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Subscription Management 1.0 and 2.0

Note

By default, subscription management 1.0 is set up for all client accounts. If you are interested in using subscription management 2.0, contact Client Experience.

When we migrate your client account from subscription management 1.0 to 2.0, we will perform a batch update for all existing subscriptions:

  • Subscriptions with the status Deactivated – Awaiting Reinstate will get a manual renewal type, and their status will change to Active – Active.
  • All other subscriptions will get the automatic renewal type, and their status will remain the same.

Subscription management 2.0 revolves around a customer self-service UI, which allows customers to manage their subscriptions. You can either rely on the cleverbridge customer self-service UI or build your own self-service UI using our APIs. For more information, see Offering Self-Service Solutions to Subscription Customers.

cleverbridge offers two types of subscription management:

  • Subscription management 1.0 with a basic feature set for managing renewals, cancelations, and reactivations.
  • Subscription management 2.0 with a subscription-centric approach that allows both you and the customer to better understand how the subscription will renew (automatic vs. manual), which status the subscription has (Active vs. Deactivated), and which products will be charged upon renewal.

The following table summarizes the main differences:

  Subscription Management 1.0 Subscription Management 2.0
Automatic/Manual Renewal
  • There is not a renewal type attribute on the subscription level
  • Renewal is set on the product level and influences the subscription status and item status
  • Renewal type is always an attribute of the subscription. Possible values are manual and automatic
  • Renewal type is independent of the product itself, and subscription status and item status
Product Setup
  • Two separate products must be created, one for manual-renewal subscriptions and the other for automatic-renewal subscriptions
  • One product is created for both automatic- and manual-renewal subscriptions
Signup Process
  • Either the auto- or manual-renewal product is used for the subscription, depending on which renewal options the customer selects
  • Customers subscribe to different products
  • The subscription gets either a manual or automatic renewal type, depending on the setting of the checkbox "Confirm auto-renewal"
  • Customers subscribe to the same product
Subscription Status & Item Status
  • Automatic-renewal subscriptions start with the status combination Active – Active
  • Manual-renewal subscriptions start with the status combination Deactivated – Awaiting Reinstate
APIs & Notifications

Turn off the automatic renewal option on subscription item basis using the following API endpoints:

Corresponding notifications:

Turn off the automatic renewal option for the entire subscription using the following API endpoint:

Corresponding notification:

Commerce Assistant
  • Subscription Billing tab of Purchase viewer shows the subscription status and item status of the subscription
  • To change the renewal to manual, click the Await Reinstate button
  • Subscription Billing tab of Purchase viewer shows the renewal type of the subscription
  • To change the renewal to manual, click the Switch to Manual Renewal button
cleverbridge Customer Self-Service
  • Customers can cancel or reinstate individual subscription items
  • No option to turn on/off automatic renewal for the subscription

For single-item subscriptions:

  • Customers can turn on/off automatic renewal for the subscription
  • No option to cancel or reinstate the item

For multi-item subscriptions:

  • Customers can cancel or reinstate individual subscription items
  • Option to turn on/off automatic renewal for the subscription

For a more detailed description of the differences between subscription management 1.0 and 2.0, see the following: