This allows you to create a button (or use a webhook in your CRM) to cancel, revoke, stop, and add payment credits.
How to Set Up a Subscription Management Button
Step 1: Create New Custom Operation: Subscription action
In AccessAlly > Custom Operations, click on the “Add New Operation” button.
You can name the operation, then select the Subscription action option under “Choose what this operation will do”.
Step 2: Configure the Subscription Action
In the Configure the subscription action area, you’ll first want to select the subscription products that you’d like to be controlled by this custom operation.
Once the products are selected, you’ll choose the action that should be performed from the dropdown:
- Cancel (removes access at the end of the period)
- Revoke (immediately removes access)
- Stop (do not remove access but stops future payments)
- Add payment credits (skip the future payments)
Note that these options all correspond to the Subscription Management options available in the Purchase Log area.
Optionally, you can also designate another custom operation to be run once this one is initiated. (For example, you might want to run an “add a tag” operation that triggers a notification email so you know when a user has cancelled their subscription.)
Step 3: Configure front end display
In this area, you can customize how the button appears on the page:
Optionally, you might simply choose to have the custom operation triggered inside a CRM automation. In this case, add the webhook to the proper place inside your automation:
Step 4. SAVE
As always, please make sure to click on the “save changes” button before exiting the page or moving onto the next step.
Now, you can add the new custom operation to a page using the shortcode adder. (If you are using a webhook to trigger this automation, you can simply create the automation now.)