Cbsubs create trial and multi-duration plan

hello

I would like setup 2 plan but I'm unclear how to do.

I need to make a difference between normal users (they will register normally from CB form) and pro users (I will manually put from backend those users inside my trial plan). For do that I will hide all plans (who are normally displayed in CB form) using CSS, so that mean when a user will register, he will in fact subscribe for the Normal plan because this plan will be the default one.


Now my goal is to have:

1) NORMAL PLAN (default plan)

I want use this plan for simple users who will have access to some basic feature. Those feature will not be the same than features included in Professional plan and users in that plan will not be allowed to upgrade for Professional plan.

2) PROFESSIONAL TRIAL PLAN

I want setup this plan with a initial trial duration. Ideally I would like have a trial of 45 days but unfortunately I see we can set only 30 or 60 days but not 45 days. About that I hope you will allow us in near future to set 45 days because in my case 30 days is a bit to short and 60 days is too long.

Then when the trial finish (or even before), I would like propose 2 different duration like 3 month and 1 year.

So it seem I must set 4 exclusive plan like:

- NORMAL PLAN
- PROFESSIONAL TRIAL PLAN
- PROFESSIONAL 3 MONTHS PLAN
- PROFESSIONAL 1 YEAR PLAN

I make some test and I think this is the correct setup for my case, however if a user is inside the PROFESSIONAL TRIAL PLAN and finally do not upgrade to one of my PRO plan after the end of his trial, his access to the site will be disabled. This is of course annoying because maybe this Pro user will upgrade later so is necessary to allow him to get access to my PRO upgrade plan but not to the trial.

So it seem I must set another plan similar to the NORMAL plan but without his features (a kind of AFTER TRIAL PRO PLAN) where users will be placed after the end of their trial if none upgrade was done. Then the only choice for them will be to upgrade for a PRO plan because they will disallowed to use features of my site.

I'm on the right way ?? I'm not sure if using always exclusive plan is the correct way and I don't see how to solve the after trial problem.

Many thank for some suggestions.

Remove your free trial plan, then add a initial price and duration to the 3 month plan as well as the 1 year plan. When a user is disabled they simply renew to the paid duration of 3 months or 1 year (whichever they picked initially).

Ok I apply your suggestion for my yearly plan (I finally removed the 3 month plan) and you can see my setup in the attached screenshot.

So actually I have:

- NORMAL FREE LIFETIME PLAN (those users must not be able to upgrade to PRO)
- PROFESSIONAL 1 YEAR PAID PLAN (those users must not be able to downgrade to NORMAL)

So this setup fit my needs and when users are subscribed to PRO plan, they have a free trial of one month. However past the one month trial, users are not disabled (this is what I need) and are able to login but they can't do nothing special because they are now not subscribed to any plan. If they try to access to some menu item, the PRO plan is proposed for renewal.

The problem is I would like distinguish PRO user who are always in trial and PRO user who are fully subscribed. I would like do that for let me display specific message (with CB Content module) using substitution for trial users only.


With your suggested setup is not possible to distinguish Trial PRO users VS Full PRO users because both users are inside the same plan. The only solution for recognize users seem to be, if possible, about the plan duration. That mean if a user has his PRO plan active since 1 to 30 days is a Trial PRO user and if is more than 30 days is a Full PRO user.

Anyway even if is possible to play with duration, I don't see how to use substitution.

any clue please ?

OTHER QUESTION:

If a trial user decide to subscribe to the pay plan before the end of his trial (or even before end of regular PRO plan), the remaining time will be prorated added to his subscription? For what I understand with "prorate" setting, the remaining time is added only if upgrading to another plan..but not to the same.


thank

CBSubs does not simply turn off their entire access to the site because they expired. It'll keep asking them to renew when trying to access features they do not have access to. If you want to disable them then you're going to need to use CBSubs SQL Actions and in the expired action update the _users table and block them. CBSubs Fields maybe also able to do this, but I can't recall.

You can't distinguish between trial and full. That's the point. To give them a trial of what they'll be fully subscribing to. I suppose you could try using CB Query Field to query the database and see if they're on trial or not (I suppose checking the price they paid in _cbsubs_subscriptions).

You can't distinguish between trial and full. That's the point. To give them a trial of what they'll be fully subscribing to. I suppose you could try using CB Query Field to query the database and see if they're on trial or not (I suppose checking the price they paid in _cbsubs_subscriptions).

Yes using Query field can be helpful and I tried this way but I'm stuck for get some infos.

For example I created a Query Field + his related Delimiter field for know the Plan ID of subscriber. For do that I used the follow SQL query:

SELECT GROUP_CONCAT( `plan_id` ) FROM `mytable_cbsubs_subscriptions` WHERE `user_id` = [user_id] AND `status` = 'A' GROUP BY `user_id`

But I don't see how to do for know the price paid by user (for let me distinguish if user is in trial of in full subscription) because in the table _cbsubs_subscriptions price paid data are not present. This data seem to be present inside table _cbsubs_payments but I'm unable to query anything from this table.

Any clue ?

OTHER QUESTION:

Otherwise I thinking to another method using CBSubs SQL Action but I'm not sure if this can let me know what I need. For example I could set a query for update a specific text field "Subscription status" on plan activation, renewal, expiration, and deactivation. That mean if the plan is:

- Activate = I set my field to TRIAL
- Renewed = I set my field to FULLSUBS
- Expired = I set my field to EXPIRED
- Deactivated = I set my field to DEACTIVATED

This make sense ???

If yes I don't well understand what mean Expired against Deactivated. Expired mean the plan is expired and must be renewed if desired but Deactivated mean user choose to cancel itself his own subscription before expiration date. That's right ?

OTHER QUESTION:

Could you please also reply to me about my other previous question who was:

If a trial user decide to subscribe to the pay plan before the end of his trial (or even before end of regular PRO plan), the remaining time will be prorated added to his subscription? For what I understand with "prorate" setting, the remaining time is added only if upgrading to another plan..but not to the same.

Yes using Query field can be helpful and I tried this way but I'm stuck for get some infos.

You get the id from _cbsubs_subscriptions then check it against _cbsubs_payment_items (subscription_id column) which is where the price is stored.

Otherwise I thinking to another method using CBSubs SQL Action but I'm not sure if this can let me know what I need. For example I could set a query for update a specific text field "Subscription status" on plan activation, renewal, expiration, and deactivation. That mean if the plan is:

That should work except the "Activation" will include those that are "Upgrading" to the plan for the first time, which should be fine if you allow the free trial to work on upgrades as well or don't allow upgrades tot he plan at all.

If yes I don't well understand what mean Expired against Deactivated. Expired mean the plan is expired and must be renewed if desired but Deactivated mean user choose to cancel itself his own subscription before expiration date. That's right ?

Yes, that's correct.

If a trial user decide to subscribe to the pay plan before the end of his trial (or even before end of regular PRO plan), the remaining time will be prorated added to his subscription? For what I understand with "prorate" setting, the remaining time is added only if upgrading to another plan..but not to the same.

It typically extends the duration of the plan from expiration date; so yes they keep the free trial. This of course can be changed (see parameter on Pricing tab to adjust how renewals behave).