Differences

This shows you the differences between two versions of the page.

--- merchant_guide:packages [2009/09/10 02:32] – earlyimpact
+++ merchant_guide:packages [2012/08/13 05:22] (current) – [Main Feature Properties] earlyimpact
@@ Line 1: / Line 1: @@
-====== Adding and Editing Packages ======
+====== Packages ======
 ===== What a Package is =====
@@ Line 17: / Line 17: @@
 ==== Main Feature Properties ====
-  * **Plan** \\ Select the //Plan// that you would like to use for this Package. If you don't remember the properties of a specific //Plan//, select it and click on //Display Selected Plan's Details// to load a window that shows you details about it. If you want to create a new //Plan//, you can do so without leaving this page by clicking on the //Add Plan// link: a window will appear and allow you to enter the new Plan's details (refer to [[plans|Adding & Editing Plans]] for instructions). When you save it, the new Plan will appear in the Plan drop-down menu.
+  * **Plan** \\ Select the //Plan// that you would like to use for this Package. If you don't remember the properties of a specific //Plan//, select it and click on //Display Selected Plan's Details// to load a window that shows you details about it. If you want to create a new //Plan//, you can do so without leaving this page by clicking on the //Add Plan// link: a window will appear and allow you to enter the new Plan's details (refer to [[products#plans|Adding & Editing Plans]] for instructions). When you save it, the new Plan will appear in the Plan drop-down menu.
   * **Product** \\ Shows the //Product// based on which you are creating a //Package//
   * **Store** \\ Shows the //Store// for which you are creating a //Package//
@@ Line 26: / Line 26: @@
   * **Trial Price** \\ Enter the price that customers will pay for this Package during the Trial Period. For example, if you want to offer a 30% discount for the first 2 months of a monthly, ongoing subscription to a certain product or service, in the Trial Price you will enter a price that is 30% off the "Price" entered above (i.e. 30% of the Package Price).
   * **Trial Shipping Is Free** \\ This feature allows you to reduce the shipping charge associated with a subscription that includes a Product that requires shipping. For example, if you wanted to provide a free trial for a certain subscription, and the Product included in the subscription has\d a shipping charge associated with it, this setting would allow you to set that shipping charge to 0 for the Trial Period. If the Trial Price is also 0, the customer will be given a completely free trial.
 ==== Names & Descriptions ====
 SubscriptionBridge supports a multi-lingual front-end (the Merchant Center, instead, is only available in English at this time). Therefore, you can add //Names// & //Descriptions// for your Packages in each of the languages that you have activated for your store.
-To do so, navigate to the Packages page as described above, and then click on //View/Edit// in the //Descriptions// column. On the page that is displayed, click on the "Add New Description" button to add the following information.
+To do so, navigate to the Packages page as described above, and then click on //View/Edit// in the //Descriptions// column. On the page that is displayed, click on the "Add New Description" button to add the following information (the screen shot below gives a graphical example of how this information is shown in the [[simpleintegration:simpleintegration|SubscriptionBridge shopping cart]]).
+{{:merchant_guide:sb_cart_screenshot.gif|Visual example of package name and descriptions}}
   * **Language** \\ Select a language from the list of active languages for the Store. Languages for which you have already entered a name/description are not shown.
-  * **Package Name** \\ Enter a name for this Package in the Language you have selected. This entry is shown to customers in the SubscriptionBridge front-end (e.g. in the SubscriptionBridge Shopping Cart, Customer Center and in e-mail Notifications).
+  * **Package Name** \\ Enter a name for this Package in the Language you have selected. The package name is shown to customers in all e-mails and other customer-facing pages (e.g. in the SubscriptionBridge Shopping Cart, Customer Center and in all e-mail Notifications).
-  * **Trial Name** \\ Enter a friendly name for the Trial Period (e.g. "Summer Special - 2 Months at 50% Off").
+  * **Trial Name** \\ Enter a friendly name for the Trial Period (e.g. "Summer Special - 2 Months at 50% Off"). This is used in e-mail notifications sent by SubscriptionBridge.
-  * **Trial Description** \\ Enter a description to better explain to customers and prospects what the Trial Period offers (e.g. "Join our gym before September 30 and enjoy 2 months at 50% off the regular membership fee. Only available to new customers that were not gym members in the last 12 months.").
+  * **Trial Description** \\ Enter a short description to better explain to customers and prospects what the Trial Period offers (e.g. "Join our gym before September 30 and enjoy 2 months at 50% off the regular membership fee. Only available to new customers that were not gym members in the last 12 months."). The Trial Description is shown:
+    * In the SubscriptionBridge shopping cart (see screen shot above)
+    * In an integrated shopping cart via the [[developer_guide:developer_guide:terms_widget|Terms Widget]]
+    * In e-mails notifications that include information on the Trial
+Here is an example of Trial Name and Description shown in an e-mail notification:
+{{:merchant_guide:sb_email_trialnamedesc.gif|Example of how Trial Name and Description are shown in email notifications}}
 Once you have added //names// and //descriptions// in multiple languages, the //Names/Descriptions// page will present them using a tabbed layout where each tab corresponds to a different language. To edit any of the entries, click on the tab that represents the language that you need to edit, and click on the //Edit// icon ({{:merchant_guide:edit.gif|Edit Icon}}).
@@ Line 69: / Line 76: @@
 {{:merchant_guide:screenshot154.jpg|Features added to a Package}}
+===== Deleting Packages =====
+Packages can be deleted only until they have been subscribed to. That is: until a customer has purchased a subscription that is associated with a certain package. If a //Package// has been purchased (i.e. there is at least one subscription that is associated with that //Package//), the //Package// can no longer be removed from SubscriptionBridge.
+To delete a package:
+  * Click on //Stores// in the Merchant Center navigation
+  * Select the //Store// that you wish to work with
+  * In the //Packages// section, mouse over //Packages//. The system will display a preview of the //Packages// you added to that Store. Click on the link to load the list of //Packages//.
+  * Check the checkbox in the right-side column of the //Packages(s)// you wish to remove, and click on the //Delete Selected Records// button to remove the selected //Packages//. Please note the following:
+    * //Packages// can only be deleted when not used in a subscription.
+    * When a //Package// is associated with one or more subscriptions, the checkbox is not shown.
+    * When no //Packages// can be deleted, the //Delete Selected Records// button is not shown on the page.
 ===== Selling a Package =====
@@ Line 79: / Line 99: @@
 If you wish customers to go through a separate checkout process, you will want to use the "[[:advancedintegration:advancedintegration|Advanced Integration]]" or one of the [[:cartintegration:cartintegration|ready-to-go integrations]] with existing e-commerce systems.
-===== Related Articles =====
-  * [[links|Retrieving Package Links]]
-  * [[products|Adding and Editing Products]]
-  * [[plans|Adding and Editing Plans]]
-  * [[features|Adding and Editing Features]]