Upgrade Configuration and how to correctly adjust amount due

Thank you!  Should I make sure the Code Condition come after the Field: Custom > Value one you suggested?   Does your auto action work whether it's an upgrade or a first sign-up to the one plan?

I was wondering what the onCPayUserSubscriptions trigger does, and trying the "Subscriptions: Condition in combination with what I think the trigger means

Condition
Field:  Subscriptions
User: Action User
Operator: Has
Plans: Special Plan
Status: Active

(Do you have any docs on Trigger definitions so I can learn more about what they are capable of?)



 

Should I make sure the Code Condition come after the Field: Custom > Value one you suggested?

The order doesn't matter.

Does your auto action work whether it's an upgrade or a first sign-up to the one plan?

Only works with upgrades.

I was wondering what the onCPayUserSubscriptions trigger does

That trigger fires when a list of a users subscriptions is requested. It's just a part of the query function for this. CB Family Plans for example uses it to inject pseudo subscriptions for when a subscription is shared.

Subscriptions: Condition in combination with what I think the trigger means

Honestly I completely forgot I implemented the Subscriptions condition. You should be able to use that instead of the Code condition.

(Do you have any docs on Trigger definitions so I can learn more about what they are capable of?)

View the global tab when adding triggers. It'll give you details about what variables are available. As for a description of what each trigger does specifically no we do not have such documentation.

Thanks, I will give this a try!

Does this look correct?

Global
Triggers: onCPayDisplayBasketResult
Type: Redirect
User: Self
Access: Everybody

Condition #1
Field: Custom > Value
Custom Value: [var1_payment_status]
Operator: Equal To
Value: Completed

Condition#2
Field:  Subscriptions
User: Action User
Operator: Has
Plans: Special Plan
Status: Active

Action
URL: (Whichever URL on the site I want to redirect to)
Message: [var2]

Sorry, I have just thought of a couple of follow-up questions/comments:

1. What is the message of [var2], and does it appear just before the redirect?  (I am guessing it's what appears as part of the "completed basket payment" page?     
2. I have forgotten where I would be able to customize that message if possible.   I am thinking it may be easier just to add the URL there in the message for them to follow instead of the Auto Action.

Does this look correct?

Looks ok to me.

1. What is the message of [var2], and does it appear just before the redirect? (I am guessing it's what appears as part of the "completed basket payment" page?

It's whatever your payment complete text would be. Usually the thank you text as configured in your plans as well as some information about their transaction. You're not required to include that if you don't want to though. My example was just that an example so feel free to adjust it however you like.

2. I have forgotten where I would be able to customize that message if possible. I am thinking it may be easier just to add the URL there in the message for them to follow instead of the Auto Action.

You can add whatever HTML you like as part of the thank you text within your plans under their presentation tabs.

Last question (hopefully).  If I invoke the Redirect Auto Action, how quickly does the redirect take place once the upgrade process is complete?   Will the member first see the payment confirmation page, and then some time after the redirect takes place?

It takes place immediately following a completed payment. They won't see the payment confirmation page at all.