Product Offer Guided Flow

Use this topic to understand how you can use the guided flow in the Launch application to create product offers. The following are the high-level steps in the guided flow that you may use for creating an offer:

  • General Information

  • Collaterals

  • Marketing Information

  • Components

  • Attributes

  • Pricing

  • Terms

  • Rules

  • Approval History

General Information

Use general information to provide details about the product offer that you're creating, which includes the following:

  • You can enter basic information about the offer, such as name, description, and specify the product offer effective period. You can tag an offer with keywords that suggest an offer's type, specialty, domain, and other characteristics that make the offer easily searchable. For example, you can tag a package with keywords such as a 4G, 5G, or prepaid to postpaid migration.

    You can also create a new offer type called Others to model an offer without attributing a type. You just need to add the Others attribution in the lookup ORA_ATC_PRDUT_TYPE. For example, communications service providers who have Siebel CRM define the installation charges, activation charges, and discount charges as product definitions. These definitions don't fit into any of the offer classifications in Launch, but these are part of the bundle or promotions. In such cases, service providers can create an offer of type Others.

  • You also have the choice to set up the following options:

    • Make this offer orderable at the appropriate channel. The channel could be a call center, digital store, or physical stores.

    • Enable Bring Your Own Device (BYOD) option to allow your customers to use their existing devices such as smart phones, tablets, or a smart watch.

      Note:

      BYOD is available for only device and package type offers that have Orderable and Supports BYOD options enabled. Customers must create a product specification covering attributes of the device, such as IMEI, make, model, and so on.

    • Set up this offer to be configurable at runtime sales catalogs.

    • Track this offer as an asset.

    • Define this product offering as shippable for physical goods.
    • Allow manual override to allow runtime manual adjustments for shipping or other purposes.
    Note: When you create or edit entities, the In Design entities you can select are in context of the initiative you specified. For example, when you create offers, the product specifications drop-down list contains only those in-design specifications associated with the specified initiative.
  • You can compare the revised offer with the launched offer. To compare, select the launched offer version from the version drop-down field in the General Information tab.

Collateral Information

Use collateral information to attach digital content to your offer.

Launch Experience uses the Oracle Content and Experience Cloud (OCE) as a repository for digital content of several types. The digital content types include images for SKUs, banners, videos, marketing collateral, attachments, agreements, terms and conditions, and so on.

  • As an administrator, you must log in to OCE and upload your digital content, as required. As a product manager, when you create an offer, you will be able to view the digital content in OCE and associate any digital content to an offer through the Digital Content tile in the Administration module on your dashboard.

    For more information on how to add digital content to OCE and then associate digital content to an offer, see Create a Simple Offer.

    Note:

    You publish the content and associate only published content to Launch Experience entities.

  • You can add agreement templates to your offer.

    Agreements are typically in the context of bundle product offers of type package. An agreement defines the obligations to offer, provide, or produce specific products or services. It applies over a set period of time for a specific amount of money and is legally binding.

    An agreement typically includes detailed descriptions of pricing, terms, limitations, coverage, conditions, legal rights, processes, and guidelines. Agreements are typically authored by a communication service provider's legal, risk, or compliance teams as agreement templates. As an administrator, you can upload the agreement templates to a specified folder in Oracle Content and Experience Cloud (OCE).

    As a product manager, you can associate an agreement template from OCE to a product offer and use it in a commercial catalog.

    A sales agreement can include entitlements that contain special pricing for the products. A service agreement can include entitlement-based service level agreements. Entitlements include information about the benefits, conditions of entitlement, and service metrics. As a catalog administrator, you can create and manage entitlement templates that are associated with applicable products and services. For more information on agreements and entitlements, see Agreements and Entitlements.
Marketing Information

Use marketing information to add details to your offer such as banners and marketing features. Both, marketing features and banners are used in your storefront to highlight the unique selling proposition of the offer that's being rendered to the user. It's also used by the care agent to articulate the key features of the offer. Additionally, you can also add promotion tags to your offer.

  • Storefront Banners: A banner is a way to highlight an offer to make it stand out while displaying a variety of offers, both on the digital channel of engagement and for the agent assisted ordering channel. For example, while displaying 5+ offers in the storefront, highlighting one offer as 5% early bird discount or available only today, with a time period validity is the main objective of a banner.

  • Offer Marketing Features: A marketing feature describes important characteristics of a commercial offer that stands out among the other features pertaining to the offer. For example, data transfer rate or the storage capacity. You can create a list of these marketing features for an offer under marketing information.

    As a product manager, you can create, modify, or delete the marketing features for a product offer at design time. Irrespective of the offer type you create, you can add the marketing features for an offer.

  • Promotion Tags: Promotion tags help you filter offerings and provide promotions at a product line level. As a product manager, when configuring an offering of type simple and bundled offer (service, commercial, packages), you can add, edit, or remove promotion tags by allowing the user to choose the promotion profile specification entity which has attributes and attribute values. For more information on promotions, read the chapter in this guide on promotions.

Attributes

The attributes are available for only simple product offers and are characteristics of the product specification. The data depends on the product type that you select.

Here you can do one of the following:

  • View the attribute values setup at the product type level that are inherited by the product offer.

  • Use Set Restrictions to set restrictions on the list of values available at runtime on the configurable attributes.

  • Set values for any free form attributes.

Components

Components are available for only bundle product offers. The components enable you to select and aggregate product offers based on product line or a product specification. Additionally, you can also provide option groups for them. Irrespective of the bundle offer type that you create, you must associate the offer type to an initiative.

Here's what you can do using components:

  • For a bundle offer of type package, you can create an aggregation.

  • For a bundle offer of type commercial or service bundle, you can create option groups.

  • Override the commitment terms of the components of a package.

    A component in a package can contain commitment terms that can be different from the commitment terms of a package. For example, consider two packages with commitment term requirement of 24 and 12 months and they include a commercial bundle with a commitment term of 18 months. The packages can override the commitment term of 18 months of the included commercial bundle to 24 and 12 months as per their requirement.

  • A package containing multiple services can be ordered together while allowing the subscriber to modify or disconnect individual services. There are runtime scenarios that allow a subscriber to cancel or modify one or more services with applicable rules and penalties. You can now configure what kind of action the runtime order capture application should take upon such situations by specifying the component actions in the package. The available actions are modify, disconnect and prompt.

Aggregation: An aggregation is a collection of offers associated to a product line or a product specification with a default and cardinality limit. Here's an example. Brand A has 15 phones associated to a product line, of which 8 belong to a product specification and 7 other to another set of product specifications with similar characteristics. For a package type offer, if you choose to provide a discount on all the 15 phones, then instead of selecting the 15 different phone offers, you could create an aggregation depicting the product specifications that the 15 phones belong to. This way all the offers associated to the product specification get the discount. This reduces the effort to create different packages for different offers.

Option Groups: An option group is a grouping of atomic offers. You can create option groups while creating bundle offers (service bundles or commercial bundles). As a product manager, you can use option groups to group similar atomic offers and set cardinality at the group level. Here's an example: consider a wireless data bundle that groups atomic offers: 1GB Data Offer, 5GB Data offer, and a 10 GB Data Offer. Additionally, to support a business requirement as part of the bundle, requires that the customer must choose one and only one data option in the service bundle. Here, you must create an option group and set up the options of Select One or None at the group level.

You can override the default value of an option group at a package level. This enables you to set a different default value within the context of a package and avoid bundle-offer proliferation.

You can reuse a commercial bundle with its subset of option group choices by overriding the options available. This gives you the ability to create different packages from a commercial bundle at runtime. For example, using the wireless data bundle in the previous example, you can create a package containing 1GB and 5GB data offers and another package containing 1GB and 10GB data offers.

You can configure option groups within a service bundle. For bundle offers of type service, you must associate a product specification that has a primary or an auxiliary service specification associated with it. You can also associate simple offer types such as devices, accessories, and services to a service bundle offer.

Override the commitment terms of the components of a package: Components of a package can have their own commitment terms and can be different from the commitment needs of the package you are configuring. When you reuse components in different packages you can override the commitment terms of the components and create your own commitment terms suitable for your package.

Pricing

Use pricing to specify how an offer must be priced. Depending on whether your offer is a simple offer or a bundle offer, this section presents you with different options to configure the pricing scenarios.

For example, in a simple product offer, you can set up a one-time fee, a usage fee, a recurring fee, or use existing price plans from a price list, which is a set of standard prices for products and services. And in a bundle product offer, you can alter existing prices at the simple offer or at the bundle level. Additionally, you can associate your price plans with commitment terms, which enables you to use the same product offer with different commitment terms.

You can capture general ledger ID, tax code, and also specify tax inclusion or exclusion in bundle alterations.

You can also use a price list, which is a set of standard prices for products and service, to offer different prices for the same product with different commitment terms. You can define the type attribution for a price list based on customer segment, location, or any logical extensible value. For example a price list type can be residential, business, and so on.

You can alter the prices in an offer using drag and drop to redefine the sequence. You can also add an existing price alteration to atomic offers using one of the list options under Add alterations.

You can use time-limited adjustment at the component-level or fee-level of a bundled offer. Time-limited adjustment enables you to provide bundle-level adjustment for a limited time relative to the purchase date of the offering.

Terms

The terms page enables you to set your payment terms and specify whether it's prepaid or postpaid.

As a product manager, you can also define the charging or suspensions terms for an offer by selecting the seeded charging or suspension term template from the Launch application UI. This enables the spoke systems to apply the same terms as configured in the offer during the charging or suspension scenarios.

Remember that the templates are your starting point for applying seeded terms to an offer. After selecting a template, you can change the values applied by the template using the UI. For example, if a purchase is prorated in the template, a product manager may opt out of it while creating the offer. You can also create additional templates using the format of the seeded template.

The seeded term templates must be created as part of the implementation. See Supporting files for Oracle Digital Experience for Launch (Doc ID 2826909.1) on My Oracle Support for information on creating the charging term or suspension term templates.

You can also define renewal terms on a product offering using renewal term templates to handle subscriber contract renewals.

Rules

Rules are different types of conditions that you can set for product offers. When you set a rule, you can also specify the duration for which the rule is applicable. See Rules Overview for more information on rules.

Approval History

Using the approval history page you can view the trail of approvals associated to your offer. See Manage Offer Approvals for creating offer approvals.