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[SOLVED] Subscription Upgrade Workflow

  • swampy5
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5 years 7 months ago - 5 years 7 months ago #311667 by swampy5
Hello I am using CB Subs 4.3.0+build.2018.11.12.17.24.17.6436fbca5
An ongoing problem I have is with members being sent reminders for a subscription plan that has expired but they have upgraded to a new plan - whats the best practice for preventing this from happening? Up to now Ive been manually deleting the old subscription but sometimes I forget! should the subscription status code change from X to U automatically or do I need to program this into work flows for the plan? and when a subsciption code is U will that prevent any further mailers from firing for the old plan?
Tony Marsh

Tony Marsh GoGreen Computing
Last edit: 5 years 7 months ago by krileon. Reason: Added [SOLVED] tag to subject

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  • krileon
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5 years 7 months ago #311674 by krileon
Replied by krileon on topic Subscription Upgrade Workflow
Edit your mailer within CBSubs > Mailers and under Conditions use "Second condition And/Or" to add a second condition to make sure another plan isn't active. So you'd have something like the below.

Condition 1
Any of the following plans subscriptions: YOUR_PLAN
Must be in state: Expired

Second condition And/Or: AND NOT

Condition 2
Any of the following plans subscriptions: YOUR_OTHER_PLANS
Must be in state: Active

This should mean it will only send if YOUR_PLAN has expired and no YOUR_OTHER_PLANS are active.


Kyle (Krileon)
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  • swampy5
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5 years 7 months ago #311681 by swampy5
Replied by swampy5 on topic Subscription Upgrade Workflow
Thanks Krileon I knew there would be a combination of conditions that should work just couldnt get it clear in my head - much appreciated!

Tony Marsh GoGreen Computing
The following user(s) said Thank You: nant, krileon

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