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The Eligibility Service enables Resellers (Service Providers) to configure and enforce rules that determine which customers qualify for specific products, billing plans, and discounts when reselling Merchant products through the digital marketplace. To use the Eligibility Service, Resellers must first enable it in the Partner Ecosystem Management Platform Settings. Eligibility empowers Resellers to drive business growth by:
  • Upselling: Presenting upgrades to customers who meet specific criteria.
  • Cross-selling: Recommending complementary products or bundles based on customer eligibility.
  • Increasing customer stickiness: Delivering personalized, relevant offers that improve engagement and retention.

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Eligibility Rules

The eligibility rules are based on:
  • Customer account attributes, such as service tier
  • The quantity (number) of subscriptions a customer is purchasing or owns in total
In Commerce Engine, Resellers can apply eligibility rules to products, billing plans, and discounts. For information about configuring eligibility rules, see Configuring Eligibility Rules.

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Eligibility Check

MarketONE evaluates eligibility rules in real time during:
  • Storefront browsing (this is handled by the Catalog API)
  • Dry-run quotes and purchases (this is handled by the Purchase API)
  • Subscription changes (this is handled by the Compliance API)

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Core Features

  • Storefront Browsing:
    • Dynamically displays only eligible products, billing plans, and campaigns based on customer attributes and defined rules.
    • Ensures customers see only the offers they qualify for.
  • Quotes and Purchases:
    • Evaluates eligibility during dry-run quotes and actual purchases.
    • Applies discounts based on the customer’s cart and existing subscriptions.
    • Ensures only eligible combinations are selectable at checkout.
  • Subscription Monitoring:
    • Tracks changes to customer accounts or subscriptions (e.g., cancellations).
    • Re-evaluates eligibility and enforces compliance (e.g., removing discounts if the customer no longer qualifies).

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Eligibility Scenarios

Below are common eligibility scenarios supported by the platform:
  • Multi-Subscription Discounts: This scenario allows Resellers to offer increasing discounts based on the number of subscriptions a customer owns or purchases. For example, a customer with three or more active subscriptions may receive a 15% discount on additional services. Eligibility is evaluated in real time during storefront browsing and checkout.
  • Account Attribute-Based Offers: This scenario enables Resellers to provide exclusive offers to customers based on account attributes. For instance, Gold-tier customers may receive 50% off selected premium services. The Catalog API ensures only eligible customers see these offers, and the Purchase API enforces the discount at checkout.
  • Introductory Offers: This scenario supports promotional offers for new customers. A Reseller may configure a rule that grants a three-month free trial or a discounted rate for the first billing cycle upon sign-up. The system verifies eligibility during subscription creation and applies the offer automatically.
  • Re-Evaluation on Subscription Changes: When a customer modifies or cancels a subscription, the Compliance API re-evaluates their eligibility. For example, if a customer downgrades their service tier, they may lose access to a previously applied discount. The system automatically removes ineligible offers and enforces compliance.

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Eligibility Service Flow

Step-by-step flow:
  1. The Reseller enables the Eligibility Service in the Partner Ecosystem Management Platform Settings.
  2. In Commerce Engine, the Reseller configures eligibility rules for one or more of the following: products, billing plans, and campaign discounts.
  3. When the customer browses the marketplace, the Catalog API retrieves and displays eligible offers based on eligibility conditions.
  4. At checkout, the Purchase API evaluates the customer’s cart and existing subscriptions to apply relevant discounts and enforce eligibility.
  5. The Compliance API continuously monitors account or subscription changes and re-evaluates eligibility as needed (for example, if a customer’s account tier is modified or their subscription details are updated).
Parent topic:Catalog