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Tutorial/Lifecycle Manager

Reconfigure Bundle Subscriptions

Managing a complex subscription with numerous children subscriptions, assets, and entitlements can often be a challenging task. In this tutorial, we are going to show you how to use Nue Lifecycle Manager to easily reconfigure a bundle subscriptions, including the following use cases:

Add or remove an add-on to a bundle subscription
Change the quantities of add-ons in a bundle subscription

We are going to use bundle product VROOM PRO throughout this tutorial.

VROOM PRO has the following configuration:

Inherited from VROOM BASIC:
- Group Meetings
- Private and Group Chat
Additional products:
- Vroom Webinar
  - Vroom Webinar is an optional, but recommended add-on product. Its revenue model is Usage.
  - It is not connected to the bundle quantity. Customers can purchase by the number of minutes actually consumed for the Webinar.
- Concurrent Users
  - Concurrent users is a platform feature that is required in the bundle. But default, there is 1 concurrent user included for each license the customer purchase. But the customer can purchase up to 3 concurrent users per user license.

Add Add-on Products

Scenario: Customer Smart Revenue has purchased a 12-month subscription of VROOM PRO with the most basic configuration. In the midterm of the subscription, the sales rep shows Smart Revenue that if they add Vroom Webinar as part of the bundle, they can get the first 100 minutes for free because of a company promotion.

You can follow the steps below to add Vroom Webinar as an add-on by reconfiguring the bundle subscription.

Login to Salesforce. Navigate to Nue on Salesforce → Accounts. Search and click to open the account.
Click "Manage Customer Lifecycle" to navigate to Nue Lifecycle Manager.
Navigate to 'Subscriptions' tab, and find the subscription to reconfigure.
Click 'Reconfigure'. In the Reconfigure popup, you are asked when the reconfiguration starts effectively. Pick the date, e.g., 07/01/2023.

Click 'Confirm'. This will add a Reconfigure change request to the Change Cart.
Click Change Cart, and click Checkout and follow the page flow to checkout into a quote or an order.
In the Line Editor of the change quote or order, you will see the following:

You can click the 'wrench' (Configure) icon next to the bundle subscription to reconfigure the subscription as instructed.
When you click on the Configure icon, a Reconfigure popup is displayed again for you to confirm the Reconfigure Effective Date. You can change this date or leave it as is. Click 'Confirm'
The Product Configurator launches.
- Click into the quantity of Vroom Webinar to change the quantity to 500 total units, and click Confirm.

As a result, the Vroom Webinar is added as a New Product into the Line Editor after the reconfiguration. The Start Date is set to 07/01/2023.

Now you have successfully reconfigured the bundle by adding a new add-on product. You can click on 'Configure' icon again to remove the add-on or change its quantity.

Update Add-on Product Quantity

Scenario: Customer Smart Revenue wants to change the number of Concurrent Users from 1 to 3 per user license.

You can follow the exact steps above to reconfigure the bundle subscription. In the Product Configurator, click into 'Concurrent Users', and change the quantity from 1 to 3. Please note: Since this add-on product is configured to Linked to Bundle Quantity, when you change the quantity from 1 to 3, the actual quantity of the add-on product will be multiplied by the quantity of the bundle. For example, if the quantity of the bundle is 10, then the actual quantity will be changed from 10 to 30.

NOTE

Please note that you cannot change the quantity or term for the bundle while reconfiguring. If you need to make such changes, please proceed with a quantity or term change to the bundle directly in the customer lifecycle manager.

Now after you reconfigure and change the quantity from 1 to 3, a change line item is added to the Line Editor as follows.

As you can see in the above screenshot, the Concurrent Users add-on has its quantity changed from 10 to 30, effective 07/01/2023. The prices are calculated accordingly for the added 20 units.

Now you can activate the order or close-won the opportunity as usual. Then you can navigate back to the Lifecycle Manager, and take a look at the subscription.

The bundle subscription is versioned. In the new version, you can see 2 children subscriptions.

You can also click on the child subscription to expand to see the details. The child subscription is either created (Webinar) or versioned (Concurrent Users).

Cancel Add-on Products

Scenario: Due to economy downturn, Smart Revenue would like to discontinue the Webinar subscription on 10/01/2023.

The Sales Rep can simply reconfigure to remove the Webinar subscription. You can follow exact same steps mentioned above to reconfigure the bundle subscription and set the effective date to 10/01/2023. In the Product Configurator, uncheck Webinar product to remove it from the bundle. Click Confirm.

In the Line Editor, the system creates a Cancel change line, which essentially cancels the Webinar subscription starting 10/01/2023.

When you activate the order as usual, the add-on subscription will be canceled starting 10/01/2023.

Reconfigure Assets and Entitlements

Similarly, users can reconfigure assets and entitlements in a bundle subscription. We support the following scenarios:

Add or remove assets / entilements in a bundle subscription;
Add or remove quantities of assets / entilements in a bundle subscription.

You can follow the exact same steps above to reconfigure the bundle subscriptions.

Please note that if the children subscriptions, assets or entitlements are add-ons not linked to bundle quantity, optionally, you can find these children subscriptions, assets or entitlements and add / remove quantities directly by following the steps here.

Put it All Together

With our intuitive interface, you have complete control over your subscription bundle. You can make initial sales to lock in the revenue, and then make flexible upsells by adding add-on modules and trueups based on customers' unique needs. Say farewell to rigid, inflexible subscriptions, and unlock the true potential of your subscription management.