Customize Guided Selling in Multiplay Subscription Management (Managed Package)

The Guided Selling flow is highly customizable, such as the information displayed, the stored information, selection criteria, and so on. The Guided Selling flow has two primary subflows:

This feature is part of the Communications Cloud managed package.

1. The Pre-Ordering Subflow:

   

   Note

   The OmniScript SFI-GuidedSellingPreConfiguration implements the pre-ordering subflow.

   • You can extend the Capture Details page to include more fields as required.

   • You can customize the Check Serviceability functionality:

     • This functionality uses a mock call using TMF 645 Open API. You can replace this call based on your requirements in the SFI-CheckServiceabilityDemo integration procedure.

     • The Check Serviceability result is stored in the Order Member object. You can extend this object to store more information. The OOTB (out of the box) fields used are City, Country, Name, Order ID, Serviceability Data, Serviceability Last Checked Date, Service Account, State, Street Address, and Postal Code.

     • Sample context rules in the product catalog leverage the Check Serviceability results in the Order Member object to only display the eligible catalog offers and products. You can customize or extend the sample context rules based on your requirements. The context rules have the following configurations:

       • Function: ContextMatrixEligibility

       • Rule: CheckContextEligibilityRule

       • Rule set: B2C TV Eligibility

       • Context dimension: CartContextValues

       • Context scope: OrderScope

       • Custom metadata: vlocity_cmt__FunctionDefinition__mdt.B2CCmex_ContextMatrixEligibility

2. The Checkout Subflow:

   

   Note

   The OmniScript SFI-GuidedSellingCheckout implements the checkout subflow.

   • By default, the Manage Profile page always appears for new customers. On the other hand, for existing customers, it appears only if you've added billable products to the cart. Billable products are identified by checking the field Product.SubType__c on all order items in the cart. To customize this criterion, modify or replace the SFI-PostpaidOLIDetails integration procedure.

   • By default, the Delivery Methods page appears if you've added tangible products to the cart. Tangible products are identified by checking the attribute B2CCmex_ATTR_TANGIBLE_CHAR on all order items in the cart. To customize this criterion, modify or replace the sfi-CheckShippableProductInOrder integration procedure.

   • You can add shipping options to the Manage Delivery section by configuring additional fees of the type Shipping Fees in the product catalog.

   • The Pick Up From Store functionality uses a mock call to retrieve the retail stores. You can replace this call based on your requirements in the SFI-FetchPickUpStoreDemo integration procedure.

   • By default, the Review Order page displays the order details, applied adjustments and discounts, applied promotions, and the billing profile. To customize the information shown in the Review Order page, modify the FlexCard sfi_OrderReviewAndSummaryGuidedSellingWithEditOrder and the data source SFI-GetOrderProducts.

     

     Note

     You can similarly customize the Order Summary page.