New starts

Goal

The goal of this tutorial is to show you how to configure some of the Subscription Purchases in the Solicitor Concierge and Content Management System (CMS) dashboards. This guide explores the four following types:

Navigate to your desired Subscription Purchase type to learn more. You can also view the workflows for a visual representation for NCS Circ or Matrix.

Please note that the complimentary subscription guide and 'Day Pass' subscription guide were moved to separate page

Before you start

Make sure you meet the pre-requisites before starting the tutorial steps and reach out to a Naviga Implementation Manager to ensure Solicitor Concierge and CMS components are configured and structured properly.

For general offer group setup please see the proper section of the Solicitor Concierge User Guide

Digital ZIP-only Subscription Purchase

A Digital ZIP-only Subscription Purchase requires a subscriber to enter only a postal code (and not a complete address) while making a purchase.

Goal

The goal of this section is to explain how to configure a Digital ZIP-only Subscription Purchase in Naviga's Solicitor Concierge and CMS dashboards.

Pre-requisites

For this feature to be implemented the following pre-requisites must be met:

  • For NCS: the minimum Subscribe version is 3.13 and minimum circ version is 2018.5

  • For CircPro: the minimum Subscribe version is 3.15 and minimum circ version is 2021-3

  • Matrix currently does not support this flow. However, it can be developed.

Solicitor Concierge setup

From the Solicitor Concierge dashboard:

  1. Select offer groups from the left sidebar. Your offer groups will appear in a list to the right.

  2. Select an offer group from the list, or create a new offer group.

  3. Select the additional options category, then select the address requirements drop-down menu.

  4. Uncheck the run product delivery check, billing address, and delivery address boxes.

  5. Select update or save as new.

CMS setup

From the CMS dashboard:

  1. Select subscription panel then presentations. Be sure to apply these changes to the newspaper level.

  2. Choose your desired presentation from the drop-down menu.

  3. Add the Independent Address V3 as a child component to the Step V3 component. To collect other information we recommend using the User Information V3 component

  4. Select save and clear your app's cache by selecting the manage cache button, then the relevant app.

For a successful start in circ system the following information is required: First Name, Last Name, Email and Zipcode

Please note that Independent Address V3 component supports taxing only from Subscribe 3.14.3

Please note that the tax amount (and hence the total price) is dependent on the zip code. For the best user experience, we recommend collecting zip code before the Payment Step. Otherwise, the tax amount and the total price shall be recalculated.

Outcome

Congratulations! You've added a Digital ZIP-only Subscription Purchase in the Solicitor Concierge and CMS dashboards.

Start-and-bill Subscription Purchase

A start-and-bill Subscription Purchase allows the subscriber to begin a subscription and pay for it later via invoice. The subscriber is not required to provide payment information.

Goal

The goal of this section is to explain how to configure a start-and-bill Subscription Purchase in Naviga's Solicitor Concierge and CMS dashboards.

Pre-requisites

For this feature to be implemented the following pre-requisites must be met:

  • For NCS Circ: the minimum Subscribe version is 3.13 and the minimum NCS circ version is 2018.5

  • For Matrix: the minimum Subscribe version is 3.15.1 and the minimum Matrix version is 38.00.034 P5

Solicitor Concierge setup

From the Solicitor Concierge dashboard:

  1. Select offer groups from the left sidebar. Your offer groups will appear in a list to the right.

  2. Select an offer group from the list, or create a new offer group.

  3. Select the additional options category, then select the payment method drop-down menu.

  4. Check the billed box.

  5. Select update or save as new.

CMS setup

From the CMS dashboard:

  1. Select subscription panel then presentations. Be sure to apply these changes to the newspaper level.

  2. Choose your desired presentation from the drop-down menu.

  3. Add the Bill Me V3 as a child component to the Payment Method V3 component.

  4. Select save and clear your app's cache by selecting the manage cache button, then the relevant app.

Please note that you can have other payment methods as children of the Payment Method V3 component - only those payment methods checked in Solicitor Concierge will be displayed

Outcome

Congratulations! You've added a start-and-bill Subscription Purchase in the Solicitor Concierge and CMS dashboards.

Campaign-code Subscription Purchase

A campaign-code Subscription Purchase minimizes the amount of data you need to enter. Instead of entering circulation-specific data (rate code, term, length, etc.), a single campaign code is sufficient.

Goal

The goal of this section is to explain how to configure a campaign-code Subscription Purchase in Naviga's Solicitor Concierge and CMS dashboard.

Pre-requisites

For this feature to be implemented the following pre-requisites must be met:

  • Minimum Subscribe version is 3.14.0 and minimum NCS circ version is 2014.5

Solicitor Concierge setup

From the Solicitor Concierge dashboard:

  1. Select offer groups from the left sidebar. Your offer groups will appear in a list to the right.

  2. Select an offer group from the list, or create a new offer group.

  3. Select the coding category, then select the custom codes drop-down menu.

  4. Select the NCS campaign code value from the Campaign Code 1 field. After you have selected the campaign code then the rate code, reason code, term length and billing method will be automatically prepopulated with valid values that were setup in NCS circ.

  5. Select update or save as new.

CMS setup

Configure a campaign-code Subscription Purchase just as you would do for a regular Subscription Purchase, no additional setup is needed

Outcome

Congratulations! You've added a campaign-code Subscription Purchase in the Solicitor Concierge and CMS dashboards.

See also: Configure activation fees for Subscription Purchases

Frictionless (seamless) checkout

Goal

The goal of this section is to explain how to configure a frictionless checkout for Subscription Purchase in Naviga's Solicitor Concierge and CMS dashboard.

Details

This checkout has several main advantages:

  1. Make it easier for users to start a subscription online. Reduce the time it takes to start a subscription as well as the number of error states

  2. PayWay hosted page can be customized (Set labels and placeholders' text, show\hide fields, added fields for zip code and phone number, display T&C of selected offer)

  3. Consume billing information from the external sources (PayWay form, GooglePay, ApplePay) and pass it into POST /Subscriptions even if the billing address component doesn’t exist in presentation

Pre-requisites

  • The minimum Subscribe version required is 3.14

  • Client should be using Payway payment provider

  • For ZIP-only starts minimum NCS circ version is 2018.5 and the minimum CircPro version is 2021-3

Solicitor Concierge setup

For ZIP-only starts please see this guide. For regular starts, no additional setup is needed

CMS setup

To configure a frictionless checkout low you need to set Seamless as the Presentation Theme:

  1. From the CMS, select the Hierarchy button and choose a level (Client, Newspaper Group, or Newspaper).

  2. Select Subscription Panel, then choose Presentations.

  3. From the drop-down menu, select the Presentation you wish to edit. The Presentation's structure and components appear below.

  4. Navigate to the Presentation Properties component and select the Details button. The component's properties expand below. Ensure the following property is configured: Theme - choose either Seamless

  5. Select Save.

Starting from 3.15.3 the following changes were made:

  • OfferTopContainer.Styling.BackgroundColorproperty was replaced by OfferTopContainer.Styling.BackgroundColor.Left and OfferTopContainer.Styling.BackgroundColor.Right for the Sticky Note to be able to support gradient. If set only one colour then the header will have solid colour

  • subscription price, tax amount and total price can be shown at the Checkout step at the same time - please use the toggles in Sticky Note component: Pricing Amount Show, Pricing TaxAmount Show, Pricing TotalPrice Show

No action is required from the business user to support the new version of the Payway iFrame - all the fields in the CreditCardEdgil component should be automatically populated via a script being a part of the CMS database setup.

Also, below you can find examples of the structure templates to configure the presentations that match the designs

Structure template for No landing with address

  • Presentation Properties V3

  • Header V3

  • Page V3

    • Offer Selector - Tiles V3

  • Page V3

    • Sticky Note V3

    • Step V3

      • User Information V3

      • Information V3 (to specify T&C)

  • Page V3

    • Sticky Note V3

    • Step V3

      • Payment Methods V3

        • Credit Card Edgil V3 (turn on zipcode)

  • Page V3

    • Confirmation V3

  • Footer V3

The following points are optional to match the design at the screens:

  • isOnlinePaymentSystemsButtonsBelow property of the PaymentMethods component should be set to ON - this flag excludes additional payments like Google Pay, Apple Pay, PayPal from the list of available options and places them below Submit/Purchase button divided by the delimeter text. Otherwise, the additional payment methods would have been shown in the dropdown under the title of the Step. Please see the Payment Step - regular start screenshot above as an example

  • enumer show toggle of the Step component - displays/hides the Step number

  • offerTopContainer.enableCustomization toggle of the StickyNote component should be enabled - this allows you to manage the sticky note background component using theofferTopContainer.Styling.BackgroundColorproperties

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