| Table of Contents |
|---|
...
Go to Magento Admin panel - mPower - (Configuration) – Notifications
Set Send Subscription Profile Card Expire to Yes
Select Subscription Profile Card Expire email template
Go to Magento Frontend and add subscription product Cart
Place order with online payment method (cart should expire soon)
Check Email box
...
Notifications: Payment Failed Setting
...
Allows you to select Bcc or Separate Emails Copy Method
...
Notifications: Renewal Setting
...
Allows you to select Bcc or Separate Emails Copy Method
...
Notifications: Out Of Stock Setting
...
Subscription Profiles: General
...
Profile Product Price
Let's say you are selling milk to your customers. John Smith subscribed to receive a gallon of milk every week for $2.49. Several months later, you cannot afford to sell this product for that amount and need to raise the price and you change the price to $2.69.
If Grandfathered Price is selected, John Smith will continue to pay $2.49 until he cancels.
If Dynamic is selected, John Smith will be charged $2.69 automatically on the next renewal.
Shipping Fallback
Let’s say you have offered USPS as a shipping method. John Smith subscribes to products and chooses USPS duing checkout. Your business pivots and you no longer offer USPS as a shipping method.
If Pick the cheapest available is selected - Magento will pick the cheapest option available and substitute it for that renewal.
if Use the Default is selected - Magento will force the default shipping method you specify. See the Default Shipping Method section.
Default Shipping Method
Allows setting default shipping method to be used in the Shipping Fallback configuration (see above).
Free Shipping
Let’s say you have a rule offering your customers to pick a FREE Shipping if the order amount is over $50. John Smith places his initial order buying six different products and subscribing to one of them. The total order amount is $52.00 and the subscription is for $5.00 every week. John Smith chooses FREE Shipping when placing the order. When the renewal takes place, the order is $5.00 and FREE shipping is no longer available.
If Honor Magento free shipping is selected - The renewal will use FREE shipping to process the renewal.
If Substitute with an alternate is selected - Magento will automatically subsctitute the shipping method selected in Dynamic (best value) - product price will be automatically re-calculated when the customer or admin user makes changes to the quantity of the existing subscription. Only Product price decreases will affect the update of the subscription prices. Product price increases will be ignored.
Dynamic (full) - product price will be automatically re-calculated when the customer or admin makes changes to the quantity of the existing subscription. Product price may increase or may decrease, both actions will adjust the subscription price.
Grandfathered - product price is grandfathered and will not change for existing profiles when orders are created even if the product price changes in the catalog for new customers.
Let's say you are selling milk to your customers. John Smith subscribed to receive a gallon of milk every week for $2.49. Several months later, you cannot afford to sell this product for that amount and need to raise the price and you change the price to $2.69.
If Grandfathered Price is selected, John Smith will continue to pay $2.49 until he cancels.
If Dynamic (full) is selected, John Smith will be charged $2.69 automatically on the next renewal if modify qty of the existing subscription (product price may increase or decrease)
If Dynamic (best value) is selected, John Smith will continue to pay $2.49 until he cancels (Only Product price decreases will affect the update of the subscription price)
Shipping Fallback
Let’s say you have offered USPS as a shipping method. John Smith subscribes to products and chooses USPS duing checkout. Your business pivots and you no longer offer USPS as a shipping method.
If Pick the cheapest available is selected - Magento will pick the cheapest option available and substitute it for that renewal.
if Use the Default is selected - Magento will force the default shipping method you specify. See the Default Shipping Method section.
Default Shipping Method
Allows setting default shipping method to be used in the Shipping Fallback configuration (see above).
Subscription Profiles: Past Due
...
Attempt Count - The number of payment attempts prior to changing the status of the subscription profile to “Suspended”.
Attempt Interval - If a payment fails for any reason, Magento will re-try the payment in the number of days specified in this field.
Grace Period - If all attempts to collect the payment during the grace period fail, the subscription profile will go into "Suspended" status.
Subscription Profiles: Email Config
...
Email Sender
All email notifications for recurring orders will come from this email address.
Products: General
The list of default options to apply when creating or importing new products into the Magento catalog.
...
Available For
...
Free Shipping
Let’s say you have a rule offering your customers to pick a FREE Shipping if the order amount is over $50. John Smith places his initial order buying six different products and subscribing to one of them. The total order amount is $52.00 and the subscription is for $5.00 every week. John Smith chooses FREE Shipping when placing the order. When the renewal takes place, the order is $5.00 and FREE shipping is no longer available.
If Honor Magento free shipping is selected - The renewal will use FREE shipping to process the renewal.
If Substitute with an alternate is selected - Magento will automatically subsctitute the shipping method selected in the Shipping Fallback configuration (see above).
Subscription Profiles: Past Due
...
Attempt Count - The number of payment attempts prior to changing the status of the subscription profile to “Suspended”.
Attempt Interval - If a payment fails for any reason, Magento will re-try the payment in the number of days specified in this field.
Grace Period - If all attempts to collect the payment during the grace period fail, the subscription profile will go into "Suspended" status.
Subscription Profiles: Email Config
...
Email Sender
All email notifications for recurring orders will come from this email address.
Products: General
The list of default options to apply when creating or importing new products into the Magento catalog.
...
Available For
Specifies if products should be available for a one-time purchase, as a subscription, or both.
Start Date
Allows you, as a merchant, to control when the recurring order starts for your customers.
Lock Product Price
Mainly used for products where the product price remains the same for every billing frequency (eg. physical goods) or if the product price varies (eg. an hourly service, or a software license).
Unlock Preset Quantity
The product quantity will be preset for a customer and a customer cannot change product quantity when buying products. Example: Selling a monthly magazine subscription billed annually.
Savings Calculation
Used for service-based products. IMPORTANT: Will be departed in the near future.
Infinite Subscriptions
The recurring orders will continue unless the customer places the subscription on hold OR cancels.
Products: Discount
...
Offer Flat Discount
The default catalog setting for the product to determine if a flat discount is offered to customers when they choose to receive that product on a recurring basis.
Discount Amount
The default catalog setting for the product discount in the catalog when the product is purchased on a recurring basis. Allows you to preset a specific amount when creating new products.
Discount Type
Refers to the Discount Amount field and controls if the Discount Amount is a percentage or a flat currency value. Allows you to preset a specific amount when creating new products.
Products: Trial
...
Is Trial Offered
The default setting that controls if the product you are selling has a trial period.
Is Trial Static Pre-Auth
Controls the amount of money you want to change the customer when they are signing up for the trial.
If disabled - the customer will be billed upfront for the whole trial duration
If enabled - the customer will be billed the amount specified in the Trial Pre-Auth Amount configuration setting (if the trial is free, for example).
Trial Length
The default catalog setting for the product trial length in the catalog. Allows you to preset a specific amount when creating new products.
Trial Length Unit
Refers to the Trial Length configuration value. This is also the default catalog setting for the product trial length unit in the catalog. Allows you to preset a specific amount when creating new products.
Trial Price
This is the default catalog setting for the product trial price unit in the catalog. Allows you to preset a specific amount when creating new products.
Trial Pre-Auth Amount
The amount to be billed to validate the credit card.
Trial Start Date
This is the default catalog setting for the product trial start date in the catalog. Allows you to preset this value when creating new products.
Payment methods: Available Payment Methods
...
The list below includes all supported Magento payment methods which are enabled in your Magento setup. You will be able to specify which of available and supported payment methods you would want to allow for recurring orders.
In the example above we are allowing all enabled and supported payment methods, but not the Authorize.net CIM.
ATTENTION: At least one of the payment methods should be active to correct subscription options configuration in products.
Customer Settings: Subscription Profiles Settings
...
Can Place On Hold
This setting controls if a customer can place orders on hold.
Example: If a customer has a monthly subscription for 1 pack of 250 paper plates, but it happens that they have not used all the plates yet and they can go another month w/o getting a new order. The customer can then log into their Magento subscription dashboard and place their recurring orders on hold. Then, they can re-activate next month without any interruptions to the service.
Can Cancel
...
One -Time Purchase Only
Go to Magento Admin panel - Catalog -Products – Edit subscription product
Scroll to the end of the page and expand the Subscription Options tab
Set Available For the option to One -Time Purchase Only
Go to Magento Frontend - open subscription product page
...
2. Recurring Purchase only
Go to Magento Admin panel - Catalog -Products – Edit subscription product
Scroll to the end of the page and expand the Subscription Options tab
Set Available For the option to Recurring Purchase only
Go to Magento Frontend - open subscription product page
...
3. One-Time and Recurring
Go to Magento Admin panel - Catalog - Products – Edit subscription product
Scroll to the end of the page and expand the Subscription Options tab
Set Available For the option to One -Time and Recurring
Go to Magento Frontend - open subscription product page
...
Start Date
Allows you, as a merchant, to control when the recurring order starts for your customers.
Available Start Date option:
Moment of purchase
Defined by customer
On the last day of the month
First day of the month
15th of every month
...
How Defined by customer Option works:
Go to Magento Admin panel - Catalog - Products – Edit subscription product
Scroll to the end of the page and expand the Subscription Options tab
Click in Manage button
Select Defined by customer from the “Start Date“ drop-down list
Go to Magento Frontend - open subscription product page
Click on the Change link under the Delivery Schedule section
Select the Start date and click the Update button
...
Lock Product Price
Mainly used for products where the product price remains the same for every billing frequency (eg. physical goods) or if the product price varies (eg. an hourly service, or a software license).
Go to Magento Admin panel - Catalog - Products – Edit subscription product
Scroll to the end of the page and expand the Subscription Options tab
Click in Manage button
Set Lock Product Price option to Yes
Click Next button
...
Go to Magento Admin panel - Catalog - Products – Edit subscription product
Scroll to the end of the page and expand the Subscription Options tab
Click in Manage button
Set Lock Product Price option to No
Click Next button
...
Unlock Preset Quantity
The product quantity will be preset for a customer and a customer cannot change product quantity when buying products. Example: Selling a monthly magazine subscription billed annually.
Go to Magento Admin panel - Catalog - Products – Edit subscription product
Scroll to the end of the page and expand the Subscription Options tab
Click in Manage button
Set Unlock Preset Quantity option to Yes
Click Next button
...
Go to Magento Admin panel - Catalog - Products – Edit subscription product
Scroll to the end of the page and expand the Subscription Options tab
Click in Manage button
Set Unlock Preset Quantity option to No
Click Next button
...
Savings Calculation
Used for service-based products. IMPORTANT: Will be departed in the near future.
Infinite Subscriptions
The recurring orders will continue unless the customer places the subscription on hold OR cancels.
Go to Magento Admin panel - Catalog - Products – Edit subscription product
Scroll to the end of the page and expand the Subscription Options tab
Click in Manage button
Set Infinite Subscriptions option to Yes
Go to Magento Frontend - open subscription product page
Check that customer is not able to change qty of payments
...
Go to Magento Admin panel - Catalog - Products – Edit subscription product
Scroll to the end of the page and expand the Subscription Options tab
Click in Manage button
Set Infinite Subscriptions option to No
Go to Magento Frontend - open subscription product page
Check that customer can change qty of payments
...
Products: Discount
IMPORTANT:This option is only available only if the Lock Product Price option is enabled for the product.
...
Offer Flat Discount
The default catalog setting for the product to determine if a flat discount is offered to customers when they choose to receive that product on a recurring basis.
Discount Amount
The default catalog setting for the product discount in the catalog when the product is purchased on a recurring basis. Allows you to preset a specific amount when creating new products.
Discount Type
Refers to the Discount Amount field and controls if the Discount Amount is a percentage or a flat currency value. Allows you to preset a specific amount when creating new products.
Go to Magento Admin panel - Catalog - Products – Edit subscription product
Scroll to the end of the page and expand the Subscription Options tab
Click in Manage button
Set Lock Product Price option to Yes
Set Offer Flat Discountoption to Yes
Set Discount Amount to 10 (for ex)
Ser Discount Type to Percent (for ex)
Go to Magento Frontend - open subscription product page and check the price difference
...
Products: Trial
...
Is Trial Offered
The default setting that controls if the product you are selling has a trial period.
Is Trial Static Pre-Auth
Controls the amount of money you want to change the customer when they are signing up for the trial.
If disabled - the customer will be billed upfront for the whole trial duration
If enabled - the customer will be billed the amount specified in the Trial Pre-Auth Amount configuration setting (if the trial is free, for example).
Trial Length
The default catalog setting for the product trial length in the catalog. Allows you to preset a specific amount when creating new products.
Trial Length Unit
Refers to the Trial Length configuration value. This is also the default catalog setting for the product trial length unit in the catalog. Allows you to preset a specific amount when creating new products.
Trial Price
This is the default catalog setting for the product trial price unit in the catalog. Allows you to preset a specific amount when creating new products.
Trial Pre-Auth Amount
The amount to be billed to validate the credit card.
Trial Start Date
This is the default catalog setting for the product trial start date in the catalog. Allows you to preset this value when creating new products.
Go to Magento Admin panel - Catalog - Products – Edit subscription product
Scroll to the end of the page and expand the Subscription Options tab
Click in Manage button
Set Is Trial Offered option to Yes
Set Trial Can Be Skipped option to Yes
Trial Length to 15
Trial Price to 15
Trial Start Date to Moment of purchase
Go to Magento Frontend - open subscription product page and check trial option
...
place order with a trial subscription
Go to My Account - My Subscriptions - Edit subscription
...
Payment methods: Available Payment Methods
...
The list below includes all supported Magento payment methods which are enabled in your Magento setup. You will be able to specify which of available and supported payment methods you would want to allow for recurring orders.
In the example above we are allowing all enabled and supported payment methods, but not the Authorize.net CIM.
ATTENTION: At least one of the payment methods should be active to correct subscription options configuration in products.
Customer Settings: Subscription Profiles Settings
...
Can Place On Hold
This setting controls if a customer can place orders on hold.
Example: If a customer has a monthly subscription for 1 pack of 250 paper plates, but it happens that they have not used all the plates yet and they can go another month w/o getting a new order. The customer can then log into their Magento subscription dashboard and place their recurring orders on hold. Then, they can re-activate next month without any interruptions to the service.
Go to Magento Admin panel - mPower - (Configuration) - Customer Settings - Subscription Profile Settings tab
Set Can Place On Hold option to Yes
Go to Magento Frontend - My Account - My Subscriptions
...
or click the Edit button on some subscription
...
Go to Magento Admin panel - mPower - (Configuration) - Customer Settings - Subscription Profile Settings tab
Set Can Place On Hold option to No
Go to Magento Frontend - My Account - My Subscriptions
...
Can Cancel
This setting controls if a customer can cancel their subscription orders themselves or if they would have to call/contact you to cancel.
Go to Magento Admin panel - mPower - (Configuration) - Customer Settings - Subscription Profile Settings tab
Set Can Cancel option to Yes
Go to Magento Frontend - My Account - My Subscriptions
...
Go to Magento Admin panel - mPower - (Configuration) - Customer Settings - Subscription Profile Settings tab
Set Can Cancel option to No
Go to Magento Frontend - My Account - My Subscriptions
...
Until Canceled
This setting controls if a customer is able to create recurring orders that don't run indefinitely.
Example: You may be selling a Magento support service to your customers. You may sign an annual contract with a customer where you bill them monthly for 50 hours of work. Your product may be an hour of support time and its a monthly subscription for 12 installments. If you do want to support this use case, you would want to set this setting to No.
Go to Magento Admin panel - mPower - (Configuration) - Customer Settings - Subscription Profile Settings tab
Set Until Canceled option to Yes
Go to Magento Admin panel - mPower - (Configuration) - Customer Settings - Subscription Profile Settings tab
Set Until Canceled option to No
Customer Settings: Subscriber Limitation
...