Create Subscription Plan

How to create a subscription plan

Use the Create Subscription Plan page to create a subscription plan. The Create Subscription Plan wizard guides you through each step of the creation process.

1. To access the Create Subscription Plan wizard, Choose one of the following options:

   • Select Catalog, select Subscription Plans, and then click Create Subscription Plan.
   • Select Catalog, select Subscription Plans, click Manage Subscription Plans, and then click Create Subscription Plan.

   The Subscription Plans page appears.

2. Select the supported locales.

   1. Select the checkbox next to each locale you plan to support.

      

   2. Select the Default option next to a locale that you want to use as the default.

      The system will use the default locale to display in your store if the shopper’s locale is unknown.

   3. If required, select the Restrict Product Visibility and Purchasing to Locales Below checkbox. This checkbox allows you to sell this product only to the selected locales.

   4. Click Next.

3. Add the plan to catalogs and categories.

   1. Under Add Plan to Catalogs, select the checkbox next to each catalog where you want the subscription plan to appear.

   2. Under Add Plan to Categories, select the checkbox next to each category where you want your plan to appear.

      Note: You must select a catalog before you can select a category.

   3. Click Next.

4. Add options for the plan.

   1. If your company created Custom attribute families, select the checkbox next to each option you want to apply to the plan.

      Note: You must select the Subscription option.

   2. Click Next.

5. Add the terms for the plan.

   1. To add a term, click Add, complete the fields, and then click Save.
   2. Click Next.

6. Configure the plan settings.

   1. To change the plan settings for the default locale, click the default locale tab and complete the fields. If you click a different locale tab, click Yes when prompted to save your changes.
   2. Click the tab for a locale, select the Override default local settings checkbox, and complete the fields. If you click a different locale tab, click Yes when prompted to save your changes.
   3. Repeat step b for each additional locale.
   4. Click Next.

7. Configure the plan's features.

   1. To change the plan's features for the default locale, click the default locale tab, complete the fields, and add new features (products). If you click a different locale tab, click Yes when prompted to save your changes.
   2. Click the tab for a locale, select the Override default local settings checkbox, complete the fields, and add new features (products). If you click a different locale tab, click Yes when prompted to save your changes.
   3. Repeat step b for each additional locale.
   4. Click Next.

8. Configure the feature settings.

   1. Select the options you want to use.
   2. Click Next.

9. Define the pricing for the plan.

   1. Complete the fields.
   2. Click Next.

10. Define the billing options for the plan.

    1. Complete the fields.
    2. Click Next.

11. Define when you want to send email notifications.

    1. Select the email notification options you want to use.
    2. Click Next.

    The Plan Summary page appears.

12. Click Save.

    Important: By clicking "Save" and adding a plan through this interface, you acknowledge the Export Compliance Acknowledgment Statement. This statement appears at the bottom of the Plan Summary step.