You can create a new recurring product in any Regpack project by simply creating a new product and selecting “Recurring” as the product type.
Recurring products are great for:
- Annual Plans
Recurring Products have a subset of settings that allow you to customize the product to your specifications.
- How often the system should add the product to the user’s cart (daily, monthly, annually, custom number of days)
- Allowing the user the option to remove themselves from the recurring schedule
- When to stop adding the product to the user cart (never, after X number of occurrences, on a fixed date)
- The ability to upgrade/downgrade to other products in your project
- How any upgrades or downgrades will be billed
- Autocharging of recurring products, including any delay in charging after the product is added.
In addition, you’ll have settings you find on any product type in Regpack, including the description, filter options, Purchase Protection, availability and expiration date, and quotas.
When to add the product
This is the core setting for your recurring product – how often it reoccurs.
You can have the product reoccur daily, monthly, annually, or a custom number of days.
From here, decide what action will trigger this time schedule, including the date the product was added to the cart, the date it was paid for, the date the user registered, or the date the user made their first order.
There are two settings that go along with this section:
- User decides if the product reocurrs
- Allow the user to unsubscribe themselves from future reoccurrences
The on/off options for these two put the control either in only your hands or also in the hands of your user.
If you select “On” for the first option, the user can check a box if they’d like the product to reoccur or not. This is great for donations if you’d like to give users the option to make a one-time or recurring donation. Leave “off” if you do not want to give the user this option. When set to “on”, you can also decide whether or not the checkbox is automatically selected or not.
If you select “On” for the second option, this will place an “unsubscribe” button next to the product in their dashboard, and allow a user to remove future reoccurrences from their cart. We recommend this setting set to “Off” for things like subscriptions and memberships, which will allow you to ensure you get paid according to your terms and conditions.
When to stop adding the product
This setting allows you to decide when you’d like the product to stop adding automatically to the user’s cart.
There are 3 options:
- After X number of occurrences
- On a fixed date
There is no recommended option as this depends on the product and your desired setup.
For example, if you’d like to create an annual plan that is paid on a monthly basis, you can create a recurring product set at the price of 1 month, have the product add monthly, and have the product stop adding after 12 occurrences. Note that the initial adding of the product is considered 1 occurrence.
For the fixed date, this means that after that date, the product will no longer add according to the “when to add” setting. If the product is added after this date, the system will not add the product again.
Upgrading / Downgrading Products
If you would like to provide upgrade and or downgrade options for the product to other products, you can turn this setting “on”.
Once on, there will be a button presented to users to upgrade or downgrade to other products. You will choose which products are eligible to upgrade and/or downgrade to in the settings, as shown below.
Note that you can also choose the text for the button. So if you only set products that are “upgrades” or products that are “downgrades”, you can set the text so the user understands what their options are.
Additionally, you can enable prorating when an upgrade/downgrade is made which will calculate the cost per day of the previous option, and then prorate the difference of the new product.
For example, if a user was previously on a plan valued at $1,200 and used $200 worth (2 months of 12), an upgrade to a 24 month plan, valued at $2000, would deduct that $200 from the total owed on the new product. Click “On” to enable this, or “off” if you’d like the user to pay the full value of the new product, regardless of previous payments on another plan.
You can customize the message that appears above of the upgrade options presented when the user clicks the upgrade button. We suggest a marketing line or something to explain or encourage users to upgrade!
The last setting with regards to upgrades/downgrades is what should happen to the existing and new product upgrade.
You have 2 options:
- Upgrade or Downgrade immediately. We recommend “yes” on the setting “Enable prorating” if you choose this option. This will set the user up on a new recurring plan. The start date of the new plan will be the day you make the upgrade/downgrade. If prorating isn’t enabled, users may pay double for overlapping days.
- Upgrade or Downgrade on the next billing cycle. We recommend disabling prorating for this option, as the user will have the new product added only when the current cycle has ended. The new start date will be the end date of the existing plan.
The settings previously relate to when the product actually adds to the user’s cart. With autocharging, you decide if you’d like to also have the system automatically charge the user once the product is in the cart.
The recommended setting is “on”. If “off”, the user will have to initiate a payment themselves.
You can set a delay to the autocharge, which means that if the product is set to add on the 1st of the month, each month, the charge will happen X number of days after the product is added.
The user needs to have a saved payment method on file for auto charging to work.
We recommend turning the setting for the product to renew automatically to “On”
You can have the setting turned on, and also limit the number of auto-renewals.
For example, if you have a 2-year plan, you can set the renewal to 1, and the occurrences to 12 (1 year), so the user is charged monthly for 1 year, and then the plan repeats another time, for a total of 24 months.
We recommend this setting to be “off” and allow the product to continue to reoccur until the user or you decide to end the subscription. When “on”, a setting appears to define the number of autorenewals.
Subscription Completed Settings
For recurring products that aren’t set to “never” end, there are subscription-completed settings to choose from.
- Recommended: When the date of the last occurrence passes
- When all occurrences that are not disabled have been added
- When all occurrences that are not disabled have been added and paid
We recommend the first option, which means that the system waits for the timeframe to end. Basically only the date is considered when ending the product.
You can also choose to complete the reoccurrence when all occurrences have been added, which means that once all units are added to the cart, the process is considered complete, and the product will end or renew, based on your auto-renew settings.
Lastly, you can choose to complete the recurring product when all occurrences that are not disabled are added AND PAID FOR. The system will only consider the process complete and renew once all units are paid for.
Actions in the User Cart
You can auto-renew a recurring product before its renewal date for a user. Go to their cart, click “Edit” on the recurring product and then “auto-renew now”, and you’ll be presented with 2 options:
- Auto-renew and prorate the user, which means you’d like the new renewal period to start today. The system will pro-rate the user for the previous period and then begin the new cycle today.
- Auto-renew at the end of the current cycle. This will create a new cycle that will begin on the date the current cycle ends. This will allow the user to pay ahead of time as well, if needed.
You can also edit the start date of the recurring product:
Click “Edit Dates” under the product in the cart, and you can edit the start date for this instance.
This option is good for changing the billing dates and alter plans. The date entered will be the first instance. If you enter a start date in the past, the system will automatically add instances that should be added. If you don’t want the instances added to the cart, you can go into the cart product details and delete them after completing this action.
You can also disable specific instances from the user cart, or change the amount. Once a recurring product with a set number of instances (like a monthly plan) is added, you can click “Edit” to make changes to the plan.
By clicking edit on the recurring product, you’ll see all the instances that are currently in the queue for the product. This view is for admins only and isn’t something the user can view or change.
You have several options on this screen:
- Change the dates of the instances – this will change the billing date
- Add all instances to the cart NOW – set the date, and price of the instance
- Add an additional instance
- Renew – cancel auto-renew, change auto-renew date, auto-renew now
You can find those prompts at the bottom of the window, and you can also hover over each instance to edit, disable, or add now.
Click “Done” when you’ve made the changes you’d like.
Filter Recurring Products by Subscribed or Unsubscribed Status
An additional filter was added to manage/track subscribed or unsubscribed users with recurring products in their cart in User Management. Click on the search bar, and click “Products” and then select the recurring product you’d like to filter for. You’ll see the options below and can select “subscribed” or “unsubscribed”.