Use this link to share with your colleagues:
PM Admin Cert Module 06: Subscription Administration & Renewals: https://help.pm.leapevent.tech/a/1464201
In this module, we'll focus on:
- Building subscription packages
- Renewing subscriptions with the Renewal Tool
- Subscription Seat Assignements
- Renewing subscriptions without the Renewal Tool
- Reporting on subscribers
Help Tab articles for this module:
- All About Subscriptions in PatronManager
- Getting Started with Subscriptions in PatronManager
- All About Pick Your Own Seat (PYOS) Subscriptions
- Best Practices: Subscription Math
- All About Subscription Renewals
- All About Subscription Seat Assignments
- When to Update Subscriber Seat Preferences
- How to Edit / Re-Seat a Fulfilled Subscription
- How (and Why!) to Manually Fulfill a Subscription
- Subscription Renewal Tool: Building "Series" From Your Subscription Packages
- Subscription Renewal Tool: Managing Seat Assignments
- Subscription Renewal Tool: Map Last Year to This Year, and Process Renewals
- Subscription Renewal Tool: Seating Subscribers
- Subscription Renewal Tool: Build your Pending Renewal Subscription Mail Merge
- Best Practices: Process Renewals without the Subscription Renewal Tool
- How to Mark Subscription Orders as "Did Not Renew"