Overview
Set the core identity fields for a plan — name, identifier, description, and any type-specific fields that appear based on the plan type.
:::tip At a Glance
Who is this for?
Anyone creating or editing a plan who is working in the Basic Details section.
When do I use this?
This is the first section you fill in when creating a plan. During editing, these fields are always accessible at the top of the form.
What will happen?
The plan's display name, unique identifier, and descriptive information are set. Type-specific fields configure additional identifiers or provider mappings.
:::
Prerequisites
- You must be creating or editing a plan.
- The plan type must already be selected (it determines which fields appear).
.png)
Common Fields
These fields appear for all plan types:
| Field | Required | Description |
|---|---|---|
| Name | Yes | Display name shown to customers |
| Identifier | Yes | Unique system identifier — locked after first save |
| Description | No | Short description of the plan |
| Display Order | No | Numeric priority for ordering in customer-facing surfaces |
Type-Specific Fields
SVOD
| Field | Description |
|---|---|
| Call to Action | Button text for the subscription prompt |
| Display Feature Plan Identifier | Identifier shown in feature comparison views |
TVOD
| Field | Description |
|---|---|
| Purchase Identifier | Identifier for the buy option |
| Rent Identifier | Identifier for the rental option |
TVE
| Field | Description |
|---|---|
| Provider ID | ID of the TV Everywhere provider |
| Channel IDs | Comma-separated list of channel identifiers |
| Redirect URL | URL to redirect after provider authentication |
Expected Behavior
- The Identifier field is editable during creation and locked after the plan is saved for the first time.
- Fields not relevant to the selected plan type are hidden automatically.
- Validation prevents saving with empty required fields.
If Something Goes Wrong
- Identifier field is greyed out? → The plan has already been saved. The identifier is permanent and cannot be changed.
- Missing fields you expected? → The visible fields depend on the plan type. Check that you selected the correct type during creation.
Related
- Create a plan
- Manage country variants