[SOLVED] Offer merchandise only with specific plan

I have a use case where I member is presented with an option to upgrade to a higher-priced plan.    As part of that upgrade offer, I also want to offer merchandise, but only if they upgrade.   I know I can probably set this up after they've upgraded, and already in that plan, but I wonder if there is a way to present the offer while they are upgrading.   

I was thinking of this much like a conditional field in a form, where once they select the plan to upgrade to, the other offer to purchase the item appears.

Thanks!
 

By merchandise I assume you mean offer a merchandise plan during upgrade? To do that create your merchandise plan then under the Workflows tab configure whatever conditions you like. You could configure a condition that checks to see if they've an active subscription for the plan they're upgrading from and have selected your higher priced plan. This would then show the merchandise plan for selection.

That's correct.  The offer would only apply if they are upgrading to a specific plan.   In my case, the upgrade can be from any existing plan they are on (Free or paid).   If they select a Special Paid Plan to upgrade to, I want to offer them the opportunity to purchase an item (Hoodie) at a discount.  The merchandise should only appear if they select to upgrade to this "Special Plan" or if they already have that plan.

If they elect not to add it to their "cart" at checkout, they can also purchase it when they view their membership tab in their profile.

So the conditions I am looking at to offer the merchandise when upgrading to a Special Plan:

Propose a plan for upgrades only if it is more expensive: >> No:  It will be possible to upgrade to this plan (for free with pro-rating) if all conditions below and elsewhere are met. 
Propose spontaneous plan for upgrades >> Yes

CONDITION 1
First static condition >> This condition must be met to allow upgrades:
Existing subscriptions/Any of the following plans subscriptions:  Select which plans can upgrade from
Or can be purchased same time>> Yes: those plan(s) can already be existing or can be purchased same time

AND CONDITION 2
Existing subscriptions/  Any of the following plans subscriptions: Select Member plan they are upgrading to
Must be in state >> Upgraded to other. (I am not sure if I understood how this works)
Or can be purchased same time >> No: those plan(s) must already exist

I don't know how to address being able to offer the item from their membership tab AFTER they upgraded, so I was thinking I could free up Condition 1 since the initial upgrade is available to all Plans.

So then I could have 2 OR conditions instead:  1: If they Upgrade  OR 2: After they upgraded.   Is this possible, or should I create a duplicate merchandise and only make it available if they're in the Special Plan?  I think I just need a better understanding of what "Upgraded to Other" does.

Thanks!

Okay, I posted too soon.  I just noticed the Dynamic Conditions on other plans to show this plan and to allow upgrading to it
• Any of the following plans must also be selected >> Special Plan

Plus
• Propose plan for upgrades only if it is more expensive: No:  It will be possible to upgrade to this plan (for free with pro-rating) if all conditions below and elsewhere are met.
Propose spontaneous plan for upgrades: Yes

This fully addresses the conditional view of the merchandise when they select the Special Plan to upgrade to.  Awesome!

So now, the ability to purchase this merchandise if they already have the Special Plan (appearing in the membership tab) to purchase later. 
Is there a way to add this as a condition, or would I need to create a duplicate item?

So now, the ability to purchase this merchandise if they already have the Special Plan (appearing in the membership tab) to purchase later.
Is there a way to add this as a condition, or would I need to create a duplicate item?

You can't combine dynamic conditions and static conditions in that way, no. You'd have to consider having 2 different merchandise plans with different conditions. One to handle upgrading to your special plan and one to handle already subscribed to your special plan.

Thanks for confirming.   Glad that the first use case is easily solved with a single dynamic condition.

In other cases,  are there ways to use both the static and dynamic conditions together, or are they meant to be used separately?