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. The following explains how to use these tools.

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:

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 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.

Example

The following example shows various price rules with the same products.

Price Rule Product Region Language Price
Configuration 1 Internet Security Basic US English $29.95
Configuration 2 Internet Security Basic UK English £24.95
Configuration 3 Internet Security Professional US Spanish $79.95
Configuration 4 Internet Security Professional Germany German 89.95€

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.
    FieldDescription
    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.

    RegionSelect 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/Affiliate groupSelect a partner/affiliate group for which the price is applicable. Only partners who are included in the group receive the price when ordering.
    Payment optionSelect a payment option for which the price is applicable when the customer selects the payment option in the checkout process.
    LanguageSelect 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.

MVT Campaigns

MVTClosed Multivariate testing (MVT) is a technique for testing two or more different variables in the checkout process to determine which variable creates more revenue or a higher conversion rate. campaigns are used to perform multivariate testing, as well as to route customers by region, language, browser, or operating system without performing testing. In the MVT Campaigns section, you can find the following features and options:

Dashboard

On the MVT Campaigns dashboard, you can find the following:

Add an MVT Campaign

You can use the MVT Campaign section to add, view, and edit MVT campaigns used for multivariate testing. You can also use this portal to route customers by region, language, browser, or operating system without performing testing.

For more information on implementing MVT campaigns, see Basic Steps for Implementing an MVT Campaign.

To add an MVT campaign, do the following:

  1. Click Add MVT Campaign and enter a unique name for the campaign.
  2. In the Display URL field, enter a unique identifier to be added to the end of the display URL. The first part of the URL is pre-filled. This URL is used as the campaign URL and is visible to customers.
  3. Click the Copy Copy button to copy the URL and paste it in your website. The Active checkbox defines whether or not this campaign is actively used for testing.
  4. Add candidates to the campaign. Enter information in the following sections:

Monitor an MVT Campaign

There are two ways to monitor your campaigns:

Tip

When you are optimizing the checkout process and performing multivariate testing, take note of several best practices for achieving the best test results. See Best Practice: Test with MVT Campaigns.

Tip

An important best practice is to use a display URL on your website with an underlying destination URL. See Best Practice: Use Display URLs.

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 Notification Guide.

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 Notification Types.

  1. Enter information in the following sections:

  2. 2. Click Save and Complete.

Manage Notifications

Key Generator

A License Key Generator allows you to create customized licensing information for customers at the time of purchase. Unlike license key lists, these licenses are not pre-generated. Rather, when the customer clicks 'Buy', the Cleverbridge platform calls your license key generator, submits the purchase details, and requests the license information back as a response.

This offers you the following advantages:

  • Manual effort is not required any longer to regularly upload additional license key lists.
  • The license can include information about the customer. This helps reduce software piracy because customers are less likely to pass this information on to someone else.

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

Dashboard

On the Key Generator dashboard, you can find the following:

Add a Key Generator

You can use the Key Generator section to add, view, and edit a web key generator. To add a web key generator, do the following:

  1. In the main menu of the Subscription Commerce Manager, select Tools > Key Generator, and click Add Key Generator.
  2. Enter information in the following fields:
  3. Field Description
    Name Enter a unique name for the key generator.
    Path

    Enter the full URL of the key generator.

    Note

    The URL of your key generator must have an HTTPS scheme.

    Note

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

    Authenticate Select to authenticate username and password access to the key generator.
    Username and Password Enter a username and password to access the key generator.
    Interface Select Type 1, unless Client Experience has instructed you otherwise.
    Character Encoding Select the type of JSON or XML character encoding to use for the key generation. Most clients typically choose Unicode (UTF-8).
    Use Romanized Contact Values Select to render western characters for the Company, First name, and Last name contact values for languages such as Chinese, Japanese, and Russian.
    Call Once Per Purchase If selected, the key generator is called once for the entire purchase in the shopping cart. If left unchecked, the key generator is called once for every purchase item in the shopping cart.
    Notification Document Type

    Depending on if and which type is selected here, an XML or JSON notification with transactional data is pushed to the key generator during the API call. If not selected, the key generator will receive a limited amount of information.

    Note

    The notification document used in web key generator calls is identical to the PaidOrderNotification, with the exception of the Deliveries Array.

    XML Schema Select the XML schema version. XML notifications can be generated so that they are compatible with newer or older versions of XML.
    Client Handles Errors

    Select if you wish to manage key generation errors on your own. If you do not select this option, Cleverbridge manages key generation errors (recommended).

    Note

    If a key generation or key list error occurs, the following happens:

    • If you have set up this notification type, you receive an ErrorNotification.
    • An error log entry is created.
    • The Cleverbridge platform makes up to five attempts to generate or obtain the key (after 1-2-4-8-16 hours). After each unsuccessful attempt, an ErrorNotification is sent and an error log entry created.
    • If the fifth attempt to generate or obtain the key fails, our Customer Support will investigate the error (unless Client handles errors is activated).
  4. Click Save and Complete.

For more Information, see Implement License Key Generator.