Bundle Settings

Descriptive rich-text information about the bundle that appears on only the pre-purchase detail page above the content you add in the Description field. You can format the content you enter in several different ways using the functions in the toolbar.

Detailed and descriptive rich-text information about the bundle that appears on bundle detail pages. The content you enter here is seen on the product detail page both pre- and post-purchase. You can format the content you enter in several different ways using the functions in the toolbar.

Required. This defines the system process by which customers receive the product or fee.

Required. Determines how the bundle price is calculated. Select from:

• Bundle: The bundle price is determined by the amount entered in the Billing section.

  When you use bundle pricing for basic bundles and the basic bundle contains products that renew, the renewal price of each product is proportional to the bundle price and is not the product's defined price.

  For example, you have 2 renewable plans in a bundle. Plan 1 costs $20 and Plan 2 costs $10. You give the bundle a price of $15, which is half the total price of the plans if they were bought individually. A customer who buys the bundle can renew one or both plans. The renewal cost for Plan 1 would be $10 and the renewal cost for Plan 2 would be $5.

• Item Sum: The bundle price is determined by adding the prices of all the items in the bundle.

  If you choose Item Sum and enter a price in the Billing section, the Billing section value will override the Item Sum calculated price.

Required. Determines who can receive a compound bundle when it is purchased by a customer. Select

• Customer's account only - If you want the compound bundle to stay with the purchaser's account.
• Gift recipient only - If you want the compound bundle to be only giftable, that is, it can only be given to someone outside the purchaser's account.
• Customer's account or gift recipient - If you want the purchaser to have the option of purchasing either for that account or as a gift for someone outside the purchaser's account.

A compound bundle can be gifted only at purchase time. The purchase process of a gift requires a phone number to be input by the purchaser to identify the gift recipient. There are several issues that could occur and that would prevent the completion of a gift purchase, issues that include:

• Entry of an incomplete (not enough digits) or incompatible (too many digits, non-numeric digits) phone number.
• The phone number entered is for a subscriber in the same account. (Gifts can be made only to subscribers outside the purchaser's account.)
• The phone number entered is for a suspended subscriber.
• The phone number entered is for a subscriber in a suspended account.

Required. Determines how the plans in a compound bundle are allocated to subscribers. Select

• Exclusive - Allocation of products in the bundle is available only to the subscriber that purchased the compound bundle or to the recipient of a gifted compound bundle.
• Assignable - Allocation of products in the bundle is available to be used by only one subscriber at a time. The Assignment Method setting (available only when this option is selected) determines additional assignment options.
• Shareable - Allocation of products in the bundle can potentially be used by any subscribers in the account. The Share Method and Share Type settings (available only when this option is selected) determines additional sharing options.

When Shareable is selected as the Allocation setting, determines how that sharing occurs. Available only when the Allocation setting is Shareable. Select:

• Automatic: Sharing of plan allocation happens automatically among subscribers when they join or are removed from an account and when a compound bundle is exchanged. On purchase, all subscribers receive equal allocations of each product in the bundle by default. The purchaser can change these allocations at any time.

• Manual: Allocation of any amount of a plan in the compound bundle to any subscriber happens manually. When a subscriber joins or is removed from an account or when a plan is exchanged, no automatic (re)allocation occurs. On purchase, only the purchaser receives an allocation, and that allocation is 100%. The purchaser can change these allocations at any time.

Determines how allowance of products in the compound bundle can be shared by subscribers. Available only when the Allocation setting is Shareable.

• Limited (aka never go below)
• Piñata

Limited is considered a "hard allocation," which means that once a subscriber is allocated an amount from a product, no other subscriber can use that allocated amount of that product unless there is an explicit reallocation. The total of the subscriber allocations cannot exceed 100%. For Limited, the following is true:

• A subscriber allowance cannot be changed to lower than what the subscriber has already used in the cycle.
• A subscriber allowance cannot be changed to more than what remains in the product allowance.
• The total of all subscriber allowances cannot be more than 100%.
• The total of all subscriber allowances can be less than 100%. That is, there can be unallocated product allowance.
• The subscriber allowance percentages that are in place at the end of the cycle carry over to the next cycle.

Piñata is like a large glass with each subscriber having a straw. Each subscriber can consume as much of the total plan allocation as they are allocated, each allocation can be any value up to the plan allocation, and the total of all allocations can be more than 100%. The amount each subscriber actually consumes each cycle is defined only by their usage pattern. For example, you have a shared 100MB data plan. An account with 2 subscribers purchases the plan and gives each subscriber 100%. The first day of the first cycle, subscriber A uses 100MB. Subscriber B's allocation for the rest of the cycle becomes 0MB. In the second cycle, subscriber B uses 100MB in the first day. Subscriber A's allocation for the rest of the cycle becomes 0MB.

For both Limited and Piñata, the total allocation to subscribers can equal less than 100%, so there could be an unallocated amount in a cycle.

See Sharing Examples for information on how sharing and allocation works.

When Assignable is selected as the Allocation setting, determines how that assignment occurs. Select:

• Assignable at purchase only: The allocation of the products in the compound bundle is available to be used by only one subscriber at once. The allocation of each product in the compound bundle can be assigned one time, at purchase time only, to one other subscriber (including the purchaser), at which point that is the only subscriber that can use the product allocation.
• Reassignable: The allocation of each product in the compound bundle is available to be used by only one subscriber at once, but it can be assigned and reassigned to any subscriber in the account for the duration of the compound bundle.

Required. Defines whether the bundle is a multi-cycle subscription, lasts for only one cycle, or lasts for one cycle with the option for customers to renew.

Select:

• Yes - To allow the bundle to have as many cycles as defined in Number of Cycles. Once a customer receives the bundle, it continues to renew until it is canceled.
• No - To restrict the bundle to just one cycle.
• Optional - To give the bundle for only one cycle initially, but to include a customer option to subscribe. When customers purchase the bundle, they get only one cycle unless they select the option during purchase to subscribe and receive additional cycles. When customers receive the bundle in any other way, such as through a benefit, the option to subscribe and receive additional cycles is on the bundle details page in the self-service app and on their account page after the bundle is received. The Number of Cycles setting determines the maximum amount of times the customer can receive the product subscription.
  
  During any last cycle (which is also the first cycle at purchase time or at the time the bundle is received, such as from a benefit), customers have the option to toggle renewability. In other words, during the bundle's last cycle, customers can decide that they want to continue receiving and paying for the bundle up to the Number of Cycles. Customers can also stop bundle renewal during any last cycle, in which case the bundle terminates at the end of the current cycle.

Required. This defines the number of cycles a subscriber can receive the compound bundle. The options determine if a compound bundle repeats at the end of its duration. (The duration is defined either as the account cycle, if Aligned to account cycle is Yes, or as the compound bundle's Cycle Duration value.) If so, the customer is grandfathered the compound bundle rate and attributes when it is renewed, even if you have made significant changes to the compound bundle or even deleted it from your catalog. Select from:

• Unlimited: Subscribers can continue to receive (and pay for) the compound bundle as long as they want.

• Limited to: Enter the number of cycles of the compound bundle that can be received.

  You can enter only positive integers (1, 37, 5287024, etc.) in this field. Zero, negative numbers, and decimal numbers (0, 0.5, 3.1415926, 2.5, etc.) are not allowed.

Compound bundles renew when they are set to an unlimited number of cycles or when they are "limited" to more than one cycle, that is, the number in the Limited to option is greater than 1. Renewing means that at the end of a compound bundle cycle's duration:

• The usage counter is reset.
• The cycle starts over.
• Billing occurs.

If you are going to make the compound bundle giftable, then it cannot renew and you must select the Limited to option and enter 1. This is because when you purchase a compound bundle, you are paying only for the first cycle. If gifting a compound bundle with more than 1 cycle was allowed, the recipient would be responsible for either paying for subsequent cycles or canceling the compound bundle before it renews.

Required. This defines how long a compound bundle cycle is. Available only when Aligned to account cycle is set to No. Select from:

• Unlimited. This means that there is no time limit for subscribers to consume the allotment of the plans in the compound bundle.

  If a compound bundle cycle duration is unlimited, then you must select Limited to in the Number of Cycles setting and enter 1. Compound bundles with an unlimited cycle duration may not have more than one cycle.

• Lasts, then enter a number and select a unit of measure from minute(s), hour(s), week(s), day(s), or month(s). This sets a time limit to consume the allotment of the plans in the compound bundle. Any allotment unused when the time limit is reached is lost.

  You can enter only positive integers (1, 37, 5287024, etc.) in this field. Zero, negative numbers, and decimal numbers (0, 0.5, 3.1415926, 2.5, etc.) are not allowed.

Required. This is proration, and it defines how much is billed and allotted for the first cycle. Available only when Aligned to account cycle is set to Yes.

Even when a compound bundle is prorated normally, when it is offered in an exchange category in a carousel and a customer receives the compound bundle through the exchange category in the carousel, no proration occurs. The customer receives the full allotment for the remainder of the cycle in which it is received and is charged the full cycle price.

Available only when Number of Cycles is set to Limited to and its value is 1 because this setting is used only for one-time compound bundles. Determines if a compound bundle is terminated when the usage allowance of all the plans in the compound bundle run out. The choices are:

• Yes (default): When the usage allowance of all plans in a compound bundle run out, the compound bundle is terminated and is moved to the Subscription History or Plan History list immediately.
• No: When the usage allowance of all plans in a compound bundle run out, the compound bundle remains unterminated and in the Subscriptions or My Plans list until it expires based on the validity duration.

The choice here can also affect when intercept notifications are triggered. One of the intercept notification rule options is a reason, and the two choices are Plan Capped and Plan Not Present. If a bundle terminates, then it would match the Plan Not Present option in the notification. If a bundle is not terminated when the usage allowance of all the plans in the bundle run out (the No option of this setting), the bundle would still be considered active until its duration expires. This matches the Plan Capped intercept notification option, and you could design an intercept notification to provide easy upgrade options.

Determines whether or not the compound bundle is visible to customers.

If this is set to Hide, the bundle is not visible for purchase in the store nor is it visible in a customer's account information. It is not shown as part of a bundle when included in another bundle, and usage notifications are not triggered by plans within a hidden bundle, regardless of the visibility setting of the plans.

This setting defines how bundle usage information is viewed on devices.

Each bundle has a default set of usage information that is displayed to users that is based on other bundle behavior settings, but you can override the default and specify different usage information to be displayed on devices for that product. Select:

• Default: To use the default usage display property (defined below) for the type of bundle and its configuration.
• Custom: To select what type of usage data your subscribers will see for this bundle.

Custom Usage Display Options

Usage Display Property	Definition	Example
Duration	Default for bundles with time-based limits. Shows the amount of time used and the total time available.
None	Default for bundles with unlimited duration. Shows the bundle name only. Does not show any units or duration.

Summary of Usage Display Option Defaults

Usage display defaults depend on your usage and duration choices:

• Unlimited duration: summary only
• Limited duration: cycle duration only

Bar and Label Direction and Position

The direction of bar movement and the position of labels in relation to the bar (to the right or left of the bar) depend on tenant settings and/or language (left-to-right or right-to-left) settings.

First, whether the bars are count up (for example, Day 7 of 15) or count down (for example, 8 days remaining) depends on a tenant setting.

Then, the direction that the bar moves (or fills) depends on a tenant setting.

Finally, if there is a label, its location depends on language settings. If the language setting is left-to-right, the label will be to the right of the bar. If the language setting is right-to-left, the label will be to the left of the bar.

Overrides the Retail Price while allowing you to keep a record of the retail price. To return to the Retail Price, delete the contents of this field.

When a customer is viewing the catalog, both the sale price and the retail price are visible in the product listing. The exact appearance will depend on your branding. The following graphic is an example of what customers might see in a product where the Retail Price is 1.00 and the Sale Price is 0.80:

OK to add

• Plan
• Fee
• eMoney
• Entitlement

• Plan
• Entitlement

Do not add

• Preferred destination change fee
• External product
• Basic bundle
• Compound bundle

• Fee
• eMoney
• Preferred destination change fee
• External product
• Basic bundle
• Compound bundle