Chord OMS
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Subscriptions
Prepaid to Recurring Subscription Conversion
9 min
with chord prepaid subscriptions, operators have the ability to automatically have prepaid subscriptions convert to standard recurring subscriptions after the prepaid period is completed the mechanism by which a prepaid subscription is converted to a recurring subscription is through the set up and application of a promotion configured with a specific set of rules (more details below) note assuming that prepaid subscription is configured to convert to recurring, at the completion of all of prepaid installments, the prepaid conversion will consist of the creation of a net new recurring subscriptio n which will be activated at the end of the prepaid duration this is done this way for two reasons the initial/original subscription is, for obvious reasons, considered a prepaid subscription this subscription type is immutable and designed to be predefined the new recurring subscription allows for flexibility and customization in the future in the event the customer would like to modify configuration how to create a conversion promotion navigate to your promotions page and create a new promotion once created, it is recommended that the promotion include these discount rules (though can vary by use case) order contains prepaid subscription guarantees that only prepaid subscriptions will be targeted/eligible has a include gift prepaid subscrpitions toggle which can be turned on/off, depending on use case need subscription nth duration allows for targeting of specific prepaid subscription duration/lengths ex only allow prepaid subscriptions which are weekly, have a interval length of 4 weeks and include 3 prepaid installments, to be eligible for conversion note remember to enable always apply? to allow for oms to attempt and check this promotion against all orders once the discount rules are configured, the convert prepaid to recurring subscription promotion adjustment type must be configured example validating promotion on order when the promotion is succesfuly applied to an order, the convert prepaid to subscription attribute should be present on order metadata and visible within the order admin ui if true ,then we can expect that the prepaid subscription will be converted to a regular subscription once it completes its installments managing prepaid subscriptions viewing a prepaid subscription navigate to prepaid subscriptions in the oms admin click on any specific prepaid subscription to edit view all details in the sidebar (state, recurring type, gift status, etc ) view installment progress with visual indicators testing prepaid subscription conversion generating installments (manually) in the sidebar, click "generate installment" button oms creates a new installment order order needs to be manually completed progress bar updates automatically 2/3 installments completed 3/3 installments completed completing prepaid subscriptions (manually) when all installments are fulfilled and complete, the complete prepaid subscription button is enabled click the button to mark subscription as complete if the prepaid sub was originally eligible for the conversion promo, the subscription will convert to a recurring regular subscription should you have any questions or need further assistance, please do not hesitate to reach out to help\@chord co !