In this section you can find Release notes for the latest Subscribe releases

🚀 Overview

Subscribe is constantly evolving to deliver more value and a better experience for our valued customers. Here’s a preview of the upcoming features and enhancements you can look forward to in our future releases. Stay tuned!

💳Credit Card Payments via Moneris for NCS

Integration with the payment vendor Moneris is in progress. Once live, NCS clients will be able to process secure, fast, and reliable transactions through Moneris.

↔️ApplePay & GooglePay Payments via NavigaPay Payway from Self Service

Subscribe will soon support ApplePay and GooglePay payments through Payway via NavigaPay for transactions initiated from Self Service. Once live, users will be able to make payments using ApplePay or GooglePay just like they do with credit cards. This integration also provides clients the added benefit of using the NavigaPay Dashboard to easily track all payment transactions in a unified console.

This section contains information about NCS Circ versions and service packs.

NCS 2020.2-1 will include all the service packs initially issued for 2018.5

This page has access to 2020.4.0 version Issues for NCS Circ.

Welcome to the tutorials section of this user guide! This section covers the features of the quickstart in further depth.

These features are for NCS.

Welcome to the public documentation platform for Subscribe – a flexible customer engagement and retention solution for media clients!

For a general overview of Naviga pillars and products, please check the introduction video in the section.

To jump straight to the application guides, please check the .

Please check the to find info about the specific feature, its prerequisites, setup and flow.

To find out about the latest releases and the features delivered, please check the section.

Naviga applications

Within Naviga Subscribe one can find the following client-facing applications:

• Solicitor Concierge - an application designed to help you create Offer Groups, sell your Offer Groups, and manage the users who have access to them

• One CSR Portal - an application for Customer Service Representatives to manage subscriber accounts and registrations

• Landing application - an application that provides easier access to all the client-facing applications from one page

The following applications are also part of Subscribe, but they are designed for the end-users:

• Subscription Panel - an end-user-facing application that allows to view offers and then make a subscription purchase

• Subscriber Concierge Site also referred to as Self-Service or Account Management - end-user website that allows subscribers to manage their accounts and subscriptions

Naviga APIs

Subscribe APIs are publicly exposed so clients can utilise them and build their own integrations and front-end solutions based on Subscribe APIs. To get access to API documentation please get in touch with your Project Manager or Naviga Support team.

Circulation systems

Subscribe has integration with several circulation systems like the Newscycle Circulation system of NCS, Matrix, CirculationPro etc.

Some features are supported only for specific circulation systems; some of them are available for all circulation systems or do not depend on the circulation system at all. You can find the required information in the prerequisites of the feature description or in the Release notes.

Newscycle Circulation system a.k.a. NCS Circ is also a part of Naviga. They are currently working to make their documentation public. You can find their Release Notes . Also, you can find information about in the relevant section.

NCS Circ: Active

Welcome

Welcome to the Subscription Panel User Guide!

The Subscription Panel is an application that allows potential customers to purchase subscriptions. You can manage the look, feel, and content of the Subscription Panel in the CMS. Every detail is manageable, from what offers display to what colors are used.

Guide structure

This guide is composed of the following main elements:

• Overview - gives a brief introduction to the various features covered in this guide

• Tutorials - task-based guides for common Subscription Panel tasks

The features are for Matrix.

3.12

3.11

Click Settings push button on Subscribe Homepage

The user will be re-directed to the page where the Password and Account settings can be updated.

On Password tab, settings can be modified/assigned as per the user's requirements.

This includes the complexity of password in terms of inclusion of special characters, upper/lower case characters, and number character. The user can make a choice on the level of Complexity to be maintained.

The user can also define the minimum password length.

Password age signify the number of days limit, the password is allowed to update/modify.

Password history option helps in maintaining a secure password creation. It signifies the minimum number of old passwords not allowed to use again.

Note: The below icon shown on few field labels on Password Tab will be helpful to understand the purpose of that specific field.

Click the icon and related information is displayed. The fields labels for Password age and Password history serve the purpose.

Click Save button after all the required modifications are done on Password Settings.

To configure an activation fee, you must contact your Naviga Implementation Manager. Naviga will configure a service type and fee product for a one-time charge activation fee in the Subscribe database. After you have completed that, complete the following steps.

Create a sales product

Configure an activation fee sales product in the Solicitor Concierge dashboard:

1. Select inventory, then products & bundles from the left sidebar.

2. Select the sales tab, select edit next to the corresponding sales product.

3. Select the billing products field. A list of billing products will appear on the right. Drag the activation fee product into the billing products field.

Add the sales product to an offer group

Configure the activation fee in 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. The offer will now display the activation fee.

3. Select the price box and set the activation fee's price.

Outcome

Congratulations! You've configured an activation fee. You can add this activation fee to each of your products.

This feature allows a CSR to restart a permanently stopped subscription in real-time. For the subscription to be restarted from one CSR portal it should pass the restart eligibility check that consists of the following:

1. The Subscription has been stopped for less than X days (set up for the client in MG2 control)

2. The Subscription is not Complimentary

3. No payments made during last 24 hours

4. The Rates are returned from the NCS Circ OR the Rates are not returned but the balance is negative

Navigation

You can find this feature either under the Account Information tab - please scroll down to see the Restart button that will redirect you to the Payment/Billing tab, or you can go straightly to Payment/Billing tab. To navigate here, perform a , and then select the tab.

Helpful details

At Payment/Billing tab click the Restart button, the following actions depend on where the rates are returned from the NCS Circ.

For more details please see the and the documentation

CSRs now have the option to edit the customerRegistrationID field by using the Search feature under the User accounts module in the menu as well as using the Subscription Search under the Subscription Information module when starting a new call in the 'Digital' tab.

User accounts:

Subscription search:

Important:

1. When the CSR edits the customerRegistrationID it will update Naviga's Registration tables. It will NOT update Auth0 and is not expected to update any other third party service.

2. No event type is fired.

3. No historical data is retained.

Solicitor Menu

Offer Groups: You can create and manage your Offer Groups in this section. An Offer Group is a collection of individual offers, and each offer is a combination of products per division at a single price point.

We suggest that you organize your offer groups around delivery schedules. For example, 7 Day Delivery, Sunday Only, Monday, Wednesday, Friday, eEdition and so on.

Organizing your Offer Groups in this way minimizes complexity and duplication. Instead of managing hundreds of different publications, each with its own product and delivery type, you will manage a few groups and customize them as needed.

Starting from Release 3.14.0 together we also developed the ability to view changes made with Solicitor Concierge data and download the report as a log file. In the report we can see the creation, editing and deleting operations. This feature is available for Client Admin, MG2 Admin and MG2 Developer Roles.

In the Grid the following information is displayed:

• The name of the table in the database where the changes were made

• The date of the change

NCS Circ: Closed October 2021, available on live servers

All the items refer to MicroAPI

The newly developed landing application allows the business user to access One CSR Portal, CMS and Solicitor Concierge dependent on the user permission from the single landing screen without having to log in each application separately. Each client that has a version higher than 3.15.0 must setup the DNS for the landing application.

For any features not yet supported in the CSR Portal, you can use the lookup classic portal button to navigate to the classic portal.

Prerequisites

Before you can redirect to the classic portal, complete the following prerequisites:

1. Submit database names to Naviga for implementation.

This guide explores address management features of the SubCon Admin Portal. It describes and provides instructions for each feature of the move tab. You can:

• update a delivery address

• update a billing address

• cancel a scheduled address change

This guide describes and provides instructions for creating new subscriptions.

Navigation

This feature is found in the window. Navigate here and select the +add account and start call button to create new subscriptions.

NCS Circ: Closed

Goal and overview

The goal of this guide is to show you how to configure premiums in Solicitor. Premiums are merchandise that are sold along with the product. They are NCS specific.

Follow the instructions in this guide to add premiums to your inventory. The instructions in the Offer Groups guide show how to add them to a specific Offer Group.

This section of the guide contains tutorials, how-tos, and reference material for the Subscription Panel. Here you will find in depth information for working with the Subscription Panel. This section covers the following topics:

You can preview a Presentation at any time with the preview button.

To preview a Presentation:

1. From the CMS, select the hierarchy button and choose an option from the Newspaper level.

2. Select Subscription Panel, then choose Presentations.

3. Select the desired Presentation you wish to preview from the selected drop-down menu. Greyed Presentations are inactive.

4. Select the preview button. A preview window will appear. If you've recently made changes, clear your cache first. Select Manage Cache then Refresh CMS + Panel.

NCS Circ: Closed

Click Export push button to download the details in an excel sheet.

If the Role is Client Admin, then the list of existing users for all the application are shown in the same excel sheet. The data is exported in this format.

If the User Role Type is Specific, the roles are assigned based on Products access.

If Products access is to Solicitor concierge application, than the User list is shown based on the Admin Privileges, the respective user has.

If the User Role Type is Specific, the roles are assigned based on Products access.

If Products access is to Subscribe concierge application, than the User list is shown based on the Admin Privileges, the respective user has.

If the User Role Type is Specific, the roles are assigned based on Products access.

If Products access is to CMS application, than the User list is shown based on the Admin Privileges, the respective user has.

NCS Circ: Closed

Subscribe: Active (Version 3.13.1)

Goal and overview

This article explores the Reference Tables menu in the Solicitor Dashboard. The Reference Tables menu displays information about the following categories:

• Coding

• Household Levels

• Sales platforms

• Service Types

• Billing plans

Besides the coding category, the information in the following categories comes from the Subscribe database and is populated in Solicitor with the sync button.

Reference tables

Coding

Use this section to view Multi-use (multiuse) and One-time-use (onetimeuse) codes.

The reference table will give you the name and type of code. Multi-use codes are customer coupon codes that can be used multiple times by different customers. Use them to allow customer's access to special offers. One-time-use codes are customer coupon codes that can be used a single time to give customers access to special offers.

Select the collapsed menu icon at the end of the line to view which Offer Groups are currently using the code. You can search and filter codes with the search and status fields.

You can from the Offer Groups menu.

Household levels

Use this section to view all house hold levels, their code, and it's active/inactive status.

Sales platforms

Use this section to view all created sales platforms.

Service types

Use this section to view all listed service types. Their name, description, short name, days of week, and active/inactive status display. Select the collapsed menu icon at the end of the line to view further details.

Billing plans

Use this section to view all listed billing plans. Note: the preconfigured billing plan is always named default with a billing period of 1.

This guide explores the show events and show access events buttons of the Subscription Search feature.

Show events

Select the show events button to display a history of events. Each tab will display events based on a standard configuration. For example, selecting the button from the account information tab will display different events than selecting the button from the complaints tab.

In the search results, select the details icon to view detailed information about an event. Navigate between the tabs to view related information. Note: It is expected that some fields will not populate since each field does not necessarily pertain to every event type.

Show access events

Select the show access events button to display when a subscriber accessed web content (event type id 708). The results from this button are the same regardless of the tab from which you selected it.

To show access events:

1. Select the show access events button.

2. Choose the date criterion.

3. Select search. The subscriber's access history displays below.

Goal

The goal of this guide is to show you how to export and import data in Solicitor Concierge. The feature is available for Admin users only.

There are two types of data that could be exported:

• Offer Groups - Offer Groups will be exported with their offers and include all the Offer Group components like Terms&Conditions, Marketing Text, Premiums, Codes, Available areas etc. Please see more information about the Offer Groups . Sales Team and user data will also be included in the export file.

• System Configuration - allows to export implementation settings; is available only for Naviga admins and developers

This feature will allow business users to set up all the Offer Groups and Offers they might want in test environment and then using export/import functionality copy those data to another environment in several clicks.

Before you start

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

• Have Subscribe version 3.13.1.1 or above

• Have Admin access to Solicitor Concierge - Import/Export of Offer Groups and related entities is available for the following Roles: MG2Developer, Client Admin, Client Power User, Marketing Admin, Marketing Power User

Tutorials

Export Solicitor Data

1. On the Solicitor Concierge dashboard, please select the 'Export' option in the upper right corner

2. Please select the data option you'd like to export in the Data Export dialogue box, and click the 'Export' button

3. Please wait until the export is complete, it might take a while. You can track the progress by watching the progress bar at the top of the screen. After the export is complete the system will open a dialog window when you can enter the export file name and choose a folder to store the file. Please note that the data will be exported as a JSON file.

Import Solicitor Data

1. On the Solicitor Concierge dashboard, please select the 'Import' option in the upper right corner

2. Please select the JSON file you'd like to import in the Data Import pop up, and click the 'Import' button.

   1. If you want to import not the whole set of the previously exported Solicitor Data then please edit the exported JSON file. If you're using 3.13.1.1 version we do not recommend to delete entities except offer groups as this can damage the data.

You can only edit Presentation Templates at the Client hierarchical level.

To create a new Presentation Template:

1. From the CMS, select the hierarchy button and choose the Client level.

2. Select Subscription Panel, then choose Structure Admin.

3. Select + add new template. The template creation screen appears.

To edit a Presentation Template:

1. From the CMS, select the hierarchy button and choose the Client level.

2. Select Subscription Panel, then choose Structure Admin.

3. Select an existing Presentation Template from the selected drop-down menu.

To duplicate a Presentation Template:

1. From the CMS, select the hierarchy button and choose the Client level.

2. Select Subscription Panel, then choose Structure Admin.

3. Select an existing Presentation Template from the selected drop-down menu.

To delete a Presentation Template:

1. From the CMS, select the hierarchy button and choose the Client level.

2. Select Subscription Panel, then choose Structure Admin.

3. Select an existing Presentation Template from the selected drop-down menu.

On Subscribe Home page, click Users push button

The below screen appears. The list of existing users are displayed.

Click +Add User push button to Create a New User.

The required screen to Create User appears. Fill in the details in the respective fields.

Specify User Name, Email, Password, Confirm Password. Rest of the fields can be populated from the pop-downs.

For Environment access field, more than one option can be selected.

Diagram legend

Use case 1

You can manage a subscriber's solicitation preference in the account information tab. From this tab, you can:

• add a subscriber to a do not call, email, or TMC list

• edit a subscriber's solicitation preference

• delete a subscriber's solicitation preference

This feature allows you to pause a print delivery. It functions as a temporary hold of a subscription.

Temporary stops cannot overlap with other stops or transfers. You can edit or cancel existing temporary stops in the scheduled stops/starts grid.

Goal and overview

The goal of this guide is to show you how to configure terms and conditions (T&C) text in Solicitor. You can create templates (e.g. Print Delivery T&C or Digital Access T&C) and then use them in your Offer Groups.

Goal

Business users would now be able to manage disclaimers to be displayed to CSR rep via Subscribe Concierge Admin portal. This is available under ‘Client management’ section of One CSR portal.

This feature is implemented in phases, where Phase 1 covers search, edit, view, import/export disclaimers and phase 2 covers adding and deleting disclaimers as well as minor enhancements. In scope of the current document is Phase 1 only.

Each component must have at least one property, but typically a component has many properties.

Please note that all 3.16.3.x hotfixes are by default included in the next higher release. However, if a Hotfix branch of 3.16.3 is released after the next higher version, the corresponding Hotfix will be merged into the latest sub-version of the higher release applicable at that time.

Note: This page covers hotfixes starting from release 3.16.3.11.

Locking the User Account

Click on Edit icon of the respective user.

Click Save button to update the changes.

If the user tries to login with the Locked Account credentials, an error message is displayed as shown below

The Admin User has to unlock the account for the User credentials to be used again.

Enabling/Disabling the User

Admin can make an existing user account details in an enabled or disabled status.

The status can be checked based on the active status of the user from the list as shown below

Click Edit icon of the respective user.

The user details are accessible.

Uncheck the Active status.

Click Save button to update the details.

When the status of Active is rechecked under User Details, it shows the status as false

The disabled status of user can be confirmed by logging on Subscribe link.

Resetting/Updating the Password

Two new fields would appear to accept the entries of New Password and Confirm the same password.

Enter the New Password and re-enter the same password to confirm it.

The user can access his account by using the changed password.

As shown below, if the user tries to login with the old password, the system gives error.

The user can access the system with the new/updated password only.

Resetting/Updating the password through a link from User's Email id

The user can be instructed to reset the password through the mail id

Admin clicks Force password change button

The User receives an email with a link stating that the password needs to be reset.

The user can make the changes accordingly.

This quick start guides you through getting your first offer group up and running in Solicitor. For detailed explorations of the features explored in this quick start, check out the tutorials section.

Before you start

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

• Reach out to Naviga Implementation Manager to ensure your Solicitor site has been configured

Get started

Step 1 - Configure an available area

By default, all of the US and CA postal codes will be included as deliverable areas. To narrow further:

1. Select inventory, then choose available areas.

2. Select + new button.

3. Add the deliverable ZIP/Postal codes of your publication.

4. Name your

Step 2 - Configure your first product

1. Select inventory, then choose products and bundles.

2. From the billing tab, navigate to your product and select the pencil icon.

3. Add your newly created available area to the billing product. Select save.

Step 3 - Configure your first terms and conditions

1. Select inventory, then choose terms and conditions.

2. Select the + button.

3. Create a name for your new terms and conditions option.

4. Write your terms and conditions in the body field.

Step 4 - Configure your first marketing text

1. Select inventory, then choose marketing text.

2. Select the + button.

3. Create a name for your new marketing text option.

4. Fill in your desired text in the text fields.

Step 5 - Optionally, configure your sales team

If your offer will be using direct sales/Kiosk or Subscriber concierge admin, follow this step. Otherwise, unselect these options from Offer Groups -> Additional Options setting and skip the rest of this step.

1. Select teams, then choose sales team.

2. Select the + new button.

3. Enter a name for your sales team, then configure their privileges.

4. Select

Step 6 - Configure your first offer group

1. Select offer groups.

2. Select the + button.

3. Name your offer group. Add your product, price, and division.

4. Select publish

What's next

Congratulations! You've just configured your first inventory products and Offer Group. Follow these sets of instructions for each product and/or Offer Group that you wish to create. For more detailed explorations of the Solicitor features, check out the or sections.

Goal

The goal of this guide is to show you how an Available Area (AA) works in Solicitor. An AA is an area that a product can be delivered to. Solicitor comes with all the US and Canada postal codes preconfigured, but you might want to limit or expand your delivery range to a different AA.

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

• Have the products created in your Subscribe database and then synced to Solicitor as Billing Products. Reach out to a Naviga Implementation Manager to do this.

• Have non-default postal codes loaded into the system. Reach out to a Naviga Implementation Manager to do this.

Manage your AAs

In this section, you will learn how to create a new AA and delete or edit an existing AA.

Create an AA:

1. Select the inventory menu in the Solicitor dashboard, then choose Available Areas. Any existing or preconfigured AAs will display.

2. Select the + New button. The creation screen will appear.

3. Choose a name for your AA, then add your desired postal codes.

Add a postal code:

1. Select the circular + button in the ZIP/Postal Codes section. A search feature will appear.

2. In the following order, choose a country, state, and if applicable, county and city. You can limit your AA to a single postal code or an entire city or state's postal code.

3. Add individual postal codes by either dragging or double-clicking them or add your entire search query with the add all button. Once a postal code has been added to your AA, you can explore them with the expand arrow.

Congratulations, you've created a unique AA. To use this AA, you will need to add it to your billing product, the subject of the next section in this guide.

Delete or edit an existing AA:

1. Select the inventory menu in the Solicitor dashboard, then choose Available Areas. Any existing or preconfigured AAs will display.

2. Navigate to the desired AA and select the pencil icon to edit OR the trash can icon to delete. If editing, the creation screen will appear. If deleting, confirm your choice then select delete.

Add your new AA to your billing product

In this step, you will learn how to add your new AA to your existing billing product. Your billing products will have been configured by Naviga to include the preconfigured US and Canada postal codes, but you will need to manually add any new AAs you create.

Add an AA to a billing product:

1. Select the inventory menu in the Solicitor dashboard, then choose Products & Bundles. Any existing or preconfigured billing products will display.

2. Navigate to your desired billing product and select the pencil icon.

3. Select the available areas window to highlight the section. Any AAs you have created will appear to the right.

Congratulations! You've added your newly created AA to your billing product.

What you've learned

To review, you've learned to create or update AAs, which are designated deliverable postal codes, and you've learned to add the AAs that you've created to your billing products, which enables you to add them to an Offer Group.Goal

The goal of this guide is to show you how an Available Area (AA) works in Solicitor. An AA is an area that a division can be delivered to. Solicitor comes with all the US and Canada postal codes preconfigured, but you might want to limit or expand your delivery range to a different AA.

Manage your AAs

In this section, you will learn how to create a new AA and delete or edit an existing AA.

Create an AA:

1. Select the inventory menu in the Solicitor dashboard, then choose Available Areas. Any existing or preconfigured AAs will display.

2. Select the + New button. The creation screen will appear.

3. Choose a name for your AA, then add your desired postal codes.

Add a postal code:

1. Select the circular + button in the ZIP/Postal Codes section. A search feature will appear.

2. In the following order, choose a country, state, and if applicable, county and city. You can limit your AA to a single postal code or an entire city or state's postal code.

3. Add individual postal codes by either dragging or double-clicking them or add your entire search query with the add all button. Once a postal code has been added to your AA, you can explore them with the expand arrow.

You can manage a subscriber's product from the offers tab. From this tab, you can:

• upgrade a subscription

• downgrade a subscription

Navigation

To view the offers tab, perform a , and then select the offers tab.

Upgrade a subscription

To upgrade a subscription:

1. Select the change offers button. The upgrades/downgrades grid will appear.

2. Select the upgrades tab and choose when to perform the upgrade: Immediately, Next Publishing Date, or Select a date. If selecting a date, use the calendar icon to pick a date.

Downgrade a subscription

To downgrade a subscription:

1. Select the change offers button. The upgrades/downgrades grid will appear.

2. Select the downgrades tab and choose when to perform the downgrade: Immediately, Next Publishing Date, or Select a date. If selecting a date, use the calendar icon to pick a date.

Current products grid

Upgrades/downgrades information

Overview and goal

The goal of this guide is to show you how Sales Products (SPs) and Billing Products (BPs) work in Solicitor. One difference between SPs and BPs is that Naviga preconfigures your BPs whereas you create your SPs.

BPs are a combination of divisions (publications) and their service types (delivery frequencies). SPs are a way to "group" similar BPs so that you can use them in your Offer Groups.

Before you start

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

• Have the products created in your Subscribe database and then synced to Solicitor as Billing Products.

• Have Available Areas assigned to your Billing Products.

Create a Sales Product

In this section, you will learn how to create an SP. The first procedure will guide you through the mandatory steps. The latter procedures explore optional configurations.

Create an SP:

1. Select the inventory menu in the Solicitor dashboard, then choose Products & Bundles. Your BPs will display.

2. Select the sales tab. If you have created any SPs, they will display here.

3. Select the + new button. A creation window will appear.

Optionally, configure your SP further

You can configure your SP further with the following options:

Limit available areas allows you to specify a particular Available Areas that you have added to BPs (leaving all product available areas checked means all the available areas for the Billing Product will be available). To limit the available area:

1. Select the limit available area window.

2. Select set per product.

3. Toggle between BPs and double-click or drag your desired Available Areas.

Add incompatible products allows you to denote incompatible SPs (e.g. a Sunday Only delivery would be incompatible with a 7 Day Delivery). This feature disallows certain SPs from being combined when configuring Offer Groups. To add an incompatible product:

1. Select the incompatible product window.

2. Double-click or drag all desired incompatible products.

Add mandatory products allows you to denote any BPs that must be sold as part of the SP (e.g. a TV Book or Puzzle Book that is mandatory for a 7 Day Delivery). To add a mandatory product:

1. Select the mandatory product window.

2. Double-click or drag all desired mandatory products.

Congratulations! You've created a Sales Product.

What you've learned

To review, you've learned the difference between Sales Products and Billing Products, as well as how to create and customize a Sales Product. Creating these Sales Products is necessary for creating Offer Groups.

NCS Circ: Out, Closed Dec 2021

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.

Navigation

You can find this feature under the stop tab. To navigate here, perform a subscription search, and then select the stop tab.

Helpful Information

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,

Create a Permanent Stop

To create a permanent stop:

1. Select the permanent stop button.

2. Choose a cancellation reason from the drop-down list.

3. 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.

Cancel a Permanent Stop

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:

1. Navigate to the scheduled stops/starts grid.

2. Select the cancel button next to the corresponding permanent stop.

3. Confirm you want to delete the record and select OK. The cancellation is processed in real-time with the circulation system.

Update a Permanent Stop

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:

1. Navigate to the scheduled stops/starts grid.

2. Select the change button next to the corresponding permanent stop.

3. Update the stop type, stop date, and reason. The stop date can updated only when you choose a stop type value of Specific Date.

See also: , ,

Click Subscribe Concierge button on One CSR Portal.

The user is redirected to Subcon Admin as shown below

Click Subscription Search option under Subscription Information tab.

Click Add Account and start call button to create a new account to buy a Subscription.

The user is redirected to the below screen.

Click Ok button on Choose email tab.

The user is redirected to another tab. On New start tab, the user can select Publication from the dropdown of the respective field.

Select Start type from the radio button options.

Sales team field is reset by default.

Select source from the drop down.

Select offer from the available list. Click Go to CSR start portal button.

The user is re-directed to the Subscription Panel.

Enter Name, Position, Company Name, Company Type, E-mail, Price, Registration Amount, Address, Zipcode, City and Phone number details. For Country and Currency fields, select the option from the drop-down.

Note: Registration Amount field represents the number of invites the subscriber willing to send.

Click Purchase button. The subscription is successfully purchased. The details are displayed as shown below.

To add new Registration, click User Accounts tab.

The user will redirect the user to enter the Login Name.

The user is traced based on Email id

The respective user details are displayed.

Click Add new subscription tab

The user can enter all the details to add the subscription.

Click +Add new owner button

The User Registration is done successfully. It is displayed on the above below along with all the details.

The user details are shown under Subscriptions tab.

Note: The registration for subscription is active with the verified email used for Registration email.

Welcome to the CSR User Guide! Currently, the guides in this section provide detailed instructions for all the features of the following circulation systems:

• NCS

• Matrix

Each page's title indicates its circulation system in parentheses. Alternatively, please use the following table to determine if your circulation system supports a feature.

A vacation transfer allows you to temporarily change a print subscription's delivery address.

Transfers cannot overlap with other stops. You can edit or cancel existing transfers in the scheduled stops/starts grid.

Navigation

You can find this feature under the stop tab. To navigate here, perform a subscription search, and then select the stop tab.

Helpful Information

Here are some helpful pointers when creating or updating vacation transfers.

• Transfers must comply with the vacation cut-off times table. For example:

  Sun for Mon | 07:00 PM Sun translates to For a Monday transfer, the cutoff must occur by 7:00 PM Sunday.

• If the temporary delivery address is within a delivery route, a carrier will deliver the subscription per usual. Otherwise, the subscription will ship via mail and may lead to a later delivery.

Create a Vacation Transfer

To create a vacation transfer:

1. Select vacation transfer. The add new vacation transfer feature appears.

2. Choose a stop date and resume date. Adhere to the vacation cut-off times table.

3. Enter a temporary delivery address into the corresponding fields.

Update or Cancel a Vacation Transfer

If a vacation transfer has already been created, you can only update the dates (and not the address). To update the address, cancel the initial vacation transfer and start anew.

To cancel a vacation transfer:

1. Navigate to the scheduled stops/starts grid.

2. Select the cancel button next to the corresponding vacation transfer.

3. Confirm you want to delete the record and select OK. The cancellation is processed in real-time with the circulation system.

To update a vacation transfer:

1. Navigate to the scheduled stops/starts grid.

2. Select the change button next to the corresponding vacation transfer. The change vacation transfer function appears.

3. Choose the updated dates for the vacation transfer, being sure to adhere to the vacation cut-off times chart.

See also: ,

3.10

Updated on July 13, 2023

Goal and overview

The goal of this guide is to show you how to configure marketing copy in Solicitor. You can create templates (e.g. Print Delivery Text or Digital Access Text) and then use them in your Offer Groups.

Before you start

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

• Reach out to your Naviga Implementation Manager to get your Solicitor application up and running.

Create marketing text

In this section, you will learn how to create/edit/delete a marketing text template, as well as how to use attributes and add images.

Create a marketing text template:

1. Select the inventory menu in the Solicitor dashboard, then choose Marketing Text.

2. Select the + button. The creation screen will appear and display a series of WYSIWYG text fields.

3. Choose a name for your marketing text template, (e.g. Digital Only).

Note: by the end of configuration, there must be at least one default digital and print marketing text.

Here is an annotated image that displays a title, body, and price.

Attributes

Using attributes is highly recommended and will save you a lot of time. Think of attributes like placeholders for publication-specific text, similar to a phone number or address. When a phone number or address changes, you won't need to update every marketing text template since you're using an attribute as a placeholder. You only need to update the attribute once in the CMS. An attribute might look like this:

Unlimited digital news at {{NewspaperName}}. Call now at {{PublicationPhoneNumber}}

Add attributes:

1. Select +Attributes & Images. The tab appears to the right.

2. Select the attributes tab.

3. Drag your desired attribute into the WYSIWYG editor. Alternatively, you can simply type your attribute if you know its format and name.

Images

Add images:

1. Select +Attributes & Images. The tab appears to the right.

2. Select the images tab.

3. Double-click or drag your image into the add image box.

Delete or edit a marketing text template:

1. Select the inventory menu in the Solicitor dashboard, then choose Marketing Text. Any existing templates will display.

2. Navigate to the desired marketing text template and select edit.

3. If editing, make your changes then select either save or save as new. If deleting, select the trash can icon.

What you've learned

To review, you've learned how to create/edit/delete a Marketing Text template. You will use these templates when you create an Offer Group. You've also learned how to add attributes and images to your template.

Overview and goal

The goal of this guide is to show you how to configure the various user accounts in the Solicitor application:

Users is a fundamental account type. There are various types of user accounts, each with their own roles and permissions. View the for extensive definition.

Sales Teams consist of either one or more Team Members. The purpose of a Sales Team is give Team Members the ability to sell Offer Groups.

Team Members consist of either one or more Users and

This guide will introduce you to the Subscription Search feature of the Subcon Admin Portal. Subscription Search allows you to search for and manage subscriptions.

Find a Subscription

To find a particular subscription:

1. Select the

Release Prerequisites

Key Features

1. Real-time Entitlements for NCS New Start Subscriptions

With this enhancement, New Start subscriptions from NCS are now captured in real-time by the Subscribe application. This means subscribers receive immediate temporary entitlements and can access digital content without waiting for the nightly sync.

For more details on this feature, refer to this link:

2. Upgrade/Downgrade Billing Changes

It is now possible to submit an Upgrade/Downgrade offer request or a StopSaver request through Self Service along with EZPay options. When such a request is submitted, the NCS API now accepts Billing Changes (new rate term or length) and EZPay status.

The three EZPay configurations — EZPay Required, EZPay Optional, and No EZPay are driven directly from the Offer configuration in SolCon. If there is a change in the EZPay status between the current and new offers, the user must consent to the change via a checkbox. Users can upgrade or downgrade any non-stopped subscription, regardless of whether it is currently on EZPay. Whereas in Stopsaver flow, users can only downgrade any non-stopped subscription, regardless of whether the subscription is currently on EZPay.

Note: As before, no payment is required during upgrade/downgrade or StopSaver flows. If a user is not on auto pay and opts for an offer with EZPay enabled, payment details will be collected for future auto-renewals - no payment will be captured during the transactions. If the user selects Bank account or Credit card as the payment method, the corresponding iFrame will be loaded on the payment page.

There is no change in how Upgrade/Downgrade offers are set up in SolCon. Clients are expected to configure Smart Offers only for Standard subscriptions.

API amendments to support the new Upgrade/Downgrade flow enhancement

In the enhanced Upgrade/Downgrade flow, an additional NCS Billing Change API is invoked in the upgrade/downgrade API call. This submits billing changes - such as rate term, rate length, & EZPay status - to NCS Circ. The entire orchestration is handled at the Subscribe micro-API level.

• Additional fields introduced in the Upgrade/Downgrade request are as follows:

  • IsEZPay (boolean)

  • IsEZPayOptional (boolean)

The enhanced workflow:

1. The process begins with the calling of either the FULLDOWNGRADESUBSCRIPTION or the FULLUPGRADESUBSCRIPTION event.

2. Upon successful execution, this event returns a transactionId.

3. Based on the value of the ProcessBillingChange flag from the SubCon Site:

Configuration Notes:

Add the CMS content SubscriptionUpdateForm.EZPayOptionalLabelText in the subscriptionUpdate page and StopSaver page in SS so that the label for the optional EZPay checkbox displays correctly on the screen.

General Enhancements

Self Service

1. New cookie on Subscription Restart

A new cookie named subscriptionPurchased with the value 'true' will now be generated when a user successfully restarts a subscription via the Self-Service portal. This cookie has a 24-hour expiry.

Previously, even if the user was already logged in to the .com site, restarting a subscription required them to log out and log back in to receive the updated subscription entitlements. With this enhancement, users no longer need to log out and log in again. Refreshing the .com page or clicking an article link will apply the updated entitlements associated with the restarted subscription.

Subscription Panel

1. Twitter icon Replaced with X logo

The Twitter icon in the Subscription Panel has been updated to reflect the new X branding. If the Social Media component is configured in the CMS, the X logo will now be displayed instead of the old Twitter icon.

Implementation Note:

In CMS, configure the Confirmation V3 component --> Social Media component as a child component. Once the social media details are set in the CMS, the X icon will be displayed in the Subscription Panel for Twitter.

2. New cookie on Subscription Purchase

A new cookie named subscriptionPurchased with the value 'true' will now be generated when a subscription is successfully purchased via the Subscription Panel. This cookie has a 24-hour expiry.

Previously, even if users were already logged into the .com site, they did not receive immediate access to content after purchasing a new subscription. They had to log out and log back in to activate the new entitlements. With this enhancement, users no longer need to log out and log in again. Simply refreshing the .com page or clicking an article link will apply the updated entitlements associated with the new subscription.

API

1. SourceCode for EZPay event from MG2Control

The SourceCode value for EZPay event (event type Id:16) will now be derived from the MG2control key: DTI.SwitchToEzPay.SourceCode. The logic to support this has been implemented. If the key is not configured for the client, or is unavailable, then the SourceCode for EZPay event will default to the hardcoded value: “Internet”.

Configuration Notes:

MG2Control Setting - DTI.SwitchToEzPay.SourceCode

Value - Text

2. Total Price of Products in Offer API

A new parameter, TotalProductPrice (of decimal type), has been added to the Offer API. When an offer includes multiple products, this parameter returns the total price by summing the prices of all products associated with that offer. This was required for internal purposes and does not affect any existing functionality.

3. Implementing Cybersource Flex API v2

Subscribe has now implemented Cybersource Flex API v2 for payment transactions. This upgrade accommodates recent breaking changes introduced in the latest Cybersource API version. Necessary updates have also been made in the consumer applications to ensure seamless integration and compliance.

Following this update, there are no changes to the existing payment functionalities.

🛠️ Bug Fixes

Self Service

1. Error message while canceling the subscription

Users were encountering an error message — “Invalid Input Model” — when attempting to cancel a subscription which had an associated Smart Offer (Stop Saver). This issue has now been resolved.

After the fix, users can cancel subscriptions without any error messages, even if the subscription is linked to a Smart Offer.

2. User not directed to Home page

Previously when a logged-out user tried to hit a publication’s base URL (main myaccount URL), they were incorrectly shown the Auth0 login modal instead of being directed to the Self-Service home page. This issue has been resolved now.

After the fix, when a logged-out user visits the Publication’s base URL, they are correctly directed to Self Service home page. The Auth0 login modal now appears only when the user explicitly clicks the Login or Sign in button.

3. Error message in the StopSaver flow

An error message — “Object reference not set to an instance of an object” — was displayed during the StopSaver flow of a digital subscription (not on EZPay) that had an associated print smart offer. Despite the error message, the flow completed successfully and all events and transactions were generated as expected.

This issue has now been fixed.

Future Enhancements

Upcoming NavigaPay Integrations

Few additional properties/components are added in CMS that correspond to ApplePay, GooglePay & PayPal integrations via NavigaPay Payway.

The API development for these integration has been added to this release. However, these will be useful in upcoming releases when the end to end integration is completed.

This guide explores the payment and billing management functionality of the SubCon Admin Portal. It describes and provides instructions for each feature of the payment/billing tab. You can:

• view a subscription's billing status, saved payment methods, and transactions

• make payments and update payment methods

• opt subscriptions into automatic renewal (auto-renew)

• switch auto-renew subscriptions back into invoices

Tip: To quickly show an accounts current balance, select the show balance button in the upper right corner. If the displayed number is negative, the account is past due.

Navigation

To view the payment/billing tab, perform a , and then select the payment/billing tab.

Grids

Status Details

The status details section of this tab displays information about a subscription's status. These values are processed in real-time. The source column indicates which database the values come from, either Subscribe or Circulation.

Payments

View this for a visual representation.

Make a payment

You can make one-time payments only on subscriptions not currently enrolled in auto-renew.

You can only make one payment every 24 hours.

To make a payment:

1. Select the make a payment button.

2. Choose a payment term and rate.

3. Confirm whether the subscriber wishes to add a tip.

4. Confirm whether the subscriber wishes to enroll in auto-renew. If so, check the auto-renew box. The activation fee is a flat rate charged each time a payment is made. The fee amount is configurable in the Subscribe database.