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
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Workflow Name field: add the name of your sale model
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Description (optional): add a description of your sale model
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Switch to ON the toggle Is Active?
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- Continuity Model
By choosing the Continuity type, users have two toggles that they can add to their sale model:
Enable Pre-reoccurring Cycle?
Is Shipment Delay?
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60-day Stage
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The first 60-day cycle must be completed with at least one step configured for day #1. This step will be performed online whenever a new order is placed |
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Select the day that the subscription is normally scheduled, from the 60 days calendar
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by choosing the number on the table, users are not selecting a calendar day, but instead the day of the event during the subscription cycle
For example, picking the first day means that the event will be triggered on day 1 during the subscription cycle.
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Customer Change Options: select the type of charge that the customer is going to pay. For example, Charge shipping + full product price
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Send Email Options: pick an email from the drop-down menu, which will be sent to the customer every XX that the subscription payment is paid. For instance, Order Confirmation email.
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Place Order? toggle: switch it to ON
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If users need to add more events during the subscription cycle, just follow this process again in order to include it.
Before Continuity
This section is configurable ONLY if the toggle Enable Pre-reoccurring Cycle?, at the top of the Sale Model page, has been switched to ON
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Continuity Cycle
In this section, the user should set until when the subscription should keep going.
For instance, in the first part Select a continuous cycle, three options are given to the user to choose the most appropriate to their needs:
Continuous Cycle
Continuity ends after X cycles
Continuity ends after X days.
In this second part, Select a day to execute the event, either by a calendar date or day number (ex: Every 10 days), so users can choose between:
Day field: enter number of days in which the event will be triggered
Day of the month *31 defaults to "Last Day of Every Month" field: type the day of the month in which the event is going to be triggered
In the third part of this section, they need to select an event to execute on the day chosen, so the user needs to set up the below:
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Customer Charge Options field: from the drop-down menu, choose the most appropriate option for the sale model. For instance, Charge shipping + discounted product price
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Send Email Options field: from the drop-down menu, decide the most appropriate option for the sale model. For instance, Order Confirmation
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Place Order? toggle: should be switched to ON
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If users need to add more events during the subscription cycle, just follow this process again in order to include it.
Tax Configuration
This section can be left blank, as taxes configuration are available inside the campaign settings page.
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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