If this is all just to get around AcyMailing checking the blocked state of the Joomla user see if there's a setting for a newsletter to ignore that as maybe that'd be a better solution. I'm not sure why you want to manually send an expiration newsletter to them as you can automate that with CBSubs Mailer.

The emails I sent from AcyMailing weren't to do with the expirations but more to target the free members for other messaging.   I also even created an "Expired Members" email list and I realizes that since they were disabled, AcyMailing did the same so the list is sort of useless.   

Ultimately, I just misunderstood what happens when a member's plan expires. Being able to automatically configure downgrading a member to another CBSubs plan would be great (hint, hint feature request. )

In any case,  I had a look at the CB Subs Import tool, and WOW, that makes the move from one plan to another so easy!  The "test" option is awesome too!  

If I do decide to enable the "Upgrade to this" option and let the member downgrade themselves to "reactivate" their account is there a way to rename the "Upgrade" Button that appears below the options?

It's planned, but it's extremely complex as any feature we officially implement has to support every usecase available and I don't really have a solution at the moment to deal with all the possible usecases for plans in CBSubs for something like this (e.g. parent > child, child expires, parent is active, where to move them? stay in parent and do nothing? move anyway?).

Ah yes, lots of scenarios to think of.  

For that 1 specific plan, no. You can however change it globally using language overrides.

I was fine with a global option, but could not find which value in the CB Language plugin (Default language (English)) in the search bar.   In my case I also added a donation item sot the button actually says "UPGRADE / DONATE".    [UPDATE:  I found the override -  UPGRADE_f68358)

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So I tried the test run of the import tool and see this error:

Import failed [DRY-RUN - NO REAL SUBSCRIPTION]:

Some users have already subscriptions: user ids:   xxx

0 users subscribed to plan: Fan Club , with state: Active

Following Users could not be subscribed (usernames) because either: (A) an exclusive active subscription exists that would conflict with the imported user subscription, or: ( B ) it is a children plan but the parent plan subscription does not exist:

xxx

I found something really interesting.   The users that I see showing up as a result of this error are one who had signed up for the free plan, then later upgraded to a paid plan.  They did not renew this year so when the expiration date passed (June 30), their plan reverted to a free plan again and remained enabled.

1.  If I use the import tool will the users who are not part of this scenario still be moved or will the import fail altogether because of these users who are already in the free plan?

2. Is the subscription date supposed to be the date that should be when they were moved to the new plan? I selected July 1 as the plans are June 30 - July 1 annually)

 

It will just skip over users that fail. It should continue working through your users. The subscription date is the date their subscription starts.

Thanks, good to know.  I will run the import.  There are only about a dozen or so users it will affect.   

Worse case is I manually move them.  If this is the case is it best to go into their membership tab in the admin area?

That will indeed work as long as the free plan has a duration longer than the paid plan. It causes the free plan to basically pause. Doesn't have to be a free plan either. Upgrading won't cause them to "lose" time they paid for. When reverting back it should reactivate if the previous subscription still has remaining time. So in the case of free lifetime it always should. There's a lot of complex usecases where it won't work through, but simple Plan A to Plan B should work.

The free plan is set to lifetime.   So to confirm, for these users, since they started out as free, then upgraded to a paid 1-year plan and later let it lapse the user reverts to the free lifetime plan on expiration?   This is the expected/normal behaviour?