Creating Price Plans
- Mahnoor Khan (Deactivated)
- Micah Gallant
- Greg Walsh
Summary
Price plans are added to accounts in order to apply price overrides on account and sub account level user-packages. Unlike the package discount component which applies a single specific discount to a particular package, price plans can adjust user-package prices based on volume (thresholds) for the user-packages you configure within the price plan (e.g. adjust package A's price from $100 to $90 when ten or more Package A's are active).
Price plans can be added to regular accounts, with the exception of branded owner accounts (e.g. the 'Admin' account) and sub-accounts. Price plans setup on a parent account will check sub-accounts when evaluating user-package thresholds (e.g. a price plan with a threshold of five for a particular user-package would still still be met even if the parent account contained only two active user-packages of the particular type, so long as the sub accounts had three ore more of the same user-package). Price plans can be added to unbranded owner accounts, allowing price overrides to be applied to all accounts in a reseller structure (e.g. a price plan could be used to increase user-package prices inherited from the branded owner's (wholesalers) product catalog).
Functionality
Price plans configured with thresholds will count user-packages against its threshold, starting on the account where the price plan component resides and down through all of the sub-accounts beneath the parent account (no matter how many levels deep sub-accounts go). Only active user-packages will be counted.
Price plans can be setup with the threshold value empty. This will apply the user-package price overrides setup in the plan regardless of how many user-packages of those types are present on the account and its sub-accounts.
Price plan pricing will remain in effect so long as the price plan threshold is met and the price plan is active (price plans can be set to expire). Product catalog level pricing changes will not impact price overrides set by price plans. For instance, if a package in the product catalog is configured with a price of $50 and a price plan on an account overrides the user-package price to $40, increasing the $50 package price in the catalog to $60 will have no impact on the user-package prices governed by the price plan. If the price plan expires or the user-package count drops below the price plan threshold value, then the $60 charge will apply for the particular user-packages that were previously priced by the price plan.
Multiple Price Plans
Multiple price plans can be configured on an account, e.g. one price plan can have a threshold of '3' with discount pricing, while a second price plan could have a threshold of '10' with even lower price discounts. The highest level threshold reached will be used in scenarios where multiple price plans exist (e.g. in the example above having 10+ user-packages of the configured type would result in the second price plan's price override value being applied, not the first price plan's prices which had a threshold value of 3). Multiple price plans allow multiple thresholds to be configured (e.g. 'Package A' price overrides on price plan 1 take effect after five units are active, while 'Package B' price overrides only start when fifteen units are active) and also allow for tiered pricing (multiple price plans with increasing threshold requirements but lower pricing per plan).
Multiple price plans also work if you simply have a new price to override the existing with. It will apply in the order with which you add the price plan. Thresholds as mentioned above are not a specific requirement of using multiple price plans.
Applying Price Plan Price Overrides
When a price plan discount is in effect a the discount icon will be shown with a tool-tip that displays the price override.
Price plan discounts will automatically be applied when a user-package is added to an account/activated. If price overrides are not occurring ensure that the EngageIP Event Manager service is running on the Windows server.
Creating an Owner Level Price Plan
To setup a price plan for specific packages across all accounts under the current owner, do the following:
In the AdminPortal load the Setup page
Click on Price Plans
Click the Add button
Note: if you are running EngageIP 8.5.17.0 or higher you will have a "Select Template" button on the Add price Plan page, allowing you to create price plans quickly based on templates that you define. See the Creating a Price Plan section below for details on setting up Price Plan TemplatesOn the Add Price Plan page fill in the fields
Start - when the Price Plan takes effect. If left blank then this is immediate
End - when the Price Plan should stop. If left blank then it is continuous. The price plan will stop at the exact date AND time specified so this should be set to a date and time AFTER the package bills (i.e. the last time that you need it to bill the price plan prices. After that date and time specified, the package will go back to billing out at its original price
Threshold - the number of user-packages that must be active on an account before the price plan takes effect. The threshold is checked per package, meaning a threshold of 5 will only take effect if you have five packages of the same type, not three Package A's and two Package B's on an account. Providing no threshold value in this field will automatically apply the price overrides for the packages configured in the price plan (unless a price plan exists on the account with a higher threshold value that is met, in which case the pricing from the price plan with the higher threshold value will be used)
UDR Rate Plan - The UDR Rate Plan to use once the Threshold is reached (custom usage rates)
Click the Save button
The Price Plan Edit page will appear, under the Price Plan Package heading click the Add button
Select the Packages you would like to apply custom pricing to
Enter the Price adjustments that should be made if the threshold is reached
Click the Add Package link if you wish to apply the Price Plan to additional packages
Click the Save button when finished
Repeat the process to create additional price plans if desired (for tiered pricing or simply for different price plans that are applicable to different account structures or resellers)
Click Save again on the Price Plan Edit page
Creating a Price Plan Template
New feature in EngageIP 8.5.17.0
Price Plan Templates provide a convenient interface to map out a pricing model that can be applied with a single selection. This presents the ability to set prices for packages and services with multiple tiers and discount levels and to save this at the owner level.
Load the Setup page
Under the heading Packages and Services click on Price Plans Templates
Click the Add button
On the Add Price Plan page fill in the fields
Name - name (required)
Start - when the Price Plan takes effect. If left blank then this is immediate
End - when the Price Plan should stop. If left blank then it is continuous.The priceplan will stop at the exact date AND time specified so this should be set to a date and time AFTER the package bills the last time that you need it to bill the price plan prices. After that date and time specified, the package will go back to billing out at its original price
Threshold - the number of active user-packages that must exist on an account before the price plan takes effect. No value entered here will mean that the price plan price overrides will automatically be applied to user-packages, unless another price plan exists on the account with threshold values that are met
UDR Rate Plan - The UDR Rate Plan to use once the threshold is reached
Click the Save button
The Price Plan Edit page will appear, under the Price Plan Package heading click the Add button
Select the Package you would like to add to the Price Plan
Select the Price adjustments that should be made if the threshold is reached
Click the Add Package link (shown above) if you wish to add additional packages to the Price Plan
Click the Save button when finished
Click Save again on the Price Plan Edit page
At this point the Price Plan has now been setup. When adding a Price Plan in the Setup menu you will now be able to click the "SelectTemplate" button and quickly populate the new Price Plan with the configuration.
Adding Price Plans to Accounts
See the article Adding Price Plans to Accounts.