Offer Self-Service Solutions to Subscription Customers

Once customers have subscribed to your product(s), you can offer one-click, self-service options that allow them to manage their subscriptions. There are several ways to do this:

Self-Service Solutions

Cleverbridge Customer Emails

If your company does not want to deal with user account management, you can use our email service to allow your customers to self-manage their subscriptions. Cleverbridge regularly serves emails containing unique links to your subscription customers. The links redirect customers to Cleverbridge-hosted pages where they can do the following:

• Reactivate their subscription
• Deactivate their subscription
• Change the payment type Consolidates multiple payment methods into groups by the type of payment the customer uses, for example, Credit Card as a payment type that encompasses Visa Credit Card, Master Card Credit, Amex, in short: all credit cards. for all future billing events

In this basic form of subscription management, Cleverbridge handles all aspects of the customer An individual or business purchasing your product or service by placing an order through Cleverbridge. The customer is the end user of this product, as they are not allowed to resell the purchased products or services. ​ A customer is unique per client. If a customer purchases products or services from two different clients, there are 2 separate records of said customer.​ relationship. See Customer Email Types. After a change is made, notifications will keep you up-to-date. See Notification Types.

Customer Self-Service UI

If you want to provide your customers an all-in-one opportunity to manage their subscriptions, you can offer our out-of-the-box, self-service UI solution. the Cleverbridge Customer Self-Service portal allows customers to do the following:

• Deactivate and reactivate recurring billing for specific subscription items
• View their subscription plans and payment Exchange of money for goods and services in an acceptable amount to the customer where the payment amount has been agreed upon in advance. The customer can only pay with an accepted payment method. Each payment has an individual payment cost. schedule
• Change their payment information

This is an example of a self-service portal for customers who are subscribed to a plan with a single product:

This is an example of a self-service portal for customers who are subscribed to a plan with more than one product:

When a customer clicks on Manage plan, they are able to cancel single items within the subscription:

For clients on Subscription Management 2.0 Cleverbridge offers Subscription Management Portal. For more details, see Subscription Management Portal.

Build your own Self-Service UI

If your company deals with user account management and wants to take it to the next level, use our APIs to create a Customer Self-Service portal that allows customers to modify their subscriptions. To do so, complete the following:

1. Determine which options you want to offer to your customers. The following are some sample options you can offer, along with the corresponding REST and GraphQL API functions:

   Customer Option	REST API	GraphQL API
   View subscription details, including the next billing date	Endpoint: Get Subscription There is only one parameter passed when calling this function, SubscriptionID.	Query: query.subscription
   Upgrade a subscription or part of a multi-item subscription (immediately or at beginning of next billing interval)	Endpoint: Update Subscription Item More information: Upgrade a Subscription Immediately Increase Subscription Quantity or Volume Effective Next Billing Date	not available
   Downgrade a subscription or part of a multi-item subscription (at beginning of next billing interval)	Endpoint: Update Subscription Item More information: Downgrade a Subscription Effective Next Billing Date	not available
   Increase subscription quantity or volume (immediately or at beginning of next billing interval)	Endpoint: Update Subscription Item More information: Increase Subscription Quantity or Volume Immediately Increase Subscription Quantity or Volume Effective Next Billing Date	not available
   Purchase An order made by a customer and the records associated with it. add-ons for an active subscription (immediately or at beginning of next billing interval)	Endpoint: Add Subscription Item More information: Add Item to a Subscription for Immediate Billing Add Item to a Subscription for Future Billing	not available
   Change the payment method Describes the actual payment method used by the customer to complete the purchase, for example, Visa, wire transfer, or SEPA Direct Debit. for a subscription	Endpoint: Get Purchase > ChangePaymentSubscriptionUrl More information: Permanent Links	Query: query.subscription > changePaymentUrl
   Renew a subscription with an automatic or manual renewal type (applied immediately)	Endpoint: Renew Subscription More information:  Renew a Manual-Renewal Subscription Ahead of Schedule	Mutation: mutation.renewSubscription
   Suspend a subscription or cancel part of a multi-item subscription (remove product(s) from future renewals)	Endpoint: Deactivate Subscription Items More information: Cancel Part of a Multi-Item Subscription	Mutation: mutation.deactivateSubscriptionItem
   Reactivate a subscription or part of a multi-item subscription after it has been suspended	Endpoint: Reinstate Subscription Items More information: Turn On Automatic Renewal (Subscription Management 1.0) Reactivate a Subscription Retroactively Track Performance of a Promotional Campaign for Subscription Customers	Mutation: mutation.reinstateSubscriptionItem
   Turn on or turn off automatic renewal	Endpoints: Deactivate Subscription Items, Reinstate Subscription Items Endpoint: Update Subscription Renewal Type Turn On Automatic Renewal (Subscription Management 1.0) Update Subscription Renewal Type	Mutations: mutation.deactivateSubscriptionItem, mutation.reinstateSubscriptionItem Mutation: mutation.updateRenewalType
   Change contact information	Endpoint: Update Contact Update Customer Contact Information	Mutation: mutation.updateContact More information: Update Customer Contact Information
   View invoices and receipts	not available	Query: query.purchaseDocuments More information: View Purchase Documents

2. Design your Customer Self-Service portal and integrate the corresponding REST or GraphQL API functions.
3. Make your Customer Self-Service portal easy to find. You could link to the self-service portal from the following sources:
   • Website
   • Subscription communication (signup confirmations, reminders to renew subscriptions, requests to update payment details, etc.)
   • Marketing communication (emails containing special offers, discount codes, etc.)

   Tip

   The more you communicate with your customers about the options offered in your self-service portal, the more likely they are to renew or upgrade their subscriptions.

Quick Facts about Self-Service Solutions

Self-Service Features	Customer Emails	Customer Self-Service UI	Build Self-Service UI using APIs
Reactivate subscription	✔	✔	✔
Deactivate subscription	✔	✔	✔
Change payment type	✔	✔	✔
Change payment information		✔	✔
View subscription plans and payment schedule		✔	✔
Deactivate and reactivate recurring billing for specific subscription items		✔	✔
Switch their subscription billing configuration from automatic to manual (and vice versa)		✔	✔
Use advanced subscription management features		✔	✔
Update customer contact information		✔	✔