Managing Products

Add a New Product

To add a product, go to Subscribe > Journeys.

Click 'View' under the actions button on the segment you would like to add a product to.

Under the Products section, click the Add Product button.

The top of the page allows you to enter the basic information required to create a product:

• Priority: Products appear under categories in order of their priority set.

• Category: Choose the category you wish to display the product under. To add additional categories, view Adding a Journey Category

• Currency: Choose the currency for the product as you prefer it to be displayed. The currency must be enabled in your billing system and a price for the currency assigned to the product rate plan charge.

• Name: You can enter a name that is different from the product name that appears in your billing system. This is especially helpful with bundles which are a collection of rate plans.

• Product Type: The product type can either be a regular product or it can be a bundle. Regular products are 1:1 with a rate plan in your billing system. Bundles can be a collection of rate plans or a single rate plan with a custom price and discount.

• Product (Billing System): This field pulls from the product list in your billing system.

• Product Rate Plan (Billing System): This field pulls from the rate plans in your billing system and is dependent upon the Product field.

• Use Portal Price: The portal price checkbox enables you to enter a custom price you wish to use instead of using the default price of your rate plan charge. By clicking this checkbox, it will override the price in your billing system.

Editing a Product

Overview

Editing a product allows the components of an existing product to be changed after creation.

To edit a product, go to Subscribe > Journeys. Click 'View' under the Actions button on the Journey you would like to edit a product in. Under the Products section of the segment, hover the cursor over the product of choice. Click "Edit" under the Actions button.

Components

The top of the page shows the basic components of a product that can be changed using the drop-down arrows. The name can also be changed by editing the text.