Create a new subscription

This guide describes and provides instructions for creating new subscriptions.

Navigation

This feature is found in the subscription search window. Navigate here and select the +add account and start call button to create new subscriptions.

Create a new subscription

Account registration is not created at this step. The subscriber does this on their own via self-service or the publication's website.

Part 1

After selecting the +add account and start call button:

1. Select either no email or add an email with other email. This email address will be the selected email address. It will be recorded in the event log and a confirmation of events will be sent to it.

2. Select the publication name from the drop-down menu.

3. Select a start type. Voluntary displays offers associated with your sales team and code displays offers associated with that particular code.

4. Select the source of the subscription from the drop-down menu.

5. Select the email only offer. Filter the results with the search and postal/ZIP code fields.

6. Select go to CSR portal.

Part 2

The order in which information is collected depends on the presentation set up in the CMS.

You will be taken to the New Start Portal. From this screen:

1. Enter the subscriber's address information and select continue. Note: Digital ZIP-only and digital subscriptions will require only a postal code.

2. Enter the subscriber's payment information and select continue. Payment information is not required for both complimentary and start-and-bill subscriptions.

3. Confirm the subscriber’s address and payment information then select place your order.

This procedure is a best-practice example. The order in which a subscriber's payment and address information is collected may change, depending on how the client has configured their CMS.

See also: Configure Subscription Purchases in Solicitor Concierge