Within Sublytics there is a hierarchy of data mapping. This allows flexibility for the end user to setup their program custom to them, without implementing custom dev or workarounds.
- Highest Level of the data hierarchy.
- Email, phone, address and card data are stored on the Customer Record
- An Order is a record that ties the Customer to the goods/services (Items) that they purchased and the billing schedule (Offer) those Items are sold for.
- An Order contains Offers, or the line item of the purchase. One order can contain one Offer or multiple Offers
- These Offers determine the billing schedule: a one-time purchase, a subscription or a combination of both, within that Order.
- Order Offer
- An Order Offer is the individual line item that is part of the overall Order.
- This line item (Offer) determines what Item is shipped, price of that item and how often a charge and shipment are scheduled
- Offer Cycle
- An Offer Cycle is each subsequent transaction scheduled per Order Offer.
- Example - if the Order Offer is a recurring subscription, as an offer cycle is successfully completed a new scheduled offer cycle is created for the next renewal.
- A Charge is the overall payment transaction of the Order
- This is what the consumer will see reflect on their credit card statement
- A singe Charge can contain multiple offers
- Item(s) being shipped to the customer
- Note: Through configuration, multiple orders can be sent as one shipment. More info here.
Here is an example structure of a Customer's path, the Status relates to the status of the Customer. For a full definition of all status's here.
In this example, the customer has 1 Order containing Multiple Order Offers that are Recurring and One Time. This equates into 1 charge and 1 shipment.
In the example, there are also additional Order Offer Cycles and Shipments Scheduled, based on the schedules set within the Offer. This allows for multiple subscriptions within a single order.
Example 1: A single, One Time Offer:
Example 2: A single, Recurring Offer:
Example 3: One Order with a Subscription and a One Time Offer: