Adding Subscription Plans

Purpose:

The purpose of this walkthrough is to help you set up your subscription if you have not done so after adding your products. This will show you how to add a subscription plan through the "subscription plan" tab available in our CRM. 

 

Pre Requisites:

  • Products already created in the system

  • Prices and descriptions

  • Subscription plan periods

  • Product images 

  • Review Adding Your Products if you haven't done so already 

  • To pick up where you left off, you will click Subscription Plans 

 

 

  • Here is the screen where you can view all your plans for this particular product. Click the plus sign to add additional plans. 

 

 

  • Here you will follow the steps to add your plan. First, you will need to name your plan. Click continue

 

  • Choose the payment period for your plan, you have plenty of options to choose from. 

 

  • Once you have chosen, you will need to also select if your plan is ongoing or if it's for a specific period of time. and if you will be offering a free trial or not 

 

  • Just like your product, you can select which selling channel your plan will be available

 

  • Next you will name the price of your plan. 

 

  • Lastly, you can decide when your customers will be notified of an upcoming payment. 

 

  • Once you have completed all steps make sure to click save 

 

  • Once you've saved, you will see your plan displayed here and you can look at the plan in more detail, add metadata, or delete. 

 

  • When clicking Show, you will be taken to this area and you can also edit the plan here as well. 

 

  • You can add as many subscription plans as you like. 

Checklist:

  • Products created 

  • Subscription prices and descriptions

  • Content for subscription (images)