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Support Home Memberships and Subscriptions How to manage magazine style subscriptions

Table of Contents

1. Generate data for mail out 1.1. Navigate to Subscription Issues tab and select the publication issue 1.2. Select the Mailout Generation button 1.3. Set Current Issue 1.4. Check details and process 1.5. Check the Batch Apex Jobs is complete 1.6. Check your email for mailout details 2. Run Mailout 2.1. Follow email link back to Subscription Issue tab 2.2. Select Mailout button according to your needs 2.3. Check report and print or export

How to manage magazine style subscriptions

Table of Contents

1. Generate data for mail out 1.1. Navigate to Subscription Issues tab and select the publication issue 1.2. Select the Mailout Generation button 1.3. Set Current Issue 1.4. Check details and process 1.5. Check the Batch Apex Jobs is complete 1.6. Check your email for mailout details 2. Run Mailout 2.1. Follow email link back to Subscription Issue tab 2.2. Select Mailout button according to your needs 2.3. Check report and print or export

This procedure covers how to generate mail-outs for magazine style subscriptions.

If you have not previously setup a Subscription Issue for the current mailout, then please review: How to set up magazine style subscriptions

The mailout data is generated from a database object called "Subscription Issue Item". This is a link between the "Subscription Issue" and the "Subscription" (Subscriber)

1. Generate data for mail out

1.1. Navigate to Subscription Issues tab and select the publication issue

1.2. Select the Mailout Generation button

1.3. Set Current Issue

If you have not previously set this as the current issue, then you will get a warning (1) advising of this.

Press "Set Current Issue" (2) before continuing

1.4. Check details and process

1.5. Check the Batch Apex Jobs is complete

1.6. Check your email for mailout details

2. Run Mailout

2.1. Follow email link back to Subscription Issue tab

2.2. Select Mailout button according to your needs

Single issue
Final subscription issue
Multiple issues in the one mailout
All subscriptions that are due for that issue

2.3. Check report and print or export

How do subscriptions/memberships work? How to set up a Subscription Type How to manage an individual Subscription How to set up automatic subscription renewal How to manage organisation subscriptions How to set up a subscription approval process How to set up family/group subscriptions How to do manual payments for family/group subscriptions How to set up magazine style subscriptions How to manage magazine style subscriptions How to set up subscriptions - charge on shipment How to manage subscriptions - charge on shipment How to automatically schedule changes to subscriptions/memberships Setting up Automatic Renewal Reminders via email How to Create Membership Type/Payment Option? How to setup Membership specific pricing for Events Memberships Plus

Updated at July 27th, 2024