Summary / TL:DR: This article is a reference to help users understand membership choices in Advantage.
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Timing between billing charges is not to exceed 1 year between charges. This includes, but is not limited automatic renewal or installments. For example, if offering a 2 year option for a subscription or agreement, this option cannot be offered with a renewal flag of ‘C’ on automatic renew as the timing of between charges would be over 1 year. |
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Member Choices Screen
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These are the recommended customized columns for this screen. There are more columns available. |
Publication Code | Displays the parent publication for the membership. |
Member Choice | Displays the code that identifies the member choice. |
Choice Description | Displays additional information about the choice. |
Status | Displays whether the choice is active or inactive. |
Term Length | Displays the term length. |
Member Category | Displays the member category (aka the member level) code. |
Member Category Description | Displays the membership category (aka member level). |
Installment Billing Code | Displays the installment billing code if one is in use. |
Valid Until | Displays the date the choice is valid through. |
Last Updated | Displays the date and time the choice was last updated. |
Membership Org | Displays the membership organization code. |
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Member Choice Maintenance
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Publication Code | Item |
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number assigned to a circulation, |
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or subscription, |
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item. It Is typically three characters and can be a combination of letters and numbers. | |
Member Choice | Free form field that defines the member choice code. Member choices can contain up to 6 characters. |
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Details Tab
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Choice Description | Defines more information about the choice. | ||
Status | Defines the status of the choice.
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Valid Until | Defines how long this choice is active. | ||
Send Renewal Notice | Defines whether or not the choice is on automatic renewal. | ||
Term Length | Defines how many issues the customer will receive during their first term. | ||
Delivery Code | Defines how the membership will be delivered. | ||
Premium Set | Defines the premium set the customer will receive by selecting this choice.
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Installment Billing Code | Defines the installment billing code that will be used to charge the customer if the |
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initial payment is to be paid in installments. | |||
Membership Org | Defines the membership organization for the membership customers will be subscribed to when purchasing this choice. | ||
Member Category | Defines the level of membership customers will be subscribed to when purchasing this choice. | ||
Subscription Class | Defines the subscription class.
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Auto-Renew Chain ID | Defines the auto-renew chain that will be used to renew and charge the customer.
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Next AR Promo Code | Not used. | ||
Credit Policy Code | Defines the credit policy that will determine refund rules if the customer cancels.
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Member Choice Rates Tab
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Billing Currency | Displays the billing currency for the choice. |
Rate | Displays the rate of the choice. |
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Member Choice Rate Maintenance
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Publication Code | Displays the publication code entered on the Member Choice Maintenance popup. |
Member Choice | Displays the member choice code entered on the Member Choice Maintenance popup. |
Billing Currency | Defines the billing currency. |
Rate | Defines the rate the customer will be charged for their first term. |
Next Sub Rate | Defines the rate the customer will be charged if/when they automatically renew into their next term. |
Next Sub Term | Defines the length of the next term if/when the customer automatically renews. |
Next Install Bill Code | Defines the next installment billing code that will be used to charge the customer if the Next Sub Rate is to be paid in installments. |
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Payment Options
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Checks | Check the box to allow Check payments. |
Credit Cards | Check the box to allow Credit Card payments. |
Direct Debits | Check the box to allow Debit Card payments. |
Available Credits | Check the box to allow Available Credit payments. |
Misc. Credits | Check the box to allow Misc. Credit payments. |
Gift Certificates | Check the box to allow Gift Certificate payments. |
Digital Wallets | Check the box to allow Digital Wallet/Apple Pay payments. |
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Promotion Overrides
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A flexible pricing approach can be used to have different pricing for the same pub for members who are at the same level. The pricing can vary by promotion using the Promotion Overrides tab of the member choice view. This tab is greyed out for baby pub member choices. |
It can override pricing of publications that are already setup as baby pubs by associating a promotion code and choice. In other words, the maintenance fee prices can be overridden, by using promotion codes and choices at this tab.
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Membership Organization | Displays the membership organization code. |
Org Level Publication | Displays the PUB code. |
Member Choice | Displays the member choice ID. |
Member Pub Code | Defines the pub on the membership used to override the price.This will most likely be the maintenance fee. |
Promotion Code | Defines the code used to correspond with the price of the member pub code. |
Promotion Choice | Defines the pricing of the member pub code.. |
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Promotion Add-Ons
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This tab is greyed out for baby pub member choices. |
Pubs can be added that would not typically be member benefit pubs for memberships at this membership level. In other words, say there was a need to add on pub DEF to this membership, but specific to this promotion only. This tab is where it could be done.
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Membership Organization | Displays the membership organization code. | ||
Org Level Publication | Displays the PUB code. | ||
Member Choice | Displays the member choice ID. | ||
Add-On Membership Publication | Defines the publication being added on to your membership.
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Promotion Code | Defines the promo code attached to the add-on membership publication. | ||
Promotion Choice | Defines the promo choice attached to the promo code for the add-on member pub. | ||
Charge Category | Defines the code which indicates the type of charge. For Example: TS - Trading Service MF - Maintenance Fee |
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BP- |
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Baby Pub | |
Membership Organizations ID | This can be 16 alphanumeric characters. This field is not required. |
Target Expire Month | Defines the credit card expiration month. This field is not required. |
Auto-Renewal Method | Defines the auto renewal method. This field is not required. |
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Wrap upYou should now have a better understanding of membership choices in Advantage. |
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Still need help? We know this can be frustrating. To get further help please open a Support ticket. |
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