Recurring purchases are ideal for your business, whether it’s an ongoing course, a repeat buy, or a payment plan for a big purchase. They help you minimize revenue fluctuations and ease your efforts on attracting new leads and converting them to sales. Let’s look at how to enroll a customer in a subscription plan.

Pre-requisites #

Before adding a customer to a subscription plan, you must create a recurring product. To do so, navigate to the Products tab inside the Payments section and click + Create Product.

Create your product as normal, and in the Prices section, select the Type as Recurring. Complete the product set-up and save it.

Note: For a more detailed tutorial on how to create a new product, check the article titled “Creating New Products.”

Adding A Subscription #

Once you’ve created a recurring product, switch to the Subscription tab and click + Add Subscription.

Select the customer you want to enroll in a subscription plan from the dropdown menu, then fill out the other details:

• Bill Start Date: The first time the contact is billed for the product.
• Products: Select the product you’ll be billing for.
• Coupon Code: Apply any extra discounts by entering the respective coupon code.

Select the payment method. You can choose between saved cards if the customer has made a previous purchase, or add a new card for first-time purchases.

Once you’ve filled out the details correctly, click Schedule to add the subscription to your system. The subscription will be added to your CRM for easy management. Any completed invoice or online purchase for recurring products will be added to this section.

Use your new knowledge to manage recurring and long-lasting relationships with customers, becoming a part of your customers’ lives and increasing brand loyalty.

Frequently Asked Questions #

What do I need before creating a subscription? #

You must first create a recurring product. In the Products tab, create a product and set the price Type to Recurring before adding a subscription.

Where do I add a new subscription? #

Go to the Subscription tab in the Payments section and click + Add Subscription, then select the customer to enroll.

Can I apply a discount when creating a subscription? #

Yes. Enter a coupon code in the Coupon Code field while filling out the subscription details to apply an extra discount.

What payment methods can I use for a subscription? #

You can use a saved card if the customer has made a previous purchase, or add a new card for first-time purchases.

When does billing begin? #

Billing begins on the Bill Start Date you set, which is the first time the contact is charged for the product.

Where can I see completed recurring purchases? #

Any completed invoice or online purchase for recurring products is added to the Subscriptions section of your CRM for easy management.