Products ✱

Before you add products, set up the following information, however it best fits your business needs:

Delivery Options

You must decide how you would like your products to be delivered. You will later select the delivery options for specific products when you enter products in the web admin tool. For more information, see Deliver Digital Products.

Support Contacts (Optional)

If you would like to provide customers with information on who they can contact at your company for product-specific questions, set up support contacts in the Support Contact portal. You will later select support contacts for specific products when you enter products in the web admin tool.

Shipping Configurations (Optional)

If you sell physical products, set up shipping configurations in the Shipping Configuration portal to specify shipping methods and prices.

Before you can add a product, you must select a product type, which determines the basic characteristics of the product.

Select a Product Type

1. In the main menu, select Products & Delivery > Add Product. A drop-down list displays with all product types.
2. Select the product type. The Product portal opens with the appropriate settings for this product type. However, if you select the Product product type for the first time, the Product Wizard opens.

Product Type Descriptions

The following describes the types of products you can add to the Cleverbridge platform.

Product

Product is the main type of product in the Cleverbridge platform. Clients typically use this product type.

Base Product

A base product includes default product information that is passed down to child products.

Additional Service

An additional service is a type of product that you define based on extra services you offer to your customers. Examples of additional services are technical support and extended download.

For more information, see Offer and Manage Bundles.

Bundle

A bundle is a combination of two or more products sold together at a specific price. The bundle price is generally lower than the sum of the individual product prices, which creates an incentive to buy several products at once.

In the Cleverbridge platform, a product bundle consists of products packaged together, not several licenses packaged together for one product.

When products are combined to make a bundle, they do not retain their individual product IDs. Instead, they use one bundle ID.

Bundled products must remain together. Single products can't be deleted from a bundle during the order An agreement between a seller and a buyer to exchange goods and/or services for money. An order can: - contain multiple products and quantities; - have multiple financial transactions. A preorder authorization is considered an order. process.

For more information, see Offer and Manage Bundles.

License Certificate

A license certificate is a physical certificate stating the customer An individual or business purchasing your product or service by placing an order through Cleverbridge. The customer is the end user of this product, as they are not allowed to resell the purchased products or services. ​ A customer is unique per client. If a customer purchases products or services from two different clients, there are 2 separate records of said customer.​ bought a license for a product.

Online Backup

An online backup is a service offered to customers so that they can contact Customer Support (customersupport@cleverbridge.com) at any time for a new download link or the original license key.

You can use the General section of the Product portal to enter settings that define the overall characteristics of the product. Enter information in the following sections:

The Images and Content section of the Product portal controls what information is displayed for this product in the following online locations:

• In the shopping cart
• As delivery information
• In a recommendation
• In a Cleverbridge-hosted catalog

Add content to the following sections:

You can use the Suggested Retail Price section of the Product portal to determine how to price your product. Enter information in the following sections:

Price Options

You can use the Price Options section of the Product portal to enter additional settings for product pricing, with the following options:

Allow Dynamic Product Price

Select to enable the product for a dynamic product price. Dynamic products are created with parameters that are added to the URL. For more information, see Dynamic Products.

Shipping Configuration

If this product is a physical product, select a shipping configuration. You must have shipping configurations set up already for them to display in the drop-down list.

Base Price

You can use the Base Price section of the Product portal to set up pricing for the product. In this section you can set up:

Set Up Regular Pricing

Set Up Volume Pricing

You can use volume pricing to set different prices based on the quantity of the products purchased. To set up volume pricing, follow these steps in Commerce Assistant:

1. In the main menu, select Products & Delivery > Products.
2. Select and open the product you want to set up volume pricing for.
3. Open the Base Price section.
4. In the Volume pricing method drop-down list, select a volume pricing model.
5. In the price grid, enter product pricing for the first tier of the volume scale.
6. In the second row of the price grid, in the Quantity column, enter the starting quantity for the next tier. For example, if the first tier is 1-9 units, the second tier would start with 10.
7. In the second row of the price grid, enter prices for that tier in the various currency columns.
8. Repeat for every tier in the volume scale.
9. Click Accept.

Set Up Subscription Products

The Cleverbridge subscription commerce platform manages subscriptions in a similar fashion as products and services that have a one-time payment Exchange of money for goods and services in an acceptable amount to the customer where the payment amount has been agreed upon in advance. The customer can only pay with an accepted payment method. Each payment has an individual payment cost. model. All subscriptions must be set up in the Cleverbridge platform, and you have the following options:

Set Up a Fixed-Price or Variable-Price Subscription

To set up a fixed-price subscription (that is, a subscription product with a price that does not change through the subscription cycle) or a variable-price subscription (that is, a subscription product with unique prices for different intervals of time) follow these steps:

Step 1: Enable Subscription Billing for the Product

1. In the main menu of the Commerce Assistant, click Product & Delivery > Products.
2. Select the product for which you want to enable subscription billing.
3. Click Suggested Retail Price > Base Price.
4. Click Toggle Subscription Billing on the top right. Subscription Options appears under Suggested Retail Price.

Step 2: Define General Settings

1. Click Suggested Retail Price > Subscription Options.
2. Choose from the following settings:

Option	Description
End subscription after this many billing events	To end a subscription after a certain number of billing events, check this box and enter the desired number of billing events. The initial payment is not included in this number.
Sync next billing date with last payment date	Syncs the billing date with the date the last payment was received. In the event of late payments, this option automatically recalculates the next billing event date according to the last date a payment was received from the customer.
Cannot be canceled	Prevents the customer from canceling a subscription.
Subscription Agreement Type	Important The product setting Subscription Agreement Type is managed by Client Experience and therefore not visible for clients. Opt-in is the default subscription agreement type; it is suitable for most products. Opt-out and Text only should be used in exceptional cases only because they entail a higher risk of customers completing a subscription without being aware of it. This could lead to increased chargeback A credit card chargeback, typically referred to as chargeback, occurs when a customer successfully disputes a transaction on their bank report. Unlike a refund, where Cleverbridge proactively returns the amount to the customer, a chargeback involves the customer's bank automatically withdrawing the amount from Cleverbridge's account. Cleverbridge can contest illegitimate claims, but the card organization makes the final decision. Successfully contested chargebacks still contribute to the chargeback ratio., refund, or customer contact rates. Select whether there is a Confirm subscription checkbox on the signup page and whether this checkbox is already checked. You can choose from the following options: Opt-in (default) – The Confirm subscription checkbox is unchecked. Do not combine with subscription confirmation type Cannot be confirmed. Opt-out – The Confirm subscription checkbox is pre-checked. Text only – There is no checkbox. The customers only see a text with the information that they are buying a subscription product with auto renewal. Do not combine with subscription confirmation type Must be confirmed.
Subscription Confirmation Type	Important The product setting Subscription Confirmation Type is managed by Client Experience and therefore not visible for clients. Must be confirmed is the default subscription confirmation type; it is suitable for most products. Confirmation is not required and Cannot be confirmed should be used in exceptional cases only because they entail a higher risk of customers completing a subscription without being aware of it. This could lead to increased chargeback, refund, or customer contact rates. Select whether customers must confirm on the signup page that they understand they are signing up for a subscription to the product. You can choose from the following options: Must be confirmed (default) – The customers cannot proceed to the checkout unless they check the Confirm subscription checkbox. Do not combine with subscription agreement type Text only. Confirmation is not required – The customers can proceed to the checkout without checking the Confirm subscription checkbox. Cannot be confirmed – The customers can automatically proceed to the checkout. There is no Confirm subscription checkbox or text. Do not combine with subscription agreement type Opt-in.
Cancelation product list	Select other subscription products that will be canceled if this product is purchased. The canceled subscriptions are based on the customer’s billing email address.
License type text	If required, select if you want the text to change in the checkout process based on the following types of licenses. These options only change the text and not subscription prices or other factors. Per enabled computer – The product text describes that the yearly price for the subscription is based on one computer, regardless of how many users use the computer. Per enabled user – The product text describes that the yearly price for the subscription is based on one user account. Undefined – The product text is generic. This is the default option.

Step 3: Select an Initial Subscription Interval

In the Initial Subscription Interval A subscription interval is the time period after which a recurring purchase is renewed and billed. The time period can be set in days, months, or years. One subscription can contain x products, all renewing on the same date. field, define how much time should pass between the initial payment and the first subscription billing event. This can be set in months or days. After the first billing event, the amount of time set for Recurring Subscription Interval is used for future billing events.

Step 4: Select a Recurring Subscription Interval

In the Recurring Subscription Interval field, define how much time there should be between billing events. This interval can be set in months or days, such as 1 month, 14 days, 4 months, and so on. Typically, 1, 3, or 12 months are used for monthly, quarterly, or annual billing intervals.

Step 5: Enter Product Pricing

1. Click Suggested Retail Price > Base Price.
2. Select a Volume Pricing Method from the drop-down list. For further information about Volume Pricing, see Use Volume Pricing.
3. Select a Price type for taxation from the drop-down list.
4. By default, the Intervals box to the left of the price grid displays 0. Enter unique pricing information in the price grid for interval 0.

   Note

   Interval 0 is the initial payment price for the product. It will remain the payment price for all subsequent subscription intervals if you do not enter pricing information for another interval.

5. If you are setting up a fixed-price subscription product that does not change throughout the subscription cycle, proceed to set up the delivery details. If you are setting up a variable-price subscription product with unique prices for different intervals of time, continue to point 6.

   Important

   We do not recommend setting up identical prices for intervals of different lengths.

6. Select another interval using the drop-down list, and click Add. Interval 1, for example, is the first billing event after the initial payment.
7. Enter unique pricing information in the price grid for the interval.
8. Repeat points 6 and 7 for any additional intervals.

   Example

   The initial payment price is $100 for the first year. After the first year, the customer pays a quarterly price of $20. You set the quarterly price as future intervals, starting with Interval 1.

For detailed information about setting up pricing, see Products ✱.

Step 6: Set Up Delivery Details

1. Click Delivery > Delivery Details.
2. Select a Delivery type for your product.
3. Configure the Options for the Delivery type you chose.
4. Select a Subscription Billing Option.
5. To add additional delivery options for your subscription product, select Use different delivery details and click Add Delivery in the action bar.

For detailed information about setting up delivery details, see Products ✱.

Combine a Regular Product with a Subscription

You can sell a regular product with an additional subscription contract, such as a maintenance plan or other additional service.

1. Set up the regular product.
2. Set up the subscription product.
3. Set up a cross-sell for the subscription product to combine it with the regular product. A cross-sell is a type of recommendation.

For more information on recommendations, see Add a Recommendation.

Set Up a Free Promotional Period for a Subscription

You can offer customers a free trial period, such as 30 days. If the customer doesn't cancel within that time frame, the free trial subscription automatically converts to a paid subscription at the end of that period, unless you give the customer a possibility to subscribe to a free trial without providing payment details. A free trial period is set either in the product itself or by using a coupon code.

Set Up the Free Trial on the Product Level in CA

1. In the main menu of the Commerce Assistant, select Product & Delivery > Products.
2. Select the product you want to set up a free trial period for.
3. Click Suggested Retail Price > Base Price.
4. If subscription billing hasn't been enabled for the product, click Toggle Subscription Billing on the top right. Subscription Options appears under Suggested Retail Price.
5. Click Suggested Retail Price > Subscription Options and define the length of the free trial under Initial Subscription Interval.

   Example

   You want to set up a free trial period of 30 days for your product. In this case, you select Number of days and enter 30 under Initial Subscription Interval.

6. Click Suggested Retail Price > Base Price and enter 0 as the price for Interval 0.

   Note

   Interval 0 is the initial price for the product. It will remain the price for all subsequent subscription intervals if you do not enter pricing information for another interval.

7. Select Interval 1 from the drop-down list, and click Add.
8. Enter unique pricing information in the price grid for the Interval 1. This is the amount the customer will pay when the free trial period ends.

Set Up the Free Trial Using the Coupon Code in CA

1. In the main menu of the Commerce Assistant, select Marketing > Add Promotion. The Promotion portal opens.
2. In the General section, enter a name for the free trial promotion, for example "Shieldware Internet Security – Free Trial".
3. Select the Discount section and set up the discount as shown on the screenshot below. For more information on the individual options, see Set Up Discount for Promotion under Add a Promotion.



4. Select the Coupons section and generate a coupon code:
1. Click Generate. The Generate Coupons window opens.
2. Enter information about how the coupon code should be created.
3. Click OK. The coupon code is added.
5. In the Products section, specify the subscription product you want to set up a free trial period for. For more information on how to do this, see Add Products to a Promotion.
6. Click Save in the upper left corner of the Promotion portal.

Combine a Subscription with a Promotional Discount

You can combine subscriptions with promotional discounts. This means you can control how the promotional campaign is billed. You can decide whether the discount is:

• Only for the initial purchase
• For a limited number of billing events

Discount Only for Initial Purchase

To provide a discount for the initial purchase only:

1. In the main menu of the Commerce Assistant, click Marketing > Promotions.
2. Select the promotion you want to offer for the initial purchase.
3. Click Discount.
4. Select Apply to subscription billing intervals.
5. Enter 0. Only the initial purchase is discounted. Later billing events are full price.

Discount for Limited Number of Billing Events

To provide a discount for a certain number of billing events:

1. In the main menu of the Commerce Assistant, click Marketing > Promotions.
2. Select the promotion you want to offer for the initial purchase.
3. Click Discount.
4. Select Apply to subscription billing intervals.
5. In the toggle to the right, enter the number of billing events for which the discount applies. Later billing events are full price.

To set up volume pricing, see Use Volume Pricing. To set up subscription pricing, see Set Up Subscription Products.