Zephr User Guide

Create a Product

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Before you create a product, ensure that you have done the following:

  • Created the features that you want to include in the product, as described in the Features section
  • Set up your chosen payment provider with the plan or subscription options that you want to offer, as described in the Payments topic

To create a product, complete the following steps:

  1. Select Products from the main menu
  2. Select Catalogue from the menu options

    The Catalogue screen displays, as illustrated below:

    Catalogue

  3. Select the Add a Product button

    The Add a Product screen displays, as illustrated below:

    Add a Product

  4. Enter a name for your product in the Title text box
  5. Optionally, add a description of the product in the Description text box
  6. Select the features that you want to add to the product as follows:
    • If the features you require are listed, select the checkbox beside each feature to include in the product

      A further section displays, as illustrated below:

      Add Sites to Feature

      Add sites and site groups as follows:

      1. Select the Add Sites & Site Groups button

        The Add Sites and Groups dialog box displays, as illustrated below:

        Add Sites and Site Groups

      2. Locate the sites or site groups that you want to add. You can add a site or site group in the following ways:
        • Start entering the name of the site or site group in the text box, sites that match the characters that you enter are listed as illustrated below:

          Enter site name

          Select the site or site group to add from the list.

        • Select the Or browse site groups link

          Your site groups are listed, as illustrated below:

          Browse Site Groups

          Select the checkbox beside each site group to add.

      3. Select the Add button to save your updates and return to the Add a Product screen. Selecting the Cancel button displays the Add a Product screen without saving any changes
    • If no features are listed, or the feature you require is not listed, add a feature as described in the Add a Feature from your Product topic

      The selected features are added to the product grant. When an end user accesses the features they are considered Customers and follow the user journey defined in the Customer section of your feature rule.

  7. Select the payment options that you want to offer for the product

    To add a payment option, complete the following steps:

    1. Select the Add A Payment Option button

      The Add Payment Option screen displays, as illustrated below:

      Add Payment Option

    2. Select the type of payment plan from the Type of Plan radio buttons. The options are as follows:
      • Regular

        Select this option to find payment plans that you have already configured in your payment provider.

        For further information on configuring a regular payment plan, see the Add a Regular Plan topic

      • Scheduled Payment Plan

        This option is only displayed if you have configured Stripe as your payment provider.

        Select this option to create a payment plan with staggered pricing.

        For further information on configuring a scheduled payment plan, see the Add a Scheduled Payment Plan topic.

      • One Off

        Select this option to configure a one-time payment plan.

        For further information on configuring a one off payment plan, see the Add a One Off Payment Plan topic.

      For further information on the types of payment, see the Payment Plan Types topic.

      Note: If you have not configured a payment provider, a message displays under the Payment Options title and the Add A Payment Option button is unavailable, as illustrated below:

      Configure Payment Provider

      For further information on configuring a payment provider, see the Payments topic.

  8. If required, use the Developer Interface to define a JSON Web Token product integration as described in the JWT Product Integration topic

    Note: Zephr recommends that the Developer Interface is used by, or with the support of, a developer.

  9. Select the Save button to save the product and return to the Catalogue screen