Self Service Checkout Plan Purchase Journey

Available now in BETA. 

Review the following walkthrough of the Self Service Checkout Plan Purchase journey to gain a better understanding of the customer self service experience:

1. Select Plan(s) to Purchase
2. Customer Login or Sign Up
3. Payment Information & Checkout
4. SSP Views & Navigation

Iframe Flow

This is the first page end customers see on your website using the provided embedded iframe component and reflects the Plans you've made available for purchase:

1. Select Plan(s) to Purchase

• Customer selects one or more Plans to purchase.

• Start Date will is requested for the first Plan added, which serves as the the Subscription Start Date.
• In a Plan, customers can increase or decrease the quantity of the Plan or its individual charges. 
• Customers do not have the liberty to delete Plan charges, but can increase or decrease the quantity as needed.
• Once Add To Cart is selected, the existing Customer is either logged in or a new Customer sign up is presented. 

2. Customer Login or Sign Up

• Existing customers with a Customer Portal login can use those credentials to login. Login is validated via email address and password.
  
  
• If the customer is not a former user, a new Customer sign up displays:

• Customers can sign up with their details to become a customer. Upon their next login, they will see existing subscriptions, payments, and can also purchase new subscriptions easily.
• Once logged in, the customer is moved to the Plans page to select more Plans or proceed to Checkout when no additions are needed.

3. Payment Information & Checkout

• The Subscription Confirmation page displays selected Plans for confirmation.
• Dates and plan/charge quantities can be edited one final time before proceeding to payment details.
• Click Proceed to finalize the payment.

Checkout

• Shipping Details are auto-populated based on the customer address used during account creation (Shipping Contact Details).

•  Provide Payment Method details and click Next. 
  • Customers can add credit card details or select existing credit cards, when available.

• The final confirmation page displays the payment amount and details. Click Pay to complete the purchase.

• Customer payment is successful and customer is redirected to the Plans page.

4. Self Service Checkout Views & Navigation

Subscriptions Page

• The Subscription page shows all active Subscriptions the customer has subscribed to.
• As of now the customer can only view these subscriptions and not retrieve details or take any actions.
• Customers will see any draft Subscription, which includes any abandoned purchase they may have started. 
• There can only be one abandoned purchase at a time.

Payments Page

• The payments page provides an overview of all the payments made by the customer. This page is helpful for purchase records. 

Notes:

• Users created during Self Service Checkout will also work as Customer Portal users. 
• Customers can also direct their users to sign up to the Customer Portal and access their Usages, Invoices, and Payments.