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This shows you the differences between two versions of the page.

--- merchant_guide:plans [2009/07/07 20:03] – created earlyimpact
+++ merchant_guide:plans [2012/05/13 12:33] (current) – removed matt
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-====== Adding and Editing Plans ======
-===== What a Plan is =====
-For a definition of what a Plan is in the SubscriptionBridge system, please see the [[:glossary|Glossary]].
-Note that - unlike Products - Plans are shared across all of the Stores that you set up in your SubscriptionBridge Merchant Center. In other words, Plans are not store-specific. That's because the same Plan (e.g. monthly payment, no trial, using PayPal) could well be shared across different subscription-based products and services, in different Stores.
-===== Adding a New Plan =====
-To add a new Plan, do the following:
-  * Click on //Stores// in the Merchant Center navigation
-  * Select any of your //Stores//
-  * Under //Packages//, select //Plans//
-  * The page will display a list of available Plans. Click on //Add New Plan// to add a new one.
-{{:merchant_guide:screenshot149.jpg|A list of available Plans in a SubscriptionBridge Merchant Center}}
-On the Add New Plan form you will find the following fields:
-  * **Reference Name** \\ This is an internal name for the Plan. It is not shown to customers.
-  * **Billing Period** \\ Select the billing interval (e.g. Monthly)
-  * **Billing Frequency** \\ Select how often the subscription will be billed, based on the interval selected under Billing Period. So if it's a quarterly subscription, you will select "Monthly" under the Billing Period and enter 3 under "Billing Frequency".
-  * **Total Billing Cycles** \\ Enter the total number of billing cycles. For an ongoing subscription (a subscription that never ends), enter 0. If you had a 2-year subscription that is billed quarterly, you would enter 8 in this field (4 quarters a year, times 2 years).
-  * **Currency Code** \\ Select the currency used by your store.
-  * **Is there a Trial period?** \\ Indicate whether there is a Trial period or not. Note that a Trial does not have to be a Free trial. In fact, the Trial amount could be higher than the regular subscription amount (e.g. it may include an initial setup fee). You will specify the Trial amount at the Package level.
-  * **Trial Billing Period** \\ Select the billing interval (e.g. "Monthly") for the Trial period.
-  * **Trial Billing Frequency** \\ Select how often the subscription will be billed during the Trial period, based on the interval selected under Trial Billing Period. So if it's a 3-month trial, you will select "Monthly" under the Billing Period, enter 1 under "Billing Frequency", and enter 3 under Trial Total Billing Cycles.
-  * **Trial Total Billing Cycles** \\ Enter the total number of billing cycles for the Trial period. For a free 1-month trial, you would enter 1 here, 1 under Trial Billing Frequency, and "Monthly" under Trial Billing Period.
-  * **Subscription Starts Immediately?** \\ In most cases, you will answer "Yes" as the subscription will start at the time it is ordered. If there is a Trial period, it will start with the Trial period. Otherwise, select a Start Date.
-  * **Start Date** \\ Select a specific Start Date if the subscription is not set to start immediately (at the time it is ordered).
-{{:merchant_guide:screenshot150.jpg|The Add New Plan page}}
-===== Viewing and Editing Existing Plan =====
-To view all the Plans in your SubscriptionBridge Merchant Center, do the following:
-  * Click on //Stores// in the Merchant Center navigation
-  * Under any of the stores, locate the //Packages// section and mouse over //Plans//. The system will display a preview of the plans you added. Click on the link to load the list of Plans.
-On the page that lists all //Plans// under the selected Store you can:
-  * Click on any column heading to sort the table by that column
-  * Click on the //Edit// icon ({{:merchant_guide:edit.gif|Edit Icon}}) to edit the Plan's properties
-  * Click on //Packages// to view and edit existing Packages that use that Plan
-<note important>If you edit a Plan's properties (e.g. you decide to edit the billing cycle), this will affect new subscriptions that are created in the SubscriptionBridge system for any of the Packages that use that Plan, but it will __not__ affect existing subscriptions.</note>
-===== Related Articles =====
-  * [[products|Adding and Editing Products]]
-  * [[packages|Adding and Editing Packages]]