How to Cancel A Subscription
With AccessAlly, you have three options to choose from when you need to end a subscription through the Admin Options area. Please note that all of these options will automatically stop any future payments from being charged.
We cover these options in full in a separate tutorial, but here’s a quick recap on what tags are added (and when):
- REVOKE – This option will immediately add the revoke tag(s).
- CANCEL – This option immediately adds the STOP tag. Then, at the end of the billing period, the revoke tag(s) are added.
- STOP – This option immediately adds the STOP tag. However, the revoke tag(s) are NOT added.
When you set up this subscription in AccessAlly > Products, we recommend that you indicate all necessary PAYF (revoke) tags to revoke access to the necessary courses in the “revoke tag(s)” area. This gives AccessAlly the ability to revoke course access for the user at the right time.
How To Trigger The Cancellation Process
Once you are familiar with the three different ways to end a subscription, you may choose to set up your CRM automations. As you do, please keep in mind that the automations will have to be triggered in one of two ways:
With each of the three options, you can simply click the button in the Purchase Log area itself. AccessAlly will then add tags as outlined above, and no future payments will be charged.
The manual action is recommended, since the user must email you directly to request a cancellation, giving you one last chance to convince them to stay onboard.
No CRM automation is needed, if you choose to manage/cancel subscriptions this way, since AccessAlly will add all necessary revoke tags immediately, or at the end of the billing cycle, depending on which option you chose.
It is possible to allow a user to cancel their own subscription by using a Custom Operations button.
Step 1: Create a Custom Operation Button
First, create a Custom Operation button that will add a unique tag to the user (Tutorial).
This tag should be unique (i.e. different than the STOP or REVOKE tags).
Step 2: Create Your CRM Automation
The automation should be triggered when the tag (configured in Step 1) is added to the user.
Then, the only other item that must be included is an HTTP Post / Webhook, which will tell AccessAlly that you want the subscription to be cancelled for that user.
You have two options when choosing the webhook URL:
OPTION 1: REVOKE ACCESS WEBHOOK
In AccessAlly > Products > Automations, there is a revoke access webhook that can be easily added to your CRM automation. When run, this webhook will immediately add all of the revoke tags you configured for that product.
OPTION 2: CANCEL WEBHOOK
If you wish, you can run a simple “Cancel Subscription” webhook. To do this, take the same URL as in Option 1, but replace “aal_revokesubscription” with “aal_cancelsubscription”.