Configure Links

The Cart Content section is used to select products and product selections to be included in the cart.

Add a Product to the Link

1. In the product list, select a product.
   1. To filter the list, click in the Quick Find filter above the column header row and enter search text. The list can be filtered by product ID, internal product ID, or product name.
   2. To select multiple items at once, press and hold the CTRL button on your keyboard while selecting the individual items. Or, to select a range, click on the top line item in the range, and press and hold the SHIFT button on your keyboard while clicking on the bottom line item in the range.
2. Click , or drag-and-drop the items to the selected products section below. The product ID is added to the link in the Destination URL field at the bottom of the Link Generator.
3. If applicable, enter the following quantity settings for the product.
   1. Quantity — Enter the quantity of the product in the cart.
   2. Minimum Quantity — Enter the minimum quantity that must be purchased.
   3. Maximum Quantity — Enter the maximum quantity that can be purchased.

Add a Product Selection to the Link

Product selections are used to create product variations, which allow customers to choose between different options for one product in their carts. There are two ways to create the link so that the product variation, with the product selection, displays in the cart. See Product Selections ✱. To add a product selection to your link:

1. Select a product selection in the product list. Product selections have an s at the beginning of the ID number, such as s1234.
   1. To filter the list, click in the Quick Find filter above the column header row, and enter search text. The list can be filtered by entering the product selection ID, product ID, internal product ID, or product name.
   2. To select multiple items at once, press and hold the CTRL button on your keyboard while selecting the individual items. Or, to select a range, click on the top line item in the range, and press and hold the SHIFT button on your keyboard while clicking on the bottom line item in the range.
2. Click , or drag-and-drop the items to the selected products section below. The product selection ID is added to the link in the Destination URL field at the bottom of the Link Generator.
3. If applicable, enter the following quantity settings for the product selection.
   1. Quantity — Enter the quantity of the product in the cart.
   2. Minimum Quantity — Enter the minimum quantity that must be purchased.
   3. Maximum Quantity — Enter the maximum quantity that can be purchased.
4. In the Selected Product ID column, select the product ID for the product to add to the cart with the product selection. The product IDs that display in the drop-down list are for the products that are assigned to the product selection. If a product ID is not selected here, the first product in the hierarchy for the product selection is added to the cart.

Remove a Product from the Link

1. In the bottom section, select the products or product selections to remove from the link.
   1. To select multiple items at once, press and hold the CTRL button on your keyboard while selecting the individual items. Or, to select a range, click on the top line item in the range, and press and hold the SHIFT button on your keyboard while clicking on the bottom line item in the range.
2. Click , or drag-and-drop the items to the product list section at the top. The product or product selection IDs are removed from the link.

Copy Content from the Lists

You can copy content from the lists and paste it into a text file or spreadsheet, for example. For more information, see Search ✱ > Copy Information from Search Results List.

The Dynamic Products section is used to create a dynamic product by overriding the standard product information. Your account must first be configured to allow dynamic products.

To create a dynamic product:

1. Select the product
2. Enter dynamic product information
3. Enter dynamic pricing information

Step 1: Select the Product

In the product list section at the top of the window, the products that were added to the link are displayed. Select the product you would like to create a dynamic product for. The options below are configured separately for each product you select.

Step 2: Enter Dynamic Product Information

Any product can have dynamic product information. This information overrides the existing information for the product, for this instance of the cart. Enter information in the following fields.

New Product Name

Enter a different name for the product. The product name displays to customers in the checkout process.

Additional Name Information

The Additional name information 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 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.

Essential Features Description

Due to legal requirements for Cleverbridge as an online reseller, a description of essential features must be displayed to customers immediately before 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.​ places the purchase An order made by a customer and the records associated with it.. Customers must be provided with a short, clear, and detailed description of the product 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. for them to make an informed purchase decision.

This means the customer must be able to generally understand how the product works. If the product's name is already descriptive, then no further action is required. If, however, the functionality of the product is unclear from the product name itself, then the Additional name information field should be used for the essential features description.

For more information, contact Client Experience.

Internal Product ID

The internal product ID cross-references the 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.

Step 3: Enter Dynamic Pricing Information

Only products that have been specifically configured to allow dynamic product pricing can have their prices overridden. For more information, see Configure Dynamic Products.

There are three ways to override the product price:

• Create a discount
• Change the price itself
• Change the price and create a discount

Enter pricing information as follows:

Percentage Discount

A percentage discount subtracts a specific percentage from the price of the product. Select the Percentage discount radio button and enter a percentage.

Absolute Discount

An absolute discount subtracts a specific, fixed amount from the price of the product.

1. Select the Absolute discount radio button.
2. In the price grid, in the Discount column, enter a discount amount for one or more specific currencies.

Define gross price(s) (defined price includes tax)

To provide a better shopping experience for your customers in countries with taxation obligation, you can configure every cart to always display a single tax-inclusive price to the shoppers. However, with this strategy, if German customers (19% VAT) pay the same gross price as Danish customers (25% VAT), the VAT rates will make a difference in the revenue you receive.

Define a Price

In the price grid, define a price for specific currencies. If a price is entered for a currency, the default price for that currency is overridden. If no price is entered for a currency, then the default price for that currency remains.

Advanced Options

The advanced view includes settings for subscription billing.

Enter Subscription Pricing

You first define the initial 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. price, which is interval 0, and then you set intervals and define prices for them. Interval 1 is the first billing event after the initial payment.

To set up subscription pricing with intervals:

1. By default, the price grid displays with interval 0. For interval 0, enter the initial payment price in the price grid.
2. To add another interval, click Add Interval. Another tab displays with the interval number.
3. For the new interval, enter a unique price in the price grid.
4. Repeat for any additional intervals.

• The value specified for a particular interval will be applied to all preceding intervals if no other interval values are specified.

  Example

  A company sets up a dynamic product in which the price for interval 3 is specified. The price for interval 3 will be applied to intervals 0-2.

• The value specified for a particular interval will be applied to all preceding intervals until another value is specified.

  Example

  A company sets up a dynamic product in which unique prices for intervals 0, 1, and 3 are specified. The price for interval 3 will be applied to interval 2.

• The default value will be applied to all intervals if neither the PRICE_INTERVAL nor the DISCOUNT_INTERVAL parameter is used.

  Example

  A company sets up a dynamic product with a default price of 10€. Neither the PRICE_INTERVAL nor the DISCOUNT_INTERVAL parameter is used. As a result, the price for each interval is 10€.

• The default value will be applied to all intervals that occur after the intervals specified in the PRICE_INTERVAL or DISCOUNT_INTERVAL parameters.

  Example

  A company sets up a dynamic product with a default price of 10€. The PRICE_INTERVAL parameter is used to specify unique prices for intervals 0-3. The price for interval 4 will be 10€.

Define Time until Next Billing Event

In the Initial 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. field, define how much time should pass between the initial payment and the first subscription billing event. This can be set in months or days.

Set Renewal Date

In the Set renewal date field, select the billing date for when the subscription renews. The next renewal date after this date displays to customers in the checkout process.

For more information about dynamic products, including the dp parameter, see Configure Dynamic Products.

Copy Content from the Lists

You can copy content from the lists and paste it into a text file or spreadsheet, for example. For more information, see Search ✱ > Copy Information from Search Results List.

The Marketing section is used to configure how promotions and recommendations are added to the cart, with the following settings:

• Use coupon code
• Enable coupon code entry field in cart
• Use recommendations

Use Coupon Code

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.

Enable Coupon Code Entry Field in Cart

Select to display the coupon code entry field in the cart.

For information about controlling the coupon code entry field in the cart, see Manage Promotions > Implement a Promotion for Customers.

Use Recommendations

On the left, select to activate recommendations in the cart, and on the right, select specific recommendations to include in the cart.

The recommendations list 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.

The Tracking section is used 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.

Enter Tracking Information

Enter tracking information in the following fields:

• 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. ID
• Affiliate signup parameters
• 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. signup parameters

Affiliate ID

Enter an affiliate ID number to add to the link.

Affiliate Signup Parameters and Partner Signup Parameters

The Affiliate signup parameters and Partner signup parameters fields are used to submit additional parameter data to the partner and affiliate signup processes. The parameter names must start with xa- for affiliate signup and xp- for partner signup and be in this format:

xa-<key>=<value>

xp-<key>=<value>

The submitted data is then available in the Commerce Assistant and in the automated XML signup notifications.

Advanced Settings

The following settings display with the advanced view:

• Third-party tracking setup
• Parameter 1-5
• Additional parameters
• Cookies

Third-Party Tracking Setup

Select a third-party tracking setup to specify a particular tracking or conversion campaign for this link.

Parameter 1-5

The parameter drop-down lists are used to select an 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. that is used to pass information through the checkout process. The options in these drop-down lists are pulled from the hierarchy that it was created in. If no options are displayed, then a hierarchy was not set up for that parameter.

Additional Parameters

Enter any additional x-parameters to include in the link, in this format:

<key>=<value>

Cookies

Select whether or not to use cookies for this link. Select from the following options:

• Set and use cookies
• Do not set cookie but use existing cookies
• Do not set cookie and ignore all existing cookies

The Customer section is used to enter customer billing, delivery, or licensee contact information to be pre-filled in the cart.

To enter contact information:

1. In the Billing Contact section, in the Language drop-down list, select a language to be selected by default in the cart (optional).
2. Enter the customer's contact information.

   Note

   You can enter non-romanized language information for the user's company name, first name, and last name in the Original tab. If you need a romanized version, click Romanize and the Commerce Assistant automatically translates this information in the Romanized tab. Enter katakana information in the Katakana tab; this is a character set which helps transcribe foreign words into Japanese.

3. To enter different contact information for the product delivery, select the Select Different Delivery Contact checkbox. The contact fields display.
4. To enter different contact information for the licensee, select the Select Different Licensee Contact checkbox. The contact fields display.
5. The contact information is added to the link in the Destination URL field.

Show Partner Login

The Show partner login (when configured) option is used to show or hide the link in the cart that registered partners use to log in when shopping. For more information about the ways for partners to access the cart, see Generate Partner-Related Links .

Advanced Settings

The following setting displays with the advanced view:

Reset Customer

Select the checkbox to create a cart that is cleared from any existing customer logins. The cart is reset so that the customer is logged out and must log in again.

The Cart Settings section is used to select additional settings that can be configured for the cart. Select from the following settings:

• Price scale
• Use internal product ID
• Allow zero quantity
• Show cart
• Reset cart

Price Scale

The price scale option determines if volume discount information is displayed in the cart for a product. Select from the following options:

Option	Description
Use and show price scale	A link for Display volume discount prices displays in the cart below the product. Text with information about the volume discount displays in the cart in a pop-up when the link is clicked.
Use but do not show price scale	The volume discount is applied to the product, but the link for Display volume discount prices does not display in the cart below the product. Customers will not see volume discount information.
Do not use price scale	A volume discount is not used or shown.

Use Internal Product ID

Select the checkbox to use the internal product ID in the checkout process. See About Internal Product Information.

Allow Zero Quantity

Select the checkbox if you want the product to remain in the cart if a zero quantity is entered. Deselect the checkbox if you want the product to be removed from the cart if a zero quantity is entered.

Show Cart

The Show Cart option displays the shopping cart component in the checkout page. This option is selected by default. Deselect the checkbox if you do not want the shopping cart component to display in the checkout page.

Reset Cart

Select the checkbox to create a cart that is cleared from any existing products that customers may have previously added to the cart.

Typically, by using cookies, products that customers added to the cart are still in the cart if customers return to the cart at a later time. This option removes those existing products from the cart. This can be used, for example, when you send an email promotion and you want to ensure that customers can only see the products from the promotion and not any existing products from an earlier shopping experience.

The Dynamic Products section is used to create a dynamic product by overriding the standard product information. Your account must first be configured to allow dynamic products.

To create a dynamic product:

1. Select the product
2. Enter dynamic product information
3. Enter dynamic pricing information

Step 1: Select the Product

In the product list section at the top of the window, the products that were added to the link are displayed. Select the product you would like to create a dynamic product for. The options below are configured separately for each product you select.

Step 2: Enter Dynamic Product Information

Any product can have dynamic product information. This information overrides the existing information for the product, for this instance of the cart. Enter information in the following fields.

New Product Name

Enter a different name for the product. The product name displays to customers in the checkout process.

Additional Name Information

The Additional name information 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 in the shopping cart, review page, confirmation page, email messages, and so on.

Essential Features Description

Due to legal requirements for Cleverbridge as an online reseller, a description of essential features must be displayed to customers immediately before the customer places the purchase. Customers must be provided with a short, clear, and detailed description of the product in order for them to make an informed purchase decision.

This means the customer must be able to generally understand how the product works. If the product's name is already descriptive, then no further action is required. If, however, the functionality of the product is unclear from the product name itself, then the Additional name information field should be used for the essential features description.

For more information, contact Client Experience.

Internal Product ID

The internal product ID cross-references the 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.

Step 3: Enter Dynamic Pricing Information

Only products that have been specifically configured to allow dynamic product pricing can have their prices overridden. For more information, see Configure Dynamic Products.

There are three ways to override the product price:

• Create a discount
• Change the price itself
• Change the price and create a discount

Enter pricing information as follows:

Percentage Discount

A percentage discount subtracts a specific percentage from the price of the product. Select the Percentage discount radio button and enter a percentage.

Absolute Discount

An absolute discount subtracts a specific, fixed amount from the price of the product.

1. Select the Absolute discount radio button.
2. In the price grid, in the Discount column, enter a discount amount for one or more specific currencies.

Define gross price(s) (defined price includes tax)

To provide a better shopping experience for your customers in countries with taxation obligation, you can configure every cart to always display a single tax-inclusive price to the shoppers. However, with this strategy, if German customers (19% VAT) pay the same gross price as Danish customers (25% VAT), the VAT rates will make a difference in the revenue you receive.

Define a Price

In the price grid, define a price for specific currencies. If a price is entered for a currency, the default price for that currency is overridden. If no price is entered for a currency, then the default price for that currency remains.

Advanced Options

The advanced view includes settings for subscription billing.

Enter Subscription Pricing

You first define the initial payment price, which is interval 0, and then you set intervals and define prices for them. Interval 1 is the first billing event after the initial payment.

To set up subscription pricing with intervals:

1. By default, the price grid displays with interval 0. For interval 0, enter the initial payment price in the price grid.
2. To add another interval, click Add Interval. Another tab displays with the interval number.
3. For the new interval, enter a unique price in the price grid.
4. Repeat for any additional intervals.

• The value specified for a particular interval will be applied to all preceding intervals if no other interval values are specified.

  Example

  A company sets up a dynamic product in which the price for interval 3 is specified. The price for interval 3 will be applied to intervals 0-2.

• The value specified for a particular interval will be applied to all preceding intervals until another value is specified.

  Example

  A company sets up a dynamic product in which unique prices for intervals 0, 1, and 3 are specified. The price for interval 3 will be applied to interval 2.

• The default value will be applied to all intervals if neither the PRICE_INTERVAL nor the DISCOUNT_INTERVAL parameter is used.

  Example

  A company sets up a dynamic product with a default price of 10€. Neither the PRICE_INTERVAL nor the DISCOUNT_INTERVAL parameter is used. As a result, the price for each interval is 10€.

• The default value will be applied to all intervals that occur after the intervals specified in the PRICE_INTERVAL or DISCOUNT_INTERVAL parameters.

  Example

  A company sets up a dynamic product with a default price of 10€. The PRICE_INTERVAL parameter is used to specify unique prices for intervals 0-3. The price for interval 4 will be 10€.

Define Time until Next Billing Event

In the Initial Subscription Interval field, define how much time should pass between the initial payment and the first subscription billing event. This can be set in months or days.

Set Renewal Date

In the Set renewal date field, select the billing date for when the subscription renews. The next renewal date after this date displays to customers in the checkout process.

For more information about dynamic products, including the dp parameter, see Configure Dynamic Products.

Copy Content from the Lists

You can copy content from the lists and paste it into a text file or spreadsheet, for example. For more information, see Search ✱ > Copy Information from Search Results List.

The Marketing section is used to configure how promotions and recommendations are added to the cart, with the following settings:

• Use coupon code
• Enable coupon code entry field in cart
• Use recommendations

Use Coupon Code

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.

Enable Coupon Code Entry Field in Cart

Select to display the coupon code entry field in the cart.

For information about controlling the coupon code entry field in the cart, see Manage Promotions > Implement a Promotion for Customers.

Use Recommendations

On the left, select to activate recommendations in the cart, and on the right, select specific recommendations to include in the cart.

The recommendations list 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.

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

Select from the following settings:

• Preselected country
• Filter available countries
• Exclude selected countries

Preselected Country

Select a country to be selected by default in the Country drop-down list in the cart.

List Type

Select Exclude List to exclude specific items from the link. Select Include List to include specific items in the link.

Filter Available Countries

Select one or more countries to display to customers in the Country drop-down list in the cart. If you selected a country in the Preselected country drop-down list, then you must also select that country here in order for it to display in the cart.

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

Select from the following settings:

• Preselected currency
• Filter available currencies
• Exclude selected currencies
• Disable customer currency selection

Preselected Currency

Select a currency to be selected by default in the cart.

List Type

Select Exclude List to exclude specific items from the link. Select Include List to include specific items in the link.

Filter Available Currencies

Select one or more currencies to display to customers in the currency drop-down list in the cart. If you selected a currency in the Preselected currency drop-down list, then you must also select that currency here in order for it to display in the cart.

Disable Customer Currency Selection

Select to turn off currency selection for customers. Customers can only use the currency that is defaulted for them.

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

Select from the following settings:

• Preselected language
• Filter available languages
• Exclude selected languages
• Disable customer language selection

Preselected Language

Select a language to be selected by default in the cart.

List Type

Select Exclude List to exclude specific items from the link. Select Include List to include specific items in the link.

Filter Available Languages

Select one or more languages to display to customers in the language drop-down list in the cart. If you selected a language in the Preselected language drop-down list, then you must also select that language here in order for it to display in the cart.

Disable Customer Language Selection

Select to turn off language selection for customers. Customers can only use the language that is defaulted for them.

The Tracking section is used 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.

Enter Tracking Information

Enter tracking information in the following fields:

• Affiliate ID
• Affiliate signup parameters
• Partner signup parameters

Affiliate ID

Enter an affiliate ID number to add to the link.

Affiliate Signup Parameters and Partner Signup Parameters

The Affiliate signup parameters and Partner signup parameters fields are used to submit additional parameter data to the partner and affiliate signup processes. The parameter names must start with xa- for affiliate signup and xp- for partner signup and be in this format:

xa-<key>=<value>

xp-<key>=<value>

The submitted data is then available in the Commerce Assistant and in the automated XML signup notifications.

Advanced Settings

The following settings display with the advanced view:

• Third-party tracking setup
• Parameter 1-5
• Additional parameters
• Cookies

Third-Party Tracking Setup

Select a third-party tracking setup to specify a particular tracking or conversion campaign for this link.

Parameter 1-5

The parameter drop-down lists are used to select an x-parameter that is used to pass information through the checkout process. The options in these drop-down lists are pulled from the hierarchy that it was created in. If no options are displayed, then a hierarchy was not set up for that parameter.

Additional Parameters

Enter any additional x-parameters to include in the link, in this format:

<key>=<value>

Cookies

Select whether or not to use cookies for this link. Select from the following options:

• Set and use cookies
• Do not set cookie but use existing cookies
• Do not set cookie and ignore all existing cookies

The Payment Type Selection section is used to control which payment types are available for selection in the cart. This overrides the cart's default settings. You use this to localize the cart for customers in a specific region. For more information, see Localize Your Checkout Pages.

Select from the following settings:

• Preselected 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.
• Filter available payment types
• Exclude selected payment types
• Disable customer payment type selection

Preselected Payment Type

Select a payment type to be selected by default in the cart. How this is displayed may depend on your configuration template.

List Type

Select Exclude List to exclude specific items from the link. Select Include List to include specific items in the link.

Filter Available Payment Types

Select one or more payment types to display to customers in the cart. If you selected a payment type in the Preselected payment type drop-down list, then you must also select that payment type here in order for it to display in the cart.

Disable Customer Payment Type Selection

Select to turn off payment type selection for customers. Customers can only use the payment type that is defaulted for them.

The Customer section is used to enter customer billing, delivery, or licensee contact information to be pre-filled in the cart.

To enter contact information:

1. In the Billing Contact section, in the Language drop-down list, select a language to be selected by default in the cart (optional).
2. Enter the customer's contact information.

   Note

   You can enter non-romanized language information for the user's company name, first name, and last name in the Original tab. If you need a romanized version, click Romanize and the Commerce Assistant automatically translates this information in the Romanized tab. Enter katakana information in the Katakana tab; this is a character set which helps transcribe foreign words into Japanese.

3. To enter different contact information for the product delivery, select the Select Different Delivery Contact checkbox. The contact fields display.
4. To enter different contact information for the licensee, select the Select Different Licensee Contact checkbox. The contact fields display.
5. The contact information is added to the link in the Destination URL field.

Show Partner Login

The Show partner login (when configured) option is used to show or hide the link in the cart that registered partners use to log in when shopping. For more information about the ways for partners to access the cart, see Generate Partner-Related Links .

Advanced Settings

The following setting displays with the advanced view:

Reset Customer

Select the checkbox to create a cart that is cleared from any existing customer logins. The cart is reset so that the customer is logged out and must log in again.

The Cart Content section is used to select products and product selections to be included in the cart.

Add a Product to the Link

1. In the product list, select a product.
   1. To filter the list, click in the Quick Find filter above the column header row and enter search text. The list can be filtered by product ID, internal product ID, or product name.
   2. To select multiple items at once, press and hold the CTRL button on your keyboard while selecting the individual items. Or, to select a range, click on the top line item in the range, and press and hold the SHIFT button on your keyboard while clicking on the bottom line item in the range.
2. Click , or drag-and-drop the items to the selected products section below. The product ID is added to the link in the Destination URL field at the bottom of the Link Generator.
3. If applicable, enter the following quantity settings for the product.
   1. Quantity — Enter the quantity of the product in the cart.
   2. Minimum Quantity — Enter the minimum quantity that must be purchased.
   3. Maximum Quantity — Enter the maximum quantity that can be purchased.

Add a Product Selection to the Link

Product selections are used to create product variations, which allow customers to choose between different options for one product in their carts. There are two ways to create the link so that the product variation, with the product selection, displays in the cart. See Product Selections ✱. To add a product selection to your link:

1. Select a product selection in the product list. Product selections have an s at the beginning of the ID number, such as s1234.
   1. To filter the list, click in the Quick Find filter above the column header row, and enter search text. The list can be filtered by entering the product selection ID, product ID, internal product ID, or product name.
   2. To select multiple items at once, press and hold the CTRL button on your keyboard while selecting the individual items. Or, to select a range, click on the top line item in the range, and press and hold the SHIFT button on your keyboard while clicking on the bottom line item in the range.
2. Click , or drag-and-drop the items to the selected products section below. The product selection ID is added to the link in the Destination URL field at the bottom of the Link Generator.
3. If applicable, enter the following quantity settings for the product selection.
   1. Quantity — Enter the quantity of the product in the cart.
   2. Minimum Quantity — Enter the minimum quantity that must be purchased.
   3. Maximum Quantity — Enter the maximum quantity that can be purchased.
4. In the Selected Product ID column, select the product ID for the product to add to the cart with the product selection. The product IDs that display in the drop-down list are for the products that are assigned to the product selection. If a product ID is not selected here, the first product in the hierarchy for the product selection is added to the cart.

Remove a Product from the Link

1. In the bottom section, select the products or product selections to remove from the link.
   1. To select multiple items at once, press and hold the CTRL button on your keyboard while selecting the individual items. Or, to select a range, click on the top line item in the range, and press and hold the SHIFT button on your keyboard while clicking on the bottom line item in the range.
2. Click , or drag-and-drop the items to the product list section at the top. The product or product selection IDs are removed from the link.

Copy Content from the Lists

You can copy content from the lists and paste it into a text file or spreadsheet, for example. For more information, see Search ✱ > Copy Information from Search Results List.

The Dynamic Products section is used to create a dynamic product by overriding the standard product information. Your account must first be configured to allow dynamic products.

To create a dynamic product:

1. Select the product
2. Enter dynamic product information
3. Enter dynamic pricing information

Step 1: Select the Product

In the product list section at the top of the window, the products that were added to the link are displayed. Select the product you would like to create a dynamic product for. The options below are configured separately for each product you select.

Step 2: Enter Dynamic Product Information

Any product can have dynamic product information. This information overrides the existing information for the product, for this instance of the cart. Enter information in the following fields.

New Product Name

Enter a different name for the product. The product name displays to customers in the checkout process.

Additional Name Information

The Additional name information 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 in the shopping cart, review page, confirmation page, email messages, and so on.

Essential Features Description

Due to legal requirements for Cleverbridge as an online reseller, a description of essential features must be displayed to customers immediately before the customer places the purchase. Customers must be provided with a short, clear, and detailed description of the product in order for them to make an informed purchase decision.

This means the customer must be able to generally understand how the product works. If the product's name is already descriptive, then no further action is required. If, however, the functionality of the product is unclear from the product name itself, then the Additional name information field should be used for the essential features description.

For more information, contact Client Experience.

Internal Product ID

The internal product ID cross-references the 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.

Step 3: Enter Dynamic Pricing Information

Only products that have been specifically configured to allow dynamic product pricing can have their prices overridden. For more information, see Configure Dynamic Products.

There are three ways to override the product price:

• Create a discount
• Change the price itself
• Change the price and create a discount

Enter pricing information as follows:

Percentage Discount

A percentage discount subtracts a specific percentage from the price of the product. Select the Percentage discount radio button and enter a percentage.

Absolute Discount

An absolute discount subtracts a specific, fixed amount from the price of the product.

1. Select the Absolute discount radio button.
2. In the price grid, in the Discount column, enter a discount amount for one or more specific currencies.

Define gross price(s) (defined price includes tax)

To provide a better shopping experience for your customers in countries with taxation obligation, you can configure every cart to always display a single tax-inclusive price to the shoppers. However, with this strategy, if German customers (19% VAT) pay the same gross price as Danish customers (25% VAT), the VAT rates will make a difference in the revenue you receive.

Define a Price

In the price grid, define a price for specific currencies. If a price is entered for a currency, the default price for that currency is overridden. If no price is entered for a currency, then the default price for that currency remains.

Advanced Options

The advanced view includes settings for subscription billing.

Enter Subscription Pricing

You first define the initial payment price, which is interval 0, and then you set intervals and define prices for them. Interval 1 is the first billing event after the initial payment.

To set up subscription pricing with intervals:

1. By default, the price grid displays with interval 0. For interval 0, enter the initial payment price in the price grid.
2. To add another interval, click Add Interval. Another tab displays with the interval number.
3. For the new interval, enter a unique price in the price grid.
4. Repeat for any additional intervals.

• The value specified for a particular interval will be applied to all preceding intervals if no other interval values are specified.

  Example

  A company sets up a dynamic product in which the price for interval 3 is specified. The price for interval 3 will be applied to intervals 0-2.

• The value specified for a particular interval will be applied to all preceding intervals until another value is specified.

  Example

  A company sets up a dynamic product in which unique prices for intervals 0, 1, and 3 are specified. The price for interval 3 will be applied to interval 2.

• The default value will be applied to all intervals if neither the PRICE_INTERVAL nor the DISCOUNT_INTERVAL parameter is used.

  Example

  A company sets up a dynamic product with a default price of 10€. Neither the PRICE_INTERVAL nor the DISCOUNT_INTERVAL parameter is used. As a result, the price for each interval is 10€.

• The default value will be applied to all intervals that occur after the intervals specified in the PRICE_INTERVAL or DISCOUNT_INTERVAL parameters.

  Example

  A company sets up a dynamic product with a default price of 10€. The PRICE_INTERVAL parameter is used to specify unique prices for intervals 0-3. The price for interval 4 will be 10€.

Define Time until Next Billing Event

In the Initial Subscription Interval field, define how much time should pass between the initial payment and the first subscription billing event. This can be set in months or days.

Set Renewal Date

In the Set renewal date field, select the billing date for when the subscription renews. The next renewal date after this date displays to customers in the checkout process.

For more information about dynamic products, including the dp parameter, see Configure Dynamic Products.

Copy Content from the Lists

You can copy content from the lists and paste it into a text file or spreadsheet, for example. For more information, see Search ✱ > Copy Information from Search Results List.

The Marketing section is used to configure how promotions and recommendations are added to the cart, with the following settings:

• Use coupon code
• Enable coupon code entry field in cart
• Use recommendations

Use Coupon Code

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.

Enable Coupon Code Entry Field in Cart

Select to display the coupon code entry field in the cart.

For information about controlling the coupon code entry field in the cart, see Manage Promotions > Implement a Promotion for Customers.

Use Recommendations

On the left, select to activate recommendations in the cart, and on the right, select specific recommendations to include in the cart.

The recommendations list 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.

The Tracking section is used 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.

Enter Tracking Information

Enter tracking information in the following fields:

• Affiliate ID
• Affiliate signup parameters
• Partner signup parameters

Affiliate ID

Enter an affiliate ID number to add to the link.

Affiliate Signup Parameters and Partner Signup Parameters

The Affiliate signup parameters and Partner signup parameters fields are used to submit additional parameter data to the partner and affiliate signup processes. The parameter names must start with xa- for affiliate signup and xp- for partner signup and be in this format:

xa-<key>=<value>

xp-<key>=<value>

The submitted data is then available in the Commerce Assistant and in the automated XML signup notifications.

Advanced Settings

The following settings display with the advanced view:

• Third-party tracking setup
• Parameter 1-5
• Additional parameters
• Cookies

Third-Party Tracking Setup

Select a third-party tracking setup to specify a particular tracking or conversion campaign for this link.

Parameter 1-5

The parameter drop-down lists are used to select an x-parameter that is used to pass information through the checkout process. The options in these drop-down lists are pulled from the hierarchy that it was created in. If no options are displayed, then a hierarchy was not set up for that parameter.

Additional Parameters

Enter any additional x-parameters to include in the link, in this format:

<key>=<value>

Cookies

Select whether or not to use cookies for this link. Select from the following options:

• Set and use cookies
• Do not set cookie but use existing cookies
• Do not set cookie and ignore all existing cookies

The Customer section is used to enter customer billing, delivery, or licensee contact information to be pre-filled in the cart.

To enter contact information:

1. In the Billing Contact section, in the Language drop-down list, select a language to be selected by default in the cart (optional).
2. Enter the customer's contact information.

   Note

   You can enter non-romanized language information for the user's company name, first name, and last name in the Original tab. If you need a romanized version, click Romanize and the Commerce Assistant automatically translates this information in the Romanized tab. Enter katakana information in the Katakana tab; this is a character set which helps transcribe foreign words into Japanese.

3. To enter different contact information for the product delivery, select the Select Different Delivery Contact checkbox. The contact fields display.
4. To enter different contact information for the licensee, select the Select Different Licensee Contact checkbox. The contact fields display.
5. The contact information is added to the link in the Destination URL field.

Show Partner Login

The Show partner login (when configured) option is used to show or hide the link in the cart that registered partners use to log in when shopping. For more information about the ways for partners to access the cart, see Generate Partner-Related Links .

Advanced Settings

The following setting displays with the advanced view:

Reset Customer

Select the checkbox to create a cart that is cleared from any existing customer logins. The cart is reset so that the customer is logged out and must log in again.

The Cart Settings section is used to select additional settings that can be configured for the cart. Select from the following settings:

• Price scale
• Use internal product ID
• Allow zero quantity
• Show cart
• Reset cart

Price Scale

The price scale option determines if volume discount information is displayed in the cart for a product. Select from the following options:

Option	Description
Use and show price scale	A link for Display volume discount prices displays in the cart below the product. Text with information about the volume discount displays in the cart in a pop-up when the link is clicked.
Use but do not show price scale	The volume discount is applied to the product, but the link for Display volume discount prices does not display in the cart below the product. Customers will not see volume discount information.
Do not use price scale	A volume discount is not used or shown.

Use Internal Product ID

Select the checkbox to use the internal product ID in the checkout process. See About Internal Product Information.

Allow Zero Quantity

Select the checkbox if you want the product to remain in the cart if a zero quantity is entered. Deselect the checkbox if you want the product to be removed from the cart if a zero quantity is entered.

Show Cart

The Show Cart option displays the shopping cart component in the checkout page. This option is selected by default. Deselect the checkbox if you do not want the shopping cart component to display in the checkout page.

Reset Cart

Select the checkbox to create a cart that is cleared from any existing products that customers may have previously added to the cart.

Typically, by using cookies, products that customers added to the cart are still in the cart if customers return to the cart at a later time. This option removes those existing products from the cart. This can be used, for example, when you send an email promotion and you want to ensure that customers can only see the products from the promotion and not any existing products from an earlier shopping experience.

The Dynamic Products section is used to create a dynamic product by overriding the standard product information. Your account must first be configured to allow dynamic products.

To create a dynamic product:

1. Select the product
2. Enter dynamic product information
3. Enter dynamic pricing information

Step 1: Select the Product

In the product list section at the top of the window, the products that were added to the link are displayed. Select the product you would like to create a dynamic product for. The options below are configured separately for each product you select.

Step 2: Enter Dynamic Product Information

Any product can have dynamic product information. This information overrides the existing information for the product, for this instance of the cart. Enter information in the following fields.

New Product Name

Enter a different name for the product. The product name displays to customers in the checkout process.

Additional Name Information

The Additional name information 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 in the shopping cart, review page, confirmation page, email messages, and so on.

Essential Features Description

Due to legal requirements for Cleverbridge as an online reseller, a description of essential features must be displayed to customers immediately before the customer places the purchase. Customers must be provided with a short, clear, and detailed description of the product in order for them to make an informed purchase decision.

This means the customer must be able to generally understand how the product works. If the product's name is already descriptive, then no further action is required. If, however, the functionality of the product is unclear from the product name itself, then the Additional name information field should be used for the essential features description.

For more information, contact Client Experience.

Internal Product ID

The internal product ID cross-references the 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.

Step 3: Enter Dynamic Pricing Information

Only products that have been specifically configured to allow dynamic product pricing can have their prices overridden. For more information, see Configure Dynamic Products.

There are three ways to override the product price:

• Create a discount
• Change the price itself
• Change the price and create a discount

Enter pricing information as follows:

Percentage Discount

A percentage discount subtracts a specific percentage from the price of the product. Select the Percentage discount radio button and enter a percentage.

Absolute Discount

An absolute discount subtracts a specific, fixed amount from the price of the product.

1. Select the Absolute discount radio button.
2. In the price grid, in the Discount column, enter a discount amount for one or more specific currencies.

Define gross price(s) (defined price includes tax)

To provide a better shopping experience for your customers in countries with taxation obligation, you can configure every cart to always display a single tax-inclusive price to the shoppers. However, with this strategy, if German customers (19% VAT) pay the same gross price as Danish customers (25% VAT), the VAT rates will make a difference in the revenue you receive.

Define a Price

In the price grid, define a price for specific currencies. If a price is entered for a currency, the default price for that currency is overridden. If no price is entered for a currency, then the default price for that currency remains.

Advanced Options

The advanced view includes settings for subscription billing.

Enter Subscription Pricing

You first define the initial payment price, which is interval 0, and then you set intervals and define prices for them. Interval 1 is the first billing event after the initial payment.

To set up subscription pricing with intervals:

1. By default, the price grid displays with interval 0. For interval 0, enter the initial payment price in the price grid.
2. To add another interval, click Add Interval. Another tab displays with the interval number.
3. For the new interval, enter a unique price in the price grid.
4. Repeat for any additional intervals.

• The value specified for a particular interval will be applied to all preceding intervals if no other interval values are specified.

  Example

  A company sets up a dynamic product in which the price for interval 3 is specified. The price for interval 3 will be applied to intervals 0-2.

• The value specified for a particular interval will be applied to all preceding intervals until another value is specified.

  Example

  A company sets up a dynamic product in which unique prices for intervals 0, 1, and 3 are specified. The price for interval 3 will be applied to interval 2.

• The default value will be applied to all intervals if neither the PRICE_INTERVAL nor the DISCOUNT_INTERVAL parameter is used.

  Example

  A company sets up a dynamic product with a default price of 10€. Neither the PRICE_INTERVAL nor the DISCOUNT_INTERVAL parameter is used. As a result, the price for each interval is 10€.

• The default value will be applied to all intervals that occur after the intervals specified in the PRICE_INTERVAL or DISCOUNT_INTERVAL parameters.

  Example

  A company sets up a dynamic product with a default price of 10€. The PRICE_INTERVAL parameter is used to specify unique prices for intervals 0-3. The price for interval 4 will be 10€.

Define Time until Next Billing Event

In the Initial Subscription Interval field, define how much time should pass between the initial payment and the first subscription billing event. This can be set in months or days.

Set Renewal Date

In the Set renewal date field, select the billing date for when the subscription renews. The next renewal date after this date displays to customers in the checkout process.

For more information about dynamic products, including the dp parameter, see Configure Dynamic Products.

Copy Content from the Lists

You can copy content from the lists and paste it into a text file or spreadsheet, for example. For more information, see Search ✱ > Copy Information from Search Results List.

The Marketing section is used to configure how promotions and recommendations are added to the cart, with the following settings:

• Use coupon code
• Enable coupon code entry field in cart
• Use recommendations

Use Coupon Code

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.

Enable Coupon Code Entry Field in Cart

Select to display the coupon code entry field in the cart.

For information about controlling the coupon code entry field in the cart, see Manage Promotions > Implement a Promotion for Customers.

Use Recommendations

On the left, select to activate recommendations in the cart, and on the right, select specific recommendations to include in the cart.

The recommendations list 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.

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

Select from the following settings:

• Preselected country
• Filter available countries
• Exclude selected countries

Preselected Country

Select a country to be selected by default in the Country drop-down list in the cart.

List Type

Select Exclude List to exclude specific items from the link. Select Include List to include specific items in the link.

Filter Available Countries

Select one or more countries to display to customers in the Country drop-down list in the cart. If you selected a country in the Preselected country drop-down list, then you must also select that country here in order for it to display in the cart.

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

Select from the following settings:

• Preselected currency
• Filter available currencies
• Exclude selected currencies
• Disable customer currency selection

Preselected Currency

Select a currency to be selected by default in the cart.

List Type

Select Exclude List to exclude specific items from the link. Select Include List to include specific items in the link.

Filter Available Currencies

Select one or more currencies to display to customers in the currency drop-down list in the cart. If you selected a currency in the Preselected currency drop-down list, then you must also select that currency here in order for it to display in the cart.

Disable Customer Currency Selection

Select to turn off currency selection for customers. Customers can only use the currency that is defaulted for them.

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

Select from the following settings:

• Preselected language
• Filter available languages
• Exclude selected languages
• Disable customer language selection

Preselected Language

Select a language to be selected by default in the cart.

List Type

Select Exclude List to exclude specific items from the link. Select Include List to include specific items in the link.

Filter Available Languages

Select one or more languages to display to customers in the language drop-down list in the cart. If you selected a language in the Preselected language drop-down list, then you must also select that language here in order for it to display in the cart.

Disable Customer Language Selection

Select to turn off language selection for customers. Customers can only use the language that is defaulted for them.

The Tracking section is used 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.

Enter Tracking Information

Enter tracking information in the following fields:

• Affiliate ID
• Affiliate signup parameters
• Partner signup parameters

Affiliate ID

Enter an affiliate ID number to add to the link.

Affiliate Signup Parameters and Partner Signup Parameters

The Affiliate signup parameters and Partner signup parameters fields are used to submit additional parameter data to the partner and affiliate signup processes. The parameter names must start with xa- for affiliate signup and xp- for partner signup and be in this format:

xa-<key>=<value>

xp-<key>=<value>

The submitted data is then available in the Commerce Assistant and in the automated XML signup notifications.

Advanced Settings

The following settings display with the advanced view:

• Third-party tracking setup
• Parameter 1-5
• Additional parameters
• Cookies

Third-Party Tracking Setup

Select a third-party tracking setup to specify a particular tracking or conversion campaign for this link.

Parameter 1-5

The parameter drop-down lists are used to select an x-parameter that is used to pass information through the checkout process. The options in these drop-down lists are pulled from the hierarchy that it was created in. If no options are displayed, then a hierarchy was not set up for that parameter.

Additional Parameters

Enter any additional x-parameters to include in the link, in this format:

<key>=<value>

Cookies

Select whether or not to use cookies for this link. Select from the following options:

• Set and use cookies
• Do not set cookie but use existing cookies
• Do not set cookie and ignore all existing cookies

The Payment Type Selection section is used to control which payment types are available for selection in the cart. This overrides the cart's default settings. You use this to localize the cart for customers in a specific region. For more information, see Localize Your Checkout Pages.

Select from the following settings:

• Preselected payment type
• Filter available payment types
• Exclude selected payment types
• Disable customer payment type selection

Preselected Payment Type

Select a payment type to be selected by default in the cart. How this is displayed may depend on your configuration template.

List Type

Select Exclude List to exclude specific items from the link. Select Include List to include specific items in the link.

Filter Available Payment Types

Select one or more payment types to display to customers in the cart. If you selected a payment type in the Preselected payment type drop-down list, then you must also select that payment type here in order for it to display in the cart.

Disable Customer Payment Type Selection

Select to turn off payment type selection for customers. Customers can only use the payment type that is defaulted for them.

The Customer section is used to enter customer billing, delivery, or licensee contact information to be pre-filled in the cart.

To enter contact information:

1. In the Billing Contact section, in the Language drop-down list, select a language to be selected by default in the cart (optional).
2. Enter the customer's contact information.

   Note

   You can enter non-romanized language information for the user's company name, first name, and last name in the Original tab. If you need a romanized version, click Romanize and the Commerce Assistant automatically translates this information in the Romanized tab. Enter katakana information in the Katakana tab; this is a character set which helps transcribe foreign words into Japanese.

3. To enter different contact information for the product delivery, select the Select Different Delivery Contact checkbox. The contact fields display.
4. To enter different contact information for the licensee, select the Select Different Licensee Contact checkbox. The contact fields display.
5. The contact information is added to the link in the Destination URL field.

Show Partner Login

The Show partner login (when configured) option is used to show or hide the link in the cart that registered partners use to log in when shopping. For more information about the ways for partners to access the cart, see Generate Partner-Related Links .

Advanced Settings

The following setting displays with the advanced view:

Reset Customer

Select the checkbox to create a cart that is cleared from any existing customer logins. The cart is reset so that the customer is logged out and must log in again.

The Cart Content section is used to select products and product selections to be included in the cart.

Add a Product to the Link

1. In the product list, select a product.
   1. To filter the list, click in the Quick Find filter above the column header row and enter search text. The list can be filtered by product ID, internal product ID, or product name.
   2. To select multiple items at once, press and hold the CTRL button on your keyboard while selecting the individual items. Or, to select a range, click on the top line item in the range, and press and hold the SHIFT button on your keyboard while clicking on the bottom line item in the range.
2. Click , or drag-and-drop the items to the selected products section below. The product ID is added to the link in the Destination URL field at the bottom of the Link Generator.
3. If applicable, enter the following quantity settings for the product.
   1. Quantity — Enter the quantity of the product in the cart.
   2. Minimum Quantity — Enter the minimum quantity that must be purchased.
   3. Maximum Quantity — Enter the maximum quantity that can be purchased.

Add a Product Selection to the Link

Product selections are used to create product variations, which allow customers to choose between different options for one product in their carts. There are two ways to create the link so that the product variation, with the product selection, displays in the cart. See Product Selections ✱. To add a product selection to your link:

1. Select a product selection in the product list. Product selections have an s at the beginning of the ID number, such as s1234.
   1. To filter the list, click in the Quick Find filter above the column header row, and enter search text. The list can be filtered by entering the product selection ID, product ID, internal product ID, or product name.
   2. To select multiple items at once, press and hold the CTRL button on your keyboard while selecting the individual items. Or, to select a range, click on the top line item in the range, and press and hold the SHIFT button on your keyboard while clicking on the bottom line item in the range.
2. Click , or drag-and-drop the items to the selected products section below. The product selection ID is added to the link in the Destination URL field at the bottom of the Link Generator.
3. If applicable, enter the following quantity settings for the product selection.
   1. Quantity — Enter the quantity of the product in the cart.
   2. Minimum Quantity — Enter the minimum quantity that must be purchased.
   3. Maximum Quantity — Enter the maximum quantity that can be purchased.
4. In the Selected Product ID column, select the product ID for the product to add to the cart with the product selection. The product IDs that display in the drop-down list are for the products that are assigned to the product selection. If a product ID is not selected here, the first product in the hierarchy for the product selection is added to the cart.

Remove a Product from the Link

1. In the bottom section, select the products or product selections to remove from the link.
   1. To select multiple items at once, press and hold the CTRL button on your keyboard while selecting the individual items. Or, to select a range, click on the top line item in the range, and press and hold the SHIFT button on your keyboard while clicking on the bottom line item in the range.
2. Click , or drag-and-drop the items to the product list section at the top. The product or product selection IDs are removed from the link.

Copy Content from the Lists

You can copy content from the lists and paste it into a text file or spreadsheet, for example. For more information, see Search ✱ > Copy Information from Search Results List.

The Dynamic Products section is used to create a dynamic product by overriding the standard product information. Your account must first be configured to allow dynamic products.

To create a dynamic product:

1. Select the product
2. Enter dynamic product information
3. Enter dynamic pricing information

Step 1: Select the Product

In the product list section at the top of the window, the products that were added to the link are displayed. Select the product you would like to create a dynamic product for. The options below are configured separately for each product you select.

Step 2: Enter Dynamic Product Information

Any product can have dynamic product information. This information overrides the existing information for the product, for this instance of the cart. Enter information in the following fields.

New Product Name

Enter a different name for the product. The product name displays to customers in the checkout process.

Additional Name Information

The Additional name information 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 in the shopping cart, review page, confirmation page, email messages, and so on.

Essential Features Description

Due to legal requirements for Cleverbridge as an online reseller, a description of essential features must be displayed to customers immediately before the customer places the purchase. Customers must be provided with a short, clear, and detailed description of the product in order for them to make an informed purchase decision.

This means the customer must be able to generally understand how the product works. If the product's name is already descriptive, then no further action is required. If, however, the functionality of the product is unclear from the product name itself, then the Additional name information field should be used for the essential features description.

For more information, contact Client Experience.

Internal Product ID

The internal product ID cross-references the 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.

Step 3: Enter Dynamic Pricing Information

Only products that have been specifically configured to allow dynamic product pricing can have their prices overridden. For more information, see Configure Dynamic Products.

There are three ways to override the product price:

• Create a discount
• Change the price itself
• Change the price and create a discount

Enter pricing information as follows:

Percentage Discount

A percentage discount subtracts a specific percentage from the price of the product. Select the Percentage discount radio button and enter a percentage.

Absolute Discount

An absolute discount subtracts a specific, fixed amount from the price of the product.

1. Select the Absolute discount radio button.
2. In the price grid, in the Discount column, enter a discount amount for one or more specific currencies.

Define gross price(s) (defined price includes tax)

To provide a better shopping experience for your customers in countries with taxation obligation, you can configure every cart to always display a single tax-inclusive price to the shoppers. However, with this strategy, if German customers (19% VAT) pay the same gross price as Danish customers (25% VAT), the VAT rates will make a difference in the revenue you receive.

Define a Price

In the price grid, define a price for specific currencies. If a price is entered for a currency, the default price for that currency is overridden. If no price is entered for a currency, then the default price for that currency remains.

Advanced Options

The advanced view includes settings for subscription billing.

Enter Subscription Pricing

You first define the initial payment price, which is interval 0, and then you set intervals and define prices for them. Interval 1 is the first billing event after the initial payment.

To set up subscription pricing with intervals:

1. By default, the price grid displays with interval 0. For interval 0, enter the initial payment price in the price grid.
2. To add another interval, click Add Interval. Another tab displays with the interval number.
3. For the new interval, enter a unique price in the price grid.
4. Repeat for any additional intervals.

• The value specified for a particular interval will be applied to all preceding intervals if no other interval values are specified.

  Example

  A company sets up a dynamic product in which the price for interval 3 is specified. The price for interval 3 will be applied to intervals 0-2.

• The value specified for a particular interval will be applied to all preceding intervals until another value is specified.

  Example

  A company sets up a dynamic product in which unique prices for intervals 0, 1, and 3 are specified. The price for interval 3 will be applied to interval 2.

• The default value will be applied to all intervals if neither the PRICE_INTERVAL nor the DISCOUNT_INTERVAL parameter is used.

  Example

  A company sets up a dynamic product with a default price of 10€. Neither the PRICE_INTERVAL nor the DISCOUNT_INTERVAL parameter is used. As a result, the price for each interval is 10€.

• The default value will be applied to all intervals that occur after the intervals specified in the PRICE_INTERVAL or DISCOUNT_INTERVAL parameters.

  Example

  A company sets up a dynamic product with a default price of 10€. The PRICE_INTERVAL parameter is used to specify unique prices for intervals 0-3. The price for interval 4 will be 10€.

Define Time until Next Billing Event

In the Initial Subscription Interval field, define how much time should pass between the initial payment and the first subscription billing event. This can be set in months or days.

Set Renewal Date

In the Set renewal date field, select the billing date for when the subscription renews. The next renewal date after this date displays to customers in the checkout process.

For more information about dynamic products, including the dp parameter, see Configure Dynamic Products.

Copy Content from the Lists

You can copy content from the lists and paste it into a text file or spreadsheet, for example. For more information, see Search ✱ > Copy Information from Search Results List.

The Marketing section is used to configure how promotions and recommendations are added to the cart, with the following settings:

• Use coupon code
• Enable coupon code entry field in cart
• Use recommendations

Use Coupon Code

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.

Enable Coupon Code Entry Field in Cart

Select to display the coupon code entry field in the cart.

For information about controlling the coupon code entry field in the cart, see Manage Promotions > Implement a Promotion for Customers.

Use Recommendations

On the left, select to activate recommendations in the cart, and on the right, select specific recommendations to include in the cart.

The recommendations list 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.

The Tracking section is used 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.

Enter Tracking Information

Enter tracking information in the following fields:

• Affiliate ID
• Affiliate signup parameters
• Partner signup parameters

Affiliate ID

Enter an affiliate ID number to add to the link.

Affiliate Signup Parameters and Partner Signup Parameters

The Affiliate signup parameters and Partner signup parameters fields are used to submit additional parameter data to the partner and affiliate signup processes. The parameter names must start with xa- for affiliate signup and xp- for partner signup and be in this format:

xa-<key>=<value>

xp-<key>=<value>

The submitted data is then available in the Commerce Assistant and in the automated XML signup notifications.

Advanced Settings

The following settings display with the advanced view:

• Third-party tracking setup
• Parameter 1-5
• Additional parameters
• Cookies

Third-Party Tracking Setup

Select a third-party tracking setup to specify a particular tracking or conversion campaign for this link.

Parameter 1-5

The parameter drop-down lists are used to select an x-parameter that is used to pass information through the checkout process. The options in these drop-down lists are pulled from the hierarchy that it was created in. If no options are displayed, then a hierarchy was not set up for that parameter.

Additional Parameters

Enter any additional x-parameters to include in the link, in this format:

<key>=<value>

Cookies

Select whether or not to use cookies for this link. Select from the following options:

• Set and use cookies
• Do not set cookie but use existing cookies
• Do not set cookie and ignore all existing cookies

The Customer section is used to enter customer billing, delivery, or licensee contact information to be pre-filled in the cart.

To enter contact information:

1. In the Billing Contact section, in the Language drop-down list, select a language to be selected by default in the cart (optional).
2. Enter the customer's contact information.

   Note

   You can enter non-romanized language information for the user's company name, first name, and last name in the Original tab. If you need a romanized version, click Romanize and the Commerce Assistant automatically translates this information in the Romanized tab. Enter katakana information in the Katakana tab; this is a character set which helps transcribe foreign words into Japanese.

3. To enter different contact information for the product delivery, select the Select Different Delivery Contact checkbox. The contact fields display.
4. To enter different contact information for the licensee, select the Select Different Licensee Contact checkbox. The contact fields display.
5. The contact information is added to the link in the Destination URL field.

Show Partner Login

The Show partner login (when configured) option is used to show or hide the link in the cart that registered partners use to log in when shopping. For more information about the ways for partners to access the cart, see Generate Partner-Related Links .

Advanced Settings

The following setting displays with the advanced view:

Reset Customer

Select the checkbox to create a cart that is cleared from any existing customer logins. The cart is reset so that the customer is logged out and must log in again.

The Cart Settings section is used to select additional settings that can be configured for the cart. Select from the following settings:

• Price scale
• Use internal product ID
• Allow zero quantity
• Show cart
• Reset cart

Price Scale

The price scale option determines if volume discount information is displayed in the cart for a product. Select from the following options:

Option	Description
Use and show price scale	A link for Display volume discount prices displays in the cart below the product. Text with information about the volume discount displays in the cart in a pop-up when the link is clicked.
Use but do not show price scale	The volume discount is applied to the product, but the link for Display volume discount prices does not display in the cart below the product. Customers will not see volume discount information.
Do not use price scale	A volume discount is not used or shown.

Use Internal Product ID

Select the checkbox to use the internal product ID in the checkout process. See About Internal Product Information.

Allow Zero Quantity

Select the checkbox if you want the product to remain in the cart if a zero quantity is entered. Deselect the checkbox if you want the product to be removed from the cart if a zero quantity is entered.

Show Cart

The Show Cart option displays the shopping cart component in the checkout page. This option is selected by default. Deselect the checkbox if you do not want the shopping cart component to display in the checkout page.

Reset Cart

Select the checkbox to create a cart that is cleared from any existing products that customers may have previously added to the cart.

Typically, by using cookies, products that customers added to the cart are still in the cart if customers return to the cart at a later time. This option removes those existing products from the cart. This can be used, for example, when you send an email promotion and you want to ensure that customers can only see the products from the promotion and not any existing products from an earlier shopping experience.

The Dynamic Products section is used to create a dynamic product by overriding the standard product information. Your account must first be configured to allow dynamic products.

To create a dynamic product:

1. Select the product
2. Enter dynamic product information
3. Enter dynamic pricing information

Step 1: Select the Product

In the product list section at the top of the window, the products that were added to the link are displayed. Select the product you would like to create a dynamic product for. The options below are configured separately for each product you select.

Step 2: Enter Dynamic Product Information

Any product can have dynamic product information. This information overrides the existing information for the product, for this instance of the cart. Enter information in the following fields.

New Product Name

Enter a different name for the product. The product name displays to customers in the checkout process.

Additional Name Information

The Additional name information 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 in the shopping cart, review page, confirmation page, email messages, and so on.

Essential Features Description

Due to legal requirements for Cleverbridge as an online reseller, a description of essential features must be displayed to customers immediately before the customer places the purchase. Customers must be provided with a short, clear, and detailed description of the product in order for them to make an informed purchase decision.

This means the customer must be able to generally understand how the product works. If the product's name is already descriptive, then no further action is required. If, however, the functionality of the product is unclear from the product name itself, then the Additional name information field should be used for the essential features description.

For more information, contact Client Experience.

Internal Product ID

The internal product ID cross-references the 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.

Step 3: Enter Dynamic Pricing Information

Only products that have been specifically configured to allow dynamic product pricing can have their prices overridden. For more information, see Configure Dynamic Products.

There are three ways to override the product price:

• Create a discount
• Change the price itself
• Change the price and create a discount

Enter pricing information as follows:

Percentage Discount

A percentage discount subtracts a specific percentage from the price of the product. Select the Percentage discount radio button and enter a percentage.

Absolute Discount

An absolute discount subtracts a specific, fixed amount from the price of the product.

1. Select the Absolute discount radio button.
2. In the price grid, in the Discount column, enter a discount amount for one or more specific currencies.

Define gross price(s) (defined price includes tax)

To provide a better shopping experience for your customers in countries with taxation obligation, you can configure every cart to always display a single tax-inclusive price to the shoppers. However, with this strategy, if German customers (19% VAT) pay the same gross price as Danish customers (25% VAT), the VAT rates will make a difference in the revenue you receive.

Define a Price

In the price grid, define a price for specific currencies. If a price is entered for a currency, the default price for that currency is overridden. If no price is entered for a currency, then the default price for that currency remains.

Advanced Options

The advanced view includes settings for subscription billing.

Enter Subscription Pricing

You first define the initial payment price, which is interval 0, and then you set intervals and define prices for them. Interval 1 is the first billing event after the initial payment.

To set up subscription pricing with intervals:

1. By default, the price grid displays with interval 0. For interval 0, enter the initial payment price in the price grid.
2. To add another interval, click Add Interval. Another tab displays with the interval number.
3. For the new interval, enter a unique price in the price grid.
4. Repeat for any additional intervals.

• The value specified for a particular interval will be applied to all preceding intervals if no other interval values are specified.

  Example

  A company sets up a dynamic product in which the price for interval 3 is specified. The price for interval 3 will be applied to intervals 0-2.

• The value specified for a particular interval will be applied to all preceding intervals until another value is specified.

  Example

  A company sets up a dynamic product in which unique prices for intervals 0, 1, and 3 are specified. The price for interval 3 will be applied to interval 2.

• The default value will be applied to all intervals if neither the PRICE_INTERVAL nor the DISCOUNT_INTERVAL parameter is used.

  Example

  A company sets up a dynamic product with a default price of 10€. Neither the PRICE_INTERVAL nor the DISCOUNT_INTERVAL parameter is used. As a result, the price for each interval is 10€.

• The default value will be applied to all intervals that occur after the intervals specified in the PRICE_INTERVAL or DISCOUNT_INTERVAL parameters.

  Example

  A company sets up a dynamic product with a default price of 10€. The PRICE_INTERVAL parameter is used to specify unique prices for intervals 0-3. The price for interval 4 will be 10€.

Define Time until Next Billing Event

In the Initial Subscription Interval field, define how much time should pass between the initial payment and the first subscription billing event. This can be set in months or days.

Set Renewal Date

In the Set renewal date field, select the billing date for when the subscription renews. The next renewal date after this date displays to customers in the checkout process.

For more information about dynamic products, including the dp parameter, see Configure Dynamic Products.

Copy Content from the Lists

You can copy content from the lists and paste it into a text file or spreadsheet, for example. For more information, see Search ✱ > Copy Information from Search Results List.

The Marketing section is used to configure how promotions and recommendations are added to the cart, with the following settings:

• Use coupon code
• Enable coupon code entry field in cart
• Use recommendations

Use Coupon Code

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.

Enable Coupon Code Entry Field in Cart

Select to display the coupon code entry field in the cart.

For information about controlling the coupon code entry field in the cart, see Manage Promotions > Implement a Promotion for Customers.

Use Recommendations

On the left, select to activate recommendations in the cart, and on the right, select specific recommendations to include in the cart.

The recommendations list 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.

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

Select from the following settings:

• Preselected country
• Filter available countries
• Exclude selected countries

Preselected Country

Select a country to be selected by default in the Country drop-down list in the cart.

List Type

Select Exclude List to exclude specific items from the link. Select Include List to include specific items in the link.

Filter Available Countries

Select one or more countries to display to customers in the Country drop-down list in the cart. If you selected a country in the Preselected country drop-down list, then you must also select that country here in order for it to display in the cart.

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

Select from the following settings:

• Preselected currency
• Filter available currencies
• Exclude selected currencies
• Disable customer currency selection

Preselected Currency

Select a currency to be selected by default in the cart.

List Type

Select Exclude List to exclude specific items from the link. Select Include List to include specific items in the link.

Filter Available Currencies

Select one or more currencies to display to customers in the currency drop-down list in the cart. If you selected a currency in the Preselected currency drop-down list, then you must also select that currency here in order for it to display in the cart.

Disable Customer Currency Selection

Select to turn off currency selection for customers. Customers can only use the currency that is defaulted for them.

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

Select from the following settings:

• Preselected language
• Filter available languages
• Exclude selected languages
• Disable customer language selection

Preselected Language

Select a language to be selected by default in the cart.

List Type

Select Exclude List to exclude specific items from the link. Select Include List to include specific items in the link.

Filter Available Languages

Select one or more languages to display to customers in the language drop-down list in the cart. If you selected a language in the Preselected language drop-down list, then you must also select that language here in order for it to display in the cart.

Disable Customer Language Selection

Select to turn off language selection for customers. Customers can only use the language that is defaulted for them.

The Tracking section is used 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.

Enter Tracking Information

Enter tracking information in the following fields:

• Affiliate ID
• Affiliate signup parameters
• Partner signup parameters

Affiliate ID

Enter an affiliate ID number to add to the link.

Affiliate Signup Parameters and Partner Signup Parameters

The Affiliate signup parameters and Partner signup parameters fields are used to submit additional parameter data to the partner and affiliate signup processes. The parameter names must start with xa- for affiliate signup and xp- for partner signup and be in this format:

xa-<key>=<value>

xp-<key>=<value>

The submitted data is then available in the Commerce Assistant and in the automated XML signup notifications.

Advanced Settings

The following settings display with the advanced view:

• Third-party tracking setup
• Parameter 1-5
• Additional parameters
• Cookies

Third-Party Tracking Setup

Select a third-party tracking setup to specify a particular tracking or conversion campaign for this link.

Parameter 1-5

The parameter drop-down lists are used to select an x-parameter that is used to pass information through the checkout process. The options in these drop-down lists are pulled from the hierarchy that it was created in. If no options are displayed, then a hierarchy was not set up for that parameter.

Additional Parameters

Enter any additional x-parameters to include in the link, in this format:

<key>=<value>

Cookies

Select whether or not to use cookies for this link. Select from the following options:

• Set and use cookies
• Do not set cookie but use existing cookies
• Do not set cookie and ignore all existing cookies

The Payment Type Selection section is used to control which payment types are available for selection in the cart. This overrides the cart's default settings. You use this to localize the cart for customers in a specific region. For more information, see Localize Your Checkout Pages.

Select from the following settings:

• Preselected payment type
• Filter available payment types
• Exclude selected payment types
• Disable customer payment type selection

Preselected Payment Type

Select a payment type to be selected by default in the cart. How this is displayed may depend on your configuration template.

List Type

Select Exclude List to exclude specific items from the link. Select Include List to include specific items in the link.

Filter Available Payment Types

Select one or more payment types to display to customers in the cart. If you selected a payment type in the Preselected payment type drop-down list, then you must also select that payment type here in order for it to display in the cart.

Disable Customer Payment Type Selection

Select to turn off payment type selection for customers. Customers can only use the payment type that is defaulted for them.

The Customer section is used to enter customer billing, delivery, or licensee contact information to be pre-filled in the cart.

To enter contact information:

1. In the Billing Contact section, in the Language drop-down list, select a language to be selected by default in the cart (optional).
2. Enter the customer's contact information.

   Note

   You can enter non-romanized language information for the user's company name, first name, and last name in the Original tab. If you need a romanized version, click Romanize and the Commerce Assistant automatically translates this information in the Romanized tab. Enter katakana information in the Katakana tab; this is a character set which helps transcribe foreign words into Japanese.

3. To enter different contact information for the product delivery, select the Select Different Delivery Contact checkbox. The contact fields display.
4. To enter different contact information for the licensee, select the Select Different Licensee Contact checkbox. The contact fields display.
5. The contact information is added to the link in the Destination URL field.

Show Partner Login

The Show partner login (when configured) option is used to show or hide the link in the cart that registered partners use to log in when shopping. For more information about the ways for partners to access the cart, see Generate Partner-Related Links .

Advanced Settings

The following setting displays with the advanced view:

Reset Customer

Select the checkbox to create a cart that is cleared from any existing customer logins. The cart is reset so that the customer is logged out and must log in again.

The Cart Content section is used to select products and product selections to be included in the cart.

Add a Product to the Link

1. In the product list, select a product.
   1. To filter the list, click in the Quick Find filter above the column header row and enter search text. The list can be filtered by product ID, internal product ID, or product name.
   2. To select multiple items at once, press and hold the CTRL button on your keyboard while selecting the individual items. Or, to select a range, click on the top line item in the range, and press and hold the SHIFT button on your keyboard while clicking on the bottom line item in the range.
2. Click , or drag-and-drop the items to the selected products section below. The product ID is added to the link in the Destination URL field at the bottom of the Link Generator.
3. If applicable, enter the following quantity settings for the product.
   1. Quantity — Enter the quantity of the product in the cart.
   2. Minimum Quantity — Enter the minimum quantity that must be purchased.
   3. Maximum Quantity — Enter the maximum quantity that can be purchased.

Add a Product Selection to the Link

Product selections are used to create product variations, which allow customers to choose between different options for one product in their carts. There are two ways to create the link so that the product variation, with the product selection, displays in the cart. See Product Selections ✱. To add a product selection to your link:

1. Select a product selection in the product list. Product selections have an s at the beginning of the ID number, such as s1234.
   1. To filter the list, click in the Quick Find filter above the column header row, and enter search text. The list can be filtered by entering the product selection ID, product ID, internal product ID, or product name.
   2. To select multiple items at once, press and hold the CTRL button on your keyboard while selecting the individual items. Or, to select a range, click on the top line item in the range, and press and hold the SHIFT button on your keyboard while clicking on the bottom line item in the range.
2. Click , or drag-and-drop the items to the selected products section below. The product selection ID is added to the link in the Destination URL field at the bottom of the Link Generator.
3. If applicable, enter the following quantity settings for the product selection.
   1. Quantity — Enter the quantity of the product in the cart.
   2. Minimum Quantity — Enter the minimum quantity that must be purchased.
   3. Maximum Quantity — Enter the maximum quantity that can be purchased.
4. In the Selected Product ID column, select the product ID for the product to add to the cart with the product selection. The product IDs that display in the drop-down list are for the products that are assigned to the product selection. If a product ID is not selected here, the first product in the hierarchy for the product selection is added to the cart.

Remove a Product from the Link

1. In the bottom section, select the products or product selections to remove from the link.
   1. To select multiple items at once, press and hold the CTRL button on your keyboard while selecting the individual items. Or, to select a range, click on the top line item in the range, and press and hold the SHIFT button on your keyboard while clicking on the bottom line item in the range.
2. Click , or drag-and-drop the items to the product list section at the top. The product or product selection IDs are removed from the link.

Copy Content from the Lists

You can copy content from the lists and paste it into a text file or spreadsheet, for example. For more information, see Search ✱ > Copy Information from Search Results List.

The Dynamic Products section is used to create a dynamic product by overriding the standard product information. Your account must first be configured to allow dynamic products.

To create a dynamic product:

1. Select the product
2. Enter dynamic product information
3. Enter dynamic pricing information

Step 1: Select the Product

In the product list section at the top of the window, the products that were added to the link are displayed. Select the product you would like to create a dynamic product for. The options below are configured separately for each product you select.

Step 2: Enter Dynamic Product Information

Any product can have dynamic product information. This information overrides the existing information for the product, for this instance of the cart. Enter information in the following fields.

New Product Name

Enter a different name for the product. The product name displays to customers in the checkout process.

Additional Name Information

The Additional name information 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 in the shopping cart, review page, confirmation page, email messages, and so on.

Essential Features Description

Due to legal requirements for Cleverbridge as an online reseller, a description of essential features must be displayed to customers immediately before the customer places the purchase. Customers must be provided with a short, clear, and detailed description of the product in order for them to make an informed purchase decision.

This means the customer must be able to generally understand how the product works. If the product's name is already descriptive, then no further action is required. If, however, the functionality of the product is unclear from the product name itself, then the Additional name information field should be used for the essential features description.

For more information, contact Client Experience.

Internal Product ID

The internal product ID cross-references the 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.

Step 3: Enter Dynamic Pricing Information

Only products that have been specifically configured to allow dynamic product pricing can have their prices overridden. For more information, see Configure Dynamic Products.

There are three ways to override the product price:

• Create a discount
• Change the price itself
• Change the price and create a discount

Enter pricing information as follows:

Percentage Discount

A percentage discount subtracts a specific percentage from the price of the product. Select the Percentage discount radio button and enter a percentage.

Absolute Discount

An absolute discount subtracts a specific, fixed amount from the price of the product.

1. Select the Absolute discount radio button.
2. In the price grid, in the Discount column, enter a discount amount for one or more specific currencies.

Define gross price(s) (defined price includes tax)

To provide a better shopping experience for your customers in countries with taxation obligation, you can configure every cart to always display a single tax-inclusive price to the shoppers. However, with this strategy, if German customers (19% VAT) pay the same gross price as Danish customers (25% VAT), the VAT rates will make a difference in the revenue you receive.

Define a Price

In the price grid, define a price for specific currencies. If a price is entered for a currency, the default price for that currency is overridden. If no price is entered for a currency, then the default price for that currency remains.

Advanced Options

The advanced view includes settings for subscription billing.

Enter Subscription Pricing

You first define the initial payment price, which is interval 0, and then you set intervals and define prices for them. Interval 1 is the first billing event after the initial payment.

To set up subscription pricing with intervals:

1. By default, the price grid displays with interval 0. For interval 0, enter the initial payment price in the price grid.
2. To add another interval, click Add Interval. Another tab displays with the interval number.
3. For the new interval, enter a unique price in the price grid.
4. Repeat for any additional intervals.

• The value specified for a particular interval will be applied to all preceding intervals if no other interval values are specified.

  Example

  A company sets up a dynamic product in which the price for interval 3 is specified. The price for interval 3 will be applied to intervals 0-2.

• The value specified for a particular interval will be applied to all preceding intervals until another value is specified.

  Example

  A company sets up a dynamic product in which unique prices for intervals 0, 1, and 3 are specified. The price for interval 3 will be applied to interval 2.

• The default value will be applied to all intervals if neither the PRICE_INTERVAL nor the DISCOUNT_INTERVAL parameter is used.

  Example

  A company sets up a dynamic product with a default price of 10€. Neither the PRICE_INTERVAL nor the DISCOUNT_INTERVAL parameter is used. As a result, the price for each interval is 10€.

• The default value will be applied to all intervals that occur after the intervals specified in the PRICE_INTERVAL or DISCOUNT_INTERVAL parameters.

  Example

  A company sets up a dynamic product with a default price of 10€. The PRICE_INTERVAL parameter is used to specify unique prices for intervals 0-3. The price for interval 4 will be 10€.

Define Time until Next Billing Event

In the Initial Subscription Interval field, define how much time should pass between the initial payment and the first subscription billing event. This can be set in months or days.

Set Renewal Date

In the Set renewal date field, select the billing date for when the subscription renews. The next renewal date after this date displays to customers in the checkout process.

For more information about dynamic products, including the dp parameter, see Configure Dynamic Products.

Copy Content from the Lists

You can copy content from the lists and paste it into a text file or spreadsheet, for example. For more information, see Search ✱ > Copy Information from Search Results List.

The Marketing section is used to configure how promotions and recommendations are added to the cart, with the following settings:

• Use coupon code
• Enable coupon code entry field in cart
• Use recommendations

Use Coupon Code

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.

Enable Coupon Code Entry Field in Cart

Select to display the coupon code entry field in the cart.

For information about controlling the coupon code entry field in the cart, see Manage Promotions > Implement a Promotion for Customers.

Use Recommendations

On the left, select to activate recommendations in the cart, and on the right, select specific recommendations to include in the cart.

The recommendations list 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.

The Tracking section is used 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.

Enter Tracking Information

Enter tracking information in the following fields:

• Affiliate ID
• Affiliate signup parameters
• Partner signup parameters

Affiliate ID

Enter an affiliate ID number to add to the link.

Affiliate Signup Parameters and Partner Signup Parameters

The Affiliate signup parameters and Partner signup parameters fields are used to submit additional parameter data to the partner and affiliate signup processes. The parameter names must start with xa- for affiliate signup and xp- for partner signup and be in this format:

xa-<key>=<value>

xp-<key>=<value>

The submitted data is then available in the Commerce Assistant and in the automated XML signup notifications.

Advanced Settings

The following settings display with the advanced view:

• Third-party tracking setup
• Parameter 1-5
• Additional parameters
• Cookies

Third-Party Tracking Setup

Select a third-party tracking setup to specify a particular tracking or conversion campaign for this link.

Parameter 1-5

The parameter drop-down lists are used to select an x-parameter that is used to pass information through the checkout process. The options in these drop-down lists are pulled from the hierarchy that it was created in. If no options are displayed, then a hierarchy was not set up for that parameter.

Additional Parameters

Enter any additional x-parameters to include in the link, in this format:

<key>=<value>

Cookies

Select whether or not to use cookies for this link. Select from the following options:

• Set and use cookies
• Do not set cookie but use existing cookies
• Do not set cookie and ignore all existing cookies

The Customer section is used to enter customer billing, delivery, or licensee contact information to be pre-filled in the cart.

To enter contact information:

1. In the Billing Contact section, in the Language drop-down list, select a language to be selected by default in the cart (optional).
2. Enter the customer's contact information.

   Note

   You can enter non-romanized language information for the user's company name, first name, and last name in the Original tab. If you need a romanized version, click Romanize and the Commerce Assistant automatically translates this information in the Romanized tab. Enter katakana information in the Katakana tab; this is a character set which helps transcribe foreign words into Japanese.

3. To enter different contact information for the product delivery, select the Select Different Delivery Contact checkbox. The contact fields display.
4. To enter different contact information for the licensee, select the Select Different Licensee Contact checkbox. The contact fields display.
5. The contact information is added to the link in the Destination URL field.

Show Partner Login

The Show partner login (when configured) option is used to show or hide the link in the cart that registered partners use to log in when shopping. For more information about the ways for partners to access the cart, see Generate Partner-Related Links .

Advanced Settings

The following setting displays with the advanced view:

Reset Customer

Select the checkbox to create a cart that is cleared from any existing customer logins. The cart is reset so that the customer is logged out and must log in again.

The Cart Settings section is used to select additional settings that can be configured for the cart. Select from the following settings:

• Price scale
• Use internal product ID
• Allow zero quantity
• Show cart
• Reset cart

Price Scale

The price scale option determines if volume discount information is displayed in the cart for a product. Select from the following options:

Option	Description
Use and show price scale	A link for Display volume discount prices displays in the cart below the product. Text with information about the volume discount displays in the cart in a pop-up when the link is clicked.
Use but do not show price scale	The volume discount is applied to the product, but the link for Display volume discount prices does not display in the cart below the product. Customers will not see volume discount information.
Do not use price scale	A volume discount is not used or shown.

Use Internal Product ID

Select the checkbox to use the internal product ID in the checkout process. See About Internal Product Information.

Allow Zero Quantity

Select the checkbox if you want the product to remain in the cart if a zero quantity is entered. Deselect the checkbox if you want the product to be removed from the cart if a zero quantity is entered.

Show Cart

The Show Cart option displays the shopping cart component in the checkout page. This option is selected by default. Deselect the checkbox if you do not want the shopping cart component to display in the checkout page.

Reset Cart

Select the checkbox to create a cart that is cleared from any existing products that customers may have previously added to the cart.

Typically, by using cookies, products that customers added to the cart are still in the cart if customers return to the cart at a later time. This option removes those existing products from the cart. This can be used, for example, when you send an email promotion and you want to ensure that customers can only see the products from the promotion and not any existing products from an earlier shopping experience.

The Dynamic Products section is used to create a dynamic product by overriding the standard product information. Your account must first be configured to allow dynamic products.

To create a dynamic product:

1. Select the product
2. Enter dynamic product information
3. Enter dynamic pricing information

Step 1: Select the Product

In the product list section at the top of the window, the products that were added to the link are displayed. Select the product you would like to create a dynamic product for. The options below are configured separately for each product you select.

Step 2: Enter Dynamic Product Information

Any product can have dynamic product information. This information overrides the existing information for the product, for this instance of the cart. Enter information in the following fields.

New Product Name

Enter a different name for the product. The product name displays to customers in the checkout process.

Additional Name Information

The Additional name information 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 in the shopping cart, review page, confirmation page, email messages, and so on.

Essential Features Description

Due to legal requirements for Cleverbridge as an online reseller, a description of essential features must be displayed to customers immediately before the customer places the purchase. Customers must be provided with a short, clear, and detailed description of the product in order for them to make an informed purchase decision.

This means the customer must be able to generally understand how the product works. If the product's name is already descriptive, then no further action is required. If, however, the functionality of the product is unclear from the product name itself, then the Additional name information field should be used for the essential features description.

For more information, contact Client Experience.

Internal Product ID

The internal product ID cross-references the 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.

Step 3: Enter Dynamic Pricing Information

Only products that have been specifically configured to allow dynamic product pricing can have their prices overridden. For more information, see Configure Dynamic Products.

There are three ways to override the product price:

• Create a discount
• Change the price itself
• Change the price and create a discount

Enter pricing information as follows:

Percentage Discount

A percentage discount subtracts a specific percentage from the price of the product. Select the Percentage discount radio button and enter a percentage.

Absolute Discount

An absolute discount subtracts a specific, fixed amount from the price of the product.

1. Select the Absolute discount radio button.
2. In the price grid, in the Discount column, enter a discount amount for one or more specific currencies.

Define gross price(s) (defined price includes tax)

To provide a better shopping experience for your customers in countries with taxation obligation, you can configure every cart to always display a single tax-inclusive price to the shoppers. However, with this strategy, if German customers (19% VAT) pay the same gross price as Danish customers (25% VAT), the VAT rates will make a difference in the revenue you receive.

Define a Price

In the price grid, define a price for specific currencies. If a price is entered for a currency, the default price for that currency is overridden. If no price is entered for a currency, then the default price for that currency remains.

Advanced Options

The advanced view includes settings for subscription billing.

Enter Subscription Pricing

You first define the initial payment price, which is interval 0, and then you set intervals and define prices for them. Interval 1 is the first billing event after the initial payment.

To set up subscription pricing with intervals:

1. By default, the price grid displays with interval 0. For interval 0, enter the initial payment price in the price grid.
2. To add another interval, click Add Interval. Another tab displays with the interval number.
3. For the new interval, enter a unique price in the price grid.
4. Repeat for any additional intervals.

• The value specified for a particular interval will be applied to all preceding intervals if no other interval values are specified.

  Example

  A company sets up a dynamic product in which the price for interval 3 is specified. The price for interval 3 will be applied to intervals 0-2.

• The value specified for a particular interval will be applied to all preceding intervals until another value is specified.

  Example

  A company sets up a dynamic product in which unique prices for intervals 0, 1, and 3 are specified. The price for interval 3 will be applied to interval 2.

• The default value will be applied to all intervals if neither the PRICE_INTERVAL nor the DISCOUNT_INTERVAL parameter is used.

  Example

  A company sets up a dynamic product with a default price of 10€. Neither the PRICE_INTERVAL nor the DISCOUNT_INTERVAL parameter is used. As a result, the price for each interval is 10€.

• The default value will be applied to all intervals that occur after the intervals specified in the PRICE_INTERVAL or DISCOUNT_INTERVAL parameters.

  Example

  A company sets up a dynamic product with a default price of 10€. The PRICE_INTERVAL parameter is used to specify unique prices for intervals 0-3. The price for interval 4 will be 10€.

Define Time until Next Billing Event

In the Initial Subscription Interval field, define how much time should pass between the initial payment and the first subscription billing event. This can be set in months or days.

Set Renewal Date

In the Set renewal date field, select the billing date for when the subscription renews. The next renewal date after this date displays to customers in the checkout process.

For more information about dynamic products, including the dp parameter, see Configure Dynamic Products.

Copy Content from the Lists

You can copy content from the lists and paste it into a text file or spreadsheet, for example. For more information, see Search ✱ > Copy Information from Search Results List.

The Marketing section is used to configure how promotions and recommendations are added to the cart, with the following settings:

• Use coupon code
• Enable coupon code entry field in cart
• Use recommendations

Use Coupon Code

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.

Enable Coupon Code Entry Field in Cart

Select to display the coupon code entry field in the cart.

For information about controlling the coupon code entry field in the cart, see Manage Promotions > Implement a Promotion for Customers.

Use Recommendations

On the left, select to activate recommendations in the cart, and on the right, select specific recommendations to include in the cart.

The recommendations list 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.

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

Select from the following settings:

• Preselected country
• Filter available countries
• Exclude selected countries

Preselected Country

Select a country to be selected by default in the Country drop-down list in the cart.

List Type

Select Exclude List to exclude specific items from the link. Select Include List to include specific items in the link.

Filter Available Countries

Select one or more countries to display to customers in the Country drop-down list in the cart. If you selected a country in the Preselected country drop-down list, then you must also select that country here in order for it to display in the cart.

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

Select from the following settings:

• Preselected currency
• Filter available currencies
• Exclude selected currencies
• Disable customer currency selection

Preselected Currency

Select a currency to be selected by default in the cart.

List Type

Select Exclude List to exclude specific items from the link. Select Include List to include specific items in the link.

Filter Available Currencies

Select one or more currencies to display to customers in the currency drop-down list in the cart. If you selected a currency in the Preselected currency drop-down list, then you must also select that currency here in order for it to display in the cart.

Disable Customer Currency Selection

Select to turn off currency selection for customers. Customers can only use the currency that is defaulted for them.

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

Select from the following settings:

• Preselected language
• Filter available languages
• Exclude selected languages
• Disable customer language selection

Preselected Language

Select a language to be selected by default in the cart.

List Type

Select Exclude List to exclude specific items from the link. Select Include List to include specific items in the link.

Filter Available Languages

Select one or more languages to display to customers in the language drop-down list in the cart. If you selected a language in the Preselected language drop-down list, then you must also select that language here in order for it to display in the cart.

Disable Customer Language Selection

Select to turn off language selection for customers. Customers can only use the language that is defaulted for them.

The Tracking section is used 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.

Enter Tracking Information

Enter tracking information in the following fields:

• Affiliate ID
• Affiliate signup parameters
• Partner signup parameters

Affiliate ID

Enter an affiliate ID number to add to the link.

Affiliate Signup Parameters and Partner Signup Parameters

The Affiliate signup parameters and Partner signup parameters fields are used to submit additional parameter data to the partner and affiliate signup processes. The parameter names must start with xa- for affiliate signup and xp- for partner signup and be in this format:

xa-<key>=<value>

xp-<key>=<value>

The submitted data is then available in the Commerce Assistant and in the automated XML signup notifications.

Advanced Settings

The following settings display with the advanced view:

• Third-party tracking setup
• Parameter 1-5
• Additional parameters
• Cookies

Third-Party Tracking Setup

Select a third-party tracking setup to specify a particular tracking or conversion campaign for this link.

Parameter 1-5

The parameter drop-down lists are used to select an x-parameter that is used to pass information through the checkout process. The options in these drop-down lists are pulled from the hierarchy that it was created in. If no options are displayed, then a hierarchy was not set up for that parameter.

Additional Parameters

Enter any additional x-parameters to include in the link, in this format:

<key>=<value>

Cookies

Select whether or not to use cookies for this link. Select from the following options:

• Set and use cookies
• Do not set cookie but use existing cookies
• Do not set cookie and ignore all existing cookies

The Payment Type Selection section is used to control which payment types are available for selection in the cart. This overrides the cart's default settings. You use this to localize the cart for customers in a specific region. For more information, see Localize Your Checkout Pages.

Select from the following settings:

• Preselected payment type
• Filter available payment types
• Exclude selected payment types
• Disable customer payment type selection

Preselected Payment Type

Select a payment type to be selected by default in the cart. How this is displayed may depend on your configuration template.

List Type

Select Exclude List to exclude specific items from the link. Select Include List to include specific items in the link.

Filter Available Payment Types

Select one or more payment types to display to customers in the cart. If you selected a payment type in the Preselected payment type drop-down list, then you must also select that payment type here in order for it to display in the cart.

Disable Customer Payment Type Selection

Select to turn off payment type selection for customers. Customers can only use the payment type that is defaulted for them.

The Customer section is used to enter customer billing, delivery, or licensee contact information to be pre-filled in the cart.

To enter contact information:

1. In the Billing Contact section, in the Language drop-down list, select a language to be selected by default in the cart (optional).
2. Enter the customer's contact information.

   Note

   You can enter non-romanized language information for the user's company name, first name, and last name in the Original tab. If you need a romanized version, click Romanize and the Commerce Assistant automatically translates this information in the Romanized tab. Enter katakana information in the Katakana tab; this is a character set which helps transcribe foreign words into Japanese.

3. To enter different contact information for the product delivery, select the Select Different Delivery Contact checkbox. The contact fields display.
4. To enter different contact information for the licensee, select the Select Different Licensee Contact checkbox. The contact fields display.
5. The contact information is added to the link in the Destination URL field.

Show Partner Login

The Show partner login (when configured) option is used to show or hide the link in the cart that registered partners use to log in when shopping. For more information about the ways for partners to access the cart, see Generate Partner-Related Links .

Advanced Settings

The following setting displays with the advanced view:

Reset Customer

Select the checkbox to create a cart that is cleared from any existing customer logins. The cart is reset so that the customer is logged out and must log in again.