Expired Membership ; Members still active

I created some temporary plans that expired on June 30th and expected the members in that plan to show up as expired, but from what I can tell, they are still showing as active.   I don't know if it was because I had the "Bonus time when reactivating expires membership" set to 1 month (I have since changed it to 1 hour).



1. I am wondering why the users are still showing up as active when the member plan has expired

2. I also had an auto action to move members to the free plan upon expiration, which also does not look like it fired either.  

3. Is there a way to move users manually (Bulk) to the correct plan?  

 

Expirations need to be triggered. Typically you'd setup a CRON task to handle that daily. How it triggers is entirely dependent on your configuration in CBSubs > Settings > Global > Automation settings. By default they should trigger from backend CBSubs access. When the user logs in they'll also be checked.

I don't know if it was because I had the "Bonus time when reactivating expires membership" set to 1 month (I have since changed it to 1 hour).

They very well could have a subscription with 1 month duration longer than you're expecting. So yes that could possibly do it. Once their expiration date is stored changing that setting will have no impact on existing subscriptions.

1. I am wondering why the users are still showing up as active when the member plan has expired

First make sure you're triggering expirations reliably. Second within CBSubs > Subscriptions check their expiration dates.

2. I also had an auto action to move members to the free plan upon expiration, which also does not look like it fired either.

Then it sounds like they haven't actually expired yet.

3. Is there a way to move users manually (Bulk) to the correct plan?

Yes, CBSubs > Import tool can be used to batch subscribe users from 1 plan to another.

Thanks, Kyle. 

To rule out the 1-month setting for "Bonus time when reactivating expired membership," It sounds like I should just wait until July 31st to see how it plays out. (Expiry date was June 30)

I did notice upon checking CBSubs > Subscriptions that some of the members:
1. Some show as ACTIVE, but without a subscription
2. Some show as EXPIRED and also without a subscription.
3. Some show as EXPIRED but are added to the "Free Plan" and also the "None" subscription.

 

The free plan is supposed to be the default plan if any of the paid plans expire.  Some members upgraded from the Free Plan, while others originally signed up for the paid plan, so I don't know if this affects where they end up when the paid plan expires.

When checking the user individually, I cannot seem to add them manually to the free plan. Is this because I have the "Allow Upgrade to this" disabled (it's actually a downgrade)

This is the Free Plan Pricing Setup:
 


Regarding the import option, should I export the list first, then import it to the correct plan?  Does it override the existing user?

The free plan is supposed to be the default plan if any of the paid plans expire. Some members upgraded from the Free Plan, while others originally signed up for the paid plan, so I don't know if this affects where they end up when the paid plan expires.

When checking the user individually, I cannot seem to add them manually to the free plan. Is this because I have the "Allow Upgrade to this" disabled (it's actually a downgrade)

Downgrading into the free plan only happens if they upgraded from the free plan and that free plan still had time left on it (e.g. free lifetime). Otherwise they're just expired. Next login, depending on your settings, will prompt them to renew or switch plans. If you want to force them into the free plan on expiration you'd need to use something like CB Auto Actions to force that. If you don't want people to be without a plan I'd recommend the following in CBSubs > Settings > Global.

Allow Free Registered Users (without subscriptions): No
Create Subscriptions also for free lifetime plans: Yes

They should then be forced to have something if they've nothing on login.

Regarding the import option, should I export the list first, then import it to the correct plan? Does it override the existing user?

There's nothing to export. It just accepts a formatted list of subscriptions, user ids, from a usergroup, or you can select from an existing plan. For example you can import users into Plan B if they've Plan A and Plan A is Expired. If someone meets the criteria of the import then yes it will override whatever their current subscription state is.

Hi Kyle,

A. I did not realize that if members sign up who did not originally start on the free membership plan do not automatically get moved to the free plan if they upgrade later, and that the upgraded plan expires.   I am understanding now that the expired does nothing else but take them off the plan and essentially puts them in limbo unless I use auto-actions to initiate the move (unless they previously upgraded from the free plan)

To confirm:
1. If they started as a free plan member, later upgraded, and then that upgraded paid plan expires, CBSubs then move them back down to the Free Plan?  If so, would there have been a setting in the Plan set up to configure this? 
 
2. If they had immediately signed up for a paid plan and it expires, unless I set up an Auto Action, they would essentially be in limbo (no plan)?

---
B. Further to your suggestion. It looks like I had the CBSubs Globals Setting correct, so that does not seem to be the issue

 

C. Would "Allow upgrade" to this being "no" have any effect on what I am trying to achieve?

 

D. CBSubs Import Issue.  So since I need to move expired members to the Free Plan manually, I tried (test) to do the move, but I saw an error message shown in the screenshot below. 

Failed to save Import subscriptions because: Importer - error: Not all userId exist, are active (confirmed, approved and enabled) ! innexistant or inactive ids: 140

Is it just user ID 140 that is causing the test to fail?  And if so, would the whole process fail?

 

E. Regarding Auto-Actions.   Upon further review, I realize I had created an Auto Action to move all paid memberships to the Free Member USERGROUP, which I think does not address the subscription plan part of the downgrade.

The current AutoAction I have is as follows:

PAID >> FREE
When a paid member plan expires, move to the free plan usergroup

GLOBAL
Type: Usergroup
Trigger: onCPayUserStateChange
User: Automatic
Access:  Everybody

CONDITIONS
Field: Value
Custom Value: [var3]
Operator: Equal To
Value: 1,2,3,7,8    (Plan IDs of Paid Plans)

Field: Value
Custom Value: [var 2]
Operator: Not Equal To
Value: A

ACTION
Mode: Replace Usergroups
Groups:  Free
User: (Blank)

OUTPUT
Display:  None

---

FREE >> PAID
When members upgrade from free, they are removed from the Free Plan Usergroup

GLOBAL
Type: Usergroup
Trigger: onCPayUserStateChange
User: Automatic
Access:  Everybody

CONDITIONS
Field: Value
Custom Value: [var3]
Operator: Equal To
Value: 1,2,3,8,9    (Plan IDs of Paid Plans)

Field: Value
Custom Value: [var 2]
Operator: Equal To
Value: A

ACTION
Mode: Replace Usergroups
Groups:  Member
User: (Blank)

OUTPUT
Display:  None

Do I need to add other AutoActions to move paid members to the free subscription and vice versa for those members who had not originally started on the Free Plan on first sign-up?   If you could you provide the parameters to set this up?

Lastly, do any of the below settings affect any of the AutoAction?  (For reference, the paid plans are all set to expire annually on June 30th, which I gather affects if/when auto actions fire?

 

Thanks!

 

What problem exactly are you trying to solve? What benefit is there to moving them to a free plan exactly?

Moving users to a free plan after they expire takes away their opportunity to renew. You're upgrading them from Plan B to Plan A. So going back into a paid plan is yet again an Upgrade not a Renewal.

1. If they started as a free plan member, later upgraded, and then that upgraded paid plan expires, CBSubs then move them back down to the Free Plan? If so, would there have been a setting in the Plan set up to configure this?

Essentially, yes. You don't deliberately configure this. It's just a fallback behavior when upgrading from free lifetime subscriptions. Generally you'd use a free lifetime plan and configure CBSubs > Settings > Global to not create subscriptions for free lifetime plans. That effectively allows for the fallback. If free lifetime plans create subscriptions it won't work as they're then treated like any other subscription.

2. If they had immediately signed up for a paid plan and it expires, unless I set up an Auto Action, they would essentially be in limbo (no plan)?

They'll just be in an expired state. They're not in limbo. They're expired.

Do I need to add other AutoActions to move paid members to the free subscription and vice versa for those members who had not originally started on the Free Plan on first sign-up? If you could you provide the parameters to set this up?

You can if you want to, but I strongly suggest you do not do this. Moving their subscription by force breaks normal subscription upgrade and renewal flow. I would question why you really need to be doing this.

If you still want to do this then basically make a copy of your first auto action that's moving them to free usergroup, change its type to CB Paid Subscriptions, adjust the conditions plan ids, then configure the action however you like (e.g. subscribe to free plan).

Lastly, do any of the below settings affect any of the AutoAction? (For reference, the paid plans are all set to expire annually on June 30th, which I gather affects if/when auto actions fire?

Grace period should still apply normally since that's just a dynamic extension of the expiration date. Beyond that it ignores most restrictions and limitations and instantly grants the subscription.