Use these instructions to create an agreement auto-renew chain.
Before setting up an auto-renew chain, all of the individual choices need to be setup first. For example, if the offer is $1 for the first service period, $39 for the second service period and $79 for the third service period and that repeats, those 3 choices need to be defined first. For instructions on adding a agreement choice, go here.
How To Create an Agreement Auto-Renew Chain
Navigate to Agreements Auto-Renewal Chains on the Marketing ribbon
Clickthe Add Icon
The AMB Auto-Renewal Chain Maintenance dialog box will appear. Complete the following fields:
Auto-Renew Chain ID*
Enter a unique identifier of the chain.
Chain Type*
Select A
Description
Enter the description of the chain including the prices and service period.
Usage Comment
Use to enter a full description of the chain.
Auto-repeat last sequence in the chain
If the last sequence in the chain should continue to repeat forever, check this box. If the chain should end and not renew after the last sequence, leave unchecked (not common).
Click Next to begin adding the sequences.
The first sequence is automatically added; however, change that sequence to add pertinent information. Click Change to update this information.
The AMB Auto-Renewal Chain Sequence Maintenance dialog box will appear. Complete the following fields:
Agreement Choice
Leave this blank for the first sequence.
Description
Enter a description for the first chain of the auto-renew.
Days Until Renewal
Enter when the customer should be charged for their next sequence.
This should generally be 5 less than the exact time frame. For instance, if this is to be a yearly charge, enter 360 rather than 365. For monthly enter 25 rather than 30.
Not all affiliates use this field. If you are not sure if your affiliate does, check with Support.
Click OK
Click the Add Icon to add the second sequence.
The AMB Auto-Renewal Chain Sequence Maintenance dialog box will appear. Complete the following fields:
Agreement Choice
Enter the agreement choice associated with the second service period. This must exist prior to creating the chain. For more on creating agreement choices, go here.
Description
Enter a description for the agreement choice
Days Until Renewal
Enter when the customer should be charged for their next sequence.
This should always be 5 less than the exact time frame. For instance, if this is to be a yearly charge, enter 360 rather than 365. For monthly enter 25 rather than 30.
Not all affiliates use this field. If you are not sure if your affiliate does, check with Support.
Click OK
Continue to add sequences to the chain, as necessary, by following steps 8-10.
Go to the Agreements area in the Marketing ribbon to add the chain ID to the initial choice
Search and select the choice that is associate with the first sequence. Click Change
In the Auto-Renew Chain ID field enter the Auto-Renew Chain ID created in step 3.
