The addition of the subscription terms step allows for various use cases, including setting default terms for new customers.
The addition of the subscription terms step allows for various use cases, including setting default terms for new customers and giving partner account executives and account executives the ability to edit term details before placing orders.
To create a subscription terms step within a segment, follow these steps:
- While viewing the segment, click the "new step" button.
- A window will appear where you can choose the order number of the subscription terms step, provide a name (title), and select "Subscription Terms" under the Type picklist.
- Once you have filled out the required fields, click "Ok" to save the new step.
Subscription term fields are used to present options to the end user, typically to Partner Account Executive and Account Executive Roles. If the subscription terms step has been created without any fields being checked to be shown on the step, it will be hidden from view and not visible to the end user.
The Subscription Terms step offers the following fields that can be set:
- Term Length: The duration of the subscription term, such as 12 months.
- Term Type: The term can be either evergreen (monthly ongoing) or termed (fixed length).
- Separate Invoice: If selected, the invoice will be generated separately from other invoices with the same invoice owner.
- Term Start Date: The date the subscription will start, usually the same as the order placement date.
These fields provide flexibility and customization options to tailor the subscription terms according to specific requirements.