• Help Centre

    See Frequently Asked Questions or contact support@innovate42.com

    Overview 

    > What is Innovate42?

    > What is the Subscription Checkout App and Order API?

    > What is the Subscription Product App (BETA)?

    >What are typical use cases for Innovate42's Subscriber Experience Platform?

     

    Subscription Checkout App

    > How do I get started with the Subscription Checkout App?

    > How do I load my product catalogues, subscriptions and payment gateways?

    > How do I submit a new order?

  • Overview

    What is Innovate42?

    Innovate42 is a Subscriber Experience Platform with two core components:

     

    - The Subscription Checkout, which allows you to manage subscription orders in Salesforce. The Subscription Order API allows you to track online orders.

    - The Subscription Product App, which allows you to manage your product catalogues (in BETA).

    What is the Subscription Checkout App and Order API?

    The Subscription Checkout App helps you to manage and track new subscriptions or changes in existing subscriptions. Typical subscription orders are new orders, renewals, switch (downgrade or upgrade), cancellation, suspension and resumption, change in payment methods, change in entitlements or change in contact details. Currently, the Subscription Checkout App is only available for Salesforce users. Get the app on the Salesforce AppExchange.

     

    The Subscription Order API allows you to track online or third-party subscription orders. The documentation is publicly available on Swagger.

    What is the Subscription Product App (BETA)?

    The Subscription Product App enables you to import multiple subscription and e-commerce product catalogues in a central repository, manage and enrich product attributes, and export the products to multiple apps and environments. The app is in beta, get in touch at hello@innovate42.com if you are interested.

    What are typical use cases for Innovate42's Subscriber Experience Platform?

    There are three typical use cases for the platform:

     

    - Customer Service: Enabling agents to search a comprehensive product catalogue, see key subscriber data, and process orders with intuitive, lightning-fast journeys.

    - Self-service: Displaying offers and subscription information to subscribers and enabling them to make quick subscription purchases or changes.

    - Analytics: Understanding which subscription offers drive acquisition, retention and cross-sell, and quickly deploying iterative offers and closing the loop by tracking orders.

  • Subscription Checkout App

    Setup

    How do I get started with the Subscription Checkout App?

    The Subscription Checkout App is available on the Salesforce AppExchange (link). You will need to install it in your Salesforce instance.

     

    If you are a Salesforce Classic user, go to Setup > Cases > Page Layouts once the managed package has been installed. You can set up the 'icAssist Layout' as your default layout by clickling 'Page Layout Assignment'. Alternatively, you can go in your existing layouts, go to 'Buttons' and add the 'Raise Order' button to your Case layout.

    Next, create a Case and press 'Raise Order'. The button will open our app.

    If you are a Salesforce Lightning user, you will need to use the Lightning App Builder. On Case, create a new tab and drag the 'Custom Component' called 'Create Order'. Save and activate the Record Page.

    How do I load my data into the app?

    Currently, our app can load the following data:

    • Product catalogues: Zuora Product, Salesforce Product2
    • Subscriptions: Zuora, Salesforce Opportunity
    • Addresses: Salesforce Contact
    • Payment gateways: CyberSource, GoCardless, Stripe, Zuora iFrame

    As each implementation of Salesforce is different, we may not be able to automatically load your products, subscriptions and addresses. If so, please raise a ticket with Support (support@innovate42.com).

     

    To activate your payment gateways, click on the (+) tab, select 'Assist Setup' and click on 'Gateway Configuration'. You will then need to provide details on your payment gateway, as well as regions and currencies for the gateway.

    Checkout

    How do I submit a new order?

    Your first order, exciting! To start, select 'New Order' in the dropdown. You will see prompts to guide you through the order. To take an order, you will need at a minimum to:

    • 1. Select a product by clicking on '(+) New Subscription'
    • 2. Add a billing address by clicking on 'Select Bill To Address'
    • 3. Add a payment methods by clicking on 'Capture Payment Method'
    • 4. Select marketing preference by checking one or multiple of the privacy checkboxes
    You can also add multiple products, add delivery addresses, or input additional data in custom fields.

    That's it!The order will then be processed by the order orchestration framework of your choice.