View source for CCBill Cross-Selling

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NATS v3.1.32 supports CCBill [[ct#Cross Sell|Cross Sells]]. Setting up CCBill Cross Sells
is a simple procedure that involves setting up and activating certain
features in your CCBill account admin and adding incoming and/or
outgoing cross sell entries into the NATS Cross Sells admin. This
article explores the processes of setting up and configuring CCBill
Cross Sells in NATS.


== CCBill Admin - Share Extras ==
In addition to setting up the Cross Sell promotional offers and join
forms with CCBill, you must also enable the "Share Extras" option.
Without this option enabled, the Cross Sells will not function properly.
The following instructions for enabling the CCBill Share Extras option
are directly from CCBill support. This text was edited for content and
ease of use:

"In order for CCBill Cross Sells to work properly, there is a special
feature called Share Extra Options that needs to be enabled. To enable
this option, you must first log into your CCBill Account Admin, then
navigate to Tools -> Account Maintenance -> Account Admin -> Select
Master Account -> Select Subaccount -> Form Admin. From this interface,
you must select the form to which this change will apply. Once inside
the settings for that particular form, click the Promotional Sales
link on the left-hand side of the interface. If your Form Admin does not
include the Promotional Sales link, you will have to contact your
CCBill representative to ask him or her to enable the Share Extra
Options for all accounts and forms on which you will be using CCBill
Cross Sells. In the Promotional Sales interface, you will find a column
of data labeled To Client Accnum select the proper account to
which this change will apply. Finally, in this last interface, you will
find a radio button labeled Share Extras. Select this option,
which can be found as the second to last option on the list and then
click the Update Promotional Sales Button near the bottom-center
of the interface. This will commit the changes to this account. Repeat
this process for each account as necessary." 

Enabling this option forces
CCBill to carry and return any "extra" data from the NATS sign-up form -
this is critical. If CCBill does not return the "extra" data to NATS,
NATS will have no way of connecting the cross sell data with the correct
affiliate, program, join option, etc. upon return.


== Creating an Incoming Cross Sell ==
After your CCBill Cross Sell offers have been configured and Share
Extras has been enabled, you may now add the cross sells to the
Incoming Cross Sells Admin.

After creating your cross sells, your affiliates will be able to
obtain the Cross Sell "Ref Code" from xsells.php and use it in other
affiliate programs to send you Cross Sells from other sites. You may
also create new Outgoing Cross Sells in your own NATS admin, such that
you can sell trial memberships for your own sites on the [[ct#Join Form|join forms]] of
your other sites.

== Obtaining the Ref Code ==
To obtain a Ref Code for use in an Outgoing Cross Sell, you must
visit xsells.php - this page is available to all authenticated
accounts, but is not linked to by default in the default template
set. You may manually create a link for this page such that
affiliates can gain access to your Cross Sell Ref Codes. Here's what
that interface looks like:

[[Image:Members_xsells_ccbill.jpg|frame|center|Figure 2.1 - Getting a Cross Sell Ref Code]]

To retrieve the list of Ref Codes, first select your [[ct#Campaign|campaign]] and then
select your program. When the form is submitted, NATS will display each
Cross Sell offer for each site available to the selected program - this
list may be extensive depending on how many of these have been setup.
Once you have obtained at least one Ref Code, you may now create an
Outgoing Cross Sell entry for this offer.

== Adding an Outgoing Cross Sell ==
Adding an Outgoing Cross Sell is a two step process, the second of which
may be extensive. For the first step, you must create the Outgoing Cross
Sell - Figures 3.1 through 3.3 explain this process:

[[Image:Xsells_outgoing_link.jpg|frame|center|Figure 3.1 - Finding Outgoing Cross Sells]]

[[Image:Xsells_add_outgoing_ccbill.jpg|frame|center|Figure 3.2 - Adding a new Outgoing Cross Sell]]

[[Image:Xsells_add_outgoing_ccbill_fields.jpg|frame|center|Figure 3.3 - Adding a new Outgoing Cross Sell - Fields]]

At this point, the Outgoing CCBill Cross Sell has been created and is
now ready to associate with specific join options. This association is
what tells the NATS join form to pass the Cross Sell Ref Code to CCBill
and eventually back to NATS. Without this code, NATS will not recognize
the Cross Sell as a valid Cross Sell and it will not be recorded.

== Adding the Cross Sell to the Join Options ==
The second step will be adding this cross sell Ref Code to your join
options - this is what associates the cross sell with the join option.
That means that when a surfer selects that particular join option on
the NATS pre-join form, cascades to CCBill's sign-up form, and the
additional "also, please sign me up for site X for $3.95!" check box
gets checked, CCBill will report the Cross Sell back to NATS with the
Ref Code associated with their join option.

Please note: creating the Incoming Cross Sell, Outgoing Cross Sell,
and Join Option setting in NATS does not display the offer check box
on the CCBill join form, nor does it create the pricing options in
CCBill's Admin - you must perform these actions prior to adding these
settings in NATS.

[[Category:Not in NATS4 Yet]]