CRM Marketing billing under the 5% of attributed orders model

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Contents

1. About the 5% of attributed orders billing model
2. Plan availability
3. How it works
   • Cost calculation
   • Marketing activities
   • What is an attributed order
   • Account charges
4. Enabling and managing the option
   • Enabling the option and changing the billing model
   • Restrictions and conditions
   • Package suspension when the customer database exceeds the limit
   • Restoring the package after reducing the customer database
   • Switching to fixed billing

About the 5% of attributed orders billing model

Note

To change the billing model while a license is active, contact technical support.

This is an alternative way to pay for the CRM Marketing package. Instead of purchasing the package for a fixed monthly fee, you pay 5% of the total value of orders attributed to marketing activities.

With this model, the amount depends on the results generated by the marketing tools.

Plan availability

The 5% of attributed orders billing model is available only on the following plans:

• Professional 2.5
• Professional 3.0

How it works

Cost calculation

The cost is 5% of the total value of each attributed order.

• Order total: the full total recorded when the order is created is used, including discounts, redeemed bonus points, delivery costs, and other components. Later changes, such as changes to products or status or deletion of the order, do not affect the calculation.
• Rounding: the charge is rounded mathematically to the nearest whole unit of the account billing currency. If 5% of the order total is less than one unit, the order is not included in the calculation.
• Currency: if the order currency differs from the account billing currency, the order total is first converted at the current exchange rate. The 5% charge is then calculated.

Marketing activities

Orders attributed to the following channels and mechanisms are included in the calculation:

• Bulk email campaigns
• Bulk SMS campaigns
• Bulk WhatsApp campaigns
• Marketing rules (triggers)

What is an attributed order

An order is considered attributed if it is created after a marketing action or after a marketing rule with conversion tracking enabled is triggered. The criteria depend on the channel or mechanism:

• Email campaign: the customer must open the campaign email, click a link in it, and then place the order. The email must be opened before the order is created and within the configured conversion period, which cannot exceed 365 days.
• SMS campaign: the order must be placed after an SMS is delivered to the customer and before the conversion period ends.
• WhatsApp campaign: the order must be placed after a WhatsApp message is delivered to the customer and before the conversion period ends.
• Marketing rules (triggers): a rule with conversion tracking enabled must run before the order is created, and the order must be created within the configured conversion period. If the rule is associated with an email, SMS, or chat message, the corresponding delivery and interaction statuses are also taken into account. If the rule is not associated with these channels, attribution can be based on the rule itself being triggered, for example, when an internal action is performed without sending a message to the customer.

Important!

All attributed orders are included regardless of their order status—new, completed, or canceled—and payment status.

Account charges

• Frequency: charges for attributed orders are deducted from the system account balance daily.
• Transaction history: each charge appears as a separate line in the transaction history with the date, number of attributed orders, and total charged amount.
• Balance: the account balance can become negative. Before a bulk email or SMS campaign is sent, however, the system checks that sufficient funds are available. If not, the campaign is not sent.

Enabling and managing the option

Enabling the option and changing the billing model

• Selecting the option: the 5% of attributed orders model can be selected only when purchasing or renewing a Professional 2.5 or Professional 3.0 license.
• Changing the model: while the license is active, you can switch from the 5% of attributed orders model to fixed billing. Contact technical support to cancel the current license and issue a new one. You cannot switch from fixed billing to the 5% model while the license is active.

Restrictions and conditions

The option can be enabled only if the active customer database contains no more than 50,000 customers. This limit regulates the use of CRM Marketing tools with performance-based billing.

Package suspension when the customer database exceeds the limit

If the customer database exceeds 50,000 after the option is enabled, for example after a data import, the CRM Marketing package is suspended automatically.

An information banner appears at the top of the interface.

Important!

To continue working with a database above the limit, switch to fixed billing. Contact technical support to cancel the current license and purchase a new one.

Restoring the package after reducing the customer database

If the number of customers is reduced below 50,000 after the package is suspended, another banner appears and allows you to resume using the marketing tools.

Click Refresh to restore the package. The system checks the number of customers again and removes the restriction if the database is within the limit.

Switching to fixed billing

After switching to fixed billing, orders generated by campaigns sent while performance-based billing was active continue to be treated as attributed and generate the corresponding charges. This rule applies throughout the conversion period configured for those campaigns.