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
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These are the recommended customized columns for this screen. Â 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
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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 TabÂ
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Choice Description | Defines more information about the choice. |
Status | Defines the status of the choice. |
Valid Until | Â 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 | Â 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 TabÂ
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Billing Currency | Displays the billing currency for the choice. |
Rate | Displays the rate of the choice. |
Member Choice Rate MaintenanceÂ
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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
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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
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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.Â
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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
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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.
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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. |