Hi Kyle, So this is what I discovered:
CBSubs > Plans > Paid Plan #1 (Single)
Exclusive plan: Yes
Allow registration: Yes
Propose plan for upgrades only if it is more expensive: YES <<< I set this to yes since this plan should be available for free members and is obviously more expensive than Free
Propose spontaneously plan for upgrades: Yes
Visible for Group (and above this group): Public
CBSubs > Plans > Paid Plan #2 (Family)
Exclusive plan: Yes
Allow registration: Yes
Propose plan for upgrades only if it is more expensive: YES <<< I set this to yes as well, as the member in Paid Plan#1 above can elect to upgrade to this plan as it is more expensive than Paid Plan#1
Propose spontaneously plan for upgrades: Yes
Visible for Group (and above this group): Public
For the FREE PLAN
CBSubs > Plans > Free Plan
Exclusive plan: Yes
Allow registration: Yes
*** Propose plan for upgrades only if it is more expensive: YES ***. <<< When I set this to yes, even though it is not more expensive, oddly some paid plan users could still downgrade to free (option shows up)
Propose spontaneously plan for upgrades: Yes
Visible for Access Level: Public
Visible for Group (and above this group): Public
--- I did end up configuring as you suggested --
CBSubs > Plans > Free Plan
Exclusive plan: Yes
Allow registration: Yes
*** Propose plan for upgrades only if it is more expensive: NO***
Propose spontaneously plan for upgrades: Yes
Visible for Access Level: Public
Visible for Group (and above this group): Public
First static condition: This condition must be NOT be met to allow upgrades:
Any of the following plans subscriptions: Paid Plan # 1 & Paid Plan
Must be in state: Active
REACTIVATION / UPGRADE / DOWNGRADE OPTIONS
With this configuration, it does look like some members who have expired are still offered the option to REACTIVATE their expired membership or select the free plan (effectively downgrading) - From what I can see at expiration, they have been moved out of the paid plan usergroup to just the Registered group AND also no subscription.
I am okay with this workflow. The member can opt to reactivate the expired PAID PLAN, upgrade to the more expensive FAMILY PLAN or downgrade to the FREE one. (The only drawback is they are disabled which means the AcyMailing add-on prevents them from getting emails as it looks for that user status.)
I think this scenario will only happen if the expired member is not in a subscription, correct? What should I make sure I have in the configuration so this happens again next time the membership expires? (I think this was already happening before I made more changes, but I just don't remember how I did it). lol.
Alternatively, if I want to make sure at expiration that users DO end up in at least the free plan I presume there won't be a reactivation option), remind me what configuration I need to look at?
USERGROUP
About the user group setting. To confirm, since all the plans are exclusive, does it mean that when members move from one plan to another, the "Subscribers User access level settings - User Group" setting moves the member out of one usergroup to another automatically? Or would they end up in both?
Thanks!
