Advanced Offer Settings
Set Responders
Responders are transactional email or SMS messaging that is sent to customers based on trigger settings that live within the Campaign, Offer and/or Offer Cycles.
Additional Handling Options
Lastly within the Configuration Tab, you can determine what a customer is able to do:
- Shipment Skippable, when checked will allow a customer to skip a Pending Shipment
- Charge Skippable, when checked will allow a customer to skip a Pending Charge
Is Trial - this is used in reference to the Returns Profile logic.
Transactional Postback URL: Set a postback URL that will execute on successful transactions. Prefix the url with [GET] to use a get request, using post by default.
Merge Tags available : {transaction_id} , {order_id} , {campaign_id} , {order_subtotal} , {shipping_price} , {taxfactor} , {ordertotal} , {orderdatetime} , {billingfirstname} , {billinglastname} , {billingaddress} , {billingaddress2} , {billingcity} , {billingstate} , {billingzipcode} , {billingcountry} , {shippingfirstname} , {shippinglastname} , {shippingaddress} , {shippingaddress2} , {shippingcity} , {shippingstate} , {shippingzipcode} , {shippingcountry} , {customer_telephone} , {customer_email} , {card_last_four} , {cancel_date} , {transactionsubtotal} , {transactionshippingprice} , {transactiontax} , {transactiontotal} , {transactiondatetime} , {lineitems}, {tracking1}...{tracking20}
Advanced Settings
Offer Settings and Restrictions
Reporting Labels
Offers may be grouped using Categories. This is for reporting only. This will allow you to group all Offers together under a single dimension within the analytics.
A common case for Offer Categories would be: Prepaids vs Subscription vs One Time Sale.
Gifting
A gift subscription is a type of subscription where a purchaser pays for the subscription on behalf of someone else, who can then claim and customize their subscription.
The purchaser is typically charged upfront for the gift subscription, and the chooses the length of the subscription.
The Giftee then claims the gift when they are ready and can customize the frequency of deliveries or access, and any other customization options that may be available.
Allow your Offer to be Sold as a gift
Navigate to the Gift Details tab
Select Gift Option
Add responders to be sent for the gifting flow
Gift Responder
Claimed Giftee Responder
Claimed Giftor Responder
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Hit Submit
Within Vrio a record will be created for the customer who purchased the gift and it is tied to the gift details. Once the giftee claims the gift, a new customer record is created for that giftee.
- Giftee - The person receiving the gift
- Gifter - The person giving the gift
Upsell Funnels
When using the Vrio Hosted Checkout, you may configure Upsell Funnels to be shown. This will increase AOV.
Learn more about Upsell Funnels here.
Offer Swaps
Offer swapping will allow someone to move from one offer to another, without having to cancel one subscription and start a new one. You can configure what options you want to allow your customer to do.
To allow for a customer to swap Offers it must be configured. Under Swap options select Add Swap Option.
Add the Offer(s) you want them to be able to swap to.
Swap Offer Types:
- In Cart Only - this would be like a Subscribe and Save option.
- Ongoing Subscription - this would only allow them to swap once they are already signed up
- Both would allow In Cart & Ongoing
Use CaseA customer is on a Quarterly Prepaid Subscription but wants to move to Monthly. They can go into their portal and easily update their billing frequency.
Post Backs
If you need any information to go to an external source, simply add a Postback URL within the Offer. There are available mergetags to limit the data that is being passed within that Postback.
The other option for moving data to an external source would be using a Webhook.
Updated 14 days ago