Product Operations

Let’s explore various actions you can do from a product’s Details page.

Adding Plans, Addons, and Coupons

From a product’s details page, you can create plans, addons, and coupons to define pricing, features, and promotions for your service. This allows you to manage all offerings associated with a product in a single location. Here’s how to add them:

Click Items on the left sidebar.
Navigate to the Plans module at the top.
Select the Products tab.
Select the product from which you want to create plans, addons or coupons.
Click + Add Plan to create a plan.
Click + Add Addon to create an addon.
Click + Add Coupon to create a coupon.

Once added, plans, addons, and coupons will be available for customer subscriptions.

Editing Products

Editing a product allows you to update the details of an existing good or service. You can modify information such as the product name, description, or other configurations as your business requirements change.

Here’s how to edit a product:

Click Items on the left sidebar.
Navigate to the Plans module at the top.
Select the Products tab.
Select the product which you want to edit.
Click Edit.
Make the required changes.
Click Save to save the changes.

Once the changes are saved, the updated product details will apply to new subscriptions created afterward. Existing subscriptions will remain unchanged.

Associating Email Templates With a Product

Associating email templates with a product allows you to customize the emails sent for subscription related events. This helps ensure that customers receive consistent and relevant communication based on the product they are subscribed to.

Here’s how to associate email templates to a product:

Click Items on the left sidebar.
Navigate to the Plans module at the top.
Select the Products tab.
Select the product which you want to associate email templates.
Click the More icon and select Associate Email Templates.
Select the required templates from the dropdown next to each email notification.
Click Save.

Once the email templates are associated, the selected templates will be used for all applicable notifications related to the product. This ensures that communication sent to customers reflects the product specific messaging and branding.

Marking a Product As Inactive or Active

Marking a product as inactive allows you to stop using a good or service without deleting its data. Inactive products are not available for new subscriptions, but their existing records are retained for reference and reporting.

Note: You can mark a product as inactive only when all the associated plans, addons and coupons are marked as inactive.

Here’s how to mark a product as inactive:

Click Items on the left sidebar.
Navigate to the Plans module at the top.
Select the Products tab.
Select the product which you want to mark as inactive.
Click the More icon and select Mark as Inactive.

The product will be marked as inactive. Once a product is marked as inactive, it cannot be used for new subscriptions until it is reactivated.

To mark an inactive product as active again:

Click Items on the left sidebar.
Navigate to the Plans module at the top.
Select the Products tab.
Select the product which you want to mark as active.
Click Mark as Active.

The product will be marked as active. Marking the product as active again makes it available for use with new subscriptions while preserving its existing configuration and history.

The Pricing Widget allows you to display product pricing and plans on your website. Configuring the widget helps customers view available plans, pricing, and features in a structured and interactive format. You can navigate to the Pricing Widget configuration page from Products. Here’s how:

Click Items on the left sidebar.
Navigate to the Plans module at the top.
Select the Products tab.
Select the product which you want to configure pricing widget.
Click the More icon and select Configure Pricing Widget.

You will be redirected to the Pricing Widget list page.

Once configured, the Pricing Widget will reflect the selected product’s plans and pricing, providing customers with an easy way to explore and choose a plan.

Configuring Checkout Button

The Checkout Button allows customers to subscribe to a product plan directly from your website. Configuring a checkout button helps streamline the subscription process by linking specific plans and addons to a single clickable interface.

Note: You should have Widgets Preference enabled for the plans before to create checkout buttons.

Here’s how to create a checkout button for a product:

Click Items on the left sidebar.
Navigate to the Plans module at the top.
Select the Products tab.
Select the product which you want to create a checkout button.
Click the More icon and select Configure Checkout Button.
Under Customize Button,
Click Change next to Button Style and select the style you want.
Enter the name of the checkout button under Button Label.
Enter a colour code for the checkout button or select the colour you want from the colour picker under Button Color.
Under Configure Plans,
Select a plan from the dropdown under Plans. When the checkout button is clicked, customers will be redirected to the plan chosen here.
Select + Click to associate addons under Addons if you want to associate any addons to the plan chosen.
In the Associate Addons pane, mark the addons and enter the addons quantity.
Click Save.
Under Preview, you can preview the changes made.
Click Show Code to view the code generated.
Click Copy Code to copy the generated code. You can paste this code in your checkout page.

Once the checkout button is configured, you can embed it on your website using the generated code. Customers who click the button will be redirected to the selected plan and any associated addons, allowing for a smooth and customized checkout experience.

Deleting Products

Deleting a product allows you to permanently remove a service from your organization.

Note: You can delete a product only when all the associated plans, addons and coupons are not associated in any transactions.

Here’s how to delete a product:

Click Items on the left sidebar.
Navigate to the Plans module at the top.
Select the Products tab.
Select the product which you want to delete.
Click the More icon and select Delete.

The product will be deleted. Once deleted, the product and all its configurations will be permanently removed from the system. Ensure that no active subscriptions or transactions are linked to the product before deleting it to avoid data inconsistencies.