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Subscription Upgrades for Customers
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PinkInkMedia




Joined: 27 Dec 2009
Posts: 5


PostPosted: Dec 27, 2009 12:27pm    Post subject: Subscription Upgrades for Customers Reply with quote

Hi! I am thinking about switching to Modular Merchant from Pay Pal.

Most of my customers have a monthly newsletter subscription. So when they initially setup their subscription they have a "setup fee" and their "monthly fee". Each month after that it is just a "monthly fee".

So that is my first question - how to handle that. In Pay Pal I set up the first month as a trial subscription that includes the "setup fee and monthly fee". Then it is set for the next months it is just the regular "monthly fee".


The next question is about my customers being able to upgrade their subscriptions. Right now with Pay Pal the only thing I can do is just have them sign up for a completely new subscription when they want to upgrade. Then they have to login and cancel their old subscription. Or I have to login and cancel the subscription for them. It is just a pain to have them resign up for the subscription and it is costing me time and money.

I saw the module for subscription based services on Modular Merchant. Everything looks great and offers a lot of flexibility for my clients (which they do not have with Pay Pal). I just could not tell if Mod. Merch. offered a solution to my problem or had an alternative way to handle this situation.

Thank you in advance for your help!

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Answering Your Questions Since... 9:30am

Joined: 28 Aug 2005
Posts: 198


PostPosted: Dec 28, 2009 10:39am    Post subject: Reply with quote

Hello,

Quote:
So that is my first question - how to handle that. In Pay Pal I set up the first month as a trial subscription that includes the "setup fee and monthly fee". Then it is set for the next months it is just the regular "monthly fee".


This can be done by setting up two separate products, one that will be the "Free Trial" and the second as the actual "Monthly Fee" product.

1. From the standard product editor [Navigation Menu > Products > Search Products], click on the Scheduled Billing tab and set the product to rebill in 30 days under Option # 1.
2. Under Option # 3, set the amount of rebill cycles as 1.
3. Under Option # 4, select "Add a new product to the Scheduled Order Queue; select the "Monthly Fee" product.

This will set the Trial Period product to automatically switch to the Monthly Fee product after 30 days.

For more information about setting up a scheduled order, please review these articles and manual:
Scheduled Order Examples
http://kb.modularmerchant.com/mmv3/kb_article.php?qid=601

Frequently Asked Questions:
http://kb.modularmerchant.com/mmv3/kb_article.php?qid=610

Subscription & Membership Product Manual:
http://www.modularmerchant.com/docs/Scheduled_Orders_Module_Admin_Guide.pdf

Quote:
The next question is about my customers being able to upgrade their subscriptions. Right now with Pay Pal the only thing I can do is just have them sign up for a completely new subscription when they want to upgrade. Then they have to login and cancel their old subscription. Or I have to login and cancel the subscription for them. It is just a pain to have them resign up for the subscription and it is costing me time and money.


There are a few methods in which customers can upgrade their subscription. The first option would be for the customer to cancel their current subscription and then purchase the upgraded version from your store. The second option would be for a store administrator to manually edit their scheduled order to rebill as the upgraded version rather than their current version.

Below are a few Knowledge Base articles that will be helpful in making edits to the customer's scheduled order:
http://kb.modularmerchant.com/mmv3/kb_article.php?qid=568

I hope this information was helpful and points you in the right direction. If you have any further questions, please let us know.
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