Configuration: Renewal/Linked Products

Setup Checklist

This section is a comprehensive and high level summary of all tasks and prerequisites required for this feature to function properly. This section is purposed for use after an administrator is familiar with configuring this feature as an “audit” checklist. For detailed set-up instructions, jump down to “Prerequisite Tasks” and “Detailed Setup Guide” and then follow up with this checklist to ensure all steps are completed.

Prerequisite Tasks

This section describes all requirements that must be completed before you can begin setting up this feature. Once these tasks are complete continue to the next section.

POS Tasks

• Renewal-specific product headers must be created in RTP|One.

• A ‘Product Component Link’ must be added in RTP|One, linking the previous year’s access component to the current or upcoming year’s linked Product Headers.

  • When creating a ‘Product Component Link' in RTP|One, first select the prior access component code that must be present on a guests' profile to make them eligible for the new renewal.

  • Then choose the linked product header(s) that are “unlocked” based on having the prior access component. These should be distinct renewal product headers.

  • A modal will pop up for each added product header, complete the following information:

    • Display order will control the order that the product is displayed on the Aspenware Commerce Linked Product page in relation to other eligible renewal products.

    • Link Effective date should be set to yesterday’s date

    • Link Expiration date should be set to when the link is no longer valid

    • Set Eligibility date type based on your preference

    • Eligibility time frame should be set to ‘Fixed Date’ and the defined date should be set to yesterday’s date.

Commerce Tasks

• Product Shells for Renewal products should be created according to the configuration guide.

Settings, Language Strings and/or HTML Widgets for this Feature

This feature may require updates to the following settings, language strings and/or HTML Widgets. Learn more about how to update and create Settings, Language Strings, and HTML widgets follow the links to the respective section.

Settings

• Confirm that the following product classification(s) are created.

  1. The ‘Is Renewal Product’ Product Classification must be added as a classification if not already set up as a product classification.

     1. To set the ‘Is Renewal Product’ Product Classification up as a new classification go to Aspenware Commerce>Product Classifications and select Add Classification and define the following fields as follows

        1. Name: Is Renewal Product

        2. Description: Assign this classification to renewal products.

        3. Select the checkbox for Is Renewal

     2. Click Add.

  2. The ‘Renewal Lock’ Product Classification must be added as a classification if not already set up as a product classification.

     1. To set the ‘Is Renewal Lock’ Product Classification up as a new classification go to Aspenware Commerce>Product Classifications and select Add Classification and define the following fields as follows

        1. Name: Renewal Lock

        2. Description: Assign this classification to renewal products.

        3. Select the checkbox for Renewal Lock

     2. Click Add.

Language Strings

1. Go to Configuration > Languages > English > String Resources, whereyou can set specific language strings that apply to the renewal page. Use the following language strings to edit what customers see in the following scenarios.

   1. If a customer does not have any eligible products, they will see configurable messaging on the renewals or linked product page. 

   2. If they are not logged in, they will not see any products and will be shown configurable messaging on the page. 

HTML Widgets

• An HTML widget can be enabled that displays below the category bar and shows configurable messaging that links to the renewal or linked products page for logged in customers and to the login page for users who are not signed in. From Nop Templates > Plugins > HTML Widgets > Manage HTML Widgets, select to edit, or create a new widget for, ‘Renewal Homepage Banner’ widget. From Tools > source code, you can paste in or edit the HTML. The HTML that is configurable is in blue below.

<div class="renewal-banner" vcloak=""> <h2 class="requires-signin">Renew Your Products Now!</h2> <h2 class="requires-signout"><b><a href="/login?ReturnUrl=/linkedproducts">Login</a></b> to Renew Your Passes!</h2> <p class="requires-signin">Visit the <a href="/linkedproducts">renew products</a> page to see your eligible products.</p> </div>

Detailed Setup Guide

1. Step 1 Header

2. Step 2 Header

1. Create Renewal Products

This task assumes that the prerequisite task of configuring the product shell for the renewal products has been configured according to this Configuration Guide.

• Go to Catalog > Products and choose to Edit the product.

• Assign the product to a category that has been set up to be hidden. (Instructions on hiding a category here)

  1. These products are set up as very simple products, so define the SKU and Price in the Product info section, unless they are going to be leveraging Aspenware Payment Plan functionality. 

• Go to the Attributes section and click Add a new attribute.

  1. From the Attribute drop-down, select ‘AssignedTo’

  2. Enter ‘{ "lock": true } [Assigned To]’ in Text Prompt field

  3. Set Control Type to 'Text'

• Click Save and Continue Edit

• From here, add additional simple Add on products to the product. Renewal products cannot have a core attribute that has more than one option, but can have add on attributes. Follow the configuration guide for simple add-on products to add standard add-ons to the renewal product.

• Add the AssignedTo attribute to this product

  1. On the assigned to attribute, add. This will lock down the assigned customer so that guests cannot change these options. Ensure that your control type is “Textbox”

  2. In all other attributes, re-enter the name of the attribute. Text needs to be included in the text prompt fields for all attributes, though this will not show for customers.

• You can set up add-on products on Renewal products, but they must be control type checkbox and can only use non attributed add on products ( See page 16)

• Next from the Specification attributes tab, add the IsRenewal specification attribute to the product. Check Show on product page before adding. This specification attribute ensures that people cannot add these products to their cart if they access these products from a page other than the gated renewal page. 

• Next, from the Aspenware Commerce Plugins>Product Classifications>Add Assignment page in Admin, select the hidden Category and the renewal product requiring assignment from the category and product dropdowns. 

• In the Classification table, click the Assign checkbox for Renewal product and Renewal lock classifications

  1. Products flagged with these two classifications will only be available on the (store URL)/renewal or (store URL)/linkedproducts pages if the logged-in customer has previously purchased an RTP product that links to this current product via RTP product component links.