What is it?
Partners can now customize the Upgrade to Pro workflow to allow customers to upgrade to a custom package. This means Partners can upgrade their engaged SMBs to their own products and services!
Previously, the workflow for upgrading from an Express product was restricted to upgrading to the Pro edition of the product (i.e. Reputation Management Express to Reputation Management Pro). Now, Partners can specify which package(s), including any custom products or services, they’d like to offer as the upgrade.
How does it work?
Below are the steps you would follow when selecting a custom package to be the upgrade option. These steps use Reputation Management Express as an example.
Before configuring the upgrade workflow, you must have a package created and published to your Store. Follow these steps to add products to a package and publish to your Store.
Best practices to follow in creating your custom package:
- Include the Pro edition of the product in the package (i.e. Reputation Management Pro)
- Include complementary products from Marketplace
- Include custom products/fulfillment services you’ve created
- With a package created and added to your Store, go to Marketplace > Manage Products > Reputation Management
- If you have Markets: select the Market dropdown menu > select the Market that you want this custom upgrade path to be available for
- Click the tab Product Settings
- Under Upgrade Path, select the option Upgrade to a custom package
- Search for your custom package in the field ‘Choose package’ and select the package you created. (Note: Partners can select up to 30 custom packages)
- If more than one package is selected, Partner can choose which price they would like to display from the Display price dropdown menu (Note: you may also check the box Hide price to hide the price from the modal)
- Click Custom modal content to customize the Title, Content, Call-to-action button > and upload a custom image that will appear in the upgrade modal > Save
Below are the steps your SMB client would follow when choosing to upgrade their Express product. These steps use Reputation Management Express as an example.
- From Business Center > Reputation Management Express
- Click Get Pro in the top left or click on any of the Pro tabs in the product (indicated by the Pro badge)
- If one custom package is available: Click Upgrade to Pro to be taken to order form > complete the order form > Click Agree to purchase
OR: If more than one custom package is available: Click Upgrade to Pro to be taken to the Store, filtered to show the available upgrades for the product > select desired product > Get it now > complete the order form > Click Agree to purchase
When is it available?
This became available to all Partners on Tuesday, April 14th.
Why is it important?
We’ve made it possible for Partners to configure their own upgrade path from an Express product to virtually any product or package they want. This enables Partners to sell their own products and services to their most engaged customers.