Automated Product Removal Rule

Edited

Overview

PeakCommerce offers a solution with its automated product removal rule feature, enabling seamless management of subscriptions.

Create the Rule

Here's a step-by-step guide on how to create an automated product removal rule using PeakCommerce:

  1. Accessing Rule Creation: Log in to your PeakCommerce account and navigate to the journey you wish to add the rule to. Look for the section on rules or automated actions.

  2. Initiate Rule Creation: Start the process of creating a new rule. You will find a button or option labeled "Create New Rule".

  3. Define Conditions:

    • IF Statement: Begin by defining the conditions under which the rule will trigger. For this automated product removal rule, ensure that the "Keep IF (Always True)" option is checked. This means that the rule will always evaluate as true, triggering the action regardless of other conditions.

  4. Specify Action:

    • THEN Statement: Select the action to be performed when the conditions are met. In this case, choose "Remove Product Rate Plan IDs from Sub" from the available options.

  5. Input Rate Plan IDs:

    • In the text box provided, paste the rate plan IDs obtained from Zuora. These IDs should correspond to the rate plans that you want to be automatically removed from subscriptions if they are present. Each rate plan ID should be listed on a separate line.

  6. Save and Activate: Once you've inputted all the necessary information, review the rule to ensure accuracy. Then, save the rule and activate it to set it into motion.

Example

IF
   Keep If Is Checked
Then
   Select "Remove Product Rate Plan IDs from Sub" for the THEN condition
   IDs (RP-001, RP-002, RP-003)

In this example, the rule will remove the rate plans with the IDs RP-001, RP-002, and RP-003 from subscriptions whenever they are detected.

Screenshot 2023-06-30 at 11.41.13 AM

By implementing automated product removal rules in PeakCommerce, businesses can streamline their subscription management processes, ensuring accuracy and responsiveness to customer needs. This feature not only saves time and effort but also enhances customer satisfaction by maintaining up-to-date subscription offerings. With PeakCommerce, stay ahead in the dynamic world of e-commerce effortlessly.