Gift Subscriptions (NCS Circ)
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DISCLAIMER
Product Information contained within this document, including technical information and functional specifications, is subject to change without notice. Naviga reserves the right to make any changes to the information in this document at any time without notice. Naviga makes no warranty, representation, or guarantee regarding the suitability of its products and services for any particular purpose.
Gift Subscription is a unique Subscribe feature that is currently available exclusively to NCS clients. As the name implies, this feature allows an end user to buy a subscription and gift it to a dear one.
The end user who purchases the subscription will be referred to as the Purchaser in the Gift workflow. The one who receives the gift will be referred to as the Recipient in the flow.
The Gift subscription workflow can be divided into two: Purchase flow and Redeeming flow.
Purchase flow - the purchaser purchasing a gift offer from the Subscription Panel and its associated events.
Redeeming flow - the recipient redeeming the gift subscription and its associated events.
The purchaser navigates to the Subscription Panel. Selects a Gift offer.
Enter the details of the purchaser, and recipient in the CUSTOMER INFORMATION tab. Click Continue. Note: If the purchaser is a known user (Email ID already available in the Subscribe database), after entering the purchaser Email ID, a configurable info message will be displayed, ‘This email is already in use’. If the user is a new user (user details not available with Subscribe yet), after entering the Email ID, the user will be prompted to enter a password and then to confirm the password. Refer to the image below.
Select the Payment method (Credit card or Bank Account) in the PAYMENT INFORMATION tab. Enter the payment details accordingly. Click Submit.
4. The entered payment details will be displayed once more for confirmation. If everything is fine, click Continue. If any of the payment details to be edited, click the pen icon to edit the details before continuing with the payment.
Note: It is also possible to edit the already entered Customer Information details by selecting the ‘CUSTOMER INFORMATION’ tab.
5. The ORDER SUMMARY tab gives a summary of the current order. In this tab:
Any information (customer or payment) entered so far can be edited, if required.
If the gift subscription has to be started on a specific date in future, uncheck the box ‘Start the Gift Subscription Immediately’. Click on the Date field and select an available date from the date picker.
Accepting Terms and Conditions checkbox is selected by default. Do not uncheck this option. Unchecking will restrict the user from placing the order.
Click Place your order.
Once the order is placed successfully, the purchaser will be navigated to the Congratulatory page where all the details of the gift order is displayed.
The Purchase flow is complete now.
Note: Although the purchase flow concludes here, Subscribe offers the purchaser an option to manage this subscription. To do so, the purchaser must log in to the Self-Service portal by clicking the final button displayed on the congratulatory page. This button may appear as either 'Log In' or 'Continue' depending on the purchaser's status. If the purchaser is a known user to Subscribe, they will see a 'Log In' button on the congratulatory page. If the purchaser is a first-time user, they will see a 'Continue' button instead.
7. Once the purchase is complete (upon displaying the congratulatory page), an info mail will be triggered to the Purchaser.
8. An additional email will be sent to the recipient, notifying them about the gift subscription they have received. This recipient email will contain a unique link and a gift code to redeem the gift subscription. Note: Regardless of the selected start date for the subscription, both the purchaser and recipient emails will be triggered in real-time upon successful completion of the payment.
Subscribe supports Digital-only gifts. This avoids potential issues with purchasing a print gift subscription that could not be delivered to the giftee's actual address.
Subscribe transactional mails (the info mail sent to the purchaser, the notification to the recipient, etc.) will be sent to purchaser and/or recipient in real time after the successful completion of payment. However, if you want to notify the recipient on a specific date, then it is recommended to use Discover OR client-preferred EMS to schedule the recipient email.
The hyperlink that navigates the user to the Redeem presentation and the coupon code with which gift subscription can be redeemed will be incorporated in the transactional emails sent both to the purchaser and the recipient.
The validity period for redeeming a gift subscription can be defined by the MG2Control App setting CountOfDaysBeforeCouponSubscriptionStartDate. If required, this value can be overridden by the date entered in the Scheduled Start V3 component in the gift offer purchase presentation.
If the gift is not redeemed by the recipient during the predefined period, then it will start automatically and will be assigned to the purchaser. This allows for handling timely revenue recognition.
To achieve a successful Gift flow as depicted above, certain settings need to be configured in:
SolCon
CMS
SubCon Admin (transactional emails)
NCS Circ
Implementation Settings
In Solcon, a Gift offer must be created.
Open SolCon. Navigate to Offer Groups. Click the '+' button to create a new Offer Group.
Add Publications, and Product. The Product should be ‘digital only’. Set the desired price.
Make sure that the product selected in the offer is ‘digital only’.
In the Marketplaces section, select ‘Subscription Panel’ as the Sales Platform. Configure the SP url without fail.
Configure Terms & Conditions only if you want Terms & Conditions to be displayed on the offer. Hence it is optional.
Configure the Marketing Text if you want to appear it on the offer. It is optional.
In the Coding section, do the following setups: 1. Under Household levels, select the Publication and the Household level from the corresponding drop-downs. 2. Under Custom Codes, select value for the Source field. The Campaign code must not be set up for Gift offer. 3. Under Billing System Codes, select the Rate Code. Depending on the value of the Rate code, Term and Term Length fields will be auto-populated from the Circ system. Select Reason Code, Billing Method fields. Keep Delivery Method as ‘Online’.
In the Additional Options section, do the following setups: 1. Check and select the Sales Platforms options, as applicable. 2.Check and select the Payment method options, as applicable. Please note that the options that are selected here can only be displayed on the Purchase presentation. 3.Make sure that the Address Requirements options are unchecked and not selected. This enables users to purchase subscriptions without entering any address since they are intended to be gifted to other people.
Click Publish to save the new offer group that is created.
Enter values in the mandatory fields, draft the mail content on the template editor. Click Save. Refer to the example below.
Choose the Publication Group, Select the Event Type as ‘(1100) PURCHASE GIFT’, choose the template from which you want the copy to be made, Preview of the selected Template will be displayed. Click Continue.
After configuring any internal or customer email(s), before closing the transaction, simply select the View All Emails tab.
Click the Send Sample button. Enter the trial Email ID and select the most recent event from the list of events. The events are populated in the drop-down in descending order based on the time of occurrence, with the latest event listed at the top.
Click Send. The email will be sent to the selected email ID.
Set up a new Demographic, 'GiftCode,' with the Demographic Type set to "Subscription" and the Answer Type set to "Character." This will be used to store the Redemption Code. In addition, a Demographic Valid should be defined for each publication that will offer gift subscriptions. Refer to the Circulation Setup Manual for setting up a and a . Note: Do not set up any records for the since the Answer for the Demographic, GiftCode, will be a unique value used to store the Redemption Code, and this value will be generated by Subscribe in real-time at the time of the Gift Subscription Purchase.
Define a new Source Code and Reason Code, Gift, for Move-In and Move-Out transaction types. To set up a and a , refer to the Circulation Setup Manual.
Purchaser (known user) clicking on the Log In button:
Upon clicking the Log In button, an Auth0 login modal will appear, prompting the user to enter their credentials. The purchaser should input their email ID and the password used during the purchase flow. After entering the credentials, click the Login button on the Auth0 modal. Subsequently, the Log In button on the Congratulatory page will transform into a Continue button. Click on Continue. The purchaser will then be redirected to the Dashboard page of the Self-Service portal, where they can manage the purchased subscription.
Purchaser (first-time user) clicking on Continue button:
Upon clicking the Continue button, an Auth0 login modal will appear, prompting the user to enter their credentials. The purchaser should input their email ID and the password used during the purchase flow. After entering the credentials, click the Login button on the Auth0 modal.
The purchaser will then be redirected to the Dashboard page of the Self-Service portal, where they can manage the purchased subscription.
Upon clicking the Log In button, an Auth0 login modal will appear, prompting the user to enter their credentials. Enter the recipient's email ID and password, click Login.
Pictorial Flow of Account linking:
Subsequently, the Log In button on the Congratulatory page will transform into a Continue button. Click Continue.
The recipient will then be directed to the ‘Verify Your Subscription’ page.
On this page, they can verify the subscription using the options for Last Name and Account Number.
Use the Account number that was received in the gift notification mail.
Finally, the user will be redirected to the homepage of the Self-Service portal where they can manage the subscription.
Note: Currently Subscribe does not support the account linking of gift subscriptions with the lookup options Zipcode+Phone Number and Zipcode+House Number.
