Upgrades/Renewals

Hello,

We have 2 plans (1 is for Three calendar years and 1 is for One calendar year).

We want our users to be able to switch to either or if they want to go down to paying once a year for example.

Here is my issue- when I allow an "upgrade" to the 1 year plan if the user is a 3 year user, they can log in and see the "upgrade". Here is the problem, if the user has a 3 year plan and the expiry is December 31, 2015- the "upgrade" to 1 year is for Year 2015 (which they've already paid for). How do I allow them to pay for Year 2016 like a renewal but it's the upgrade.

I hope this makes sense.

cagoffice wrote: Hello,

We have 2 plans (1 is for Three calendar years and 1 is for One calendar year).

We want our users to be able to switch to either or if they want to go down to paying once a year for example.

Here is my issue- when I allow an "upgrade" to the 1 year plan if the user is a 3 year user, they can log in and see the "upgrade". Here is the problem, if the user has a 3 year plan and the expiry is December 31, 2015- the "upgrade" to 1 year is for Year 2015 (which they've already paid for). How do I allow them to pay for Year 2016 like a renewal but it's the upgrade.

I hope this makes sense.

I would not show the downgrade possibility for users that already have an active running three year plan.

You can configure this in the plan workflow tab.

This way the 1 year proposal can be configured to only show up when the 3 year plan has expired giving the user the opportunity to eaith renew for 3 more years or switch over to the 1 year plan.

I guess I am just confused on the conditions that are there. I don't know how to program it so it shows up when the plan expires or maybe is it possible to upgrade for the following year say within 4 months of their existing plan expiry date?

I believe the following condition should be able to cover your usage.

Subscriptions upgrades workflows
First static condition: This condition must be NOT be met to allow upgrades:
Any of the following plans subscriptions: (your 3 year plan here)
Must be in state: Active

This should mean the 1 year plan can not be upgraded to if the 3 year plan is currently active. You could do the same for the 3 year plan if 1 year plan is active too I suppose.

But is there a way for them to upgrade in November/December 2015 for example, for Year 2016?

If you're using 1 year duration then their plan isn't expired and will continue into 2016. If you'e using by calendar year it expires at the end of the year. In the case of by calendar year the above works fine. In the case of 1 year duration I don't know what to suggest as their plan isn't expired yet and there's no purpose to renewing. It maybe doable with "Second static condition And/Or" and an OR condition on the subscription or expiration date, but as I don't understand the usecase I don't really know what to suggest for the OR case.