How can I make my products available for customers to be able to sign up for ongoing subscriptions?
First, log into your Order Management System and go to the Subscriptions section. Click on Preferences. There are some basic settings here for overall subscription options. Use the question marks to guide you.
Next, you'll need to add subscription options to a product. Go to Products and find the product you for which you would like to add subscription options. Click on the Subscription icon next to the product. The next page allows you enter subscription options. Indicate the number of options you wish to have for the product (10 max). The screen below should immediately change to open up new areas for you to define your subscription options. For each option, define Frequency (days, weeks, or months), the Discount offered for signing up for the subscription (if relevant), and term of the subscription. The Discount Percent option offers a discount as a percentage of the original price (i.e. 10% off). The Flat Discount option offers a flat dollar amount off (i.e. $10.00 off). The Discount To option lowers the price to the amount specified.
If you elect to populate the description, a link will be displayed by the subscription option in the store, and the description will be displayed when customers click the link.
The optional Sync Date allows you to synchronize subscriptions such that recurring orders are all on the same day. Starting on the Sync Date, all orders are placed periodically as defined by the Term. When a new subscription is created, the next order for that subscription is synchronized with the next periodic order date, unless the initial order is within the Exception Days of that date, in which case the following order date is used. The Exception Days field thus allows you to ensure that a customer does not receive two orders for the product in close succession.
Product subscription options can also be set up via import (Products / Import / Subscription Option Import.
Be sure to check the Training Center in your OMS for more information about managing subscriptions.
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