Setting up trial subscription renewal reminders
Learn how to set up renewal reminders for trial subscriptions.
Last updated
Learn how to set up renewal reminders for trial subscriptions.
Last updated
In 2021, Commerce Subscription implemented an enhancement on the renewal notification schedule that allowed independent notification schedules for both manual and automatic trial subscriptions.
Commerce API users are now able to set up new schedules dedicated to trial subscriptions through Global Commerce by checking the Trial Period. We are introducing reminder schedules specialized for trial use cases: 30, 15, 7, and 2 days.
Sign in to Global Commerce and select a site.
Find the subscription product you want to update. Click the internal product name for the subscription product under the Internal Product Name column. The Edit Product page appears.
Click the Details tab.
Scroll down to Subscriptions and click Edit.
Select the Trial Period checkbox to enable the Trial Period.
Enter the number of trial days (a value between 1 to 1095) in Trial Days.
Once you set the number of trial days, the applicable trial reminder options will be available.
Auto Trial Renewal Reminder – The reminder will be sent to the trial subscriber the number of defined days before the conversion. If the subscriber takes no action to cancel the subscription by the last day, the subscription will be automatically converted to a paid subscription. Select one or more of the following checkboxes: 30 Days, 15 Days, 7 Days, and 2 Days.
Manual Trial Renewal Reminder – The reminder will be sent to the trial subscriber the number of defined days before the conversion If the subscriber takes no action to convert, the subscription will be cancelled. Select one or more of the following checkboxes for Manual Trial Renewal Reminder: 30 Days, 15 Days, 7 Days, and 2 Days.
Specify the Retry Interval for Billing Attempt After Trial Expiration. The trial renewal reminder will share the Credit Card Expiry notification with the existing schedule. Likewise, when the reminder day coincides with the Credit Card Expiry date, the system will only send out the Credit Card Expiry notification and bypass the trial renewal reminder notification.
Click Save.
Sign in to Global Commerce and select a site.
Scroll down to the Subscription section and select the following checkboxes:
Time Interval For Manual Trial Reminder Notifications–to enable the Manual Trial Renewal Reminder.
Click Save. You will be redirected to the Products Import and Export page.
Scroll down to Export Product, complete the fields, and click Export to download the BPU spreadsheet.
To import the spreadsheet, complete the fields under Import Products, and click Import.
Note:
We recommend that you configure the BPU fields in Global Commerce and download the spreadsheet to ensure your spreadsheet contains the latest fields and trial renewal schedule. If you modify an old spreadsheet and upload it, the old spreadsheet will not contain values for the latest fields.
There is no maximum number of days restriction for trial days if you configure it through BPU.
To set up multiple reminder schedules per renewal type (Time Interval for Trial Reminder Notification and Time Interval for Manual Trial Reminder Notification), use a semicolon to separate the number of days in one cell (for example, 30;15;7;2). You can specify a maximum of four reminder schedules. The valid options for interval days are 30, 15, 7, and 2. Other numbers are not acceptable.
If no changes are applied to the product settings, then all the notifications will be sent out according to the existing schedule.
When editing a trial-enabled product, the system will clone the existing schedule to the new trial reminder schedule automatically. Under circumstances where the 90 days reminder schedule is the existing schedule, the system will not clone the setting to the new renewal schedule.
You can find and use the new schedule information by using v1/shopper/me/subscriptions API to get subscription information, as well as the User Management call for getting subscription information.
This new reminder schedule information is also revealed under the customAttribute through GET /v1/product: (timeIntervalForTrialReminderNotifications, timeIntervalForTrialManualReminderNotifications).
Select Catalog, select Products, and then click Import and Export Products.
Click Configure Product Import & Export Spreadsheet, and then click the Global Family Attributes tab.
Time Interval For Trial Reminder Notifications–to enable the Time Interval for Trial Renewal Reminder.
In the spreadsheet, you can find the previously chosen fields under the section Subscription and Subscription Association. Note that Trial Days must be a positive integer and Is Trial Period must be true to configure the new trial reminder schedule.
