Trial-with-Payment subscriptions (NCS Circ)

This document contains information about Trial-with-Payment subscriptions, including the setup guide

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.

Please note that this document is currently in progress

Trial-with-Payment subscriptions allow end-users to try the subscription for free before they decide whether they are going to purchase it.

Unlike traditional Trials (which have been redesigned as Complimentary Subscriptions), Trials with Payments have been introduced as a new Subscription Kind with the value ‘Trial’ for clients with NCS circulation system.

Please note that for now only digital subscriptions are supported. Print/hybrid are on the way

However, this feature lets a publication collect payment information like CC, Bank details when an end user subscribes to the Trial. The payment information is collected and only authorized for $1 without actually deducting any money from the subscriber’s account at the time of Trial purchase. The payment information is tokenized and submitted to NCS circulation system.

Publications can define a Trial duration in Days, Weeks or Months within the SolCon Application independent of the actual rate & term for that offer.

EZPay (Auto-renewal) is mandatory for Trial offers, hence at the end of trial period, a subscriber is charged for a standard subscription using the tokenized information.

Regardless of payment success/failure, when Trial End Date is reached, the subscription kind in Subscribe changes from Trial to Standard. The actual status of subscription, however, will depend on the payment status, it can be Active when payment is successful or Perm Stopped / In Grace depending upon Trial specific Grace period setup in NCS. For more details on Trial features within NCS, click here.

In Account Management a new banner has been added for Trial subscriptions as a reminder of Trial end date. It is displayed every time a subscriber logs in to Account Management till the Trial period ends. The user can close this banner if required using the X option.

In One CSR Portal a similar banner with a warning message is displayed above the tabs.

Before you start

For this feature to be implemented the following prerequisites must be met:

• The minimum Subscribe version is 3.16.2 and

• the minimum NCS Circ version is 2020.4.0

• Subscribe extracts version 5 is required

Please note that during implementation the sync job has to be updated to 3.16.2.

Setup Guide

To set up a Trial-with-Payment offer with an end date in Solicitor Concierge please perform the following steps:

1. Select offer groups from the left sidebar.

2. Select the additional options category, then select the Subscription Kind section, select '

3. Trial and enter the number of trial days/weeks/months that are offered. Once the offer group is published, the number whole Subscription Kind section including the number of trial days cannot be edited.

4. In the additional options category go to EZPay section and ensure EZPay required option is selected.

5. Select the coding category, then select the billing systems code drop-down menu. Set Delivery method to Online as for now the feature is supported only for subscriptions without print products.

6. Select update or save as new.

Additional options section setup for a Trial-with Payment Offer

Coding section setup for a Trial-with Payment Offer

In CMS no specific setup is required

Implementation/Configuration

The trial option is configurable from MG2control or Support Viewer. New property has been created in AppSetting ('OfferGroupAdditionalOptionTrialFlag').

Follow these steps:

1. Go to Support Viewer → Management → App settings

2. In Filters section → Setting type: client component permission, Key: OfferGroupAdditionalOptionTrialFlag , App Type : SolconAdmin

3. Click Search → Select value from Settings Keys Grid.

4. Select a value from the Client Group dropdown (Ex. Mg2 Groupstripe) Note: Update the value as either 0 or 1.

5. After changing the value click Update. A pop up will open. Click Execute.