Subscriptions

Subscriptions Overview

Subscriptions allow customers to purchase multiple products and events using either a bundle or token-based subscription. Any product may be set up as a purchasable item.

Bundle subscriptions allow customers to buy a set of products. Products are managed in Freestone™ Client Administration portals, and may be determined by learning channel(s) or event(s).

Token-based subscriptions are used by customers to purchase products in Freestone™ Client Administration portals. A set number of tokens are purchased, and then surrendered by the customer in exchange for products. Tokens are managed through the Seminar Editor in the Courses section of Freestone™ Client Administration portals.

Subscriptions must be activated for the Freestone™ Client Administration Portal by a Peach New Media Account Director.

Creating Subscriptions

The following steps will assist you in creating subscriptions.

  1. Log in to your Freestone™ Client Administration portal using the username and password provided by Peach New Media.
  2. Open the Subscriptions tab in the top navigation bar to open the Subscriptions page.

  1. Navigate to the Subscription Links pane on the left side of your screen, and select the type of subscription you will offer.

  1. Bundle Subscriptions allow customers to purchase a specific set of products.
    1. Selecting Create Bundle Subscription will open a new page with the Subscription Editor.

  1. Create a Name for the Bundle Subscription. Letters and numbers may be used; however, the name should be short and describe the type of subscription.
  2. Write a description of the subscription in the field titled Description, then determine the status of the subscription.
  3. If the subscription may be purchased in customers’ classrooms, click the Display on Site box. A checkmark signifies this subscription is live.
  4. Click the right arrow under the Review and Continue heading when this section is complete.
  1. You will be taken to the next page, where you will determine the types of customers who may have access to the subscription.

  1. Purchaser Type determines whether the program is “Not For Sale” or “Individuals.”
    1. “Not For Sale” means that the Bundle Subscription is no longer available for purchase, but customers may continue to use their subscription.
    2. “Individuals” refers to customers, and must be selected in order to sell the Bundle Subscriptions.
  2. The Membership options refer to the ability of customers to access the subscription.
    1. Membership Matters allows for member and non-member pricing of the subscription.
    2. Members Only only allows access to purchasing the subscription for an organization’s members.
    3. Membership Does Not Matter allows any customer, regardless of membership in the organization, to purchase the subscription.
  3. Enter a numerical value in the Price box. The number should be entered using numbers only, and a decimal point. If the subscription were to cost $350, 350.00 would be entered into the pricing box. If “Membership Matters” was selected in the Membership drop down, the first price box refers to members’ price, while the non-member price box is the non-discounted amount for other customers.

  4. Click the right arrow under the Review and Continue heading when this section is complete.

  1. The next step in the process is the content and product selections.

  1. Available Content provides multiple fields that allow all content or only specific content to be provided to subscription customers. A combination of the options in this section may be used to build the subscription.

    1. All Available refers to the programs a customer will receive when purchasing the subscription. If the box is checked, all content hosted in the Freestone™ Client Administration portal will be available.

    2. Add Channel allows a specific set of programs to be available through the subscription. If content is placed into channels via the seminar editor, the list of channels will be added into the dropdown menu. To add a content channel, select the channel from the drop down menu, and click the “Add” button. Multiple channels may be added per subscription.

    3. Preload Course is an automatically available program, or set of programs, that come at no cost to the subscriber. The program or programs included are free. To add a preloaded course or courses, select the course from the dropdown menu, and click the “Add” button. A window will open that requires a medium type to be selected. Select the Medium Type that will be offered for the preloaded course. Ensure the medium type in this menu matches the medium type of the course in the seminar editor. There may be multiple preloaded courses per subscription.

  2. The Product Type must be selected in the next section. Product types refer to the mediums that are accessible to subscription purchasers. Product types must be an exact match to the product type assigned in the seminar editor. If a channel with courses that are “Streaming” is added, the “Streaming” product must be selected in the Product Type box. To add a product type, select the product, and click the “Add” button.

  1. Once the Product Type has been entered, the subscription will be automatically saved. To view the storefront as a customer, click the Store Home Page under the Status menu on the left side of the screen. To view specific, available subscriptions as a customer, click Subscriptions Page under the Status menu on the left side of the screen.
  1. Token Based Subscriptionsallow customers to purchase a set number of tokens that can be redeemed to access content. Every seminar that will be available to token subscription customers must have an associated token value in the Products and Pricing section of the seminar editor.
    1. Selecting “Create Token Based Subscription” will open a new page with the Subscription Editor.

  1. Create a Name for the Token Based Subscription. Letters and numbers may be used; however, the name should be short and describe the type of subscription.
  2. Write a description of the subscription in the field titled Description, then determine the status of the subscription.
  3. If the subscription may be purchased in customers’ classrooms, click the Display on Site box. A checkmark will appear if the subscription is available for purchase.
  4. Click the right arrow under the Review and Continue heading when this section is complete.
  1. You will be taken to the next page, titled Pricing and Access. From this page, determine the types of customers who may have access to the subscription.

  1. Purchaser Type determines whether the program is “Not For Sale” or “Individuals.”
    1. “Not For Sale” means that the Bundle Subscription is no longer available for purchase, but customers may continue to use their subscription.
    2. “Individuals” refers to customers who will use the subscription on their own.
    3. “Firms” allows a company or an organization to purchase a large subscription and distribute the tokens among employees or members.
    4. “Individuals & Firms” allows both customers and companies or organizations to purchase token based subscriptions.
  2. The Membership options refer to the ability of customers to access the subscription.
    1. “Membership Matters” allows for member and non-member pricing of the subscription.
    2. “Members Only” only allows access to purchasing the subscription for an organization’s members.
    3. “Membership Does Not Matter” allows any customer, regardless of membership in the organization, to purchase the subscription.
  3. Enter a the number of tokens in the Token box. The number should be entered using numbers only. If 500 tokens were to be provided to purchasers, 500 would be entered into this box.

  4. Enter the cost of the tokens into the Price box. If the subscription were to cost $350, 350.00 would be entered into the pricing box. If “Membership Matters” was selected in the Membership drop down, the first price box refers to members’ price, while the non-member price box is the non-discounted amount for other customers.

  5. Token subscriptions have the flexibility to expire at a set date or after a certain amount of time. Adjust the Expiration Type by clicking on the down arrow.

    1. “No Expiration” means the tokens may be used until the customer no longer has tokens in their account.

    2. “By Days After Purchase” allows tokens to be used for a specific number of days after the subscription has been ordered. When this option is selected, the Days box must be assigned a numerical value.

    3. “By Specific Date” selects a date when the subscription will expire. When this option is selected, the Date box must be completed.

  6. Click the right arrow under the Review and Continue heading when this section is complete.

  1. The next step in the process is the content and product selections.

  1. Preload Course is an automatically available program, or set of programs, that require no token to be exchanged for access. To add a preloaded course or courses, select the course from the dropdown menu, and click the “Add” button. Select the Medium Type that will be offered for the preloaded course. Ensure the medium type in this menu matches the medium type of the course in the seminar editor. There may be multiple preloaded courses per subscription. 

  2. Product Type refers to the mediums that are accessible to subscription purchasers. Product types must be an exact match to the product type assigned in the seminar editor. If a channel with courses that are “Streaming” is added, the “Streaming” product must be selected in the Product Type box. To add a product type, select the product, and click the “Add” button.

  1. Once the Product Type has been entered, the subscription will be automatically saved. To view the storefront as a customer, click the Store Home Page under the Status menu on the left side of the screen. To view specific, available subscriptions as a customer, click Subscriptions Page under the Status menu on the left side of the screen.

Managing Subscriptions

Subscriptions may be managed by clicking on the Subscriptions section in the navigation bar at the top of the screen. The My Subscriptions panel shows the subscription’s name, price, type and if it is displayed for purchase. All subscriptions, whether displayed on the customer’s site or not, are shown in the My Subscriptions panel.

Each subscription may be edited by clicking on the name of the subscription in the My Subscriptions panel. To make end the sale of a subscription, change the display option in the Subscription Editor. You can easily view if a subscription is available or unavailable in the My Subscriptions panel. As seen below, a green check means customers can purchase a subscription because it is displayed on your site. A red X shows the subscription is unavailable to customers.

 

 

Quick Tips

When working with subscriptions, remember the following:

  • Subscriptions may not be deleted, and must be marked as displayed or not displayed
  • Token Based Subscriptions only work when token values are assigned to specific seminars
  • Provided product types in a subscription must match the product types of the seminars
  • Marking a subscription as “Not For Sale” allows customers who’ve already purchased the subscription to keep using it, but does not allow new purchasers