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 An order made by a customer and the records associated with it. and renewed subscription allows you to grow your existing business and increase your annual recurring revenue. (ARR).
In the Cleverbridge platform, the Package Discounts (PD) 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.
Note
The Package Discount feature is the newest addition to the Cleverbridge platform. This feature is currently in its beta version.
Package Discount Setup
Assuming you set up your products and pricing already, you can set up a package discount in the Cleverbridge platform in just 3 steps:
If you didn’t set up your products and pricing yet, see how to Add a Product.
1. Define 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 more information, see Add a Product List.
Note
The PD 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.
2. Set up Discount Threshold
PD triggers a special price when a threshold of your choosing is met. For example:
- If 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. cart consists of 2 items, the customer receives a 20% discount on the total cart amount.
- If the customer cart consists of 3 items, the customer receives a 30% discount on the total cart amount.
- If the customer cart consists of 4 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.
3. Configure Discount Settings
You can apply a PD using 3 discount pricing methods: absolute discount, percentage discount, or fixed price. You can also configure volume pricing for PD by using volume scale with each of these methods.
Example
PD triggers an associated discount price when the following item threshold is met:
If the customer cart consists of 3 items, then 99.00 € fixed price on the total cart amount.
The details are shown in the table below:
Settings | Package Discount |
---|---|
Cart Items Number | 3 |
Original Cart Price | 158.97 € |
Discount Pricing Method: Fixed Price | 99.00 € |
Discounted Amount | 59.97 € |
Discount Cart Price | 99.00 € |
The PD price configuration in the cart is activated when passing the &packagediscount parameter in the URL.
Example URL
https://www.cleverbridge.com/<clientID>/?scope=checkout&cart=<productID1>,<productID2>,<productID3>&packagediscount=<PD-value>
where:
<clientID>
is your account ID<productID1>,<productID2>,<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 the web admin tool, in the above example this can bepackagedeal
Use Cases
According to your business needs, you can implement the PD feature by applying the following use cases:
Apply 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 PD 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 Use Volume Pricing > 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 3 items & LicenseQuantity = 5 units per item, then a 109.99 € fixed price is applied on the total cart amount.
Conditions
For product & pricing setup:
- We selected the volume pricing method Top-down discount (packages).
- We set up volume pricing of 72,99 € per 5 licenses purchased for each product.
For the PD configuration:
- We selected a product list with 1-year subscriptions.
- We selected the discount method Fixed Price (volume scale).
- We set up the PD fixed price of 109.99 € for the 3 items/5 licenses per item purchased in the cart.
The details of the setup are shown separately in the tables below:
Product Setup | Volume Discount |
---|---|
Product Amount | 1 |
License Quantity | 5 |
Original Individual Price | 264.95 € (5 × 52,99 €) |
Discount Pricing Method | Top-down discount (packages) |
Discounted Amount | 191.96 € |
Discount Volume Price | 72.99 € (5 × 14,59 €) |
Product Setup | Volume Discount |
---|---|
Cart Items Number | 3 |
Quantity per Item | 5 |
Original Package Price | 218.97 € (3 × 72,99 €) |
Discount Pricing Method | Fixed Price (volume scale) |
Discounted Amount | 108.98 € |
Discount Cart Price | 109.99 € (3 × 36,65 €) |
The calculation logic in the cart is as follows:
- If LicenseQuantity per cart item = 5 units per item, then a fixed price of 72,99 € is applied to each item in the cart.
- If the customer cart consists of 3 items & LicenseQuantity = 5 units per item, then a fixed price of 109.99 € is applied to the cart.
Then
The PD price configuration in the cart is activated when passing the &packagediscount parameter in the URL.
Example URL
https://www.cleverbridge.com/<clientID>/?scope=checkout&cart=<productID1>,<productID2>,<productID3>&quantity=5&packagediscount=fixed
where:
<clientID>
is your account ID<productID1>,<productID2>,<productID3>
are the IDs of the products you want to include in the cart
Add Package Discount with Volume Pricing
To apply a package discount with volume pricing, open Campaigns > Package Discounts in the Subscription Commerce Manager 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.
- Click Add Package Discount and give a name to your package discount configuration.
- Add a parameter name for your PD configuration.
- 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).
- Select item threshold.
- Select product list.
- Select a price type for taxation, either net or gross price.
- Select a volume pricing method you wish to apply. For this use case, we’ve chosen Top-down discount (packages).
- 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:
Quantity Euro (Base Currency) 1 79,99 5 109.99 - Click Save & 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 Links 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:
Conditions
- We set up products and pricing of 52,99 € per unit.
For the PD configurations:
- We selected a product list with 1-year subscriptions.
- We selected the discount method Fixed Price for the first PD.
- We set up the PD fixed price of 95.38 € for the 3 items purchased in the cart.
- We created a second package discount for CyberWeek with the parameter value: absolute20. It allows for an absolute discount of 20 € to be applied as a price rule.
The details are shown in the table below:
Package Discount | Price Rule Discount | |
---|---|---|
Cart Items Number | 3 | |
Original Price | 158.97 € (3 × 52,99 €) | |
Discount Pricing Method | Fixed Price: 95.38 € | Absolute Discount: 20 € |
Discounted Amount | 63.59 € | 20 € |
Discount Cart Price | 75.38 € |
The PD price configuration and the price rule are activated in the cart when passing the &pricerule parameter in the URL.
Example URL
https://www.cleverbridge.com/<clientID>/?scope=checkout&cart=<productID1>,<productID2>,<productID3>&pricerule=<PR-value>
where:
<clientID>
is your account ID<productID1>,<productID2>,<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 Package Discount with Price Rule
To apply a package discount with price rules, complete the following steps:
- Open Campaigns > Package Discounts in the Subscription Commerce Manager and do the following:
- Click Add Package Discount and give a name to your package discount configuration.
- Under Discount Settings, select the discount pricing method you wish to apply. For this use case, we’ve chosen fixed price.
- Select item threshold.
- Select product list.
- Select a price type for taxation, either net or gross price.
-
Set the fixed package price. For this use case, we’ve introduced:
Quantity Euro (Base Currency) 1 52,99 - Click Save & Close. Your first PD configuration is complete.
- Repeat the abovementioned steps to create the additional package discount configuration you want to apply for CyberWeek via a price rule. All steps are identical except:
- We selected absolute discount as discount pricing method to apply for CyberWeek.
- We entered 20 € discount to apply to the cart.
To apply package discounts with price rules, open Tools > Price Rules in the Subscription Commerce Manager 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 and select your first PD configuration previously created.
- Under Additional Package Discount, select your second PD configuration you previously created to apply for CyberWeek to the cart.
- Add a Parameter Value to activate the region price rule in the URL.
- Click Save & 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 Links Using Link Generator.
Use 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 3 items, then 95.38 € fixed price is applied to the total cart amount.
- If Customer = 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., then 30 % percentage discount is applied to the discounted cart amount.
Then
Conditions
- We set up products and pricing of 52,99 € per unit.
For the PD configurations:
- We selected a product list with 1-year subscriptions.
- We selected the discount method Fixed Price for the first PD.
- We set up the PD fixed price of 95.38 € for the 3 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 are shown in the table below:
Package Discount | Price Rule Discount | |
---|---|---|
Cart Items Number | 3 | |
Original Price | 158.97 € (3 × 52,99 €) | |
Discount Pricing Method | Fixed Price: 95.38 € | Percentage Discount: 30 % |
Discounted Amount | 63.59 € | 28.62 € |
Discount Cart Price | 66.76 € |
The PD price configuration and the price rule are activated in the cart when passing the &pricerule parameter in the URL.
Example URL
https://www.cleverbridge.com/<clientID>/?scope=checkout&cart=<productID1>,<productID2>,<productID3>&pricerule=<PR-value>
where:
<clientID>
is your account ID<productID1>
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 Package Discount with Partner Pricing
To apply a package discount with price rules, complete the following steps:
- Open Campaigns > Package Discounts in the Subscription Commerce Manager and do the following:
- Click Add Package Discount and give a name to your package discount configuration.
- Under Discount Settings, select the discount pricing method you wish to apply. For this use case, we’ve chosen fixed price.
- Select item threshold.
- Select product list.
- Select a price type for taxation, either net or gross price.
-
Set the fixed package price. For this use case, we’ve introduced:
Quantity Euro (Base Currency) 1 52,99 - Click Save & Close. Your first PD configuration is complete.
- Repeat the abovementioned steps to create the additional package discount configuration you want to apply for CyberWeek via a price rule. All steps are identical except:
- We selected percentage discount as discount pricing method to apply for the partner.
- We entered a 30 % discount to apply to the cart.
To apply package discounts with price rules, open Tools > Price Rules in the Subscription Commerce Manager 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 and select your first PD configuration previously created.
- Under Additional Package Discount, select your second PD configuration you previously created for the partner to apply to the cart.
- Add a Parameter Value to activate the price rule in the URL.
- (optional) Under Conditions Settings, select a region to apply the package discounts to a specific region via price rule. To create a new region, click the Add new button on the right.
- Click Save & Close. Your price rule is set.
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.
You can now generate a URL for your partners with special pricing. For more information on how to generate URLs, see Create Links Using Link Generator.