I am using AcyMailing which works really well with CB & CBSubs user statuses when I need to send emails to specific segments.

However, I think I might have missed a config setting in the plans I set up on what to do with users once they expire.   

I have a site with 3 paid plans and 1 free plan.   What I would like to have to happen is that when a user does not renew their membership and lets it expire I would like to downgrade them to the "Free Plan". The main reason for this is that when the plan expires their account is disabled which as a result also disables being able to send them emails from AcyMailing as it too shows us as deactivated.  

Right now the user is downgraded to "Registered" (I created user groups for each of the paid plans and the free plan that are children of the "registered' user groups.

I'm also pretty sure that since the account is marked as disabled that is what prompts them to reactivate their account, so I figure I would lose this opportunity to have them renew when they do log in again.

It looks like the AcyMailing setting is working properly as the users are added to the correct list upon expiration



Any thoughts on how best to handle this?   I guess what I am trying to figure out if there is an automated way to not deactivate the account for the purposes of being able to send emails with AcyMailing.   





 

I did find that setting,  but I had set up a free subscription plan to make it easier to control access based on the different subscriptions.  It was easier to keep all user access inside CBSubs so all users fall into one of the subscriptions, including a free one (The free one is et to lifetime, but the way)

Is there no way to automatically "downgrade" a paid user to the free plan I set up and thereby on expiration the user is still active but on the lower limited access plan?

If they later wished to upgrade can select that in their profile setting.   

Incidentally, I have disabled "Allow upgrade to this" for that free plan.

Auto Actions to the rescue!  Thanks!

In your case you'd just use the Field action and adjust the fields value however you like. As for the auto action type set it to CB Paid Subscriptions and from there you can configure it to subscribe them to your free plan.

I'm not entirely clear on what this means but I will have a closer look at the steps and seek out clarification if am lost.

this is going to make renewals likely strange for them as a manual renewal is then an upgrade back into the paid plan.

Do you mean that in order for them to upgrade, they would need to take some extra steps (go to the subscription tab in their profile) to select the plan they used to be on?    I know that the way it is now it's a smoother process when they try logging in after the expiration where they are prompted to renew.

Since I have set the pais plans to be on a calendar date (July 1 - June 30 annually) will this mess up the renewal times if they decide to "upgrade" at other times throughout the year?   In other words, the expiration date will always be what that upgraded plan is no matter when they upgrade (It's as if they are a new sign-up?)


Additional questions:

1. I was wondering if there is a manual (possible bulk) way to move users to this free plan since now the number of users is low.

2. If the members are already expired, will the auto actions suggested still fire?

3. If I don't add the auto actions and the user is prompted to reactivate their plan AND I also enable the "Allow Upgrade to this" for the free plan (even though it's a downgrade) will this work?   This way the user can choose to move to the lower plan themselves to continue having access (albeit limited by the free plan).

This way the prompt to renew the paid plan is still there along with the downgraded option.      I have set AcyMailing to subscribe expired members to a "free plan" list so in theory once they move themselves to this free plan AcyMailing will reactivate them in the correct email list.