ADV FAQs Add Subscription Auto Renew Chains
- Anthony Fontana
Summary / TL:DR: This article will show you how to create an agreement auto-renew chain in Advantage.
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 term, $39 for the second term and $79 for the third term and that repeats, those 3 choices need to be defined first. For instructions on adding a subscription choice, go here.
How To Create a Subscription Auto-Renew Chain
Navigate to Subscription Auto-Renewal Chains on the Marketing ribbon.
Click the Add Icon
The CIR Renewal Chain Maintenance dialog box will appear. Complete the following fields:
Publication Code* | Enter the publication code for this chain. |
Renew Chain ID* | Enter a unique identifier of the chain. |
Chain Type* | Select R |
Description | Enter the description of the chain including the prices and term length. |
Usage Comment | Use to enter a full description of the chain. |
Auto-repeat last sequence in 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). |
4. Click Next to begin adding the sequences
5. The first sequence in the chain will be automatically added; however, there will need to be some changes to the chain though. Click Change to update the information.
6. The Cir Renewal Chain Sequence Maintenance dialog box will appear. Complete the following fields:
Auto-Renewal Chain 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. |
Sub Choice | Leave this blank for the first sequence. |
7. Click OK
8. Click the Add Icon to add the second sequence
9. The Cir Renewal Chain Sequence Maintenance dialog box will appear. The chain sequence will default to two (2). Complete the following fields.
Auto-Renewal Chain Sequence Description | Enter a description for the second chain of the auto-renew. |
Days Until Renewal | Enter when the customer should be charged for their next sequence. |
Sub Choice | Enter the subscription choice associated with the 2nd term. |
10. Click OK
11. Continue to add sequences if a chain is wanted, as necessary. by following steps 8-10. If not, click OK.
12. Go to the Subscriptions area in the Marketing ribbon to add the chain ID to the initial choice.
13. Search and select the choice that is associate with the first sequence. Click Change.
14. In the Auto-Renew Chain ID field enter the Auto-Renew Chain ID created in step 3.
15. Click OK