Checkout allows multiple configurations of the current Checkout page Setup. The setup page is now more dynamic to accept multiple Plan Bundles/Plan Family(ies) for the same configuration. You can also create new configurations based on branding within the same company.
- As soon as embedded checkout is enabled for the company, a custom multi-select field is automatically created under the Plan object called Plan Bundle. Users can rename the Field Label and also add customized Multi-select options.
- When the custom field is created, it is displayed on the Plan but is disabled.
Plans page showing Plan Bundle. Note that the field is disabled.
- Navigate back to the Plans page and enable the Show on Checkout toggle. This enables the custom field to associate with Plan bundles/values.
Plans page showing Plan Bundle with the field Enabled.
- Assign the Plan to a particular plan value for eg: Bundle 1 (or any custom value such as 01 or Plan Family 1). It's important to assign a value to the Plan. This defines what Plan shows in Embedded checkout and aids in customizing a plan bundle for a specific customer.
- Navigate to the Portal Setup Page to custom create your multiple plan configurations within the same, UI/Layout or create multiple new configurations.
- A Default Configuration is available but can be custom tailored to meet customer branding needs.
- Changes made to options on this page for eg: Appearance, Layout, etc… allows users to update it as an existing configuration or create a brand new configuration.
- Pick the plan bundles to showcase on the checkout portal by choosing the Plan Bundle from the multi select drop-down field and click Save.
- Next, click Apply. The Plan Bundle of choice is applied to the script.
- Use the Delete option to delete a Plan Bundle.
- Multiple Plan bundles can be created with existing or new configurations.
- Once finalized, embed the script to showcase the desired plans available to customers.
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