A subscription plan is a purchase method that involves recurring billing intervals (e.g. monthly) as opposed to being a one-time purchase. They are often used in conjunction with a membership program, a recurring service, or a recurring product order (e.g. "book of the month"). A subscription can be set up to bill a fixed number of cycles, or to bill continuously until the customer cancels it. You can create more than one subscription plan for each product, with a choice to bill the same amount for each plan or charge a different amount based on the billing / fulfillment cycle the customer prefers.
- Go to E-Commerce > Products in the main navigation menu
- Click the Add a Product button.
- Complete the product information
- The price is the default price for the product. This price is billed for every one-time purchase (if you allow it) and for each subscription billing cycle. You can override the default when creating individual subscription plans explained in step 4
Note: Scroll down and click "Save" before moving to step 4
- The price is the default price for the product. This price is billed for every one-time purchase (if you allow it) and for each subscription billing cycle. You can override the default when creating individual subscription plans explained in step 4
- Click on the Subscription Plans tab to enter the recurring billing options. (Optional) Mark the Subscription Only checkbox if this product is not offered for one-time purchase (it is only available through a subscription plan).
- Enter the information for the first subscription plan.
- Subscription Only: Check this box if this product can only be sold as a subscription product.
- Bill Every: Enter the frequency and select a time interval (e.g. Every 1 Month).
- (Optional) # of Cycles: Use this field to set an end date for the subscriptions (e.g. If this is a one year program, billed once per month, then the # of cycles is 12) Skip this field if the subscription bills continuously until the customer cancels it.
- (Optional) Plan Price: By default, subscription plans bill the product price you entered when creating the product. Use this field to override the product default for this particular plan.
- Click the Add button. (Optional) Repeat this process to add more subscription plan options for this product. Use the arrows to re-arrange the order the subscription plans appear in the Infusionsoft storefront.
- Click the Save button.
