Tools

The Tools module within the Subscription Commerce Manager allows you to create and edit sets of prices and price-related rules, define geographical areas, and categorize lists of products for sales and marketing purposes. To access the module, go to Configure > Tools.

Price Rules

Price rules are used to specify which prices the customers pay according to the specific market they belong to. In the Price Rules section, you can find the following features and options:

Dashboard

On the Price Rules dashboard, you can find the following:

Add a Price Rule

You can use the Price Rules to control which prices can be used by customers according to specified factors such as:

• Region
• Language
• Payment option
• Parameter
• Channel

The price rules override the standard price for a specific market. There is no limit to the number and variety of price rules you can set up per product. You can create multiple variations of a product price but for different locations, for example.

For more information, see Localize Your Checkout Pages.

If you enter no parameter value in the Conditions Settings area, then the default is used for the price rule.

Multiple Configurations

If multiple price rules are set up, you can determine the order in which they should be applied. If the conditions for a Price Rule are met, then the first Price Rule is applied. If not, then the next Price Rule is analyzed, and so on down the list. If no price rules can be applied, then the regular product price is applied.

If you have several price rules for different regions, then they work in parallel by default.

To add a price rule, click Add price rule and enter information a as follows:

1. In the General section, enter a unique name for the Price Rule.
2. In the Price configuration drop-down list, select a price configuration. To create a new price configuration, click the Add new button. For more information, see Add a Price Configuration.
3. In the Conditions Settings section, enter or select information for the following options:

   Note

   You should consider the following when using the Conditions Settings:

   1. The price rule that is triggered by the configuration setting is defined in the Price Configuration that you select in step 2 above. It can be found under Products > Price Settings or Product Lists > Price Settings.
   2. The price rule triggered by the configuration setting will only be applied to the following:
      1. Products that were added to the Price Configuration selected in step 2.
      2. Net price of those products. (The total cart value will not be affected.)
   3. If the Price Configuration that you select in step 2 contains a product list, the following logic applies:
      • The price rule triggered by the configuration setting is applied to all of the products in the cart which were included in the Products Lists tab of the Price Configuration. In other words, if you define a 25% discount under Product Lists > Price Settings, and the customer selects one or more of these products, the individual will get a 25% discount on the net price of each of these products.
      • The price rule for a single product overrides the price rule for the same product in a product list. In other words, if product A is included twice in a Price Configuration and is given a 25% discount under Products > Price Settings and a 50% discount under Product Lists > Price Settings, the customer will receive a 25% discount on the net price of product A if the price rule is triggered.

   Field	Description
   Parameter value	When you enter a parameter, the customer only receives the price if the parameter is passed in the URL. Use the &pricerule= parameter in the URL with a specific price configuration. For example, &pricerule=configuration123. Note If you enter no parameter value, then the price rule is used by default. On the other hand, if you enter a parameter value, you have to add &pricerule=<parameter> to the URL. If one account has several price rules, make sure to use parameters; otherwise only the first price rule applies.
   Region	Select a region for which the price is applicable. In the checkout process, the region is determined by the customer's IP address. The regions can be freely defined by you and are not geographically limited. To create a new region, click the Add new button. For more information, see Add a Region.
   Partner A company that buys your products in bulk for a discounted price and resells them to their customers for a profit. In legal terms, a partner is a regular customer as there is no partnership agreement with Cleverbridge in place./Affiliate An individual or a company that markets a product to potential customers. The Affiliate receives a commission on a specific action (also called event: e.g., sale, lead, click, visit etc.) previously agreed upon with you, the advertiser. Each action is tracked via a unique tracking link from Partnerize.​ ​An affiliate is also called a publisher. group	Select a partner/affiliate group for which the price is applicable. Only partners who are included in the group receive the price when ordering.
   Payment option	Select a payment option Set of payment choices displayed to the customer on the checkout page. Available payment options are based on the customer's GeoIP location and include different payment methods and types, for example: a Purchase order (PO) is a payment option we offer our B2B customers. POs are usually paid via the payment method of wire transfer. for which the price is applicable when the customer selects the payment option in the checkout process.
   Language	Select a language for which the price is applicable. In the checkout process, the language is determined by the customer's default browser language.
   Minimum license number	Enter the minimum number of licenses that must be in the shopping cart for the price rule to be applied. This can be used, for example, if you offer discount offers such as buy three, get 25% off. Note If you use the Minimum license number setting, the price rule will only be triggered if the cart contains a number of items greater than or equal to the number specified in the Minimum license number field. For example, if the minimum license number is 3, there must be at least 3 items in the cart to trigger the price rule. This could be 3 of the same item or 3 different items. Example 1 You have selected a price configuration that specifies a discount of 25% for product A. The minimum license number is 3. The customer adds product A to the cart, and then changes the quantity of that product to 3. All three products are discounted by 25%. Example 2 You have selected a price configuration that specifies a discount of 25% for products A and B. The minimum license number is 3. The customer adds products A, B, and C to the cart. Product C is full price, and products A and B are 25% off. Example 3 You have selected a price configuration that specifies a discount of 25% for product A and a discount of 50% for product list AB. The minimum license number is 3. The customer adds products A, B, and C to the cart. Product C is full price, product A is 25% off, and product B is 50% off.

4. Click Save and complete.

Regions

Regions are used to define geographical areas for pricing, shipping, as well as marketing and reporting purposes. In the Regions section, you can find the following features and options:

Dashboard

On the Regions dashboard, you can find the following:

Add a Region

A region is an area of the world you specify for shipping configurations, price configurations, marketing campaigns, and reporting of your products.

To add a region, click Add region and complete the following:

1. Enter a name for the region.
2. Open the expandable hierarchy to select the specific locations that belong to the region. Each top-level region contains several sub-locations in the hierarchy. If you click the top-level region, all its sub-locations are automatically selected. For example, clicking World automatically selects all regions and all sub-locations.
3. Click Save.

Price Configurations

Price configurations are used to create and apply price rules for your products. You configure a price by combining parameters such as regions, products, and languages. In the Price Configurations section, you can find the following features and options:

Dashboard

On the Price Configurations dashboard, you can find the following:

Add a Price Configuration

A price configuration is used to create sets of prices for a single product ID. You use price configurations to create special pricing based on a combination of regions, products, languages, and so on.

To add a price configuration, click Add price configuration and enter a unique name for the price configuration.

Enter information in the following sections:

Notifications

You can use Notifications to send purchase-related data from our platform to your internal systems, allowing a seamless data synchronization at all times. This section allows you to add, view, edit, set up, and test notifications. For more information about the notifications Cleverbridge offers, see .

In the Notifications section, you can find the following features and options:

Dashboard

On the Notifications dashboard, you can find the following:

Add a Notification

Use the Add Notification button to add the notification type you want to receive, the format you want to receive it in, regarding the purchase-related event of your choosing. For more information on what type of notification you want to add, see .

1. Enter information in the following sections:
   General

   You can use the General section to enter these settings for a notification:

   Warning

   The transmission of data over the Internet or other networks involves certain security risks. Cleverbridge recommends performing an evaluation of your data protection requirements as well as a thorough risk analysis of the different transport layers available. Risk analysis determines which transport layer best meets your requirements for data confidentiality, integrity, and availability. For more information contact, contact Client Experience.

   Name

   Enter a unique name for the notification.

   Transport Layer

   Select a delivery method for the notification. The Transport Layer Details area displays different fields, depending on which transport layer you select.

   Note

   SSL certificates for HTTPS and FTPS are only supported if they are signed by a trusted authority.

   Email

   An email containing transaction data files is sent to the selected contact. The data files are attached to the email. The subject line of the email includes a pre-defined prefix that reflects the notification type. For a list of the available prefixes, see Notification Types.

   The following options are available:

   Option	Description
   Contact	Select the person who will receive the notification.
   One email per item	Click the toggle to send separate email notifications for each item ordered in a cart, rather than one email containing information about all products in one purchase.

   Note

   Email notifications are only transmitted if the receiving server supports SSL encryption.

   FTPS Upload

   FTP Secure Upload is an option to upload data to your FTP server using SSL cryptography. Enter the following information:

   • Server’s hostname
   • Destination directory for uploading the files
   • Username and password

   HTTPS POST

   HTTPS POST transfers encrypted transaction data based on an XML POST. With this type of transfer, the data itself (for example, the XML document) is the content of the POST data submitted with the POST request from Cleverbridge.

   You can further protect the URL using basic web authentication (username and password). You can also protect this URL or server by limiting the IP ranges from which it can be accessed. Cleverbridge accesses from one of the following networks:

   • 185.55.69.129 – 185.55.69.158
   • 185.55.70.33 – 185.55.70.62

   HTTPS POST (in Variable)

   HTTPS POST is also available as a variable alternative, which submits the XML document as a regular POST variable called XML. With this method, the receiving script or code acts like it is receiving a POST submit from an HTML form, including an HTML TextArea with the name XML.

   Example

   You can use the following HTML code to test your receiving web server script:

   <html>
     ...
     <body>
       <form action="https://yourserver/yourscript.xxx" method="post" enctype="multipart/form-data">
         <input type="file" name="file"><br>
         <input type="submit">
       </form>
     </body>
     ...
   </html>

   HTTPS Upload

   You can use HTTPS Upload to upload the encrypted transaction data to your web server. This is accomplished by a POST request that is initiated using the same protocol as a web upload. For this option, you must enter the HTML page URL using https://.

   You can further protect this URL using basic web authentication (username and password). You can also protect this URL or server by limiting the IP ranges from which it can be accessed. Cleverbridge accesses from one of the following networks:

   • 185.55.69.129 - 185.55.69.158
   • 185.55.70.33 - 185.55.70.62

   SFTP Upload

   Secure FTP Upload is an option to upload data to your FTP server using the SSH protocol. Enter the following information:

   • Server’s hostname
   • Destination directory for uploading the files
   • Username and password

   Note

   These IP ranges used by Cleverbridge are subject to change, but we will alert you in advance of any change. Cleverbridge does not recommend implementing security based on restricting IP addresses because it only offers limited security and can create problems when requested changes cannot be completed in time. Cleverbridge offers proper authentication through usernames and passwords.

   Active

   If you want to deactivate the notification, you can do so by turning off the toggle. The system will then stop generating any notification.

   Settings

   You can use the Settings section to select a document type and enter the settings for that document type.

   Document Type

   There are several formats for transmitting data in notifications:

   • JSON object
   • CSV file
   • Excel (not available for notifications with Transport Layer: Email)
   • Key value pair file (the INI file format)
   • XML document
   • Text (only available for notifications with Transport Layer: Email)
   • All (results in four attachments for every notification)

   Tip

   Cleverbridge recommends basing any automated integration on the JSON object. The JSON object includes all transaction-related information. Also, JSON and XML specifications are regularly updated to add new data fields.

   Note

   Cleverbridge regularly releases updated XML schema versions. If you use XML notifications, you must notify Client Experience that you need to be notified when the XML schema is updated. They email you for updates.

   Enter Settings

   1. In the Document Type drop-down list, select a format. The fields relevant to the selected format are displayed.
   2. Select information in the following fields:

   Option	Description
   Interval	Determines how often the notifications are sent. Daily, weekly, and monthly notifications are only available for the transport layer delivery types FTP and HTTP Upload.
   Language	Language of the notification.
   XML Schema	Select the XML schema version. XML notifications can be generated so that they are compatible with newer or older versions of XML.
   XML Encoding	Select the XML character set encoding type. The types are as follows: Unicode Unicode (UTF-8) Western European (ISO)

   Notification Events

   You can use the Notification Events section to configure the events that trigger a notification. You can configure notifications by product list and region, and then specify the event.

   Product List

   Optionally, select a product list to narrow the list of products that notifications are sent for. If no product list is selected, notifications are sent for all products.

   Region

   Optionally, select a region to narrow the locations that notifications are sent for. If no region is selected, notifications are sent for all regions.

   Tip

   The Subscription Commerce Manager provides a range of pre-defined, common regions you can use instead of configuring your own. The pre-defined regions are displayed at the bottom of region lists throughout the application and are preceded with the text [cleverbridge]. To view what is included in the pre-defined regions, use the Regions search to find and view them.

   Events

   Select the events that trigger notifications. For a table that lists each notification event, along with its corresponding notification type, email prefix, and a short description, see Notification Types.




2. Click Save and Complete.

Manage Notifications