Package Management & Store Integration

What is Package Management & Store Integration?

Package Management & Store Integration covers the entire package lifecycle: editing, optimizing, arranging in store, and sharing with customers. This ensures your packages perform effectively and drive sales.

Why is Package Management & Store Integration important?

Effective package management drives better results:

• Respond quickly to market changes and customer feedback
• Optimize package performance and visibility
• Organize packages strategically in your store
• Share packages effectively with customers
• Control package lifecycle and availability

What's Included with Package Management & Store Integration?

Package Lifecycle Management

• Edit published and draft packages
• Archive and restore packages
• Delete packages permanently
• Real-time publishing control

Store Organization

• Strategic package positioning
• Package ordering configuration
• Category management
• Visual hierarchy control

Package Sharing

• Buy It Now links for specific customers
• Direct package links for general use
• Linking to packages from Marketing → Campaigns
• Performance tracking

How to Manage Package Lifecycle

Adding multiple instances of a product to a package

You cannot add the same product more than once to a package directly. To sell multiple units of a product, use add-ons instead:

1. In Vendor Center, create an add-on for the product
2. Enable Allow multiple purchases per account on the add-on if needed
3. Add the base product plus the add-on to the package

Alternatively, if the product has Allow multiple purchases per account enabled (under Advanced settings in Editions), customers can purchase it multiple times — but note this disables add-on support for that product.

New package pricing model and invoice/Shopping Cart compatibility

Packages must use the new line-item pricing model to work with invoices and Shopping Cart checkout. Legacy packages (created before the pricing model update) are automatically migrated when first opened and saved in the package editor. If a package is not appearing as an option when creating an invoice, open it in Marketplace > Packages, save it, and try again.

Price visibility in the store preview

For package pricing to display to customers in the store, the package's Purchase behaviour must be set to Add to Shopping Cart. If another option (Contact Sales, External URL) is selected, the price is intentionally hidden from the preview and store listing.

Copy a package across markets

To make a package available in a different market:

1. Go to Marketplace > Packages
2. Switch to the market containing the package you want to copy
3. Click the options menu (⋮) on the package
4. Select Copy
5. Choose the target market from the dropdown
6. Click Save and Publish

The copied package appears in the target market. Adjust pricing or contents as needed for that market.

Edit packages

1. Navigate to Partner Center → Marketplace → Packages
2. Select target market (if using Markets)
3. Click on package to modify
4. Edit any element:
   • Package name and description
   • Product contents and quantities
   • Individual line-item pricing and billing frequency
   • Total package price with smart price allocation
   • Preset visibility settings
   • Purchase behavior settings
   • Marketing content
5. Choose save option:
   • Save & Publish: Immediate live updates
   • Save as Draft: Preserve changes without publishing

Automatic migration

Existing packages that use the legacy pricing model will automatically convert to the new line-item pricing model the first time they are opened and saved in the package constructor. Pricing and contents are preserved — review them before saving to confirm everything looks correct.

Archive packages

1. Go to Partner Center → Marketplace → Packages
2. Select appropriate market (if applicable)
3. Find target package
4. Click the options menu (⋮) → Archive
5. Confirm archiving decision

Benefits:

• Immediate removal from customer store
• Preserves all configuration and settings
• Maintains historical performance data
• Enables quick restoration
• Visible in Partner Center with "Archived" filter

Restore archived packages

Restoration returns archived packages to active status, making them available for customer purchase.

Restoration process

1. Navigate to Partner Center → Marketplace → Packages
2. Access Filters menu
3. Select Archived filter to view archived packages
4. Locate package for restoration
5. Click the options menu (⋮) → Restore
6. Package immediately returns to active status

Permanently delete packages

warning

Deletion permanently removes packages from the system. This action cannot be undone and should be used only for packages that will never be needed again.

Requirements

• Packages must be archived before deletion
• Deletion is permanent and irreversible
• Consider long-term business needs before deletion

Deletion process

1. Navigate to Partner Center → Marketplace → Packages
2. Apply Archived filter in Filters menu
3. Locate package for deletion
4. Click the options menu (⋮) → Delete
5. Confirm permanent deletion

Video: archive, restore, and delete packages

This walkthrough shows archiving a package, restoring it from the Archived filter, and permanently deleting an archived package.

Package sharing and customer engagement

Package link sharing methods

Partner Center provides three distinct methods for sharing package links with customers and prospects, each designed for specific use cases and customer interactions.

Method 1: Buy It Now links

Purpose: Create account‑specific, user‑specific links that allow immediate package purchase without Business App sign‑in.

Use cases

• Direct sales conversations with specific prospects
• Personalized email outreach to target customers
• Sales team follow-up with qualified leads
• Streamlined purchase for known customers

Create link

1. Navigate to Partner Center → Marketplace → Packages
2. Click the options menu (⋮) on the target package
3. Select Create Buy it Now link
4. Choose specific Account and User
5. Copy generated link for distribution

Requirements

• Package must be published
• Purchase behavior must be set to Add to Shopping Cart
• Target user must already exist in the system

User setup Before creating Buy it Now links, ensure target users exist:

1. Navigate to Partner Center → Accounts → Manage Accounts
2. Select target account
3. Add existing users under Users section
4. Configure user permissions and access

Customer experience

• No Business App sign-in required for purchase
• Direct access to package information and checkout
• Password setup prompted after purchase completion (for new users)
• Seamless transition to full Business App access

Method 2: Direct package links

Purpose: General‑purpose links that work for any customer but require Business App authentication.

Use cases

• Website integration and call-to-action buttons
• General marketing campaigns and advertisements
• Social media sharing and promotion
• Email marketing to broad audiences

Generate link Direct links are automatically available for all published packages with Add to Shopping Cart purchase behavior. Access these links when viewing or editing packages in Partner Center → Marketplace → Packages.

Distribute link

• Copy shortened URL using Copy link button
• Embed in websites, emails, or marketing materials
• Share through any communication channel

Customer experience

• Automatic package addition to shopping cart
• Redirect to Cart Contents page for review
• Sign-in required for non-authenticated users
• Quick account creation option for new customers

Method 3: Marketing → Campaigns

Purpose: Add package or product links to emails you build under Partner Center → Marketing → Campaigns.

Steps

1. Go to Partner Center → Marketing → Campaigns
2. Create a new campaign or edit a draft campaign
3. Click Add new block → Button
4. Enter Button text yourself, or click Add dynamic content and choose Product details → Product name (or another dynamic field you prefer)
5. For Button link, either add dynamic content or paste the link to the product
6. Adjust the rest of the email as you like, then Save and send the campaign

Benefits

• Personalized package recommendations
• Same campaign editor and workflow as the rest of Marketing
• Performance tracking and analytics
• Automated customer segmentation and targeting

Buy It Now link workflow

When a customer clicks a Buy It Now link, the current flow is:

1. Customer is prompted to log in (or create an account)
2. After login, they are directed to Business App > Store where the package is pre-loaded
3. They complete checkout from there

The link does not take customers directly to a checkout page — it routes through Business App.

Adding a Contact Sales button to a package

For the Contact Sales button to appear on a package in the store, the package must have a salesperson assigned via a Contact Form. Without a salesperson configured, the Contact Sales option will not display even if "Contact Sales" is selected as the Purchase option. Set this up in Manage Store > [package] > Purchase behaviour > Contact Sales.

Upgrade Path and Call to Action text

The Upgrade Path setting (which product to upsell to) and the Call to Action button text are configured independently. Changing the Upgrade Path does not automatically update the CTA text — update the button label manually to match.

Draft package preview URLs

Preview links for draft (unpublished) packages are accessible to anyone who has the URL, even though the package is not in the public Store. This is intentional — it lets you share a preview with stakeholders for review before publishing. The package will not appear in the store or be purchasable until it is published.

Business App "Check out" button prerequisites

The Check out button in Business App Store requires two things to be active:

• Orders must be enabled for the partner
• Vendasta Payments must be configured

If either is missing, the Check out button will not function or will not appear.

Package sharing best practices

Communication strategy

• Context Setting - Explain package value and relevance before sharing links
• Follow-Up Planning - Establish communication plan for post-share engagement
• Multiple Touchpoints - Use different sharing methods for comprehensive outreach
• Performance Tracking - Monitor link usage and conversion rates

Security and access

• Buy it Now links are user-specific and should not be shared broadly
• Direct links can be shared publicly but require customer authentication
• Regular link performance review and optimization
• Consider link expiration for time-sensitive offers

Store integration and visibility management

Customer impact

Package order determines how customers see your offerings in both Business App store and Public Store. Strategic ordering can significantly impact conversion rates and average order values.

Category management and organization

Assign categories for visibility Proper category assignment ensures packages appear in logical store sections and are discoverable through customer browsing. For creating categories, assigning packages, and controlling visibility by market, see Manage Store → Categories.

Configuration

• Package Categories - Assign packages to relevant business function categories
• Store Categories - Control which categories appear in customer-facing store
• Market Categories - Customize category visibility by geographic market

Store and visibility issues

For packages that do not appear in the Business App store, show up more than once in the Public Store, or look wrong across markets, use the Package Troubleshooting & Advanced Guide. Start with Common package visibility issues, Duplicate packages in Public Store, and Multi‑market package synchronization.

Effective package management requires ongoing attention to customer needs, market conditions, and business objectives. The tools and strategies outlined in this guide provide the foundation for building a successful package-based business that drives revenue growth and customer satisfaction.