ADV User Guides Understanding Subscription Choices
- Anthony Fontana
Summary / TL:DR: This article is a reference to help users understand subscription choices in Advantage.
Subscription choices define the publication, price, length and renewal information associated with a Promotion Offer and in turn a Promotion Code. To locate, add or maintain a Subscription choice, navigate to the Subscriptions area under the Choices section of the Marketing Ribbon. Click Subscriptions under the Choices section in the Marketing ribbon to navigate to the Item Choices screen.
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.
Subscription Choices Screen
These are the recommended customized columns for this screen. Â There are more columns available.
Publication Code | Displays the parent publication for the subscription choice. |
Sub Choice | Displays the code that identifies the subscription choice. |
Choice Description | Displays a description of the subscription choice. |
Delivery Code | Displays the delivery code associated with the subscription choice. |
Term Length | Displays the term length associated with the subscription choice. |
Last Update By Description | Displays the name of the person to last update the choice. |
Last Updated | Displays the date and time the choice was last updated. |
Installment Billing Code | Displays the installment billing code if one is associated with the choice. |
Renewal Flag | Displays the renewal flag associated with the choice. |
Renewal Chain ID | Displays the the renewal chain ID if one is associated with the choice. |
Subscription 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. |
Sub Choice* | Free form field that defines the subscription choice code. Subscription choices can contain up to 6 characters. Example: 2YR149 = 2 year subscription for $149 |
Details Tab
Choice Description | A free form text field where it can add more detail about the subscription. Example: ABC 2 year auto-renew $149 |
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Status | Defines the status of the choice. |
Valid Until* | Defines how long this choice is active. |
Subscription Type | Used for offers that include multiple levels to identify levels of a subscription. For example, if a subscription can be lifetime or not, it may be blank for regular subscribers but LIFE for lifetime customers. This is often used by affiliates to grant or restrict content on websites. |
Subscription Class | Class of the subscription, this will always be R for Regular Subscription. |
Start Issue | Defines the issue the customer should start on. In general, this should be left blank and the customer will start with the next issue. In rare cases this can be used for gift subscriptions, however this is uncommon. |
Price Code | Not used. |
Send Renewal Notice* | Determines how the subscription will be renewed.
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Term Length* | Defines how many issues the customer will receive during their first term. |
Delivery Code* | Defines how the subscription is being sent to the customer.
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Questionnaire Name | Not used. |
Alternate Questionnaire Name | Not used. |
Free Issues | Used for offers where customers receive issues for free on top of their term length. Not common. |
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. The selection is setup for all users, if unsure which to select for an offer, or a new one needs to be added, contact support. |
Trial Term | Not used. |
Edition Type | Not used. |
Edition ID Number | Not used. |
Risk Free Issues | Not used. |
Basic Rate Category | Not used. |
AD Indicator | Not used. |
Credit Policy Code | Defines the credit policy that will determine refund rules if the customer cancels. |
Issue Group | Not used. |
Permit Web Bill-Me | Not used. |
Society | Not used. |
Renew Chain ID | Â Defines the auto-renew chain that will be used to renew and charge the customer. |
Discount % | Not used. |
Discount Combo Code | Not used. |
Subscription Choice Rates Tab
These are the recommended customized columns for this screen. Â There are more columns available.
Billing Currency | Displays the billing currency for the choice. |
|---|---|
Reg. Sub Rate | Displays the rate of the first term. |
Next Rate | Displays the rate of the renewal term. |
Next Term | Displays the term length (in number of issues) for the renewal term. |
Subscription Choice Rate Maintenance
When inquired on a subscription choice rate, additional information is available.
Publication Code | Displays the publication code entered on the Subscription Choice Maintenance popup. |
|---|---|
Sub Choice | Displays the member choice code entered on the Subscription Choice Maintenance popup. |
Billing Currency | Defines the billing currency. |
Reg. Sub Rate | Defines how much the customer will be charged for the first term. |
Next Rate | Defines the rate the customer will be charged if/when they automatically renew into their next term. |
Included Amount | Not used. |
Next 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. |
Geo Based Rate Required | Not used. |
Geographic Rates... | Not used. |