[SOLVED] Subscription Upgrade Workflow
- swampy5
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5 years 2 weeks ago - 5 years 1 week ago #311667
by swampy5
Tony Marsh GoGreen Computing
[SOLVED] Subscription Upgrade Workflow was created by swampy5
Hello I am using CB Subs 4.3.0+build.2018.11.12.17.24.17.6436fbca5
An ongoing problem I have is with members being sent reminders for a subscription plan that has expired but they have upgraded to a new plan - whats the best practice for preventing this from happening? Up to now Ive been manually deleting the old subscription but sometimes I forget! should the subscription status code change from X to U automatically or do I need to program this into work flows for the plan? and when a subsciption code is U will that prevent any further mailers from firing for the old plan?
Tony Marsh
An ongoing problem I have is with members being sent reminders for a subscription plan that has expired but they have upgraded to a new plan - whats the best practice for preventing this from happening? Up to now Ive been manually deleting the old subscription but sometimes I forget! should the subscription status code change from X to U automatically or do I need to program this into work flows for the plan? and when a subsciption code is U will that prevent any further mailers from firing for the old plan?
Tony Marsh
Tony Marsh GoGreen Computing
Last edit: 5 years 1 week ago by krileon. Reason: Added [SOLVED] tag to subject
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krileon
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5 years 2 weeks ago #311674
by krileon
Kyle (Krileon)
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Before posting on forums: Read FAQ thoroughly + Read our Documentation + Search the forums
CB links: Documentation - Localization - CB Quickstart - CB Paid Subscriptions - Add-Ons - Forge
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If you are a Professional, Developer, or CB Paid Subscriptions subscriber and have a support issue please always post in your respective support forums for best results!
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If I've missed your support post with a delay of 3 days or greater and are a Professional, Developer, or CBSubs subscriber please send me a private message with your thread and will reply when possible!
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Please note I am available Monday - Friday from 8:00 AM CST to 4:00 PM CST. I am away on weekends (Saturday and Sunday) and if I've missed your post on or before a weekend after business hours please wait for the next following business day (Monday) and will get to your issue as soon as possible, thank you.
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Replied by krileon on topic Subscription Upgrade Workflow
Edit your mailer within CBSubs > Mailers and under Conditions use "Second condition And/Or" to add a second condition to make sure another plan isn't active. So you'd have something like the below.
Condition 1
Any of the following plans subscriptions: YOUR_PLAN
Must be in state: Expired
Second condition And/Or: AND NOT
Condition 2
Any of the following plans subscriptions: YOUR_OTHER_PLANS
Must be in state: Active
This should mean it will only send if YOUR_PLAN has expired and no YOUR_OTHER_PLANS are active.
Condition 1
Any of the following plans subscriptions: YOUR_PLAN
Must be in state: Expired
Second condition And/Or: AND NOT
Condition 2
Any of the following plans subscriptions: YOUR_OTHER_PLANS
Must be in state: Active
This should mean it will only send if YOUR_PLAN has expired and no YOUR_OTHER_PLANS are active.
Kyle (Krileon)
Community Builder Team Member
Before posting on forums: Read FAQ thoroughly + Read our Documentation + Search the forums
CB links: Documentation - Localization - CB Quickstart - CB Paid Subscriptions - Add-Ons - Forge
--
If you are a Professional, Developer, or CB Paid Subscriptions subscriber and have a support issue please always post in your respective support forums for best results!
--
If I've missed your support post with a delay of 3 days or greater and are a Professional, Developer, or CBSubs subscriber please send me a private message with your thread and will reply when possible!
--
Please note I am available Monday - Friday from 8:00 AM CST to 4:00 PM CST. I am away on weekends (Saturday and Sunday) and if I've missed your post on or before a weekend after business hours please wait for the next following business day (Monday) and will get to your issue as soon as possible, thank you.
--
My role here is to provide guidance and assistance. I cannot provide custom code for each custom requirement. Please do not inquire me about custom development.
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- swampy5
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5 years 2 weeks ago #311681
by swampy5
Tony Marsh GoGreen Computing
Replied by swampy5 on topic Subscription Upgrade Workflow
Thanks Krileon I knew there would be a combination of conditions that should work just couldnt get it clear in my head - much appreciated!
Tony Marsh GoGreen Computing
The following user(s) said Thank You: nant, krileon
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