I would like to send email notification to Clients 1day before it's 30Days Trial Subscription ends based on the CreatedDate. Any suggestions would be appreciated.
Thank you!
Create an Workflow Rule and setup an Email Alert. You can create the Workflow Rule based off of a date and have it send an email template.
Create a Time-Dependent Workflow Action on a workflow rule when the record is created. The Time-Dependent Workflow Actions should be based on the Subscription End Date and should be 31 Days Before Subscription End Date. That way you don't have to worry about it. It'll just happen.
You can always look up pending actions in the Time-Based Workflow page in the setup area
In your question you mentioned the Created Date, if the Subscription end date is a fixed date from the created date that just factor that into the days before, but I think a separate end date gives more flexibility for scenarios such as extending a subscription.
Related
I am looking to implement a referral program for our app that will gives users a free month off their subscription every time they have a successful referral.
I came across this question Stripe: add free days to a subscription but it is 6 years old so I am not sure if this is still the way to go since Stripe has updated their service and API multiple times since then.
Reading through the Stripe Docs it seems there may be 2 ways to implement:
Use a coupon and apply it against the customer's subscription. (Stripe Subscription Discounts)
Move the date for their billing cycle by 1 month (Stripe Subscription Billing Cycles)
I would imagine this is a common thing. Is there a best practice on how to proceed?
I ended up contacting Stripe customer support and option 1 is the way to go (coupons).
Basically you create a coupon that deducts 100% of the subscription fee and you enable it for 1 month only. This will effectively skip 1 month's payment. It can be enabled manually via the Stripe Dashboard or the API.
Follow this link for more details: Stripe Coupons
I am trying to use the "Sales Force data" as the entry point to our journey. This is the first time I am exploring this option using the Marketing cloud "Salesforce Data" connector in journey builder.
We need to capture Updates of Contacts in the sales cloud and trigger some action. So we configured the data entry point - Object chosen Contact. Chose Contact Id for "Select who to inject into the journey". Added. Choose the option to capture "Is Updated" and for our criteria chose Lat Modified Date greater then April 1st 2020. Added all contact fields we needed in the Data Extension and saved.
I can confirm that the data extension was created successfully. The journey was activated successfully.
I go to sales force sales and updated the contacts by changing the phone number or Address related fields and save. However I do not see the data flow into the marketing cloud data extension.
If I try the journey with entry point data source Contact inserted - it is successful.
What could I be doing wrong?
Thanks
Regards
Sid
We got help from sales force support - The records we were trying to modify already had a last update date greater than the one set in our criteria. We have to work around this by handling an update scenario in the journey design and creating a synchronized data - to sync contact/account objects in salesforce with marketing cloud every 15 minutes
Maybe this just isn't possible with the available Salesforce actions in Zapier, but I thought I'd ask.
You can monitor for a new opportunity, but I only want to create cards for opportunities which are closed won. So if a new opportunity is created on Monday and on Friday it is Closed Won, Zapier will never get notified when it is updated.
Seems like a very common use case, I figure someone has figured this out.
Thanks!
I took this to Zapier Support and they said....
So the tricky thing here is the "New Opportunity" trigger will only
happen when the Zap sees the record for the first time. Even if it's
updated later, the Zap will not re-trigger on it.
We do have a way to trigger on updated Salesforce records, but it
would require using their Workflow Rules and Outbound Messaging
option. Then on the Zapier side, you'd use the Salesforce "New
Outbound Message" trigger.
You basically set a workflow rule + outbound message in Salesforce.
And so all your triggering conditions (like which object/field) are on
the Salesforce side.
First you'd set up the Outbound Message, specifying the object and
fields you want to send, and the Zap url:
https://help.salesforce.com/HTViewHelpDoc?id=workflow_managing_outbound_messages.htm
Then you'd set up the Workflow Rule, specifying the conditions where
the rule should trigger, and which actions to trigger (the outbound
message action that you just made):
https://help.salesforce.com/htviewhelpdoc?id=customize_wf.htm
The one caveat here is that workflow rules are only available on some
editions of Salesforce. So you may have to check and see if your
edition supports it.
Please let me know if you have any questions about that -- happy to
help!
And that worked so yay Zapier for helping me with Salesforce!
Paymill's API is awesome. It's a blaze to work with, and I should be up&running, were it not for an edge case. Context is a SAAS app, with a demo trial, and the ability to upgrade & downgrade at will.
User cancels her subscription: at this point, her account remains active until the pre-payment date. Paymill receives 2 API calls:
DELETE call for https://api.paymill.com/v2/subscriptions/
DELETE call for https://api.paymill.com/v2/payments/
Scenario: She changes her mind, and tries to upgrade again. So far, I've tried modeling this via:
Doing a POST to https://api.paymill.com/v2/subscriptions with client, offer, and payment info -similar to the original subscription- returns Payment error: Subscription already connected
Doing a PUT to https://api.paymill.com/v2/subscriptions/ with payment info (according to Paymill API: How do I update a subscription's credit card? ) returns Payment error: the Subscription was canceled
Desired output is Continuing Subscription: no credit card charges are made until the next monthly period, and further CC charges are applied via the new payment info.
In what ways can this be achieved?
Many thanks!
Let me start by saying that the POST you described should be possible to execute. This is currently a bug, and this will be fixed sometime next week.
But your use case is, unfortunately, not supported at the moment. We are working hard to make our subscriptions feature more powerful, while retaining the simplicity of usage. We cannot offer a timeline for this, but we would love to hear more about your case.
Currently, merchants are encouraged to manage the subscriptions on their own, as this is not a simple matter of changing the amounts being charged on the next subscription's due date. For instance, if a client of yours decide to downgrade, would you make a pro-rata refund of the excess? Same for upgrade: would you charge the full amount of the new subscription on the due date, or a pro-rata of the old subscription + pro-rata of the new?
That said, I'd encourage you to keep an eye on our blog for announcements of an improved subscriptions handling.
Disclosure: I work at PAYMILL.
I have a website and I would like to implement a paid subscription service. Its a simple service with only 2 types of plans. For now, ill just use Paypal. But im a little lost before start, mainly with the data model.
My main question for now is, what information do I need to keep for each subscription? Do I need to implement a shopping cart for this (dont think so)? Im not asking for a detailed explanation, just a few lights or resources to find a way to start. Thanks.
Depends on what technology you're using. Basic payments work a bit like this
-> You send them to paypal with a plan (you define the plan on paypal)
they know which amount to charge
you can pass custom parameters which they will pass back
Customer fills in application
<- paypal tells you that your predefined plan got purchased
in this same request, they send a lot of info about the payment including a GUID and your params
-> you ask paypal "hey, some one just told me this plan GUID got purchased, can you confirm"
<- paypal service returns 'yes'
-> you take the customer's ID from the params that you attached when you sent them to the paypal service and update them to "paid" in the database, or whatever
That's it in a nutshell...
Look at any subscription card mailer from any magazine and you can get an idea of what kind of data you will have to record. Start and end date for the subscription would be a good thing to keep, and what kind of plan the user is subscribed to. Once you have the end date, you just need to run a query to get the records of the users that have access. Something like
Select * from users where subscription_end_date is >= today
I'm sure there will be a lot of other columns that will go into your final product, but that will be up to you to decide what data you want to keep. What are the different states that a subscription can be in? Can someone be subscribed to both services at the same time?
PayPal does a decent job if you want to charge the same amount every month. However, if you anticipate your users making changes to their subscription plans (upgrades/downgrades) or needing to provide credits to their account for customer support purposes, PayPal would require that you cancel the subscription...and then have the customer re-subscribe.
[Full disclosure - I am a co-founder of Recurly.com]
Recurly handles the upgrades and downgrades, and provides automated customer emails to be sent out to your customers (on your behalf) for every event confirmation, and invoice that occurs. You also have a full account management dashboard and reporting so that you don't need to build this yourself.
Best of all, if you ever decide to leave PayPal, and move your business to a standalone payment gateway, Recurly stores all of your credit cards in a PCI compliant vault so you don't need to ask you customers to come back and re-subscribe. (PayPal will not return your customer credit card information). You simply configure your new gateway in Recurly, and payments will be processed without any interruption to your business.
Here is a blog post we wrote on the topic:
http://blog.recurly.com/2010/08/top-ten-reasons-to-use-recurly-vs-paypal-for-recurring-billing/
-Best of luck.
-Dan