Setting up a Subscription Offer

Introduction 

Setting up a subscription offer using Cleeng Core is straightforward. Below you'll find a comprehensive guide on how to do so using the Cleeng dashboard. Before you start, make sure you have:

• Content that you have the right to sell and that you believe will attract subscribers (e.g., videos, e-learning materials, or other digital assets)
• A website where you plan to sell your content
• An account with the relevant hosting or content management platform (e.g., OVPs for video content) to upload your content before selling it with Cleeng

Once all of the above are ready, you can take the next step. The best part is you don't need to be super technical to do it with the Cleeng dashboard.

Step-by-step guide

A subscription is a type of offer with recurring billing. Once a customer subscribes, they are billed automatically for the set period.

• For Weekly, Monthly, Every 3 months, Every 6 months, Yearly follow the guide below.
• For Seasonal please refer to the guide dedicated to Seasonal Subscriptions.

The offer creation process consists of 4 main steps, which correspond to 4 sections in the offer setup wizard in the dashboard.

Get started

1. Log in to your Cleeng account.
2. Click on the Offers tab under the Offers & Coupons section in the left menu of your dashboard. From here you can create new subscriptions and edit existing ones.
3. Click Create offer.

Step 1. Select offer type

1. Select the Subscription tile. A pop-up with additional information about this offer type will appear.
2. Click Next.

Step 2. Provide offer information

1. Enter the basic information about your offer (only the title is required):
   • Title (required) - give the offer a name; it will be visible to your customers. If you don't want to add any optional information, jump straight to Step 3.
2. Optional information:
   • Thumbnail URL (optional) - you can add a URL for an image that a web app can display for this offer, e.g. in the checkout
   • Description (optional) - add a longer teaser for the offer if you want to display it in your web app
   • Add tags (optional) - tagging an offer controls which categories a customer will gain access to. By default, all offers are created with the tag "all". You can learn more about using tags.
3. Advanced settings:
   • App Store product IDs - only required if you plan to integrate in-app purchases with Cleeng and link them to this offer. Read more about connecting your In-App offers with Cleeng.
   • Custom params (optional) - these allow you to add your own data to an offer, and are only shown to customers if you choose to do so.
4. Click Next.

Step 3. Provide pricing information

This step sets the default offer - the price and currency customers will see in any country that doesn't have its own localized offer. 

1. Enter the pricing information (the Default Country, billing period, and price are required):
   • Default Country (required) - choose the country that represents your primary or global market (e.g., United States). This is the country your default offer is anchored to. If there is no local price for a specific country (step 4), this is the offer your customers will see at checkout.

• Billing period (required) - choose how often subscribers are billed: weekly, monthly, every 3 months, every 6 months, annually, or at the beginning of every new season.
  Please note that you can create daily subscriptions for testing purposes only in the sandbox environment. If you choose Seasonal, please switch to the Seasonal Subscriptions guide.
• Price (required) - enter the price for this offer. The currency selector is unlocked: USD, GBP, and EUR are always available, plus any other currency Cleeng supports. The currency is not tied to your account country.

2. Optional settings:
   • Free trial (optional) - decide if the first offer period will be free. Click Days or Months and set the number. After the free period ends, customers will be charged at the full price. To skip this, select None.
   • Purchasable as a gift (optional) - if you'd like to enable users to buy this subscription as a gift, select Yes and go to Offers & Coupons > Gift Checkout to set up the checkout URL. See more: Gift Subscriptions.
   • Geo restrictions (optional) - use this to limit content access to specific countries. Select Allow in or Block in and choose countries from the drop-down list. By default, no geo restrictions are applied - content is available everywhere. 
3. Click Next.

Step 4. Add localizations

This step is optional. You can find out more in Creating offer localizations.

Local prices are only needed for countries where the price should be different from your default offer. Any country without its own local price automatically falls back to the default offer you set in Step 3.

If you want to adjust the offer for customers in different countries, create offer localizations in the Localizations section. For each country you select, you can adjust the title, price, currency, description, and free trial period.

Depending on what is more convenient for you, choose one of these options:

• Add One - choose this if you want to adjust the offer for one or a few countries from different regions. A pop-up will appear where you can configure the local settings.

• Add Multiple - choose this if you want to adjust the offer for more countries from one region (e.g., Europe):

1. Select the region.
2. Select countries (you can tick Select all to bulk-mark all, or tick individual countries).

3. Click Add local offers.
4. Once added, you can adjust local settings: click the Edit button next to each country. If you decide to remove a localized offer, click the Delete button.

Review and finish 

1. Review your offer.
    

   Important: When you click Finish setup, you won't be able to delete the offer in the dashboard, but you will be able to deactivate it.
2. Once you're happy with your newly created offer, click Finish setup.
3. You'll see the summary of the settings for the subscription offer you just created.

Your offer will have its ID assigned (e.g. S123456789_PL). Offer localizations will have respective country codes added (e.g. S123456789_CA for Canada).

On the right side of the screen, you can see a menu with actions you can take, for example editing the offer or creating checkout.

If you're setting up an offer for the first time, continue below to find out about creating a checkout.

Create checkout

With your offer set up, the next step is to create a checkout so customers can purchase it. Select the Create checkout option from the menu on the right side of the screen. 

It will bring you to the General Branding page where you will be able to adjust the colors of your checkout page.

Once you are happy with the results, go to the Checkout tab to copy the codes to embed the checkout on your website.

What your customers see

Once your offer is live, this is what customers will see depending on their location.

Example

A streaming platform wants to introduce a new monthly subscription package that includes various sports content. The offer will be available globally at 7.99 USD, with a specific price for France at 5.99 EUR.

1. Log into the Cleeng account and navigate to the Offers section. Click Create offer.
2. In the pop-up, select the Subscription offer type and click Next.

3. Fill in the offer information - in this case, the title "AllSports+"  and click Next.

4. In Default Pricing & Country:
   • Set Default Country to United States.
   • Set Billing period to Monthly.
   • Set Price to 7.99 USD.
   • Click Next.

5. In Localizations, click Add one and create a single local price for France at 5.99 EUR.

6. Click Finish setup.

Customers in France will see 5.99 EUR. Customers anywhere else in the world will see 7.99 USD. No need to create a local price for every other country.

Once your offer is live, you can manage it from the Offers section of your dashboard.