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.
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.