Permanently stop a subscription
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This feature allows you to permanently stop a subscription.
Permanent stops cannot overlap with other stops or transfers. You can update or cancel scheduled permanent stops in the scheduled stops/starts grid.
You can find this feature under the stop tab. To navigate here, perform a , and then select the stop tab.
Here are some helpful pointers when creating or updating permanent stops.
When creating a permanent stop, you will work through the stop saver workflow with the subscriber. Stop saver includes three steps (1. Benefit Section, 2. Stop Saver Offer, 3. Stop Subscription). These steps help stop a cancellation. Stop Saver is configurable in the Subscribe database. Clients must submit a Stop Saver Rules document that details their preferences.
Note: the stop saver feature will not appear for some reason types (e.g. deceased, office use only, etc.) These options are configurable in the Subscribe database.
Reason options come in real-time from a circulation database.
To create a permanent stop:
Select the permanent stop button.
Choose a cancellation reason from the drop-down list.
Optionally, read the benefits section to the subscriber. (This appears only if Stop Save is configured.) If the subscriber agrees to the suggested solution, select helpful: yes and stop this procedure. Otherwise, select helpful: no and continue to the next step.
Present the offer(s) to the subscriber. If the subscriber agrees to an offer, select it, choose when to implement the offer (Change Immediately, Change Next Billing Cycle, Schedule Change), then select helpful: yes to confirm the change. End the procedure. The updated offer is processed in real-time with the circulation system.
Otherwise, select helpful: no and continue to the next step.
Read the displayed message to the subscriber and choose when to stop the subscription
(change Immediately, Change Next Billing Cycle, Schedule Change). If scheduling for a future date, select a date. Note: If the subscription is in grace, and if you choose the next billing cycle, the subscription will end immediately by default. If you choose an end date after the grace period ends, the subscription will still end when the grace period ends. If a payment is made that brings the subscription out of grace, the selected end date will be honored.
Confirm the disclaimer text to the subscriber and select submit. The permanent stop is processed in real-time with the circulation system.
You can only cancel permanent stops with stop types values of NextBillingCycle or Specific Date. If the stop types value is Immediate, the permanent stop cannot be canceled.
To cancel a permanent stop:
Navigate to the scheduled stops/starts grid.
Select the cancel button next to the corresponding permanent stop.
Confirm you want to delete the record and select OK. The cancellation is processed in real-time with the circulation system.
You can only update permanent stops with stop types values of NextBillingCycle or Specific Date. If the stop types value is Immediate, the permanent stop cannot be updated.
To update a permanent stop:
Navigate to the scheduled stops/starts grid.
Select the change button next to the corresponding permanent stop.
Update the stop type, stop date, and reason. The stop date can updated only when you choose a stop type value of Specific Date.
Select submit. The update is processed in real-time with the circulation system.
This can help determine how and when to process permanent stops.
See also: , ,
