How To Add A Subscription On SubscriptionBoss

May 20, 2011 by

Subscription Setup Pre-requisites

This procedure assumes that you have already set up the following items on Infusionsoft.

  1. a live subscription with a name and description (please note the ID, name, description, price and free trial period of the subscription)
  2. an action set that runs when a buyer orders the subscription (please note the ID of the action set)
  3. a “thank you” or upsell page where you want to send the buyer after ordering (note the full URL of the thank you page)
  4. an action set that runs when the buyer cancels – this action set will typically remove some tags, and email the user and email the administrator (please note the ID of the action set)
  5. an action set that runs on a payment failure – the action set will typically add and remove various tags and possibly email the user and the administrator (please note the ID of the action set)
  6. an action set that runs on a payment success – the action set will typically only do something if the member is in payment failure so typically you will have a rule associated with some or all of the steps in the action set (please note the ID of the action set)

We suggest that you copy the data items identified above in parentheses into a text file so you can easily cut and paste it into WordPress later.

Subscription Setup Instructions

Here are the steps to set up the subscription in SubscriptionBoss so that the PayPal subscription matches the Infusionsoft subscription in terms of price, timing and description:

  1. Login in to your WordPress admin and click on SubscriptionBoss | Subscriptions then click the Add New button
  2. Give the subscription a code (e.g gold) and add the description of the Subscription (e.g Gold Membership)
  3. Set the PayPal currency which should be your default currency in Infusionsoft
  4. Set up any initial charges and relate these to a product on Infusionsoft
    • Set the initial charge amount
    • Set the product number to be identical to the product ID on Infusionsoft
    • Set the product name to be similar to the product name on Infusionsoft
    • Set the product description – this appears on PayPal when your customer is making the purchase – thi should make it clear that this charge is one-time only
  5. Set up the recurring charges
    • Set the monthly subscription amount
    • Set the subscription number to be identical to the subscription ID on Infusionsoft
    • Set the subscription name to be similar to the subscription name on Infusionsoft
    • Set the subscription description – this appears on PayPal when your customer is making the purchase -this should it clear that it is a recurring charge
    • Set up the billing period, frequency and number of billing cycles
    • Set a payment delay in days if required
  6. Set up the Order Confirmation details if required
  7. Set up the Infusionsoft order details which include the Order Success action set and thank you page
  8. Set up any Payment Event Actions
    • Click on the Action Sets on the Setup menu and copy the ID on the Subscription Cancellation Action set and save it in the Cancellation Actions field
    • Click on the Action Sets on the Setup menu and copy the ID on the Subscription PAYF Action set and save it in the Payment Failure Actions field
    • Click on the Action Sets on the Setup menu and copy the ID on the Subscription Payment Success Action set and save it in the Payment Success Actions field
  9. Click on Save
Filed Under: How To