Setting renew reminders for trial subscriptions
Learn how to set renew reminders for trial subscriptions.
Last updated
Learn how to set renew reminders for trial subscriptions.
Last updated
In 2021, Commerce Subscription enhanced the renewal notification schedule, allowing independent notification schedules for manual and automatic trial subscriptions.
Commerce API users can now 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 between (a value between 1 to 1095) in Trial Days.
Once you set the appropriate 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 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.
Manual Trial Renewal Reminder – The reminder will be sent to the trial subscriber the number of days before the conversion. If the subscriber does not convert, the subscription will be cancelled.
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.
Sign in to Global Commerce and select a site.
Select Catalog, select Products and then click Import and Export Products.
Click Configure Product Import & Export Spreadsheet checkboxes, then click the Global Family Attributes tab.
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.
Time Interval For Trial Reminder Notifications–to enable the Auto 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.
In the spreadsheet, you can find the previously chosen fields under the section Subscription and Subscription Association. Trial Days must be a positive integer, and Is Trial Period must be true to configure the new trial reminder schedule.
To import the spreadsheet, complete the fields under Import Products, and click Import.
Note:
We recommend configuring the BPU fields in Global Commerce and downloading 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 interval-day options are 30, 15, 7, and 2. Other numbers are not acceptable.
If no changes are applied to the product settings, all the notifications will be sent according to the existing schedule.
When editing a trial-enabled product, the system automatically clones the existing schedule to the new trial reminder schedule. 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/{subId} API to get subscription information and the User Management call for getting subscription information.
This new reminder schedule information is under the customAttribute through GET /product: (timeIntervalForTrialReminderNotifications, timeIntervalForTrialManualReminderNotifications).
