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Advanced Subscription Scheduling

Overview

This article describes the Advanced Subscription Scheduling feature, which lets you create highly customizable subscription lifecycle flows.

The Advanced Subscription Scheduling feature lets you configure your subscription product to have a pre-defined number of billings and then automatically renew into a different subscription product.

 Note

This feature must be enabled by FastSpring Support. Therefore, you may not currently have access to this feature in the FastSpring App. If you would like to take advantage of this feature, please contact Support and request to have Advanced Subscription Scheduling turned on.

Before requesting to have this feature enabled, please see the notes under Disabling Advanced Subscription Scheduling.

FastSpring supports a variety of subscription billing models, including each of the following:

For the latter option, you can optionally configure the subscription to automatically renew into a different subscription product following the final scheduled billing period. Following that renewal, the price, Charge Interval, and number of rebills for the new product will take effect in place of those for the original product. This feature allows you to achieve a variety of different rebill scenarios.

 

Configuring a Subscription to Renew Into a Different Product

Here is an illustration of how to configure a subscription to renew into a different product. The following procedure uses an example of a three-month trial subscription that has a single initial charge. After three months, we want the customer's subscription to renew into a different subscription product featuring monthly billing.

  1. From the main page of the FastSpring App, select the Products menu.


     
  2. Click the Subscriptions tab, and then select the subscription product you want to configure.


     
  3. In the subscription product's details page, click Edit in the Pricing section.


     
  4. In the Pricing dialog, set the Subscription Type to Standard. Set the Charge Interval to three months. Then, select the radio button next to Rebill for


     
  5. Specify the number of charges–including the initial purchase–that you want this subscription to have before renewing into a different product.
    • For example, if you want a three-month period with only the initial charge, set the Charge Interval to Every 3 Months and enter 1 in the Rebill for field.
    • As another example, suppose you wanted a monthly billing every month for three months (including the initial charge). In that case, you would set the Charge Interval to Monthly and enter 3 in the Rebill for field.
     
  6. Click the drop-down selector following periods and–its default value is Deactivate subscription–and select then renew into different product. The Renews Into field appears below the drop-down selector.
  7. In the Renews Into field, begin typing the name of the subscription product into which this subscription will automatically renew following the final rebill. As you type, matching available products appear below, and you can select the desired product using your keyboard or mouse.


     
  8. In case you select the wrong product by mistake or change your mind, click the red Remove link next to the product you want to remove.


     
  9. Scroll to the bottom of the Edit Subscription Pricing dialog and click Save to save your changes. Details of the upcoming subscription product now appear in the Pricing section.


     

 

Customer Experience

The customer experience for subscriptions with advanced scheduling is similar to that for subscriptions that do not have advanced scheduling. However, there are a couple of slight differences.

 

Placing an Order Via a Web Storefront

On a Web Storefront, when a customer selects a subscription product that you have configured to renew into a different product at a later date, the text "Multiple future rebills" appears with a Details link, as illustrated below.

Clicking either the Details link or the Subscription terms link causes more detailed information to appear, as shown here.

 

Placing an Order via a Popup Storefront

When a customer on a Popup Storefront purchases a subscription product that is configured to renew into a different product at a later date, the text View Details appears as a link, as illustrated below.

Clicking the View Details links causes more detailed information to appear in a popover dialog, as shown here.

 

Viewing Subscription Details on the Account Management Page

For subscriptions that have advanced scheduling, the Subscriptions tab of the Account Management site displays complete scheduling details when a customer clicks the Subscription terms link.

 

Viewing a Subscription Instance in the FastSpring App

When viewing the details of a subscription instance with advanced scheduling in the FastSpring App (e.g., by looking up a subscription via the Activity menu), both subscription products appear. The currently active product–that is, the one whose Pricing details govern current billings–appears in the Current Period field on the right-hand side of the page, and the upcoming product appears in the details of the Subscription Term. You can see the date range for each product, and a link to view more details.

As with any subscription instance, you can click the currently active product on the left-hand side of the page to drill into (and potentially change) the subscription billing details.

 

Webhooks and API Responses

Webhook events and API responses regarding subscriptions with advanced scheduling behave the same way as with regular subscriptions, with one addition:

On the date that the first product renews into the second product, a subscription.updated event will fire (if you have subscribed to that event) to indicate the new product associated with the subscription instance. However, FastSpring will not send the corresponding customer-facing email message regarding the update in this case.

 

Disabling Advanced Subscription Scheduling

You cannot disable the Advanced Subscription Scheduling feature directly from the FastSpring App. FastSpring Support can disable the feature for you upon request.

However, there are two important things to note about what happens when the feature is disabled:

  • If the feature is disabled, existing subscription instances that are scheduled to renew into another product are not affected or updated. They will still renew into the other product as scheduled; you cannot prevent this, except by canceling the subscriptions.
  • If the feature is disabled, subscription products with advanced scheduling remain configured that way unless you change them back via the product's Pricing field. However, doing so does not affect customers' existing subscriptions.

     Note About Changing a Subscription Product Back

    After Support disables the feature for you, the option to renew into a different product will no longer appear in the Pricing dialog. However, to change any given product back to no longer renew into a different product, you must click Save in the Pricing dialog even if you do not make any other changes. You will know the change was successful when the Pricing line on the subscription's main detail page no longer shows that it will renew into a different product.
     

In other words, disabling the feature only prevents new subscription products from being configured to renew into other products. It does not undo any advanced scheduling configurations that you made while the feature was enabled.

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