Learn how to connect Products and Billing Models, configure trial behavior, and choose how subscriptions recur in Sticky.io with Standard Offers.

Standard Offers connect one or more Products to one or more Billing Models. This relationship tells Sticky which products can be sold with each billing schedule.

Offers are also where you can configure optional trial pricing and timing, apply offer-level discounts, and decide whether a subscription continues with the same product or follows a custom product sequence.

Without further ado, let's get started!

From the left-hand navigation menu, click Products / Offers > Offers.

The Offers page displays your existing offers, including their type, status, recurring behavior, and trial status. Click New Offer in the top-right corner to begin.

Once loaded, select Standard from the available Offer Types. And we'll kick off with your Offer Details.

• ID = Displays N/A while the Offer is being created. Sticky assigns a unique Offer ID after the record is saved.

• Type = Confirms that the Offer is configured as Standard.

• Name = The internal name used to identify the Offer. Use a clear name that describes the billing or trial experience, such as 7 Day Free Trial - Monthly.

Select at least one Billing Model for the Offer. You can search by name or ID, add individual models, or use the bulk-selection controls when several models belong in the same Offer.
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• Search = Locates a Billing Model by its name or ID.

• Add all = Moves all available Billing Models into the Selected column.

• Clear all = Removes all Billing Models from the Selected column.

• Discount (%) = Applies a percentage discount when the selected Billing Model is used with this Offer.

• Per Qty Flat ($) = Applies a fixed dollar discount for each unit purchased when the selected Billing Model is used.
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You can assign several Billing Models to one Offer. The Product and Billing Model IDs submitted by your storefront or API determine which combination is used. The order shown in the Selected column does not create priority.

Next, select every Product that can be sold through the Offer. The Products selector works much like the Billing Models selector.
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• Search = Locates a Product by its name or Product ID.

• Add all = Moves all available Products into the Selected column.

• Clear all = Removes all Products from the Selected column.

• Selected Products = Defines the Products that are eligible to use the Billing Models and recurring behavior configured in this Offer.
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The order of selected Products does not create priority. Your checkout or API request determines which Product is submitted for the transaction.

Trials are optional. Select Add Trial to open the Trial Workflow and configure the length, price, and billing timing.
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• Use billing-model frequency (no custom days) = Uses the selected Billing Model interval as the length of the trial.

• Custom Days = Sets an exact trial length before the subscription moves into its normal Billing Model schedule.
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• Product Price = Leave Custom trial price unchecked to charge the Product price during the trial.

• Custom trial price ($) = Overrides the Product price for the trial only. Enter 0 for a free trial or another amount for a paid trial.
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• At time of order = Leave Delayed billing unchecked to charge the trial amount when the order is submitted.

• Delayed billing = Waits the entered number of days before charging the customer. The initial Product can still be fulfilled when the order is placed, and the delayed charge does not create a second shipment.

• Do not send order or subscription confirmation emails = Suppresses the related confirmation emails for the delayed billing event.

• Delayed charge - custom price ($) = Sets a separate amount for the delayed charge instead of using the standard delayed billing amount.

The Recurring section determines which Product is used after the initial order. Choose Self Recurring for a traditional replenishment subscription or Custom Recurring for a planned Product sequence.
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Self Recurring keeps the subscription on the same Product and Billing Model. Unless an expiry is configured, the subscription continues until it is manually changed, held, cancelled, or completed.
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• Enable expiry = Adds a defined ending point to the recurring schedule.

• Last Cycle = Sets the number of recurring cycles before Sticky applies the selected Last Cycle Rule.

• Hold = Places the subscription on hold after the configured final cycle.

• Self recur = Keeps recurring the most recent Product after the configured final cycle.

• Complete = Marks the subscription as complete after the configured final cycle.

Once you're satisfied with your changes, click Save on the top right. After the Offer is saved, Sticky assigns its Offer ID and adds the record to the Offers page.

The next step is tying your newly created offer to your campaign. Campaigns in Sticky.io are the container for everything in the CRM. Everything from offers, to integrations, payment gateways and accepted payment methods.
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Campaigns are accessible on the left navigation panel beneath Campaigns > Campaigns.