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Enable package deals

You can offer package deals in your shopping cart to entice customers to buy more products simultaneously. Selling recurring products together and offering a special package price on the multi-item purchase and renewed subscription allows you to grow your existing business and increase your annual recurring revenue (ARR).

In the Cleverbridge platform, the Package Discounts feature is essentially a discount type that activates a special price when multiple products are purchased together. You can activate the package discount price configuration in the cart by using a parameter.

warning

Combining dynamic pricing and package discounts is not recommended.

Package discount setup​

Assuming you set up your products and pricing already, you can set up a package discount (PD) in the Cleverbridge platform in just three steps. If you didn’t set up your products and pricing yet, see Add a product.

Step 1: Define the product list​

Before starting with your PD configuration, you should define a product list and include the products that should be discounted when placed in the cart together. If no product list is defined, the PD is applied to all your products. For instructions, see Configure a product list.

note

The package discount is only applicable to recurring products with the same billing interval. Setting up product lists for monthly, yearly subscriptions, and 2-year subscriptions ensures that the discounted package price is applied successfully to products on the same renewal date.

Step 2: Set up discount threshold​

PD triggers a special price when a threshold of your choosing is met. For example:

  • If the customer cart consists of two items, the customer receives a 20% discount on the total cart amount.
  • If the customer cart consists of three items, the customer receives a 30% discount on the total cart amount.
  • If the customer cart consists of four items, the customer receives a 40% discount on the total cart amount.

You can also set up multiple discount thresholds in the same package discount setup.

Step 3: Configure discount settings​

You can apply a package discount using three discount pricing methods:

  • Absolute discount
  • Percentage discount
  • Fixed price

You can also configure volume pricing for a package discount by using volume scale with each of these methods.

Example

A package discount triggers an associated discount price when the following item threshold is met:

If the customer's cart consists of three items, then 99 EUR fixed priced is applied on the total cart amount.

Coupon code within checkout

The details are as follows:

SettingsPackage discount
Cart items number3
Original cart price158.97 EUR
Discount pricing method: Fixed price99 EUR
Discounted amount59.97 EUR
Discount cart price99 EUR

The package discount price configuration in the cart is activated when passing the &packagediscount parameter in the URL.

Example

Example URL

https://www.cleverbridge.com/<clientID>/?scope=checkout&cart=<productID1>,<productID2>,<productID3>&packagediscount=<PD-value>

where:

  • <clientID> is your account ID.
  • <productID1>, <productID2>, and <productID3> are the IDs of the products you want to include in the cart.
  • <PD-value> is a package discount parameter name you specify in our web admin tool, in the above example this can be packagedeal.

Use cases​

According to your business needs, you can implement the Package Discounts feature by applying the following use cases:

Apply a package discount to bulk purchases​

For customers interested in purchasing multiple products and acquiring multiple licenses for corporate or recreational use, you can offer a package discount combined with an attractive volume discount.

note

When setting up your products, define the price amount per quantity of licenses purchased and make sure to use the Topdown Discount volume pricing method. For more information, see Volume pricing method > Top-down discount (packages).

Example

You are a software-selling company and want to use PDs to trigger a discount price for a bulk purchase when the following multiple-item threshold is met:

If the customer cart consists of three items and LicenseQuantity is five units per item, then a 109.99 EUR fixed price is applied on the total cart amount.

Example - three items, five licenses

Conditions

For product and pricing setup:

  • We selected the *Top-down discount (packages) volume pricing method.
  • We set up volume pricing of 72.99 EUR per five licenses purchased for each product.

For the PD configuration:

  • We selected a product list with 1-year subscriptions.
  • We selected the *Fixed Price (volume scale) discount method.
  • We set up the PD fixed price of 109.99 EUR for the three items/five licenses per item purchases in the cart.

The details of the setup are as follows:

Product setupVolume discount
Product amount1
License quantity5
Original individual price264.95 EUR (5 x 52.99 EUR)
Discount pricing methodTop-down discount (packages)
Discounted amount191.96 EUR
Discount volume price72.99 EUR (5 x 14.59 EUR)
Product setupVolume discount
Cart items number3
Quantity per item5
Original individual price218.97 EUR (3 x 72.99 EUR)
Discount pricing methodFixed Price (volume scale)
Discounted amount108.98 EUR
Discount volume price109.99 EUR (3 x 36.65 EUR)

The calculation logic in the cart is as follows:

  • If LicenseQuantity per cart item is five units per item, then a fixed price of 72.99 EUR is applied to each item in the cart.
  • If the customer cart consists of three items and LicenseQuantity is five units per item, then a fixed price of 109.99 EUR is applied to the cart.

The PD price configuration in the cart is activated when passing the &packagediscount parameter in the URL.

Example

https://www.cleverbridge.com/<clientID>/?scope=checkout&cart=<productID1>,<productID2>,<productID3>&quantity=5&packagediscount=fixed

where:

  • <clientID> is your account ID.
  • <productID1>,<productID2>, and <productID3> are the IDs of the products you want to include in the cart.

Add a package discount with volume pricing​

To apply a package discount with volume pricing, go to Optimize > Package Discounts in our web admin tool and do the following:

tip

Create a product list beforehand to control which products are included in the PD configuration, especially if you choose the Fixed Price discount method. A product list helps you avoid a lower cart price than what you intended to charge the customer for the purchase of multiple products together.

  1. Click Add Package Discount and give a name to your package discount configuration.
  2. Add a parameter name for your PD configuration.
  3. Select the discount pricing method you wish to apply and add prices accordingly. For this use case, we’ve chosen a **Fixed price (volume scale)*.
  4. Select item threshold.
  5. Select a product list.
  6. Select a price type for taxation, either net or gross price.
  7. Select a volume pricing method you wish to apply. For this use case, we’ve chosen **Top-down discount (packages)*.
  8. Define the volume pricing structure by selecting the quantity and setting the fixed package price for the number of licenses purchased. For this use case, we’ve introduced:
QuantityEuro (base currency)
179.99
5109.99
  1. Click Save and Close. Your PD configuration is complete.

You can now generate a URL and offer package deals for a bulk purchase to your customers. For more information on how to generate URLs for the checkout process, see Create URLs using Link Generator.

Combine package discount with special offers​

Attracting customers with PD deals during a special time of the year like Cyber Week allows you to boost your sales while offering exceptional deals to your customers for a time-limited period.

Example

You are a software-selling company and Cyber Week is around the corner. You can use two PDs to trigger the desired discount in the cart. The calculation logic applies as follows:

  • If customer cart consists of three items, then 95.38 EUR fixed price is applied to the total cart amount.
  • If Timeframe = CyberWeek, then 20 EUR absolute discount is applied to the discounted cart amount.

Example - three items, absolute discount

Conditions

  • We set up products and pricing of 52.99 EUR per unit.

For the PD configurations:

  • We selected a product list with 1-year subscriptions.
  • We selected the Fixed Price discount method for the first PD.
  • We set up the PD fixed price of 95.38 EUR for the three items purchased in the cart.
  • We created a second package discount for Cyber Week with the parameter value: absolute20. It allows for an absolute discount of 20 EUR to be applied as a price rule.

The details of the setup are as follows:

Package discountPrice rule discount
Cart items number3
Original price158.97 EUR (3 x 52.99 EUR)
Discount pricing methodFixed price: 95.38 EURAbsolute discount: 20 EUR
Discounted amount63.59 EUR20 EUR
Discount cart price75.38 EUR

The PD price configuration and the price rule are activated in the cart when passing the &pricerule parameter in the URL.

Example

Example URL

https://www.cleverbridge.com/<clientID>/?scope=checkout&cart=<productID1>,<productID2>,<productID3>&pricerule=<PR-value>

where:

  • <clientID> is your account ID.
  • <productID1>, <productID2> and <productID3> are the IDs of the products you want to include in the cart.
  • <PR-value is a value of the price rule parameter, in the above example it is an absolute discount: absolute20.

Add a package discount with a price rule​

To apply a package discount with price rules, complete the following steps:

a. Open Optimize > Package Discounts in our web admin tool and do the following:

  • Click Add Package Discount and give a name to your PD configuration.
  • Under Discount Settings, select the discount pricing method you wish to apply. For this use case, we chose Fixed price.
  • Select the item threshold.
  • Select a product list.
  • Select a price type for taxation, either net or gross price.
  • Set the fixed package price. For this use case, we introduced quantity = 1 and a price of 52.99 EUR.
  • Click Save and Close. Your PD configuration is complete.

b. Repeat step a. to create the additional PD configuration you want to apply for Cyber Week via a price rule. All steps are identical except:

  • We selected Absolute discount as a discount pricing method to apply for Cyber Week.
  • We entered 20 EUR discount to apply to the cart.

To apply PDs with price rules, open Configure > Tools > Price Rules in our web admin tool and do the following:

  • Click Add Price Rule and give a name to your price rule.
  • Under Configuration Type, select Package Price Configuration.
  • Under Package Price Configuration, select your first PD configuration previously created.
  • Under Additional Package Discount, select your second PD configuration you previously created to apply for Cyber Week to the cart.
  • Add Parameter Value to activate the region price rule in the URL.
  • Click Save and Close. Your price rule is set.

You can now generate a URL and offer package deals combined with special offers. For more information on how to generate URLs, see Create URLs using Link Generator.

Use a package discount for partners​

If you’re already using a PD to incentivize customers to buy products together, you can also allow your registered partners to purchase your already discounted products for a special price.

Example

You are a software-selling company using partners to sell your products worldwide. You want to offer partners package deals on multi-item purchases more attractive than the one you’re offering your regular customers. You can combine two PDs to trigger the desired discount price in the cart. The calculation logic applies as follows:

  • If customer cart consists of thee items, then 95.38 EUR fixed price is applied to the total cart amount.
  • If Customer = Partner, then 30 % percentage discount is applied to the discounted cart amount.

Example - three items, customer is partner

Conditions

  • We set up products and pricing of 52.99 EUR per unit.

For the PD configurations:

  • We selected a product list with 1-year subscriptions.
  • We selected the Fixed Price discount method for the first PD.
  • We set up the PD fixed price of 95.38 EUR for the three items purchased in the cart.
  • We created a second package discount for the partner with the parameter value: partner30. It allows the partner to benefit from a percentage discount of 30 % applied as a price rule.

The details of the setup are as follows:

Package discountPrice rule discount
Cart items number3
Original price158.97 EUR (3 x 52.99 EUR)
Discount pricing methodFixed price: 95.38 EURPercentage discount: 30%
Discounted amount63.59 EUR28.62 EUR
Discount cart price66.76 EUR

The PD price configuration and the price rule are activated in the cart when passing the &pricerule parameter in the URL.

Example

Example URL

https://www.cleverbridge.com/<clientID>/?scope=checkout&cart=<productID1>,<productID2>,<productID3>&pricerule=<PR-value>

where:

  • <clientID> is your account ID.
  • <productID1>, <productID2> and <productID3> are the IDs of the products you want to include in the cart.
  • <PR-value is a value of the price rule parameter, in the above example it is a 30% discount for the partner: partner30.

Add a package discount with partner pricing​

To apply a package discount with price rules, complete the following steps:

a. Open Optimize > Package Discounts in our web admin tool and do the following:

  • Click Add Package Discount and give a name to your PD configuration.
  • Under Discount Settings, select the discount pricing method you wish to apply. For this use case, we chose Fixed price.
  • Select the item threshold.
  • Select a product list.
  • Select a price type for taxation, either net or gross price.
  • Set the fixed package price. For this use case, we introduced quantity = 1 and a price of 52.99 EUR.
  • Click Save and Close. Your PD configuration is complete.

b. Repeat step a. to create the additional PD configuration you want to apply for Cyber Week via a price rule. All steps are identical except:

  • We selected Percentage Discount as a discount pricing method to apply for Cyber Week.
  • We entered a 30% discount to apply to the cart.

To apply PDs with price rules, open Configure > Tools > Price Rules in our web admin tool and do the following:

  • Click Add Price Rule and give a name to your price rule.
  • Under Configuration Type, select Package Price Configuration.
  • Under Package Price Configuration, select your first PD configuration previously created.
  • Under Additional Package Discount, select your second PD configuration you previously created to apply for Cyber Week to the cart.
  • Add Parameter Value to activate the price rule in the URL.
  • (optional) Under Conditions Settings, select a region to apply the PDs to a specific region via a price rule. To create a new region, click the Add new button to the right.
tip

Selecting a region allows you to localize partner pricing. This way, the special discount will only apply to the particular market where your registered partner resells your products.

  • Click Save and Close. Your price rule is set.

You can now generate a URL for your partners with special pricing. For more information on how to generate URLs, see Create URLs using Link Generator.


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