Once customers have subscribed to your product(s), you can offer one-click, self-service options that allow them to manage their subscriptions. There are several ways to do this:
If your company does not want to deal with user account management, you can simply make use of our email service to allow your customers to self-manage their subscriptions. cleverbridge regularly serves emails to your subscription customers which contain unique links. The links redirect customers to cleverbridge-hosted pages where they can do the following:
- Reactivate their subscription
- Deactivate their subscription
- Change the payment type for all future billing events
In this basic form of subscription management, cleverbridge handles all aspects of the customer relationship. See Customer Email Types. After a change is made, you will be kept up-to-date through notifications. See Notification Types.
If you want to provide your customers an all-in-one opportunity to manage their subscriptions, you can offer our out-of-the-box, self-service UI solution. The cleverbridge My Account portal is currently available in the following configurations:
If you are unsure which configuration best suits your business needs, contact your Client Experience Manager.
If you company deals with user account management and wants to take it to the next level, you can use our APIs to create a My Account portal that allows customers to modify their subscriptions. To do so, complete the following:
- Determine which options you want to offer customers. The following are some sample options that you can offer, along with the corresponding API functions:
Customer Option API Function Required Parameter Settings by Use Case Upgrade a subscription or part of a multi-item subscription (immediately or at beginning of next billing period) Update Subscription Item Upgrade a Subscription Immediately,
Downgrade a subscription or part of a multi-item subscription (at beginning of next billing period)
Update Subscription Item Downgrade a Subscription Effective Next Billing Date
Increase subscription quantity or volume (immediately or at beginning of next billing period)
Update Subscription Item Purchase add-ons for an active subscription (immediately or at beginning of next billing period) Add Subscription Item Add Item to a Subscription for Immediate Billing, Change the payment method for a subscription Get Purchase > ChangePaymentSubscriptionUrl Link Structure Renew a subscription with an automatic or manual renewal type (applied immediately) Renew Subscription Renew a Manual-Renewal Subscription Ahead of Schedule Suspend a subscription or cancel part of a multi-item subscription (remove product(s) from future renewals) Deactivate Subscription Item Suspend a Subscription, Reactivate a subscription or part of a multi-item subscription after it has been suspended Turn on or turn off automatic renewal
- Design your My Account portal and integrate the corresponding API functions.
Make your My Account portal easy to find. You could link to the self-service portal from the following sources:
- Subscription communication (signup confirmations, reminders to renew subscriptions, requests to update payment details, etc.)
- Marketing communication (emails containing special offers, discount codes, etc.)
The more you communicate with your customers about the options offered in your self-service portal, the more likely they are to renew or upgrade their subscriptions.