solved Allocate Subscriptions to user quotas

Isleander
Isleander
@isleander
4 years ago
554 posts
I have set up some subscriptions, but cannot see a way of allocating the subscriptions to user quotas. I was hoping that this would be enabled automatically when new members join.
Can anyone please help with this. Thank you.
updated by @isleander: 08/02/20 12:04:46AM
paul
@paul
4 years ago
4,326 posts
The quota that a user subscribes to (and the fall-back one when a subscription lapses) are selected in the Subscription Plan create and update forms.
hth


--
Paul Asher - JR Developer and System Import Specialist
Isleander
Isleander
@isleander
4 years ago
554 posts
paul:
The quota that a user subscribes to (and the fall-back one when a subscription lapses) are selected in the Subscription Plan create and update forms.
hth

My question is - how do new members sign up to subscriptions in the first place? There doesn't appear to be any option when a new member signs up to be able to pick a membership category (user quota). There is no option available on the create account screen. So how can I change this in order to add the membership categories?
douglas
@douglas
4 years ago
2,790 posts
Users can NOT signup to a subscription quota, they'll need to be in a regular/free quota before they can subscribe and automatically be moved to that subscription quota.

Hope this helps!


--

Douglas Hackney
Jamroom Team - Designer/Developer/Support
FAQ-Docs-Help Videos

updated by @douglas: 04/30/20 05:28:27AM
Isleander
Isleander
@isleander
4 years ago
554 posts
OK - thank you Douglas. But how exactly can I do that? I can't find one...
paul
@paul
4 years ago
4,326 posts
Users will signup for free to your 'Trial Members' quota.
You then need to make two subscription plans, one to subscribe to the 'Regal' quota, the other to the 'Standard' quota.
Users in the Trial quota will see a subscriptions tab with the options to upgrade to one of these paid for quotas.
hth


--
Paul Asher - JR Developer and System Import Specialist
Isleander
Isleander
@isleander
4 years ago
554 posts
@Paul. I had previously set up these subscriptions, so I am assuming the quotas will be available to each new member at the end of the trial period.
Will members with a free trial membership be able to renew with another free trial?
If yes, how can I set it up to automatically terminate their membership subscription if they do not upgrade to another subscription? Thank you.
paul
@paul
4 years ago
4,326 posts
Quote: I had previously set up these subscriptions, so I am assuming the quotas will be available to each new member at the end of the trial period.
Will members with a free trial membership be able to renew with another free trial?
If yes, how can I set it up to automatically terminate their membership subscription if they do not upgrade to another subscription? Thank you.

Your 'trial' quota is your signup quota. That doesn't need to be a subscription plan. Users in that quota can optionally subscribe to the paid quotas. There is no 'trial period' in this free signup quota. However, you can offer a free trial period in the subscription quotas, so that users can assess if they want the additional features offered.
If users don't subscribe to any plan, they remain in the free signup quota.
Hope that makes sense?


--
Paul Asher - JR Developer and System Import Specialist
Isleander
Isleander
@isleander
4 years ago
554 posts
paul:Your 'trial' quota is your signup quota. That doesn't need to be a subscription plan. Users in that quota can optionally subscribe to the paid quotas. There is no 'trial period' in this free signup quota. However, you can offer a free trial period in the subscription quotas, so that users can assess if they want the additional features offered.
If users don't subscribe to any plan, they remain in the free signup quota.
Hope that makes sense?

OK yes, that's very clear, thank you Paul.