About the Essentials Implementation Playbook

This guide serves to help you integrate Subscribe to your existing enterprise systems. When speaking of Merchant systems, at a minimum these include a storefront (including self-care) and content management systems. Typically merchants also integrate Subscribe with their CRM, Customer Support tools, and ERP systems. You may also decide to extract rich data from Subscribe to feed your own data warehouse and/or augment data in your ERP system.

The Essentials Implementation Playbook and use cases is a collection of step-by-step use cases and tutorials (with video and sample code) to help you get started and get you up and running in the shortest amount of time. The Playbook is organized into a series of Modules and use cases, sequenced according to our recommended best practices. We recommend that you follow the use case order as displayed for a full successful integration. Complex businesses may require custom use cases, customizations, and additional resources to help complete your integration. In addition to the Implementation Playbook, Subscribe Enterprise comes with a dedicated Solution Delivery team, including a solution architect who can help map Subscribes deep capabilities to meet your specific business needs to augment the Implementation Playbook. The Solution Delivery team is there to address any questions you might have during integration and beyond along with 24x7 email support. If you lack any of these components or need additional resources to complete an integration, Vindicia offers Turnkey Solutions Delivery, Professional Services staff augmentation, and service Extensions that allow you to get the support you need for your specific circumstance. To learn more about these options, contact us at: https://www.vindicia.com/contact-us. Here’s a summary of the use cases and order you implement the Essentials Implementation:

Workflow	Unit	Use Case	Description
Workflow 1: Concepts and Precepts	Key concepts and best practices	2-2-01	Set Up Local Data Cache of Products to Display on Your Online Storefront
2-8-03	Manage Grace Period And Retry Strategy for Failed Payments
2-8-05	Define Taxation Rules for Purchases
2-2-12	Screen Subscribers for Potential Fraud During Purchase
Manage Subscribers	2-2-10	Set Up Subscriber Identification Using an Identity Management Solution
2-8-04	Set Up Billing Email Notifications to Send to Subscribers
2-3-01	Manage Subscriber Access to Subscription Content Based on Their Purchased Subscription
Workflow 2: Set Up Basic Subscriptions	Set up a basic subscription	2-1-01	Configure Recurring Subscription Products
2-1-07	Add Prices in Different Currencies to Existing Products
2-2-02	Enable Subscribers to Purchase a Subscription With a Credit Card
2-8-01	Automatically Renew Subscriptions and Charge On-File Payment Method
Free Trials	2-1-03	Configure a Free Trial Offering for a Given Subscription
2-2-09	Enable Subscribers to Purchase Free Trial Offers
2-2-11	Limit Free Trials to Once Per Unique Credit Card
Campaigns and Promotions	2-1-09	Set Up Promotional Pricing
2-2-04	Enable Subscribers to Purchase a Subscription at a Promotional Rate
2-1-10	Set Up Coupon Codes
2-2-08	Enable Subscribers to Purchase a Subscription Using a Coupon Code
Workflow 3: Subscriber Management	Enable Subscriber Self-Care Access to Account Information	2-4-01	Enable Subscribers to Log in to Self-Care Portal
2-4-02	Enable Subscribers to Update Non-Payment Account Details
2-4-03	Enable Subscribers to View Purchase History
2-4-04	Enable Subscribers to View Refund History
2-4-05	Enable Subscribers to View Available Credits
Subscription Upgrades & Downgrades	2-4-10	Enable Subscribers to Upgrade Subscriptions
2-4-11	Enable Subscribers to Upgrade Using a Coupon
2-4-12	Enable Subscribers to Upgrade Subscriptions with Promotional Rate
2-4-13	Enable Subscribers to Downgrade Subscriptions
Subscription Cancellations	2-4-09	Enable Subscribers to Cancel a Subscription
	2-4-08	Cancel a Subscription for Non-Payment
Payment Method Changes	2-4-06	Enable Subscribers to Update Credit Card on File for an Active Subscription
2-4-07	Enable Subscribers to Update Credit Card on File For a Suspended Subscription
Workflow 4: Customer Service	Customer Care	2-5-01	Search For Accounts Using the Subscribe Portal
2-5-02	Update User Information Using the Subscribe Portal
2-5-03	Cancel an Existing Subscription Using the Subscribe Portal
2-5-04	Grant a Service Credit to an Account Using the Subscribe Portal
2-5-05	Issue a Refund Using the Subscribe Portal
2-5-06	Add a Payment Method to an Account Using the Subscribe Portal
2-5-07	Deactivate a Payment Method for an Account Using the Subscribe Portal
2-5-08	Set the Default Payment Method for an Account using the Subscribe Portal
2-5-09	Generate a Note Using the Subscribe Portal to Record a Subscriber Interaction
2-7-03	Activity Reporting
Workflow 5: Finance & Reporting	Finance	2-6-01	Settlement Reconciliation
2-6-02	Chargeback Reporting
2-6-03	G/L Journal Entry Support
2-7-02	Finance Reporting
Reporting	2-7-01	Sales Reporting
2-7-04	Performance Reporting
Data Extracts	2-7-05	Data Extracts
Workflow 6: Additional Payment Methods	Adding Additional Payment Methods	2-2-03	Enable Subscribers to Purchase a Subscription Using a PayPal Account
Workflow 7. Additional Subscriptions Types	VIP Subscriptions	2-1-04	Configure Perpetually Free Subscription Products for VIPs
2-2-05	Enable VIPs to Purchase Perpetually Free Subscriptions
Seasonal Subscriptions	2-1-02	Configure Subscription Products Based on a Season
2-1-08	Reduce subscription pricing for customers purchasing mid-season
2-3-04	Manage Subscriber Access to Content Based on Seasonal Start and End Dates
2-8-02	Automatically Renew Seasonal Subscriptions at the Beginning of the Season
Workflow 8. One-Time Transactions	Single-Use Products	2-1-05	Configure Single Use Products Using the Subscribe Portal
2-2-07	Enable Customers to Purchase a Single Use Product Without Purchasing a Subscription
2-3-02	Manage Subscriber Access for Single Use Product Purchases
2-4-15	Enable Existing Customers to Purchase a Single Use Product
Single-Event Products	2-1-06	Configure Single-Event Products
2-2-06	Enable Customers to Purchase a Single-Event Product Without Purchasing a Subscription
2-3-03	Manage Customer Access for Single-Event Purchases Using Push Notifications
2-4-14	Enable Existing Customer to Purchase a Single-Event Product

You can also explore the use cases grouped by function at Use Cases by Function. If you have questions, send an email to support@vindicia.com. If your team requires additional support (i.e. you don’t have a prerequisite component like Vindicia Shop or need additional resources to help plan or develop your implementation), contact us.

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