Upgrade Configuration and how to correctly adjust amount due

I just discovered something interesting with more testing.  It appears as though the only way to trigger prorating from one plan to another, both the FROM and TO plan need to have the "Prorate remaining value of this plan when upgrading" enabled, which explains why I was seeing it when I tested the Adult >> Family upgrade.

 

So, my next question is there a way to adjust how the prorating is calculated?

I am curious if there is an option to not take into account the remaining value, but on the full value. So instead of calculating how many days are left of the old plan, it just considers the whole value.  That is charging $80 ($100-$20).

In the newer test, of upgrading from the Adult Plan >> Special Plan, it calculated the fee of $80.76, so .76 was charged for the 14 days (July 1 - 14) the old plan was in effect before the upgrade. ($20/365x14).   In essence, it's not prorating since the full old plan value is being calculated.   

Thanks,
Alex



 

The prorating only takes into account the remaining value.

For a more customized control over this you could actually just turn prorating off then instead use a promotion applied via CBSubs Promotions. It has conditions where you'll be able to make sure they're upgrading from one plan to another and for it to only apply to the adult plan for example. There you could offer whatever discount you like (e.g. the same price as your other plan).

Thank you!  Yes, I will have a closer look at the Promotion plugin.  That may be better for this use case.    I forgot there are conditional options with Promotions!

As it turns out, I only have less than 6 members who would be using this upgrade path, so I was thinking of just creating 6 coupon codes that they can each use to apply to the upgrade.   I just need to make sure that when the upgraded plan expires, it behaves like the standard plans.  Or allow them to keep both plans, and when the special one expires, everything reverts to normal.

Would it make sense to keep the Adult plan as exclusive, but make the special plan a child so they could be members of both plans?

---

And for future reference, if I were to ever use the prorating option.   Is it normal that both plans need to have prorating on to work, as I found with testing, instead of just the FROM plan having the prorating enabled?
 

Would it make sense to keep the Adult plan as exclusive, but make the special plan a child so they could be members of both plans?

Both plans need to be marked exclusive for an actual upgrade from one plan to another to take place. If you want them to have both plans for whatever reason then both need to be marked non-exclusive, but they would not be upgrading from one plan to another in that case.

And for future reference, if I were to ever use the prorating option. Is it normal that both plans need to have prorating on to work, as I found with testing, instead of just the FROM plan having the prorating enabled?

Yes, it's normal for both plans to require prorating for it to apply. The tooltip description is a bit wrong.

Once a user is upgraded to the special plan, I’d like to redirect them to a welcome page and/or send them an email.   I think auto actions is the answer to accomplish this. 

I was wondering what trigger I should use to make this happen. 

The below should do the trick using CB Auto Actions.

Global
Triggers: onCPayDisplayBasketResult
Type: Redirect
User: Self
Access: Everybody
Conditions
Field: Custom > Value
Custom Value: [var1_payment_status]
Operator: Equal To
Value: Completed
Action
URL: index.php
Message: [var2]

This should redirect to your homepage after a completed basket payment and display the thank you message or any messages the payment process would normally display as a Joomla message.

This currently will redirect on any payment. To redirect only for a specific plan you'll need to add the following condition.

Type: Code
Code:

Operator: Does Contain
Value: YOUR_PLAN_ID_HERE