On this page, the below topics will be explained:
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What is a Sale Subscription?
Sales Subscription is a way to sell products and services via regular, recurring payment.
How do Subscriptions work in eManage CRM?
To set up a campaign with subscriptions, please follow the steps below.
1. Set up the Sale Model
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Log in to the CRM instance and from the left side menu, scroll down and click Sales Models
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The user is redirected to the Sales Models Settings page
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How to configure a new Sales Models for Subscriptions
General
60-day Stage
Before Continuity
Continuity Cycle
Tax Configuration
2. Set up the Campaign
Log in to the CRM instance and from the left side menu, scroll down and click Campaign Management
Then click on Settings
From the Settings page, go to the top right side of the page and click on the + Create new button
The user is redirected to the New Campaign Settings page
For the already existing campaigns, the user can click on the campaign name to access its settings page
How to configure a new Campaign or an existing Campaign for Subscriptions
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On the Campaign Settings page, go to the right side of the page to the right side menu and click on Products
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From the Products section, select the product to add to the campaign
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Select Continuity on the Sale Type field
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Select the Sales Models that was previously built for the subscription sales
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On the Product Sale Type, you can leave it blank. Otherwise, select one of the two choices available: Regular or Presale Pop display only
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Click on the Add button and the product and the other configurations will be listed in the below table
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Then go to the right side of the product row and click on the Shipping Info button
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To save the changes on the campaign, go to the right side of the page and click on the Save button
What do subscription orders look like?
A subscription order presents the below information which differs from a regular hard-sale order.
On the Order Page
Order Information
In the Order Information area, at the top of the Order Page, on the Order Type field is stated that Recurring Order for subscription one (see below example):
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Product & Shipping History
In the Product & Shipping History, there is the Stop Continuity Charges button, with which the user can hold the subscription
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and to release the subscription, once it has been hold, then the user should click on the Start Continuity Charges button
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Sales Workflow
In the Sale Workflow section, users are able to check the status of each step of the subscriptions
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and the section marked with an R, which status is Waiting, this is the next subscription that is going to be triggered on the scheduled date
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and by clicking on the right-side button, users are provided with a few additional options
Cancel
Reschedule
Adjust Amount
Force Bill (see below images)
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Subscription Cycle
Once the subscription is due, the system will automatically create a new order (see below an example of monthly orders of the same customer)
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Contents
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