Lite Subscriptions

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.

Intro

Lite subscriptions are a particular kind of subscription that exist solely within Subscribe and do not have any payments associated to them.

Note: Lite subscriptions do not flow to any circulation system (NCS Circ, CircPro, Matrix etc.)

This guide provides information for the successful Lite presentation and Offer setup.

Before you start

Make sure you meet the following pre-requisites before starting the tutorial steps:

  • Minimum Subscribe version required is 3.16.2 and above

Subscription Panel/CMS setup

Login to CMS application.

For a detailed guide on how to create presentations, please check the relevant section in the CMS user guide.

A special component is needed to create this type of presentation. Lite form V3. This has to be added the following way: Page V3 > Step V3 > Lite Form V3.

For more information about the component properties, please check the Common properties quickstart.

Click the Preview button to view the glimpse of the final output of the presentation.

This is what the Lite form V3 component will look like in a presentation:

Lite form V3 component in a presentation

Solicitor Concierge setup

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

In an Offer group please go to the Additional Options section and Subscription Kind as Lite.

Solicitor Concierge setup for a Lite offer

Please note that for the Lite subscription NO Payment Method must be selected as no payment is taken. The entire section becomes disabled when the Lite checkbox is selected.

After entering/updating all the required details, click Publish.

Outcome

Congratulations! You successfully configured a presentation for a lite subscription!

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