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Summary / TL:DR: This article is a reference to help users understand subscription choices in Advantage.

Info

Subscription choices define the publication, price, length and renewal information associated with a Promotion Offer and in turn a Promotion Code. To locate, add or maintain a Subscription choice, navigate to the Subscriptions area under the Choices section of the Marketing Ribbon. Click Subscriptions under the Choices section in the Marketing ribbon to navigate to the Item Choices screen.

Warning

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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Table of Contents

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Subscription 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 subscription choice.

Sub Choice

Displays the code that identifies the subscription choice.

Choice Description

Displays a description of the subscription choice.

Delivery Code

Displays the delivery code associated with the subscription choice.

Term Length

Displays the term length associated with the subscription choice.

Last Update By Description

Displays the name of the person to last update the choice.

Last Updated

Displays the date and time the choice was last updated.

Installment Billing Code

Displays the installment billing code if one is associated with the choice.

Renewal Flag

Displays the renewal flag associated with the choice.

Renewal Chain ID

Displays the the renewal chain ID if one is associated with the choice.

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Subscription 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.

Sub Choice*

Free form field that defines the subscription choice code. Subscription choices can contain up to 6 characters.

Example: 2YR149 = 2

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year subscription for $149

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Details Tab

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Choice Description

A free form text field where it can add more detail about

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the subscription

Example: ABC 2 year auto-renew $149

Status

Defines the status of the choice.

Info

This field is checked by default and should not be changed.

Valid Until*

Defines how long this choice is active.

Subscription Type

Used for offers that include multiple levels to identify levels of

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a subscription. For example, if

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a subscription can be lifetime or not, it may be blank for regular subscribers but LIFE for lifetime customers. This is often used by affiliates to grant or

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restrict content on websites.

Subscription Class

Class of the subscription, this will always be R for Regular Subscription.

Start Issue

Defines the issue the customer should start on. In general, this should be left blank and the customer will start with the next issue. In rare cases this can be used for gift subscriptions, however this is uncommon.

Price Code

Not used.

Send Renewal Notice*

Determines how

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the subscription will be renewed.

  • A =

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  • Automatic Renewal, automatically renews with no charge for lifetime subscriptions

  • C = 

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  • Automatic Renewal with Auto-Charge, auto renews and charges credit card on file

  • Y = Subscribers

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  • receive renewal offers, will not automatically renew

Term Length*

Defines how many issues the customer will receive during their first term. 

Delivery Code*

Defines how

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the subscription is being sent to the customer.

  • ML = Mail

  • ME = Mail and Email

  • EM = Email

  • FX = Fax                                               

  • EF = Email and Fax

  • WB = Web Online Delivery

Questionnaire Name

Not used.

Alternate Questionnaire Name

Not used.

Free Issues

Used for offers where customers receive issues for free on top of their term length. Not common.

Premium Set

Defines the premium set the customer will receive by selecting this choice.

Info

Premium sets can also be entered at the Promotion Offer level. Premium sets can be entered here if this choice should fulfill a different premium set than the other choices on the offer. If premiums are associated with the Promotion Offer and the Choice, it is possible that the customer will qualify for both. In setups, ensure there is no overlap between the Offer Code and Choice Code premiums.

Installment Billing Code

Defines the installment billing code that will be used to charge the customer if the initial payment is to be paid in installments. The selection is setup for all users, if unsure which to select for an offer, or a new one needs to be added, contact support.

Trial Term

Not used.

Edition Type

Not used.

Edition ID Number

Not used.

Risk Free Issues

Not used.

Basic Rate Category

Not used.

AD Indicator

Not used.

Credit Policy Code

Defines the credit policy that will determine refund rules if the customer cancels.

Info

Credit policies can are also required to be entered at the Promotion Offer level. Credit policies entered here will override the one entered on the Promotion Offer level. Enter a credit policy here if refund rules for this choice should be different than other choices in the offer.

Issue Group

Not used.

Permit Web Bill-Me

Not used.

Society

Not used.

Renew Chain ID

 Defines the auto-renew chain that will be used to renew and charge the customer.

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Info

If an auto-renew chain is being used, the Send Renewal Notice field must be set to C - CIR/AMB - Auto-Renewal with Auto-Charge.

Discount %

Not used.

Discount Combo Code

Not used.

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Subscription Choice Rates Tab

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These are the recommended customized columns for this screen.  There are more columns available.

Billing Currency

Displays the billing currency for the choice.

Reg. Sub Rate

Displays the rate of the first term.

Next Rate

Displays the rate of the renewal term. 

Next Term

Displays the term length (in number of issues) for the renewal term.

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Subscription Choice Rate Maintenance

When inquired on a subscription choice rate, additional information is available.

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Publication Code

Displays the publication code entered on the Subscription Choice Maintenance popup.

Sub Choice

Displays the member choice code entered on the Subscription Choice Maintenance popup.

Billing Currency

Defines the billing currency.

Reg. Sub Rate

Defines how much the customer will be charged for the first term.

Next Rate

Defines the rate the customer will be charged if/when they automatically renew into their next term.

Included Amount

Not used.

Next 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.

Geo Based Rate Required

Not used.

Geographic Rates...

Not used.

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Payment Options

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Info

Payment options are defaulted for the choices and should not be adjusted without working with support.

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Tip

Wrap up

You should now have a better understanding of subscription choices in Advantage.

Info

Still need help?

We know this can be frustrating. To get further help please open a Support ticket.

Click here to open a ticket

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