Pricing Administration Guide > Creating Product Promotions >

Creating Product Promotions That Upgrade Existing Promotions


You can design promotions that offer an upgrade to customers who have existing commitments because they have accepted earlier promotions.

For example, if customers have already signed up for a promotion to subscribe to a wireless telephone plan and have commitments to pay $29.95 a month for the next year, you can create a promotion that offers them a wireless plan with no roaming charges for $39.95 a month. This involves breaking their existing commitment, but they do not have to pay the usual cancellation charge.

You can also offer the new promotion to customers who have accepted any one of many earlier promotions.

To create a promotion that is an upgrade to earlier promotions, define the new promotion as usual, and also use the Upgrade view to enter information about the existing promotions that customers can break without penalty.

To specify that customers who accept a promotion can break earlier commitments

  1. Navigate to the Administration - Product screen > Product Promotions view.
  2. In the Product Promotions list, select the promotion.
  3. Click the Upgrade view tab.
  4. Add a record for each earlier promotion that can be broken without penalty and complete the necessary fields, as described in the following table.
    Field
    Comments

    Original Promotion

    Select the earlier promotion that customers can break without penalty.

    Commitment Start

    Specify when the commitment starts for the new promotion. Options are:

    • Original Start. The commitment starts at the same time the commitment for the earlier promotion started.
    • Now. The commitment starts when the customer accepts the new promotion.
    • Original End. The commitment starts when the commitment for the earlier promotion ends.

    Duration

    Specify the duration of the new promotion. Options are:

    • Original Duration. The duration of the new promotion is the same as the duration of the original promotion.
    • New Duration. The duration of the new promotion is different from the duration of the original promotion. If you select this, you must enter the new duration in the Commitments view.

    Penalty

    Enter the penalty for upgrading from the old to the new promotion, if any.

    Prorate Plan

    If there is a penalty for upgrading from the old to the new promotion, select the prorate plan used to prorate this penalty.

Pricing Administration Guide