Moving a Purchase

Do you have a customer who mistakenly purchased the wrong product? Or maybe you are closing a product and want to move current participants to another product? Or maybe you want to offer an upgrade and so you have set up a product for just that amount but want the participants to live in the product they are upgrading to. We talk about that in our creating multi-level products guide.

Depending on your reason will determine the course of action you take. 

Option 1 - Automated via a trigger

This would be used when you are going to move every purchase in a product such as in the case of an upgrade. 

  1. Add a trigger to the product to purchase a product without paying, and then select the product associated with the access level. 

upgrade-trigger-large.jpg

 

Option 2 - Using a Segment

You would set up and Perform an action to a segment by selecting the same options as in the trigger screen of option 1. This option would be used if you are moving multiple purchases at one time that exist in the system. Such as in the case of closing a product and moving everyone to a new product. 

Perform_action_in_moving_purchase

 

Option 3 - Manually Move a Purchase

This would be used when there is a single purchase you need to move. 

  1. Select Products from your Simplero Dashboard
  2. Select the Purchases tab
  3. Locate and select the customer name
  4. In the Purchase summary box, click the Move button

    Move_purchase_button
  5. Choose the new product

    Move-products-medium.jpg