Previous Step — Step 1 — Configuring Billing Models

With sticky.io's Salesforce Commerce Cloud cartridge, you have the freedom to create standard offers that help you capture revenue on a recurring basis from your customers. Standard offers are the most common kind of subscription billing model deployed by businesses across a variety of verticals.

In this article, you and I will take a deep dive into understanding what standard offers are and how to create them using the sticky.io cartridge.

The following articles will walk you through the process of creating prepaid or seasonal offers.

Step 2B — Creating a Prepaid Offer

Step 2C — Creating Seasonal Offers

Without further ado, let's begin!


Standard Offers Defined

Standard offers are the combination of a subscription or straight-sale billing model applied to a selection of products.

An example offer could be a one-time purchase with no discounts applied.

Another example offer could be a 30-day subscription model with a 10% discount applied.

Discounts, while not necessary to have a functional offer, are configured directly through the native SFCC Business Manager.

You can also add custom product sets (Ex/ Wine of the Month) as a part of your configured offers. With sticky.io, your options for offer configuration are virtually limitless.


Creating a Standard Offers

To begin, we'll start by logging into our Salesforce Commerce Cloud Business Manager and selecting the site of interest.

Next, we will open up the Merchant Tools dropdown. Within the sticky.io section, we will select Offer Configuration.

Here, you'll be able to see information about your created offers with the capacity to sort by offer name, type, prepaid status (Y/N), recurring type, trial status (Y/N), expiration status (Y/N) and the date of the last update.

Next, we will open up the Actions dropdown and select Add to create a new billing model.

Select an offer type from the on-screen dropdown menu.

For this example, we will create a Standard offer.

Select the billing models that you would like to associate with your offer by checking the corresponding boxes with the Add Options submenu.

For this example, we have selected a standard 30-day billing model that we created earlier on.

You can select different billing models that are relevant to your use case and continue following along with us.

Since we will be configuring promotional pricing through the native SFCC promotions menu, we will leave our discounting options blank here.

Next, we will select products to be included in our offer.

We'll start by locating the Products field on the offer configuration page.

Next, we will click the light blue + sign to select individual products to be included in our offer. Use the search bar to select your products of interest.

For this example, we will apply the created offer to two products in our sample product catalog.

We can also apply a subscription billing model to every product in our catalog by clicking Select All. Conversely, we can reverse this using the Deselect All button.

Finally, we will select the Recurring type of our standard offer.

When Self Recurring is selected, the product passed in the initial purchase will be the product that is rebilled and sent every billing cycle.

For Self Recurring offers, we can limit them to a number of cycles by checking the Expires box and entering the desired number of cycles for the offer.

For example, a Last Cycle value of 3 on our 30-day subscription model would ensure that a consumer is only rebilled up to the 90-day mark.

After this point, we can define a Last Cycle Rule that dictates what happens when the subscription cycle ends.

Available options include:

  • Place subscription on hold

The subscription chain will be placed on hold on the defined expiration date, but can be restarted if desired.

  • Complete subscription

The subscription chain will be completed on the defined expiration date.

  • Recur to a product and hold

The final product shipped in the cycle will be the product you specify as the Last Cycle Product.

When Custom Recurring is selected, you are able to define a different product to be received for each billing cycle.

We can specify products for inclusion in the subscription chain by adding next cycle products and specifying which products to include.

For example, after our initial product is shipped, we want the following cycle to include a Soothing Daily Moisturizer with Aloe for our consumers.

As before, we can define a Last Cycle Rule to govern behavior at the end of the subscription chain.

Available options include:

  • Place subscription on hold

The subscription chain will be placed on hold on the defined expiration date, but can be restarted if desired.

  • Complete subscription

The subscription chain will be completed on the defined expiration date.

  • Recur to a product and hold

The final product shipped in the cycle will be the product you specify as the Last Cycle Product.

  • Self-recur

After the final cycle, the subscription chain will restart from the beginning, including the specified trial.

  • Restart subscription (excludes trial)

After the final cycle, the subscription chain will restart from the beginning, excluding the specified trial.

Once satisfied with our selections, we will Save to preserve them.


Congratulations! You're now an expert on creating standard offers using the sticky.io cartridge for Salesforce Commerce Cloud.

Next Step — Step 2B — Creating a Prepaid Offer

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