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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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