Use these instructions when a customer's subscription has a renewal flag of Y and they want to be added to automatic renewal with a renewal flag of C.
If the customer has a different rate associated with an automatic renewal offer, do not follow these instructions. To honor the new rate, a new order must be placed creating a early renewal future term for the subscription. Adding automatic renewal with these instructions will use the current rate as the renewal rate.
These instructions require you to have a control group open. For more on control groups, go here.
How to Add Automatic Renewal to a Subscription
From the Customer Service ribbon, navigate to Customer Activity
Select the subscription you want to update and then click Subscription Modification (also available via the right click menu)
The Choose Modification Operation 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:
Renewal Policy
Enter C for Automatic Renewal with Auto-charge.
Promotion Code
Enter the Promotion Code.
Clicking Add Card will open up the secure payment entry dialog box, complete the following:
Card Type
Select the card type form the list.
Card Number
Enter the card number.
Expire Month
Enter the cards expiration month.
Expire Year
Enter the cards expiration year.
Security Code
Enter the cards 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.
Click Confirm
Click OK
Since the product has a C renewal flag consent must be given by checking the consent box before completing the order, the script should be read to the customer
