Common Offer Setups
Last updated
Last updated
Below you will find examples of the most common offer setups
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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 is Shippable, be sure to mark the offer as Shippable as well as the base product used for the offer.
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 the next cycle. The last configured cycle will repeat until the customer cancels or declines out, so only a single cycle needs to be configured for monthly recurring offers. If the offer is Shippable, be sure to mark the offer as shippable as well as the base product used for the offer.
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 out.
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.
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 out.
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.
