Create Links Using Link Generator

Perform the following steps in the Products & Pricing area to populate the link with details of specific products that constitute contents of the shopping cart, are ready for purchase An order made by a customer and the records associated with it. or offered in a quote.

1. Select the link type and click the Add Product button.
   
2. Select the products that you want to add to the cart, quote, or checkout.
   
3. Click OK.

The products will be added to the list. The initial link will be visible at the top of the page.

For each of the added products, you can:

Define product quantity

Enter the following quantity settings for the product:

• Quantity in Cart — Enter the quantity of the product in the cart.
• Minimum Quantity — Enter the minimum quantity that must be purchased.
• Maximum Quantity — Enter the maximum quantity that can be purchased.

The values displayed when the product is added depend on the quantity values you determined when setting up the product. You can redefine them for a specific quote link.

The URL is updated with the new quantity value for the chosen product.

Add custom product information

The following custom details can be defined in the Custom Product Information section:

• New Product Name — Enter an alternative name for the product. The product name is displayed to customers.
• Internal Product ID — A unique identifier used internally by the system to track the product. It cross-references the purchases for this product with your own internal number. This ID can include alphanumeric characters.
  For convenience, you can submit the internal ID as a parameter where the number is prefixed by the capital letter I.
• Additional Product Information — This option is used to provide a short product description with more detailed information about the essential features of the product. This description displays as an additional line below the product name 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.

Every custom detail defined will also be added to the URL.

Note

Due to legal requirements for Cleverbridge as an online reseller, customers must be presented with a clear and concise description of the product's essential features immediately before making a purchase. This description should provide enough detail for customers to make an informed decision.

The product description should give customers a general understanding of how the product works. If the product name is self-explanatory, no further action is needed. However, if the product functionality is not clear from its name alone, the Additional Product Information field should be used to outline the key features.

For more information, please contact the Client Experience team.

Add custom product pricing

Custom pricing cannot be defined unless it is allowed by the product configuration. For more information, see Configure Your Products.

If the setting is not enabled, you can change the setting by enabling the Allow Custom Product Price toggle directly in Link Generator.

The Custom Price & Discount section will become available. The following actions are available to tailor and adjust the pricing:

Manage Currencies

The Manage Currencies drop-down list lets you control which currencies are available for selection in the cart. This overrides the cart's default settings. You can use this to localize the cart for customers in a specific region. For more information, see Localize Your Checkout Pages.

To define new currency settings:

1. Click Manage Currencies in the top right corner of the Price settings table.
2. Select the currencies you want to enable for the product.
3. Click OK.
   

Selected currencies will appear in Price settings with their price and discount undefined.

To return to the initial price settings defined for the product, click Manage Currencies again and click Reset.

Tip

You can use search to find necessary currencies faster.

Add Discounts

The settings depend on the chosen discount type:

• Percentage Discount — Subtracts a specific percentage from the price of the product.
  1. From the Discount Pricing Method drop-down list, select Percentage Discount.
  2. Define the value in the Percentage field that will appear to the right.

  The discount will be applied to all currencies enabled for the link.
  

• Absolute Discount — Subtracts a specific, fixed amount from the price of the product.
  1. From the Discount Pricing Methoddrop-down menu, select Absolute Discount
  2. Enter the absolute discount values into the Discount column of the Price settings table.

  The discount will be applied to the corresponding currency. If no discount is defined for a currency, it will not be applied.
  

Warning

A dynamic discount created in the Link Generator will also work in addition to a promotional discount defined at the Campaigns area, even if the Can't be combined with other discounts option is selected. To avoid this scenario, don't use dynamic discount along with the Coupon code option.

Modify Prices

You can define a specific new price of the product in the Price column of the Price settings table.

The price is defined for the currency specified in the previous column. If there is a default price setting, it is displayed in the column in gray. Otherwise, "Set price" is displayed. To define the price:

1. Click the corresponding Price column.
2. Enter the price.

A new price will be added to the link. This way, when you 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.​ or partner uses this link in the checkout page, cart, or quote, they will be provided with this price.

• If the default price is not changed, it is not included in the link.
• If for some currency there is no price defined, it is not included in the link.
  

Tip

When defining prices, you can look up the base retail price for the goods. To do so, click the Show Suggested Retail Price button.

Use Gross Pricing

The Defined price is gross (including VAT) toggle lets you configure the link to always display a single tax-inclusive price. If the toggle is enabled, the same price will be provided for all customers or partners using the corresponding currency regardless of their tax rules.

The gross price approach can be used to maintain a uniform price presentation and create a consistent customer experience; however, it also means that if German customers (19% VAT) pay the same gross price as Danish customers (25% VAT), the VAT rates will impact the revenue you receive.

Example

In the following example, the customer in a country with no taxation obligation doesn't pay tax, but the gross price remains the same as for EU customers who do pay tax.

Customer Type	Gross Price	TAX	Net Price
EU Customer 1 in Germany	39€	6,22€	32,78€
EU Customer 2 in Denmark	39€	9,75€	29,25€
Non-EU Customer in a non-tax country	39€	0	39€

In short, your revenue will fluctuate if you select this option, but you’ll display “marketing-friendly” pricing.

Manage Subscription Details

Below the Prices tab, you can define the initial subscription interval and renewal date:

1. Enter the number of periods (for example, "12" to set the subscription period to 12 months or 12 days)
2. Select the length of the period. By default, the Month(s) option is selected.
3. Set the renewal date:
   • Click the calendar icon.
   • Select the date.

   

Product selections and their details can also be added at the Products & Pricing area of the link generation flow. Product selections are used to create product variations, which allow customers to choose between different options for one product in their carts. Product selections are defined in the Configure > Selection Text page. For more details, see Offer a Product with Several Languages.

To add a product selection to your link:

1. Start generating a link.
2. Go to Products & Pricing.
3. Click the Add Product button.
4. Switch to the Selection Text tab.
5. Check the selections to be added. Selections in the grid can be filtered by any of their columns.
6. Click OK.
   

The selection will be added to the list on the left (along with the products added for the link).

Selection Settings

When the selection is added, you can change its settings. The available settings are:

• Selected Product — The product added to the cart with the product selection. The list of available products is displayed in the drop-down list. By default, the first product in the hierarchy for the product selection is added.
• Quantity — Define the default, minimum possible and maximum possible quantities in the cart for each selection.
  

Activate or deactivate the use of recommendations in the link and select the specific recommendations.

To add a recommendation:

1. Make sure that the Use Recommendations toggle is enabled.
2. Click the Select Recommendations button.
   
   The Recommendations grid will appear.
   
   The grid includes all active recommendations that have Displays with parameter or Displays with or without parameter selected as the parameter option in the recommendation settings. If a recommendation is set for Displays without parameter, it won’t appear in this list because it’s always included in the cart by default.
   
3. Select the recommendations from the grid. If necessary, you can search for a specific recommendation, by using search boxes at the top of the grid columns.
   
   

   Note

   If you select a recommendation that is not valid for the product you selected for the link, the recommendation won’t display in the cart.

4. Click Submit.

The recommendations will be added to the section and populated into the link.

You can enter a coupon code to add it to the URL so that the discount automatically displays in the cart. The customer doesn't enter the coupon code.

For information about implementing coupons to customers, see Manage Promotions > Implement a Promotion for Customers.

In 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. to add a coupon code:

1. Make sure that the Enable coupon code entry field in a cart toggle is active.
2. Enter the code in the field.

The code will be added to the link.

The Price Scale option determines if volume discount information is displayed in the cart for a product.

Select from the following options:

The Cart Settings section is a set of toggles that can enable/disable different cart features in the checkout page, quote or cart link. By default, most of the options are disabled.

The following settings are available:

If the Apply tracking parameters toggle is enabled, you can use the Tracking section to add information to the link which associates data with transactions that occur on Cleverbridge-hosted pages for the purpose of tracking information and viewing the information in reports.

Link Generator will display your five x-parameters — components of URLs that you can use to pass information through the checkout process, for example, the revenue source, customer information, 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. or partner details, and so on. For more details, see Set Up X-Parameters.

Options in the parameter drop-down lists are pulled from the hierarchy where they were created. If no options are displayed, then a hierarchy is not set up for that parameter.

Additional Parameters

Enter any additional x-parameters to include in the link, using this format: <key>=<value>

If the Country Selection toggle is disabled, your customer or partner will not be able to change the country if they access the cart via your link.

When the Country Selection toggle is enabled, you can control which countries are available for selection in the cart. This overrides the cart's default settings. You can use this to localize the cart for customers in a specific region. For more information, see Localize Your Checkout Pages.

You can define the following parameters:

• Preselected Country — The country selected by default in the Country drop-down list.
• Available Countries — Below Preselected Country, you can create a list of countries to include in or exclude from the country selector of the cart.
  1. Click in the field and scroll down or start typing the country name.
  2. Click the name of the country you want to add.

  The country will be added to the list. Click the cross icon next to the country name to remove it from the list.

• List Type — There are two options:
  • Select Exclude List to exclude the countries listed in Available Countries.
  • Select Include List to include the countries listed in Available Countries.

If the Language Selection toggle is disabled, your customer or partner will not be able to change the language if they access the cart via your link.

When the Language Selection toggle is enabled, you can control which languages are available for selection in the cart. This overrides the cart's default settings. You can use this to localize the cart for customers in a specific region. For more information, see Localize Your Checkout Pages.

You can define the following parameters:

• Preselected Language — The language selected by default in the Language drop-down list of the cart.
• Available Languages — Below Preselected Language , you can create a list of languages to include in or exclude from the language selector of the cart.
  1. Click in the field and scroll down or start typing the language name.
  2. Click the name of the language you want to add.

  The language will be added to the list. Click the cross icon next to the language name to remove it from the list.

• List Type — There are two options:
  • Select Exclude List to exclude the languages listed in Available Languages.
  • Select Include List to include the languages listed in Available Languages.

If the Currency Selection toggle is disabled, your customer or partner will not be able to change the currency if they access the cart via your link.

When the Currency Selection toggle is enabled, you can control which currencies are available for selection in the cart. This overrides the cart's default settings. You can use this to localize the cart for customers in a specific region. For more information, see Localize Your Checkout Pages.

You can define the following parameters:

• Preselected Currency — The currency selected by default in the Currency drop-down list of the cart.
• Available Currencies — Below Preselected Currency , you can create a list of currencies to include in or exclude from the currency selector of the cart.
  1. Click in the field and scroll down or start typing the currency name
  2. Click the name of the currency you want to add.

  The currency will be added to the list. Click the cross icon next to the currency name to remove it from the list.

• List Type — There are two options:
  • Select Exclude List to exclude the currencies listed in Available Currencies.
  • Select Include List to include the currencies listed in Available Currencies.

If the 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. type Selection toggle is disabled, payment type Consolidates multiple payment methods into groups by the type of payment the customer uses, for example, Credit Card as a payment type that encompasses Visa Credit Card, Master Card Credit, Amex, in short: all credit cards. details are not included in the cart accessed via the link.

When the Payment type Selection toggle is enabled, you can set the default payment method Describes the actual payment method used by the customer to complete the purchase, for example, Visa, wire transfer, or SEPA Direct Debit. and control which other payment methods are available for selection in the cart.

You can define the following parameters:

• Preselected Payment type — The payment method that will be selected by default.
• Available Payment types — Below Preselected Payment type , you can create a list of payment methods to include in or exclude for the cart.
  1. Click in the field and scroll down or start typing the payment method name
  2. Click the name of the payment method you want to add.

  The payment method will be added to the list. Click the cross icon next to the payment method name to remove it from the list.

• List Type — There are two options:
  • Select Exclude List to exclude the options listed in Available Payment types.
  • Select Include List to include the options listed in Available Payment types.

The Price Rules section can be used to create sets of prices for a single product ID based on a combination of regions, products, languages, and so on.

If the Price Rules Selection toggle is disabled, price rules for a cart accessed via the link will correspond to the ones defined for the chosen product configuration. For more information, see Price Configurations.

Enable the Price Rules Selection toggle if you want to override or extend these settings.

The following actions are available:

• Replace Price Rule by New Rule — Select a different rule in the drop-down list to override the price configuration in Price Rules, and it will override the price configuration set up in the Price Rules.
• Add Additional Price Rule — Select the rules that will be used along with the default rule or the rule chosen in the Replace Price Rule by New Rule section.