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ADV User Guides Understanding Membership Choices

Summary / TL:DR: This article is a reference to help users understand membership choices in Advantage.

Timing between billing charges is not to exceed 1 year between charges. This includes, but is not limited automatic renewal or installments.  For example, if offering a 2 year option for a subscription or agreement, this option cannot be offered with a renewal flag of ‘C’ on automatic renew as the timing of between charges would be over 1 year.


Member Choices Screen

 

These are the recommended customized columns for this screen.  There are more columns available.

Publication Code

Displays the parent publication for the membership.

Member Choice

Displays the code that identifies the member choice.

Choice Description

Displays additional information about the choice.

Status

Displays whether the choice is active or inactive.

Term Length

Displays the term length.

Member Category

Displays the member category (aka the member level) code.

Member Category Description

Displays the membership category (aka member level).

Installment Billing Code

Displays the installment billing code if one is in use.

Valid Until

Displays the date the choice is valid through.

Last Updated

Displays the date and time the choice was last updated.

Membership Org

Displays the membership organization code.


Member Choice Maintenance

 

Publication Code

Item number assigned to a circulation, or subscription, item. It Is typically three characters and can be a combination of letters and numbers.

Member Choice

Free form field that defines the member choice code. Member choices can contain up to 6 characters.


Details Tab 

 

Choice Description

Defines more information about the choice.

Status

Defines the status of the choice.

Valid Until

 Defines how long this choice is active.

Send Renewal Notice

Defines whether or not the choice is on automatic renewal. 

Term Length

Defines how many issues the customer will receive during their first term. 

Delivery Code

Defines how the membership will be delivered.

Premium Set

Defines the premium set the customer will receive by selecting this choice.

Installment Billing Code

Defines the installment billing code that will be used to charge the customer if the initial payment is to be paid in installments.

Membership Org

Defines the membership organization for the membership customers will be subscribed to when purchasing this choice.

Member Category

Defines the level of membership customers will be subscribed to when purchasing this choice.

Subscription Class

Defines the subscription class.

Auto-Renew Chain ID

 Defines the auto-renew chain that will be used to renew and charge the customer.

Next AR Promo Code

Not used.

Credit Policy Code

Defines the credit policy that will determine refund rules if the customer cancels.


Member Choice Rates Tab 

 

Billing Currency

Displays the billing currency for the choice.

Rate

Displays the rate of the choice.


Member Choice Rate Maintenance 

 

Publication Code

Displays the publication code entered on the Member Choice Maintenance popup.

Member Choice

Displays the member choice code entered on the Member Choice Maintenance popup.

Billing Currency

Defines the billing currency.

Rate

Defines the rate the customer will be charged for their first term.

Next Sub Rate

Defines the rate the customer will be charged if/when they automatically renew into their next term.

Next Sub Term

Defines the length of the next term if/when the customer automatically renews.

Next Install Bill Code

Defines the next installment billing code that will be used to charge the customer if the Next Sub Rate is to be paid in installments.


Payment Options

 

Checks

Check the box to allow Check payments.

Credit Cards

Check the box to allow Credit Card payments.

Direct Debits

Check the box to allow Debit Card payments.

Available Credits

Check the box to allow Available Credit payments.

Misc. Credits

Check the box to allow Misc. Credit payments.

Gift Certificates

Check the box to allow Gift Certificate payments.

Digital Wallets

Check the box to allow Digital Wallet/Apple Pay payments.


Promotion Overrides

 

It can override pricing of publications that are already setup as baby pubs by associating a promotion code and choice. In other words, the maintenance fee prices can be overridden, by using promotion codes and choices at this tab. 

 

Membership Organization

Displays the membership organization code.

Org Level Publication

Displays the PUB code.

Member Choice

Displays the member choice ID.

Member Pub Code

Defines the pub on the membership used to override the price.This will most likely be the maintenance fee.

Promotion Code

Defines the code used to correspond with the price of the member pub code.

Promotion Choice

Defines the pricing of the member pub code..


Promotion Add-Ons

 

Pubs can be added that would not typically be member benefit pubs for memberships at this membership level. In other words, say there was a need to add on pub DEF to this membership, but specific to this promotion only. This tab is where it could be done.

 

Membership Organization

Displays the membership organization code.

Org Level Publication

Displays the PUB code.

Member Choice

Displays the member choice ID.

Add-On Membership Publication

Defines the publication being added on to your membership.

Promotion Code

Defines the promo code attached to the add-on membership publication.

Promotion Choice

Defines the promo choice attached to the promo code for the add-on member pub.

Charge Category

Defines the code which indicates the type of charge. 

For Example:

TS - Trading Service

MF - Maintenance Fee

BP- Baby Pub

Membership Organizations ID

This can be 16 alphanumeric characters. This field is not required.

Target Expire Month

Defines the credit card expiration month. This field is not required.

Auto-Renewal Method

Defines the auto renewal method. This field is not required.



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