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  4. How To Manage Your AccessAlly Subscriptions With Admin Options

How To Manage Your AccessAlly Subscriptions With Admin Options

AccessAlly Subscriptions are possible when you’re integrated with Stripe. In an ideal world, when someone signs up for a subscription purchase, they simply receive recurring charges on their credit card to stay “active”.

However, there are a few situations where you might need some additional admin capabilities to manually pause, renew, cancel, or offer free “credits” for subscriptions.

Here’s your guide to AccessAlly’s Subscription Admin Options:

Video Tutorial

Written Tutorial

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How to Access the Admin Options

Inside your WordPress dashboard, go to: AccessAlly > Purchase Log > Subscription Details

Here, you can enter the subscription ID in the search box to pull up the details.

Not sure what the appropriate subscription ID is? Look under the “Subscriptions” tab to find the right one!

Option 1: Revoke Subscription Immediately

This option will simply add the appropriate Revoke tags to immediately remove access so the subscriber can no longer view the corresponding content.

The subscription itself is NOT refunded, but it will also NOT be renewed (i.e. future payments/credit charges are cancelled).

If you want to process a refund, you’ll have to do it manually in Stripe.

How to use it:

Use this operation if a client asks for a refund or cancellation. You can manually revoke their access to the course content here. DO NOT FORGET TO ALSO REFUND THROUGH STRIPE, if that is your agreement with the client.

Option 2: Stop Subscription Immediately

This option will add the appropriate Stop tag to the user, so that it will no longer be subscribed to any follow-up sequences. (As always, the Stop tag will only work if you’ve set up the appropriate sequences inside your CRM.)

It does NOT add a revoke tag, it does NOT refund money spent.

How to use it:

If your subscriber accidentally made a duplicate purchase, you can use this option to ensure that the subscriber only receives ONE set of follow-up sequences, and does not accidentally lose access to content (like they would if a full Revoke tag was added.)

You might also use this option if someone is “upgrading” their subscription to a higher tier, and you want them to maintain access to the original content, but only be subscribed under the new tier.

Option 3: Charge Outstanding Payments

Use this operation if the user has fallen behind on their payments (due to an expired credit card or other confusion). You can see at a glance how many outstanding payments (and the amount) is due on the account, and select how many should be charged.

How to use it:

This is a necessary operation if a credit card is expired, for example. Simply updating a credit card will not authorize AccessAlly to charge for multiple missed payments. You will have to manually authorize that step with this option.

Option 4: Skip Payment By Adding Credits

Use this operation to allow subscribers to “skip” any number of recurring payments.

How to use it:

An example use of this feature is when you’d like to give a client two free “months” of a monthly subscription. Rather than set up an entirely new promo inside AccessAlly’s Products and Offers, you can manually grant them free months (or however long your recurring payment is) here.

Note: This feature is NOT connected with AccessAlly’s credit system.

Subscription Status Explained

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Wondering what each of the subscription statuses mean? Here’s your guide!

Status Description Can revoke Can cancel
Active All payments have been successfully processed. Yes Yes
Finished (1) Finite recurring payment plan: after the last paid period. (2) Indefinitely recurring payment plan: the subscription was canceled either by admin or the client and AccessAlly has applied the revoke tag(s) after the last paid period.
Revoked The subscription has been revoked by admin and AccessAlly has applied the revoke tag(s).
Payment due AccessAlly failed to process the last scheduled payment. AccessAlly will make up to 3 attempts with one day in between. Yes
Failed to collect AccessAlly failed to process the last scheduled payment after 3 tries. AccessAlly will no longer make further attempts and the Payment Failed tag has been added. Yes
Canceled by Admin Admin has canceled the subscription, and AccessAlly will add the revoke tags at the end of the current period, at which point the subscription will transition into the Finished state. Yes
Canceled by Client The client has canceled the subscription, and AccessAlly will add the revoke tags at the end of the current period, at which point the subscription will transition into the Finished state. Yes
Updated on November 30, 2017

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