Creating a New Purchase Plan

Overview

Bespeak offers a complimentary set of Purchase Plans to maximize the lifetime revenue for our licensees. The licensee can use these plans suggested by Bespeak or create new plans from scratch. 

This article provides step-by-step instructions on how to create a new purchase plan for a licensee or a merchant, including the full breakdown of all the Purchase Plan fields with explanations.

 

Solution

  1. Log in to your Engage Dashboard, e.g., https://domain-name.com/admin

  2. Click Purchase Plans in the menu to the left of the page.

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  3. Click the +New button.

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  4. Make sure the following two options are enabled for your plans:

    • Show on Register Advertiser? YES (This will show up for any new advertiser you sign up for the first time).

    • Show on Change Plan Adv? YES (This will show up for any current advertisers you already have).

  5. Fill up the Purchase Plan information.

    Find below the full breakdown of all Purchase Plan fields with description:

    Field Description

    Name

    The title of your plan.

    Description

    A breakdown of this plan to quickly reference the details from other screens where you will see this, such as New Advertiser or Change Plan areas.

    Plan Type

    "Standard" = merchant is given a specific number of messages per month; "Unlimited" = merchant will have an unlimited pool of messages to send.

    SMS Credits

    The number of SMS messages that you will give the merchant for each monthly billing cycle.
    Tip: Do NOT use a comma or any other special characters in this field.

    SMS Price

    The amount charged/invoiced each month. All new purchase plans MUST have a price of at least $0.01 and 1 message. Note: Do NOT use a $ character or any other special characters in this field.

    MMS Credits

    The number of MMS messages that you will give the merchant for each monthly billing cycle.
    Tip: Do NOT use a comma or any other special characters in this field.

    MMS Price

    The amount charged/invoiced each month. All new purchase plans MUST have a price of at least $0.01 and 1 message. Note: Do NOT use a $ character or any other special characters in this field.

    Billing Plan Period

    This field shows when the account will be charged. Monthly = The account will be billed on the same day every month. Quarterly = The account will be billed on the same day every three months. Semiannually = The account will be billed on the same day every six months. Yearly = The account will be billed on the same day every year.

    Credits Rollover Period

    This field shows when the messages will expire. Monthly = Messages will expire one month from the date received. Quarterly = Messages will expire three months from the date received. Semiannually = Messages will expire six months from the date received. Yearly = Messages expire one year from date received (commonly used to act as a message rollover). Indefinitely = Messages will never expire.

    Status

    "Active" = Available for use; "Inactive" = No longer available for selection with new or change plan, but will still work if already assigned to a merchant, so you would need to log into that merchant's account and change the plan.

    Public-Facing Plan 

    Select whether a public-facing plan will be available when creating a new advertiser.

    Allow Advertisers to Switch To This Plan

    Select whether switching to this plan will be available when changing the plan for an existing advertiser.

    Include Broadcasting 

    Select whether or not the advertiser can use these messages for sending broadcasts. 



    Example Screenshot:
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Confirmation

Once a Purchase Plan is in place, the merchant assigned to that particular Purchase Plan will start getting billed accordingly from the next billing cycle.

 

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