ADV FAQs Add Automatic Renewal
- Anthony Fontana
Summary / TL:DR: This article will show you how to add a customer’s subscription with renewal flag ‘Y' 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. |
7. 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. |
8. Click Confirm
9. Click OK
10.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
11. The Order Recap Display will appear, click Close