Use these instructions when a customer has an automatic renewal chain associated with their subscription that needs to be changed.
These instructions only apply when the subscription already has an auto-renew chain associated with the record.
These instructions require you to have a control group open. For more on control groups, go here.
How to Change an Auto Renew Chain on a Subscription
From the Customer Service ribbon, navigate to Customer Activity
Select the subscription you want to update and then click Subscription Modification (this is also available via the right click menu)
The Choose Modification Operation dialog box will appear. enter ARN for Auto Renewal and click OK
The Auto-renewal Modification dialog box will appear, click Next
Complete the following fields:
Promotion Code*
Enter the promotion code - either use the same code assoicated with the subscription or update to a new promotion code.
Renew Chain ID
Enter the Identifier for the auto-renew chain.
Chain Sequence
Enter the sequence in the auto-renew chain. For example, if an offer is $7.95 for the first term, $39 for the second term and $59 for the third term and on, sequence 1 would be $7.95 for 30 days, sequence 2 would be $39 for 1 year and sequence 3 would be $59 for one year on repeat.
Clicking Add Card will open up the secure payment entry dialog box, complete the following:
Card Type
Select the card type from the list.
Card Number
Enter the card number.
Expire Month
Enter the card's expiration month.
Expire Year
Enter the card's expiration year.
Security Code
Enter the card's security (CVV) code.
Save Card
Choose whether to add the card to keep on file for future payments:
Yes - Will keep the card on file for future purposes
No - Will not keep a record of the card being used for the current purchase.
