for monthly billing, 90 days for quarterly billing, or 365 days for annual billing

14 Day Trial offer (Physical Product)

Cycle 1 for recurring offers always happen at the time of purchase. When the order is placed and the billing occurs, the system will wait for the amount of time set in the cycle 1 bill delay before it bills for Cycle 2. Cycle 2 is set to bill for the product that the customer received on Cycle 1, but does not send a new shipment.

Cycle 3 should be set up to bill and ship the product with a bill delay of 30 days so that it continues to rebill monthly. The last configured cycle will repeat until the customer cancels or declines into Recycle Failed status.

Be sure to enable the Trial Options for your trial offers. This will prevent the customers from repurchasing and abusing your offer.

By enabling the Trial Options, this will allow you to use an authorization type for the offer. Here are the authorization types available:

  • Authorize and Void: This strategy will perform authorization for the full Cycle 2 trial amount. On approval, the cycle 1 charge is billed and the initial authorization is voided.

  • Hold Trial Charge: Like Authorize & Void, this option authorizes the full cycle 2 trial amount. The difference is that the Authorization is not voided, but instead is left in place. On the day of the cycle 2 billing, the authorization is settled. This option has excellent approval percentages, but is disadvantaged because the charge is visible on the customers card as a pending transaction for the duration of the trial.

  • Validate Card: This option is only used for free trials. It will preauthorize a card for up to $15.00 and immediately void it if successful. This should always be used if Cycle 1 is $0.00 because $0.00 transactions do not go to the gateway, which means the Konnektive will not acquire the token needed to validate the rebills.

7 Day Trial offer (Digital)

Cycle 1 for recurring offers always happen at the time of purchase. When the order is placed and the billing occurs, the system will wait for the amount of time set in the cycle 1 bill delay before it bills for Cycle 2.

Cycle 2 should be set up to bill for the product with a bill delay of 30 days so that it continues to rebill monthly. The last configured cycle will repeat until the customer cancels or declines to Recycle Failed status.

Be sure to enable the Trial Options for your trial offers. This will prevent the customers from repurchasing and abusing your offer.

If this is a free trial you will need to use the Validate Card trial authorization type. This will preauthorize the card for up to $15.00 and immediately void it if successful. This should always be used if Cycle 1 is $0.00 because $0.00 transactions do not go to the gateway, which means the Konnektive will not acquire the token needed to validate the rebills.

Free/Discounted Item with Membership

If you are running a membership where the customer earns a free/discounted item by joining, set the base product to be your membership product, then set the additional item as the cycle 1 combination item. Be sure to make Cycle 1 shippable within the Cycle by Cycle settings, and double check that the base product used for the offer is also set to be shippable. The last configured cycle will repeat until the customer cancels or declines into Recycle Failed status.

The example above charges the customer $39.97 at the time of purchase which grants the customer access to the membership program and ships an additional item to the customer. Each cycle thereafter will bill $49.97 every 30 days for the customer to remain active on the membership subscription, and no further items will be shipped.

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