Managing Subscriptions

Be sure to review our overview of eCommerce Setup guides: Introduction to eCommerce

Also review our creating a Product guide: Using Products to Offer Course Enrollment to External Users

If you have any subscription-based Products, there is a central hub to manage all eCommerce aspects of your users' subscriptions. 

This guide will walk you through the features available to stay organized and informed about all your subscription payments.

In this article

Manage Subscriptions Page

1

The Manage Subscriptions page can be found through the dashboard at eCommerce > Subscriptions

2

The Manage Subscriptions page has a listing of every subscription in your account's history.

3

The list can easily be sorted in the filter bar.

You can quickly filter by subscription status, date, user, or Product.

4
  • Selecting the ID number or using the Actions menu will take you to the Edit Subscription page. 
  • Selecting the User will take you to the User Profile page.
  • Selecting the Product will take you to the Edit Product page.

Subscription Status

There are four types of subscription status:

  • Active the subscription is currently live, and renewal orders are being processed at the scheduled Next Payment date.
  • Cancelled the user has ended their subscription.
  • Expired the expiration date set for the subscription has passed, and the subscription is no longer live.
  • On-Hold if an automatic renewal order has failed to process, the status will change to On-Hold.

Resolving On-Hold Status

1

When an automated renewal order fails to process, the subscription status is changed from Active to On-Hold.

2

A Failed Subscription email will be sent to the user, advising them to check on their subscription. Admins can choose to be CC'd on those emails as well, if they wish.

3

The order payment will attempt to be processed every twenty-four hours for three straight days.

4

If the payment is unsuccessful for three straight days, the subscription status is changed from On-Hold to Cancelled.

5

An Admin can re-activate a cancelled subscription by manually processing another payment in Subscription Actions, or editing the Subscription Status of a subscription. Details for that are available in the section below.

Edit a Subscription

Inside a single subscription, you can get a bird's eye view of all the information pertaining to that subscription, and you have the opportunity to make several changes to scheduled subscription payments.

Current Status

The current status area will tell you the subscription status, next payment date, and subscription end date.

All of these fields can be adjusted manually to change the current subscription.

Subscription Actions

The Subscription Actions are will allow you to manually process a renewal payment immediately.

If a subscription has a status of Cancelled or On-Hold, a successful renewal payment will switch the status to Active. 

Subscription Item

The Subscription Item displays the Product purchased for this subscription, and the price. 

Selecting the Product name will open the Edit Product page, in case you need to make any changes to the Product itself.

Related Orders

The Related Orders list will display every payment for this subscription, starting with the parent order and showing each subsequent renewal order.

Selecting the Order ID for any order will take you to the Edit Order page, where you could make changes to the order's documentation.

Student Experience of a Subscription

Students can view their subscriptions in the dashboard, in the My Subscriptions section.

Students can view all of their subscription orders. They can also view and download copies of their invoices.

Next Steps

Next, you'll want to review our guide on managing orders and learn about our automated eCommerce emails: