Subscription Management and Billing
Use PortalProdigy’s versatile capabilities
to offer, promote, sign-up, and manage subscriptions to E-zines,
newsletters, training, blogs, online services and more.
PortalProdigy feature provides a convenient and efficient method of
granting special privileges (benefits) to any group including
individuals and organizations. Privileges can include access to specific
website features, website content, events, services, discounts,
non-website resources, etc. You can control duration of subscriptions,
charge fees, require submittal of application, require terms acceptance,
require application approval, automatically provide Website access
subscription areas, or automatically expire subscriptions. User signup
on your website can be channeled through memberships in order to take
advantage of any of the aforementioned capabilities.
Subscription Registration, Management and Billing features and benefits
include:
- Centralized subscriber management.
- Subscribers are fully integrated
with Contact Management and other PortalProdigy features and
functions.
- Allows definition of an unlimited
number of unique subscription types.
- Subscribers can subscribe
separately to different items on the site..
- Option to specify unique contact
registration form for each subscription type.
- Subscriptions can be for
individuals, organizations, or both.
- Option to require completion of
online application or questionnaire. Also includes option to offer
printed application for hard copy submittal.
- Includes application form builder
to create custom forms.
- Option to require subscriber
approval. Includes ability to auto assign special pre-approval
Website access rights.
- Subscriber approval processing
including ability to auto assign special Website access rights upon
approval and revoke pre-approval rights if declined. Tracks approval
date and approved by.
- Auto expiration of subscriptions
includes ability to auto revoke subscribed feature access rights
with additional option to auto assign limited expired access rights.
- Ability to charge for subscriptions
including initiation fees, renewal fees, recurring fees and other
types of fees. Includes ability to offer options such as to pay
monthly, quarterly, etc.
- Limit subscription duration with
automatic renewal upon payment of fees.
- Options to set anniversary date
based on signup date, approval date, or specified date.
- Recurring fees can be charged
monthly, quarterly, semi-annually and annually.
- Option for initiation fee and
recurring dues to be prorated for calendar year, fiscal year,
quarter or month.
- When prorating fees, includes
option to require payment of prorated period plus next full period.
- Option to require payment of fees
at time of application submittal or upon approval.
- Supports promotion codes to apply
discounts to subscription fees.
- Option to lock renewal fees.
- Option to require acceptance of
terms (subscription agreement). Includes option to require that
subscription agreement be accepted online or to require return of
signed hard copy. Includes ability to load subscription agreement
document.
- Automated subscription billing.
Supports user preference to have credit card billed or to be
invoiced.
- Creates invoices for subscriber
billings with ability to send as email or printed and mailed based
on user preference setting for each member.
- Collection and online payments
processing. Fully integrated with PortalProdigy transaction engine.
PortalProdigy’s transaction engine provides standardized management
of all transactions including subscriptions, events, product
purchases, etc. See Transaction Management feature for detailed
description.
- Option to auto assign subscribers
to specific price group based on membership type. Price groups are
used to offer special pricing.
- Create informative descriptions of
subscriber types with ability to display multi-media brochure.
- Maintain and unlimited number of
subscriber records.
- Promote subscriptions on your home
page with automated insertion.
- Print Subscriber Application report
which lists each applicant’s signup information with their completed
application form.
- Print Subscription Renewal report
which lists each subscriber due for renewal along with fees and
payment method.
- Print Subscription Collection
report which lists each subscriber, their subscription fees, amount
collected and amounts currently due; grouped by subscriber type with
subtotal by group.
- Option to send automated
Subscription Renewal notices by email.
- Option to send automated
Subscription Approval notices by email.
- Option to send automated
notification to responsible party upon application for new
membership.
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