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How to set up a Subscription Type

Subscription Types (Payment Options) are set up to match your organisation's requirements.

For each subscription option, you can set the frequency, amount, pro-rata arrangements.

For example:

  • Membership (1 year)
  • Membership (2 years)
  • Concession
  • Three month magazine subscription
 

The Merchant Facility tab can be found within the Payments2Us menu (Top right picklist in Salesforce - Select Payments2Us), or it can be found under the "More" at the end of the tabs. (In Salesforce Classic - It can be under the "+" at the end of the tabs)

Once you have clicked on the Merchant Facility Tab, select the appropriate List view (Example - "All Merchant Facilities") and click into Merchant Facility you wish to update

2. Scroll down to Payment Forms heading and select your subscription web form

Select "View All" Button

Note: A web form needs to be set up for your requirements.

3. Scroll down to Payment Options and select the New Payment Option button

4. Select Subscriber from the picklist and select the Continue button

5. Fill in the detail for your subscription and SAVE

  1. Connect the subscription to a Payment Form (web form)
  2. Choose a unique name for your subscription
  3. Select active if in use. Use Active - Internal if this subscription is not publicly accessible, e.g. Life Memberships
  4. Select Contact (individual) or Account (organisation). This option determines if the Membership/Subscription created will be related to the Account or the Contact.
  5. Set to either Membership or Subscription
  6. Choose how you want to handle pro-rata fees
  7. Set the subscription length for the renewal processes. (This can be in months or in days)
  8. Choose Automatic Renewal if required. If using automatic renewals and this is a paid subscription, then the Frequency selected (eg. Annually) must reflect when the membership would next be automatically charged. If frequency is selected, a "Recurring Payment" record will be created.
  9. Enter Group if the type of Membership is a Group - for example, a family.
  10. If Group type of membership is selected, you can nominate up to 3 different types of members for that group. Eg. If the group was a Family, then you could say this is may up of 2 Adults and 3 Children. You can also select how many voting rights are given to each group type.

Updated at July 27th, 2024

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