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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.  There are more columns available.

Publication CodeDisplays the parent publication for the subscription choice.
Sub ChoiceDisplays the code that identifies the subscription choice.
Choice DescriptionDisplays a description of the subscription choice.
Delivery CodeDisplays the delivery code associated with the subscription choice.
Term LengthDisplays the term length associated with the subscription choice.
Last Update By DescriptionDisplays the name of the person to last update the choice.
Last UpdatedDisplays the date and time the choice was last updated.
Installment Billing CodeDisplays the installment billing code if one is associated with the choice.
Renewal FlagDisplays the renewal flag associated with the choice.
Renewal Chain IDDisplays the the renewal chain ID if one is associated with the choice.


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Subscription Choice Maintenance

Publication Code*Item number assigned to a circulation, or subscriptionitem. 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


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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

Status

Defines the status of the choice.

This field is checked by default and should not be changed.

Valid Until*Defines how long this choice is active.
Subscription TypeUsed 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 ClassClass of the subscription, this will always be R for Regular Subscription.
Start IssueDefines 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 CodeNot used.
Send Renewal Notice*

Determines how the subscription will be renewed.

  • A = Automatic Renewal, automatically renews with no charge for lifetime subscriptions
  • C =  Automatic Renewal with Auto-Charge, auto renews and charges credit card on file
  • Y = Subscribers receive renewal offers, will not automatically renew
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.

  • ML = Mail
  • ME = Mail and Email
  • EM = Email
  • FX = Fax                                               
  • EF = Email and Fax
  • WB = Web Online Delivery
Questionnaire NameNot used.
Alternate Questionnaire NameNot used.
Free IssuesUsed 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.

Premium sets can also be entered at the Promotion Offer level. Premium sets can be entered here if this choice should fulfill a different premium set than the other choices on the offer. If premiums are associated with the Promotion Offer and the Choice, it is possible that the customer will qualify for both. In setups, ensure there is no overlap between the Offer Code and Choice Code premiums.

Installment Billing CodeDefines 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 TermNot used.
Edition TypeNot used.
Edition ID NumberNot used.
Risk Free IssuesNot used.
Basic Rate CategoryNot used.
AD IndicatorNot used.
Credit Policy Code

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

Credit policies can are also required to be entered at the Promotion Offer level. Credit policies entered here will override the one entered on the Promotion Offer level. Enter a credit policy here if refund rules for this choice should be different than other choices in the offer.


Issue GroupNot used.
Permit Web Bill-MeNot used.
SocietyNot used.
Renew Chain ID

 Defines the auto-renew chain that will be used to renew and charge the customer. For more on auto-renew chains for subscriptions, o h68re.

If an auto-renew chain is being used, the Send Renewal Notice field must be set to C - CIR/AMB - Auto-Renewal with Auto-Charge.

Discount %Not used.
Discount Combo CodeNot used.


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Subscription Choice Rates Tab

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

Billing CurrencyDisplays the billing currency for the choice.
Reg. Sub RateDisplays the rate of the first term.
Next Rate

Displays the rate of the renewal term. 

Next TermDisplays the term length (in number of issues) for the renewal term.


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Subscription Choice Rate Maintenance

When inquired on a subscription choice rate, additional information is available.


Publication CodeDisplays the publication code entered on the Subscription Choice Maintenance popup.
Sub ChoiceDisplays the member choice code entered on the Subscription Choice Maintenance popup.
Billing CurrencyDefines the billing currency.
Reg. Sub RateDefines how much the customer will be charged for the first term.
Next RateDefines the rate the customer will be charged if/when they automatically renew into their next term.
Included AmountNot used.
Next TermDefines the length of the next term if/when the customer automatically renews.
Next Install Bill CodeDefines 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 RequiredNot used.
Geographic Rates...Not used.


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Payment Options

Payment options are defaulted for the choices and should not be adjusted without working with support.

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