{"id":11,"date":"2011-05-20T23:06:06","date_gmt":"2011-05-20T23:06:06","guid":{"rendered":"http:\/\/www.diywebmastery.com\/subscriptionboss\/?p=11"},"modified":"2012-08-17T13:47:44","modified_gmt":"2012-08-17T13:47:44","slug":"how-to-add-a-subscription","status":"publish","type":"post","link":"https:\/\/www.subscriptionboss.com\/members\/11\/how-to-add-a-subscription","title":{"rendered":"How To Add A Subscription On SubscriptionBoss"},"content":{"rendered":"

Subscription Setup Pre-requisites<\/h2>\n

This procedure assumes that you have already set up the following items on Infusionsoft. <\/p>\n

    \n
  1. a live subscription with a name and description (please note the ID, name, description, price and free trial period of the subscription<\/strong>)<\/li>\n
  2. an action set that runs when a buyer orders the subscription (please note the ID of the action set<\/strong>)<\/li>\n
  3. a “thank you” or upsell page where you want to send the buyer after ordering (note the full URL of the thank you page<\/strong>)<\/li>\n
  4. an action set that runs when the buyer cancels – this action set will typically remove some tags, and email the user and email the administrator (please note the ID of the action set<\/strong>)<\/li>\n
  5. an action set that runs on a payment failure\u00a0– the action set will typically add and remove various tags and possibly email the user and the administrator (please note the ID of the action set<\/strong>)<\/li>\n
  6. an action set that runs on a payment success\u00a0– the action set will typically only do something if the member is in payment failure so typically you will have a rule associated with some or all of the steps in the action set (please note the ID of the action set<\/strong>)<\/li>\n<\/ol>\n

    We suggest that you copy the data items identified above in parentheses into a text file so you can easily cut and paste it into WordPress later.<\/p>\n

    Subscription Setup Instructions<\/h2>\n

    Here are the steps to set up the subscription in SubscriptionBoss so that the PayPal subscription matches the Infusionsoft subscription in terms of price, timing and description:<\/p>\n

      \n
    1. Login in to your WordPress admin and click on SubscriptionBoss | Subscriptions then click the Add New button<\/li>\n
    2. Give the subscription a code (e.g gold) and add the description of the Subscription (e.g Gold Membership)<\/li>\n
    3. Set the PayPal currency which should be your default currency in Infusionsoft<\/li>\n
    4. Set up any initial charges and relate these to a product on Infusionsoft<\/li>\n
        \n
      • Set the initial charge amount<\/li>\n
      • Set the product number to be identical to the product ID on Infusionsoft<\/li>\n
      • Set the product name to be similar to the product name on Infusionsoft<\/li>\n
      • Set the product description – this appears on PayPal when your customer is making the purchase – thi should make it clear that this charge is one-time only<\/li>\n<\/ul>\n
      • Set up the recurring charges<\/li>\n
          \n
        • Set the monthly subscription amount<\/li>\n
        • Set the subscription number to be identical to the subscription ID on Infusionsoft<\/li>\n
        • Set the subscription name to be similar to the subscription name on Infusionsoft<\/li>\n
        • Set the subscription description – this appears on PayPal when your customer is making the purchase -this should it clear that it is a recurring charge<\/li>\n
        • Set up the billing period, frequency and number of billing cycles<\/li>\n
        • Set a payment delay in days if required<\/li>\n<\/ul>\n<\/li>\n
        • Set up the Order Confirmation details if required<\/li>\n
        • Set up the Infusionsoft order details which include the Order Success action set and thank you page<\/li>\n
        • Set up any Payment Event Actions<\/li>\n
            \n
          • Click on the Action Sets on the Setup menu and copy the ID on the Subscription Cancellation Action set and save it in the Cancellation Actions field<\/li>\n
          • Click on the Action Sets on the Setup menu and copy the ID on the Subscription PAYF Action set and save it in the Payment Failure Actions field<\/li>\n
          • Click on the Action Sets on the Setup menu and copy the ID on the Subscription Payment Success Action set and save it in the Payment Success Actions field<\/li>\n<\/ul>\n
          • Click on Save<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

            Subscription Setup Pre-requisites This procedure assumes that you have already set up the following items on Infusionsoft. a live subscription with a name and description (please note the ID, name, description, price and free trial period of the subscription) an action set that runs when a buyer orders the subscription (please note the ID of […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-11","post","type-post","status-publish","format-standard","hentry","category-how-to","entry"],"_links":{"self":[{"href":"https:\/\/www.subscriptionboss.com\/members\/wp-json\/wp\/v2\/posts\/11"}],"collection":[{"href":"https:\/\/www.subscriptionboss.com\/members\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.subscriptionboss.com\/members\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.subscriptionboss.com\/members\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.subscriptionboss.com\/members\/wp-json\/wp\/v2\/comments?post=11"}],"version-history":[{"count":2,"href":"https:\/\/www.subscriptionboss.com\/members\/wp-json\/wp\/v2\/posts\/11\/revisions"}],"predecessor-version":[{"id":456,"href":"https:\/\/www.subscriptionboss.com\/members\/wp-json\/wp\/v2\/posts\/11\/revisions\/456"}],"wp:attachment":[{"href":"https:\/\/www.subscriptionboss.com\/members\/wp-json\/wp\/v2\/media?parent=11"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.subscriptionboss.com\/members\/wp-json\/wp\/v2\/categories?post=11"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.subscriptionboss.com\/members\/wp-json\/wp\/v2\/tags?post=11"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}