The Manage Product Details is your comprehensive guide to managing various aspects of products within the Marketplace. This page serves as a single location for Partners to efficiently navigate customer product settings to better suit their business needs.
Why is Manage Product Details important?
- Centralized Management: The Product Info page serves as a centralized hub for partners to manage various product settings, providing convenience and efficiency in product administration.
- Customization and Enhanced Customer Experience: White-label branding options to personalize products, and enhance brand consistency, as well as flexibility with pricing, and upgrade paths to streamline the customer experience and align it with a Partners's current process
How to use Manage Products:
Changing Retail Prices of Products
By default, the Retail Price for a product is set by the product’s vendor as the Manufacturer’s Suggested Retail Price (MSRP). If a product is sold at a different price, it is important to set the Retail Price to ensure that the revenue reported in the platform is accurate.
To set the retail price for a product:
- Go to Partner Center > Marketplace > Products.
- Click on the product that an adjustment to the retail price is required.
- Once in the Overview, select the Product Info tab.
- By default, changes will be for All Markets unless a Market is selected (If applicable)
- Select the Dropdown next to the Edition that will be adjusted, and then Edit
- Add a Setup Fee, change the retail price, or adjust the billing period
- Save the Changes
Automatically Activate Product
Automatically activate a product for a new business account. When toggled on, the Product will default to ON under the Products tab when creating a new business account.
White-label branding of Products
Certain products in the Marketplace—including many from third-party Vendors—support white-labeling, meaning that Partners can brand, market, and sell them as their own.
To white-label a product in the store:
- Go to Partner Center > Marketplace > Products.
- Click on the product that an adjustment to the retail price is required.
- Once in the Overview, select the Product Info tab.
- By default, changes will be for All Markets unless a Market is selected (If applicable)
- Enable White-Label Branding, by toggling on Customize the product name and icon
- Enter the desired Product Name and Icon.
- Save the Changes
** White-Label Branding is available on select paid subscription tiers. Please contact an account manager to see if your subscription qualifies**
Upgrade Paths for Products
Certain products in the Marketplace support the ability to configure upgrade paths between Editions. These upgrade paths appear as modals when a user clicks to upgrade in-product.
To set the upgrade path for a product:
- Go to Partner Center > Marketplace > Products.
- Click on the product that an adjustment to the retail price is required.
- Once in the Overview, select the Product Info tab.
- By default, changes will be for All Markets unless a Market is selected (If applicable)
- Toggle on Upgrade (On by default), which enables customers to request to upgrade Editions for applicable Products
-
Choose an upgrade Path;
- Self-serve Upgrade - automatically upgrades the account when the user selects this option in the Modal
- Contact a Salesperson - connects the user with a salesperson to upgrade
- Upgrade to Pro with a custom package - utilize a package in the upgrade path instead of a single product upgrade
- Select Customize Modal Content - edit the in-product Modal with Title, Content, Call-to-Action, and Image - Preview available instantly to see the updates
- Save the Changes
Free Trials for Products
Let customers explore a select group of products through free trials. Free trials significantly reduce the burden on a sales team and help convert prospects to paying customers. Certain products in the Vendasta Marketplace support the ability to enable and configure Free Trials in the Platform.
To enable free trials for a product in your Store:
- Go to Partner Center > Marketplace > Products.
- Click on the product that an adjustment to the retail price is required.
- Once in the Overview, select the Product Info tab.
- By default, changes will be for All Markets unless a Market is selected (If applicable)
- Toggle on Offer Free Trial
Features available in each free trial differ per product. Please contact the product vendor for more information on which features prospects will have access to. Once a trial expires, a "Trial Expired" tag will be added in Partner Center, but any upgrade or deactivation of the product is up to the admin.
My Team Access
Allow your Team, including Admins, Digital Agents, and Salespeople to have access to a specific Product across all of your customer accounts. When enabled, your team can access these products from across the Platform allowing for a seamless experience.
To enable Team access for a product:
- Go to Partner Center > Marketplace > Products.
- Click on the product that an adjustment to the retail price is required.
- Once in the Overview, select the Product Info tab.
- By default, changes will be for All Markets unless a Market is selected (If applicable)
- Toggle on My Team can access