Items and Offers

In Sublytics, items are the products, goods, subscription boxes, services, or gift cards that you would like to sell to your customers. If your item has variants such as size, color or flavor, you can add these as options your item will include each combination you need.

Offers will allow you to define how you want to sell an item, such as: pricing, charge & shipping frequencies, upsells, quantity discounts and more. Once you have an Item and an Offer, you will tie it to the campaign and be ready to sell. 

Use this guide to find more information on items and offers.

   
     

In this Article

   
     

Adding and managing Items

You add an item in Sublytics by navigating to the Items page in the menu under Store Setup. Add a new product by entering details such as Name, Price, SKU and Description. 

Items are what contains the SKU that is passed to the Fulfillment Center. Every individual SKU will have its own Item. Items are the first step in setting up your Campaign.

How to Add an Item

  1. In the Home Menu hover over Store Setup  
  2. Click Item then + Add New or click on the Item you would like to edit
  3. Enter your Item details 

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Submit as many details about your item as possible. The more you add, the more you will be able to analyze in your reporting. 

Basic Details Fulfillment Details (Optional)Item Details (Optional)

Name
What the Item is called
Price
This is the sale price of the Item
SKU
Code of the Item to be passed to Fulfillment. Fulfillment uses the SKU to identify what item should be shipped
Description
Description of Item. This is visible to your customers on the product page. Use html here if you would like to format your description.
Item Image
Add an image visible to your customers on the product page. If your aligned item offer does not have an image, this will be the default.

Once an Item is created, a One Time/Non-recurring Offer is automatically generated for that Item. From here, additional Offers can be created for this Item. An Item can be sold in multiple Offers.

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For more details, skip to Adding Offers.

 

Item Categories & Bundles

Item Categories are a way to group Items for reporting and search purposes. Once created, an Item Category can be used however fits your business and can be applied from the Items page

Example - Item Category "Women's Skincare" could be a Category for 3 Items: Face Cream, Face Serum, Face Mask. 

Item Bundles are a way to group set quantities sold of a certain item. This can be a combination of items, or multiple quantities of a single item you would like to sell as one. This is to bundle items without any automatic discounts. If you would like to learn more about Quantity Discounts, click here.

Example 1 - Item Bundle "Shave Starter Kit" could be a bundle for 3 Items: Razor, Shave Gel, Replacement Razors. 

Example 2 - Item Bundle "Face Lotion 90 Day Supply" could be a bundle for 3 of the Face Lotion that is said to typically last a customer 30 days.

How to add an Item Category or Bundle

  1. In the Home Menu hover over Store Setup  
  2. Drop down the Inventory Menu
  3. Select Item Categories or Item Bundles then + Add New or click on the category you would like to edit
  4. Enter your Category or Bundle details 

 

Adding Item Options

Item Options are your variants within an Item. You may need options within the item for size, scent, color, etc. You can set individual inventory quantities, SKUS and base costs for each variant combination. The selling price is set on the Item level and will not change based on Option. If you need to sell the variants at different prices, you must add them as their own Item.

Example - Item Bundle "Shave Starter Kit" could be a bundle for 3 Items: Razor, Shave Gel, Replacement Razors. 

 

How to add an Item Option

  1. Click into the Item you would like to edit on Items Page  
  2. Drop down the Inventory Menu
  3. Select Item Categories or Item Bundles then + Add New or click on the category you would like to edit
  4. Enter your Category or Bundle details 

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As you create more Options, Sublytics automatically creates variations so that you have the correct combination of variants. 

 

Adding a Gift Card

Give your product as a gift! You will need to create an item/offer specifically for a gift card. More on how to do that here.

   
     

Adding and managing Offers

Once an Item is created, a One-Time Offer is automatically made for that Item.

An Offer is the rulesets used to determine how to sell any given item. Charge frequency and charge amount live within an Offer, along with additional detailed rules. 

How to Add an Offer

  1. In the Home Menu hover over Store Setup  
  2. Click Offers then + Add New Offer or click on the Offer you would like to edit
  3. Enter your Offer Configurations 

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Submit details needed to generate an offer. It is important to pay attention to the customer facing fields when creating your offer.

Basic Offer Details Optional Offer Details
Name
This is an internal Sublytics name to define the Offer. This will not be visible to the end-user Customer
Offer Title
The Offer title that will appear within the offer options on your product page. This title will also appear with the Item title upon checkout.
Example: If the Item Title = Cool Box and Offer Title = Monthly Subscription; customer will see Cool Box - Monthly Subscription in their cart.
Offer Description
Description of the offer that will display within your product template.
Leave blank if not using a custom template.
Connection
Select which Billing Connection to promote this offer on.
Offer Type
Select if you would like this Offer to be a One Time Sale or Recurring Sale.
Add to Campaigns
An internal offer code that will be used to search or report upon within Sublytics. ** Note: this needs to be connected to your active campaign in order for the offer to show on your product page
Image
Select an image specific for this offer or leave empty to use the item image. Offer image will display in cart, in checkout and for upsells

 

Define your Offer

The Offer will determine when and how a customer is charged and Items are shipped. There are 2 different Offer Types: One Time Sale or Recurring. There are also different setting if multiple shipments should be sent based on Prepaid offers.

Setup Options

Quick Setup
Quick Setup used when charging the customer the same amount and ship at the same time for every renewal cycle. Quick Setup will streamline this Offer Setup
An example where Advanced Setup is needed would be running an introductory price of $30 for the first months subscriptions, then every month after is $59.99. The initial charge would have a different price than the subsequent renewals. This is easily achieved through customized renewal cycles.
Advanced Setup
Advanced Setup is used for more unique Offer structures. This is where custom billing, custom shipping time-frames and cut-offs will be setup.

Quick Setup

 Define your Offer Type

One Time Sale and Recurring are the two different Offer types. These can be run as standard or Prepaid. If using the Quick Setup feature, below are the steps to setup each type of Offer. 

One Time Sale Recurring Non-Recurring Prepaid Recurring Prepaid
One Time Sale will charge a customer one time, no additional charges or shipments are scheduled.
Price
The base price to be charged once. 
Multiple Shipments
This will be left unchecked for a One-Time Sale. This setup is used for Prepaids or Offers with multiple shipments. 
Fulfillment Delay
The number of hours to delay sending the shipment to fulfillment after a successful charge.
Offer Preview
Once settings are input, the offer preview will show the charge and shipment dates to ensure proper setup. 
Charge Date allows to simulate different order date examples for more complex Offer setups. 

 

  Connect your offer to a Campaign

Once the Offer has been defined, assign this Offer to the Campaigns where you wish to sell the Offer. This can be a single Campaign, or multiple Campaigns. To learn more about creating or adding Campaigns, click here

If there are Terms and Conditions for this particular Offer, add those in the Terms and Conditions section. 

  Define your Additional Settings

Additional Settings is the last step in creating an Offer. These settings all additional customization on the Offer. 

Dunning

Dunning Schedules are rulesets put in place if the transaction is declined. Reattempting a declined transaction occurs through Dunning Schedules. See more here

Responders
Set Offer lever Responders that will override general Campaign level Responders. See more here
Fulfillment

Additional Shipping information and rules can be applied

 

Shipping Price

The shipping price to be charged for this offer, in addition to the shipping profile set on the campaign. If a Shipping Price is set across multiple offers, when a customer is checking out that shipping price will be applied per offer. For example, Offer A has shipping of $5, Offer B has shipping of $5, when the customer checks out with Offer A and B in their cart, the Shipping Price will be $10.

To apply an overall shipping price to multiple offers, use Shipping Profiles. Shipping Profiles are set on the Campaign level. For example, if no Shipping Price is set on the Offer and the Shipping Profile set on the Campaign is $5 Shipping it would look like:

Customer 123 Checks out with Offer A and B - shipping is $5

Customer 456 checked out with Offer A only - shipping is $5

 

See more on Shipping Profiles here.

 

Returns Profile

Rules set if a package has been returned, what should occur. See more here.

Restrictions

Restrict how Offers can be promoted:

One Per Customer</dt
Only allow an individual customer to purchase this offer one time. They will receive an error message at checkout if they attempt more than once. This rules is based off the customer email entered at checkout.
One Per Card
Only allow card to be used once to purchase this item.They will receive an error message at checkout if they attempt more than once.
Gift Option
Allow this offer to be ordered as a gift. This will create a gift checkbox and gifting options on the checkout page.
Skippable 
Allow customers to skip renewal cycles. This will be visible in the customer portal.
Global
Determine if this offer can be made available for use across all campaigns.
Returns Profile
Rules set if a package has been returned, what should occur. See more here.
Discounts
Set Quantity Discount Profile rules. This will allow for a discounted rate if specific quantities are added to the cart. See more on Quantity Discount Profiles here.
Postbacks
Configure server to server postbacks when events trigger. Ability to to configure transactional, cancel or reactivation post back with necessary merge tags.

 

 

Advanced Offer Setup

While a lot of programs can be setup with the Quick Setup, some more customized Offers will rely on the Advanced Settings to accomplish desired Offer structure. 

Advanced Settings allow businesses to test different promotions, billing and Offer structures.

 

Offer Cycles

Within an Offer, there can be multiple Cycles. A Cycle can have its own set of rules:

Cycle Details:

  1. Product Type
  2. Item: Single SKU Item
  3. Product: Multiple SKU Combination
  4. Rewards: See more on Rewards here
  5. Gift Card: See more on Gift Cards here
  6. Item/Product
  7. Select the Item/Product to send
  8. Sale Price
  9. Charge for the cycle to be triggered
  10. Charge Frequency

 

Upsell Funnels

Increase average order value by creating Upsell and Add-on Funnels that encourage customers to try complimentary products. Upsell Funnels can be created at the time the Offer is added, or can be added to existing Offers. 

To configure Upsell Funnel, follow the steps in the Offer Setup Wizard. The final step is adding Upsells

+ I want to make this offer available as an upsell
This option will give Customers the ability to add an upsell to their original order. 

Use Case Example

A customer goes to their customer portal and sees they can add an additional item to their next shipment. That would be configured here.

 + I want to make this offer available as an upsell when Customers Checkout
This option will give Customers upsell options throughout the checkout process. Before a customer checks out, a box will appear with additional upsells available.

You also have the ability to set a quantity discount profile for the offer that you have marked as an upsell. This will be located on the Upsell Funnel tab of the Offer.

Swap Configuration

To allow customers to swap from one Offer to another, without disrupting a subscription, this is configured on the Offer level. More about swaps here.

Offer Categories

Offer Categories are a way to group Items for reporting and search purposes. Once created, an Item Category can be used however fits your business and can be applied from the Offers page

Example - Offer Category "Brand A" vs "Brand B" would allow differentiation in reporting between multiple brands you may be running

There is also a secondary category if you need to add multiple categories to you offers

Example- Offer Primary Category is "Brand A" and Offer Secondary Category is "Subscribe and Save." In reporting, you will be able to pull all Subscribe and Save offers for Brand A only.  

How to add an Offer Category

  1. In the Home Menu hover over Store Setup  
  2. Drop down the Inventory Menu
  3. Select Offer Categories then + Add New or click on the category you would like to edit
  4. Enter your Category details 

 

Deleting an Offer

An offer can be deleted by clicking into the offer you would like to delete, select in the Options drop down

 

   
     

Syncing Items and Offers

When editing your Items and Offers, it is always best practice to do so within Sublytics. If you do add a new product to Shopify directly, it will sync with Sublytics as soon as a transaction on that product occurs.

Sublytics will also sync automatically when the following events occur within Sublytics.

Note: This will occur only if the item is correctly linked to a shop connection and that connection is linked to a VRIO billing connection:

  • Item / item variation edit

  • Offer add (when using the wizard) 

    • Note: You will still need to go to the Item and add the offer to the store

  • Offer cycle add/edit

  • Offer delete

If neither of these options work for you, manually sync products from Sublytics to Shopify by clicking into the Item you would like to Sync, navigate to the Sync tab and push "Sync All." Clicking into the synced connection allows you to click directly to the Item within Shopify for validation as well.

More details on syncing here.

 

   
     

  Business Use Case

A business has a single Item that can be shipped and billed multiple ways. It can be a one time shipment or a monthly subscription. That Item can also be offered as a 6 month prepaid. Once the Item is created, the user can then setup 3 offers:

  • One Time Sale (Automatically generated with Item Creation)
  • Monthly Recurring
  • Month Prepaid

  Validation Tips

  • Use exports to check that you have all items mapped to campaigns and offers
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