On this page, the below topics will be explained:
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
Log in to the CRM instance and from the left side menu, scroll down and click Sales Models
From the Sales Models page, go to the top right side of the page and click on the + Create new button
The user is redirected to the Sales Models Settings page
How to configure a new Sales Models for Subscriptions
General
Workflow Name field: add the name of your sale model
Description (optional): add a description of your sale model
In the Select a Sales Model Type, check the:
- 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?
60-day Stage
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
Select the day that the subscription is normally scheduled, from the 60 days calendar.
Customer Change Options: select the type of charge that the customer is going to pay. For example: Charge shipping + full product price
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.
Place Order? toggle: switch it to ON
Once done, click on the Add button and the selection will be displayed below
If users need to add more events during the subscription cycle, just follow this process again in order to include it.
Before Continuity
Continuity Cycle
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
On the Campaign Settings page, go to the right side of the page to the right side menu and click on Products
From the Products section, select the product to add to the campaign
Select Continuity on the Sale Type field
Select the Sales Models that was previously built for the subscription sales
On the Product Sale Type, you can leave it blank. Otherwise, select one of the two choices available: Regular or Presale Pop display only
Click on the Add button and the product and the other configurations will be listed in the below table
Then go to the right side of the product row and click on the Shipping Info button
From the Shipping Methods tab switch to ON the one you need and click on update
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):
Product & Shipping History
In the Product & Shipping History, there is the Stop Continuity Charges button, with which the user can hold the subscription
and to release the subscription, once it has been hold, then the user should click on the Start Continuity Charges button
Sales Workflow
In the Sale Workflow section, users are able to check the status of each step of the subscriptions
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
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)
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)
The new order will go through all order statuses (i.e. New, Paid, Shipping, Shipped, and Delivered) until the product is delivered to the customer and the subscription processing will start again once the subscription is due.