Account information

The Account Information tab displays information about the subscription/subscriber. From this tab, you can:

  • view account details, personal details, addresses, and products

  • update a subscriber's solicitation preference

  • restart a stopped subscription

To view subscription information, fill the appropriate search parameter fields, and select search.

  1. Find the desired subscriber/subscription from search results.

  2. Select the start call button of the desired subscription result.

    The application will prompt you to confirm the subscriber's email address.

  3. Choose either no email, the subscriber's email, or add a new email address and select OK.

Account Information Definitions

These are the account information definitions. These values return in real-time, via API calls to either the circulation database or the Subscribe database. The Source column in the table below indicates the database that stores the information.

Account Details

Term

Definition

Source

Account #

Circulation number.

Subscribe

Subscriber #

Naviga Subscribe's subscriber ID.

Subscribe

Auto-renew

Indicates whether the subscription renews automatically, for example, if the subscriber qualifies for EZ Pay.

Subscribe

Subscriber Since

Date of when subscriber began service (MM-DD-YYYY).

Subscribe

Subscriber Stop Date

Date of when subscriber ended service (MM-DD-YYYY).

Subscribe

Client

Name of the publication.

Subscribe

Trial

Indicates whether the subscription is a trial. Options are either yes or no.

Subscribe

Subscriber Status

Status of the subscriber's subscription.

Circulation (Subscribe for Matrix Circ users)

Next Publishing Date

Date the next publication is released in circ (MM-DD-YYYY). Only applicable to NCS Circ.

Circulation

Copies Until Expiration

Amount of subscription copies that a subscriber is scheduled to receive. If digital, days left of digital access. Only applicable to NCS Circ.

Circulation

Billing Method

Method of payment collection. Office Pay means their bill is paid to the office. Carrier Collect means the carrier collects payment upon delivery. Paid Comp and UnPaid Comp are complimentary subscriptions. Third Party refers to gift subscriptions. Only applicable to NCS Circ.

Subscribe

Delivery Method

Method of publication delivery. Options: Route Mail Online Mixed Hybrid. Only applicable to NCS Circ.

Subscribe

Personal Details

Term

Definition

Source

Company Name

Subscriber’s company name. Note: Subscriptions can be for either a company or an individual. Depending on the subscription type, either Company Name or First Name and Last Name will display.

Subscribe

First Name

Subscriber's first name. Note: Subscriptions can be for either a company or an individual. Depending on the subscription type, either Company Name or First Name and Last Name will display.

Subscribe

Last Name

Subscriber's last name.

Subscribe

Subscriber Email

Email address upon starting a subscription. Note: This may or may not be the subscriber's registered email, which a subscriber uses to gain access to digital subscriptions.

Subscribe

Primary Phone

Subscriber's primary phone number.

Subscribe

HH Sub Level

Means Household Subscription Level and refers to a numeric value that is associated with a subscriber’s entitlement access. The numeric values are not fixed and the client determines them. However, 99 typically refers to no access and 1 typically to full access. This field is editable.

Subscribe

Products

Term

Definition

Source

Product ID

Product ID number.

Subscribe

Copies

Amount of copies of a given publication that a subscriber receives each delivery.

Subscribe

Product

Name of the subscription product. Note: this is not the name of the publication itself.

Subscribe

Service Code

Code that indicates the service type (e.g., 7Day refers to a seven-day delivery or SooooFS a Fri, Sat, Sun delivery).

Subscribe

Delivery Frequency

Frequency a subscriber receives a publication (e.g., a Wednesday and Friday delivery would be We Fr).

Subscribe

AddOn

Any additional services a subscriber receives (e.g., a digital edition in addition to a print subscription or an activation of a free product).

Subscribe

Addresses

Term

Definition

Source

Billing Address

Subscriber's billing address. To edit addresses, check out this how-to.

Subscribe

Delivery Address

Subscriber's delivery address. To edit addresses, check out this how-to.

Subscribe

From the account information tab, you can also update a subscriber's solicitation preferences with the account update button and restart a subscription if it has been stopped.

See also: Update delivery and billing addresses, Update solicitation preferences, Restart a subscription

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