Plan Manager

Create and manage subscription options in Plan Manager

Plan Manager

Subscriptions is organized into three modules that can be accessed from the left-hand navigation panel.  Click on the module name to navigate to that module.

  • Plan Manager: Create and manage subscription programs; this is the default view Subscriptions is opened
  • Orders: View and manage orders
  • Subscribers: View and manage subscribers

The summary panel at right summarizes subscriptions by status

The main application content is in the center of the page.  The following capabilities are available:

  • View all subscriptions
  • Create new subscriptions
  • Edit existing subscriptions
  • Search for subscriptions or filter them by status or date
  • Export subscriptions to CSV

Plan Manager Page
Plan Manager Page

Click on the Subscription plan name in the Plan Manager list view to see its details. All details about the subscription will be displayed along with its eligible products.

Use the search bar to find subscriptions by Subscription plan name.

Use the Status and Date range drop-down buttons to filter subscriptions results.

Click on the Subscription list headings to sort results based on the selected field.

  1. Click Add subscription
  2. Populate Basic information
    • Subscription plan name: This is a required field and should be at least three characters long
    • Description: A long text to describe your plan. This field is optional.
    • Autorenewal: Check the box to enable auto-renew; leave unchecked to require the customer to re-subscribe
  3. Set Subscription settings: This is the cadence of your plan. You can configure one or more rules for your plan based on the following:
    • Ship type
    • Frequency
    • Billing
    • Discount
  4. Define eligible Products: Add one or more products in your plan by clicking Add Products.  At least one product is required.
  5. Click Publish to publish immediately or Save as draft to publish later

Subscription creation
Subscription creation

  1. Click on the Subscription plan name in the Plan Manager list view
  2. Click Edit subscription in the upper right-hand portion of the Subscription Detail Page
  3. Make changes to the subscription, including:
    • Change its status using the status dropdown
    • Update its plan name or description
    • Modify shipping cost
    • Modify one or more plan settings
    • Add or remove products
  4. Click Save
  1. Click on the Subscription plan name in the Plan Manager list view
  2. Click the Trash icon in the upper right-hand portion of the Subscription Detail Page
  3. Confirm Delete

Click the Export button at the top of the module to export all subscriptions into a CSV file.

Last update: May 18, 2021

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