Glossary
Subscription
Section titled “Subscription”A subscription is necessarily linked to a plan (active or not). Upon successful order of a plan, this triggers a subscription and a next payment date is set based on your plan settings. When a gift card is activated, this triggers a subscription without a next payment date and with a date on which the subscription will be cancelled.
There are 3 types:
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addon: offer a special plan at a higher price for the first month
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upsell: offer a complementary product in the box, at order time or on a recurring basis
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upsell customization: to offer additional products related to customized plans.
Automatic Stop
Section titled “Automatic Stop”This plan setting is only suitable for specific cases where a subscriber will need to change plans for a given reason.
This section allows you to create a panel for each box to present your past boxes and their contents, illustrated with an image.
For your content strategy, you can set up a blog, with different article categories and folders to manage certain topics across multiple articles.
Delivery Note
Section titled “Delivery Note”A delivery note is generated upon confirmation of an order for a shop product, an addon, or a subscription plan. It includes all the information needed to transmit to your carrier or logistics provider for your shipments. From the Delivery Notes section, you can export your notes for the desired period and format to facilitate your shipments.
Anti-Churn Campaign
Section titled “Anti-Churn Campaign”By enabling this feature, you can automatically send a promotional offer to all active subscribers with a closed order following failed payment attempts. This allows you to recover a percentage of unpaid subscriptions.
Ad Campaign
Section titled “Ad Campaign”After creating a discount coupon, create an ad campaign so that the application generates a URL, the destination link for your advertising campaigns or certain follow-up emails. By clicking on this link, the visitor will be informed that they already have a discount in their cart, which reduces friction in the sales funnel and encourages them to complete their order to benefit from it.
Characteristics
Section titled “Characteristics”They are similar to a tag system on individual sale products to select product options.
Gift Card
Section titled “Gift Card”A gift card is an individual product linked to a subscription plan. It has an activation code to trigger the subscription in question and a number of delivery notes equal to the number of boxes to be shipped as part of the gift card. A gift card can include shipping costs for the box shipment(s) or shipping costs (to be specified for shipment) can be added to the card price. A gift card can be sent by email with a personalized message or downloaded for printing.
Category
Section titled “Category”In the case of customized plans, you will need to create one or more categories, corresponding to the box composition steps. A category can be linked to multiple plans. For each plan, a score is associated with its category, corresponding to the number of credits available to the customer to compose their box.
An order is generated following a transaction, regardless of its status, or in specific cases, such as placing an order in the back office without generating a transaction. An order can correspond to an individual sale product, an addon, a gift card, or a subscription plan.
Coupon
Section titled “Coupon”A coupon is a discount activated in the cart using an activation code. The discount can be a fixed amount or a percentage of the total cart amount. It can apply to a single transaction or repeat. A coupon can also be cloned for certain marketing actions that require a given number of discount codes.
Subscription Cycle
Section titled “Subscription Cycle”This corresponds to the cycle at the end of which the subscription is renewed by tacit renewal. Managing multiple subscription cycles is not recommended.
Commitment Cycle
Section titled “Commitment Cycle”This only applies to specific cases in plan settings where a customer commits to a duration without having paid for all their future boxes for the cycle in question.
Creation Date
Section titled “Creation Date”This is the date on which a transaction is attempted, whether failed or successful. The date on which an order is generated in the back office, following a transaction. The date on which a subscription is generated, or the date on which a delivery note is generated, on the date the order is confirmed following a successful transaction.
Expiration Date
Section titled “Expiration Date”This is the date on which the subscription will expire. It is updated when the payment for subscription renewal is successful.
Next Payment Date
Section titled “Next Payment Date”This is the date on which a payment attempt will be made to renew the subscription.
Scheduled Date
Section titled “Scheduled Date”This date is specific to delivery notes. It is defined according to the plan billing period. It corresponds to the billing start date for the monthly box order. It is set to the day after the order upon successful subscription renewal or when resuming a cancelled subscription.
Mass Shipments
Section titled “Mass Shipments”In plan settings, this allows the generation of delivery notes at the correct scheduled dates, aligned with the plan billing period, to help you manage your shipment waves.
Invoices
Section titled “Invoices”An invoice is a document attached to a transaction, or a transaction refund, from an accounting perspective.
A plan allows you to offer your subscription at a given frequency.
Customized Plan
Section titled “Customized Plan”This plan setting allows the customer to compose their own box from products linked to a category.
Plan Group
Section titled “Plan Group”If a criterion affects the price of your boxes, you can create plan groups. Example of a coffee box:
- group 1 cup per day including a monthly plan and a 3-month plan
- group 2 cups per day including a monthly plan and a 3-month plan
Sent Emails
Section titled “Sent Emails”Automatic emails are sent to subscribers in various situations: when a user account is created, for order confirmation, upon payment failure, etc. The application reports on the deliverability of these transactional emails and their status (opened or not).
This is the section from which you can customize the entries in your navigation menu and footer.
Number of Shipments
Section titled “Number of Shipments”In plan settings, you will define the number of shipments, which corresponds to the number of boxes to ship in a given cycle.
Product Options
Section titled “Product Options”Also called variations, these are parameters selected at the individual sale product level (example: clothing size). A product option can influence the price of a product. It also enables stock management.
This is the section from which free content pages can be created. This is also where you will customize your homepage.
Unsubscribe Settings
Section titled “Unsubscribe Settings”They allow you to customize the steps of the unsubscribe funnel when a subscriber wishes to cancel their subscription. For these steps to be offered, questions must be filled in to activate the unsubscribe funnel feature.
Billing Period
Section titled “Billing Period”It corresponds to the day from which and until which the box for a given month is ordered. This also defines the subscription renewal day, at the beginning of the billing period for the given month (fixed periods). All your plans must be configured on the same billing period if your plans are on a fixed period.
Product
Section titled “Product”This is an individual sale product or a gift card type product. When refunding a transaction, a product is also created and immediately deactivated to generate the accounting document that reflects the refund action.
Profile
Section titled “Profile”A subscriber’s profile provides information to customize box contents based on certain criteria or preferences that do not affect box prices. Profile questions are asked to the subscriber at the time of ordering. They can update their profile at any time from their account area.
GDPR Service
Section titled “GDPR Service”In compliance with regulations, a visitor’s consent must be obtained before placing a tracking script on your site. Your GDPR services are to be configured at your site level for the various tracking services you use.
Status
Section titled “Status”A subscription can have 3 statuses:
- active: the subscription is ongoing. However, it may be expired if payment attempts upon renewal fail and the order is closed for non-payment.
- paused: the unsubscribe funnel feature is enabled and the subscriber has chosen to pause their subscription for 1, 2, or 3 boxes. This action postpones the next payment date accordingly to avoid charging the subscriber during this pause period (the subscription expiration date remains unchanged).
- inactive: the subscription is cancelled. A subscription can only be deleted if it is inactive.
A transaction can have 2 statuses:
- successful: the transaction is validated.
- failed: the transaction is invalid. Find the reason for the payment failure in the transaction details.
An order can have 3 statuses:
- confirmed: the transaction is successful and the order is confirmed.
- closed: payment attempts have failed and the order is closed for non-payment.
- pending: the order is generated and transaction confirmation is pending.
You can change the status of a delivery note. It defaults to “created” status. To facilitate the management of your shipments, you can assign the following statuses to a delivery note: pending, shipped, delivered, scheduled, cancelled.
This is a product filter system available at the box composition step for a customized plan.
Taxonomy
Section titled “Taxonomy”This is the name of the filter in which you will find the different tags for products available at the box composition step for a customized plan.
Transaction
Section titled “Transaction”A transaction corresponds to a payment attempt triggered during order placement, when resuming a cancelled subscription, or upon subscription renewal by tacit renewal.
Carrier
Section titled “Carrier”A carrier corresponds to a delivery method offered to subscribers when subscribing, ordering individual sale products, or ordering a gift card. The pickup point system is available by configuring Mondial Relay or Colissimo Relay at the carrier level and site settings. A carrier must be activated for a country and can be for a given list of countries. A carrier can be excluded for certain subscription plans. It is possible to change a carrier in the subscription details (in the case of a pickup point carrier, go through a customer’s profile with the “impersonate” action to access their subscriber account). This change will apply at the next payment attempt for the subscription.