Subscription Management migration
Although you can keep existing subscriptions on the Subscription Management 1.0 data model and use Subscription Management 2.0 only for new business, we strongly recommend a complete subscription migration. The migration updates legacy subscriptions with a renewal type and ensures that they comply with the Subscription Management 2.0 data structure in the Cleverbridge backend.
Because the data model can affect your system integration with Cleverbridge, migrating your subscriptions to 2.0 means that you won't need to maintain a legacy branch of your integration. It also simplifies processes for Customer Support teams because they won't need to follow separate procedures for each Subscription Management data model. For more information about the benefits of migration, see Subscription Management 1.0 and 2.0.
Subscription migration day
Your Cleverbridge contact will agree with you on a date and time to start the migration. The migration typically takes up to three hours, but the duration depends on the number of subscriptions you have.
If any of the integration changes discussed above apply to you, please plan your change release for the same day as the CB Subscription migration. It is especially important if you are updating your integration to our REST API for deactivation/reactivation of subscriptions that this change is released close to when your subscriptions receive the new data model. We estimate that a 3-hour delay between the migration and your updates is acceptable but we are happy to discuss any concerns and can provide guidance to achieve the closest possible sync between your system and the CB platform.
With the migration, the following updates are done:
- CB turns on Subscription Management 2.0 on your account. This means that all new business is created using the new data model.
- CB updates links & wording on confirmation pages and emails. With the update, customers are now linked to the CB subscription overview where they can toggle between automatic and manual renewal, instead of getting "cancel your subscription" links.
- CB turns on a redirect from old subscription cancellation or reinstate links. Customers opening those links are now redirected to the Subscription Overview.
- CB updates backend data on existing subscriptions to follow 2.0 data model.
- If you receive custom reports, CB will ensure that queries are updated to account for the changed subscription data model
- If CB runs email campaigns on your behalf, email trigger rules will be updated to account for the changed subscription data model.
On the day of the migration, we recommend that you do not perform major updates to your setup with Cleverbridge and limit updates to your system integration and license management to what's required for the CleverEssentials onboarding.
URL integration change
This section is only relevant if you currently link customers to CB hosted subscription management pages from your own emails or my-account area. There are no changes to the URL structure of regular CB shopping carts or checkout pages.
Subscription Management links
While we strongly recommend that you update the Subscription Management links to the Subscription Overview URL, CB also turns on a redirect on the day of the migration as a fallback solution. This way, old subscription cancellation or reinstate links will redirect the customer to the Subscription Overview page.
You can use the Subscription Management links not only to refer your customers to their Subscription Overview page, but also to directly send them to the Subscription Renewal or Subscription Upgrade pages.
Expiring links
If you have not yet updated your system to generate "Expiring Links" we recommend that this change is made as part of onboarding CleverEssentials. To learn more about the functionality logic and how to generate valid URLs, see the Expiring links article.