Offer and Manage Bundles

You can use the drop-down list to select a base product on which you can base other products. For a product to appear in the drop-down list, it must be set up in advance.

For more information about base products, including rules for how they work, see Products ✱.

The Product Status option determines how the bundle product is used in the Cleverbridge platform. The options include:

Product Name is displayed to customers during the checkout process. This field doesn't support HTML.

You can use the Product Subtitle option to provide a short product description that gives more detailed information about the essential features of the product. This description is displayed as an additional line below the product in the shopping cart, review page The review page contains summary information about the purchase a customer is about to make., confirmation page The confirmation page is displayed after a customer makes a purchase. The confirmation page contains the order confirmation and delivery information., email messages, and so on. This field doesn’t support HTML.

You can use the Select a category section to choose the characteristics of the product. Cleverbridge, as the reseller of the product, uses this information in order to gain a more thorough understanding of the types of products Cleverbridge clients sell.

You can use the Images section to add images of your product that will display in the cart.

The Internal Product Name value cross-references purchases for this product with your own internal product name, which you can also use to easily organize your product information within the Cleverbridge platform.

The Internal ID value cross-references purchases for this product with your own internal number. This ID can include alphanumeric characters.

If you would like to use your internal product ID in the checkout process, you can submit the internal ID as a parameter with the number prefixed by the capital letter I.

If applicable, enter the version of the product. This can be displayed in the checkout process, depending on your configuration template.

The Min. Order Quantity field specifies the minimum quantity that can be purchased for this product in an order.

The Max. Order Quantity field specifies the maximum quantity that can be purchased for this product in an order.

A short description that appears when this product is used in a recommendation and/or Cleverbridge-hosted catalog. The exact placement of this text depends on your selected template.

A description that appears when this product is used in a recommendation or Cleverbridge-hosted catalog. The exact placement of this text depends on your selected template.

A description of system requirements that appears when this product is used in a recommendation or Cleverbridge-hosted catalog. The exact placement of this text depends on your selected template.

The volume pricing note displays in the Volume discount pop-up window in the cart. Use this option to provide contact information or any additional information that further explains your volume pricing.

To add plain text or HTML that appears within a pop-up in the cart, do the following:

1. Create your product information in the Product Information in Cart (as Pop-Up) text editor field.
2. To add a reference to an image, use the following HTML, and include your client account ID and the image name: <img src=mycontent/client account ID/image name>.

   Note

   To reference an image, you must first upload it to Web Files in Commerce Assistant. For more information, see Web Files ✱.

3. Click OK.

<table>
  <tr>
    <td><img src=/mycontent/123/GenericBoxshotSmall.png> </td> <td>
      <h1>Internet Security Basic Extended</h1>
      <p>Anti-virus software for personal use. This product offers virus protection, anti-phishing tools, email protection, and identity theft protection. It removes worms and eliminates malware. Protect your Internet browsing, online banking, social networking, and more.</p><br />
    </td>
  </tr>
</table>

The Delivery Text (HTML) displays information about the product delivery method, such as download, email, and so on, in the delivery section of the cart.

The Delivery Text (PDF) displays information about the product delivery method, such as download, email, and so on, in the delivery section of a PDF order confirmation document. Because PDFs are not compatible with HTML, enter non-HTML information here.

You can list here the main features of product versions so that they appear under each product version in the cart. Product features make it easier for the customer to choose between different versions in the product selection.

Use selection texts so that customers can choose between different options for a product in the cart.

For bundle products, this is always set to All-units discount.

In the Price Type for Taxation drop-down list, select one of the following options:

Enabling the Allow custom product price toggle activates a dynamic price for the product. Dynamic products are created with parameters that are added to the URL. For more information, see Dynamic Products.

Enabling the Enable Subscription Billing toggle opens up the following options:

• Sync next billing date with last 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.: Synchronizes 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.
• 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. : Under Length of Initial Subscription Interval, define how much time should pass between the signup and the first recurring billing event. This can be set in months or days. After the first billing event, the amount of time set for Length of Recurring Subscription Interval is used for future billing events. Under Length of Recurring Subscription Interval, define how much time there should be between recurring billing events. This interval can be set in days or months. Typically, 1, 3, or 12 months are used for monthly, quarterly, or annual billing intervals.
• Start with free trial period: Choose this option if you want to offer a free trial of the bundle product.
• Start with paid period: Choose this option if you want to start with a paid period for your bundle product and not offer a free trial period.

Define price settings for your product, including base currency price and prices for other currencies if you want to set them.

The Key Template option inserts custom license key information, such as customer name, product name, license key number, and so on, for the customer on the confirmation page. If you don't enter any custom text in this field, the default key template text displays on the confirmation page as follows:

Your product key:

The following dynamic placeholders are available to insert customer information:

Placeholder	Description
<Key>	License key
<RegName>	Customer name
<ProductId>	Product ID
<InternalProductId>	Internal product ID
<[NAME_OF_X_PARAM]>	Corresponding x-parameter The x-parameter is a variable appended to a URL that allows grouping and tracking orders for later reporting purposes. It also enables you to pass through data that you want to capture in the order process. X-parameters can also be used to control design elements based on the value of the x-parameter.
<ProductName>	Name of the ordered product
<Quantity>	Quantity of the ordered product
<ProductTrialUrl>	URL to download a trial version of the product

<RegName>, here is your product key for your purchase of <ProductName>.
<Key>

The Email Key Template option is used to define a key template for the email confirmation. Use this option only if the key template for the email confirmation needs to differ fromt he one used for the confirmation page.

If the same key template should be used for the confirmation page and the email configuration, leave this field blank.

The Additional Delivery Note option inserts additional delivery information for the customer on the confirmation page. The following dynamic placeholders are available to insert customer information:

<p>Thank you for your order. To download and install your product, please follow these instructions:<p>
    <ol>
      <li>Download the installation file by clicking the button below.</li>
      <li>Double-click on the downloaded file to begin installation.</li>
      <li>Follow the onscreen installation instructions.</li>
      <li>When prompted, enter your license key.<br /></li>
    </ol>
    <p>Please note: The license key is also included in your confirmation email.</p>

The Information on Extra Page option is used when the installation instructions or other product information are too long to fit on the confirmation page. This creates a button on the confirmation page that the customer clicks to open the instructions in a separate window.