Suspend and Resume a Subscription Offer

Suspend and resume a subscription offer in the Offer Details page. When suspending an offer, you have the option to define when both the suspension and resumption occurs.

Procedure

  1. To suspend an offer, click Suspend Offer. This option is only available if the offer is in an active status.
  2. Define the following as needed:
    • Scheduled Suspend Time — Select a date and time for when the offer is suspended.
    • Auto Resume Relative Offset — Enter the number of units for when the offer is resumed. For example, to resume the offer in two weeks, enter 2 and for Auto Resume Relative Offset Unit, select weeks. If an auto resume relative offset is selected, then Auto Resume Time is disabled.
    • Auto Resume Relative Offset Unit — Select the time unit that applies to the Auto Resume Relative Offset.
    • Auto Resume Time — Select a date and time for when the offer is resumed. If an auto resume time is selected, then Auto Resume Relative Offset and Auto Resume Relative Offset Unit are disabled.
    • Pause — Select whether to put the offer into Pause mode when suspended. When in Pause mode, no refunds or forfeitures are issued when the offer is suspended, and no recurring charges or grants are issued at the time of offer resumption. When an offer is taken out of Pause mode, the offer's end time is extended by the length of the offer's suspension. If this checkbox is selected, the following proration choices are not available.
      Note: The Pause option and the following Proration Details do not apply to contract offers.
    • Grant Suspended Proration Type — Select how a grant amount is determined when the offer is suspended:
      • Grant full amount and forfeit nothing — The grant amount is applied in total and nothing is forfeited.
      • Grant no amount and forfeit full amount — The grant amount is not applied. It is completely forfeited.
      • Forfeit prorated amount — The grant amount that is forfeited is scaled according to the portion of the cycle during which the product offer is suspended.
      • Forfeit consumption based amount — The forfeited grant amount is based on the amount of assets a subscriber used from the amount granted when the product offer is suspended.
    • Charge Suspended Proration Type — Select how a charge amount is determined when the offer is suspended:
      • Charge full amount and refund nothing — The charge amount is applied in total and nothing is refunded.
      • Charge no amount and refund full amount — The charge amount is not applied. It is completely refunded.
      • Refund prorated amount — The charge amount that is refunded is scaled according to the portion of the cycle during which the product offer is suspended.
      • Refund forfeiture based amount — The charge amount that is refunded is scaled according to the unused amount of one specific recurring grant during the portion of the cycle the product offer was valid.
    • Grant Resume Proration Type — Select how a grant amount is determined when the offer is resumed as configured by either Auto Resume Time or Auto Resume Relative Offset:
      • Grant full amount — The grant amount is applied in total for the full cycle period in which the resume occurs.
      • Grant no amount — The grant amount is not applied for any of the cycle period in which the resume occurs.
      • Grant prorated amount — The grant amount is scaled according to the portion of the cycle period that the product offer is valid.
    • Charge Resume Proration Type — Select how a charge amount is determined when the offer is resumed as configured by either Auto Resume Time or Auto Resume Relative Offset:
      • Charge full amount — The charge amount is applied in total for the full cycle period in which the resume occurs.
      • Charge no amount — The charge amount is not applied for any of the cycle period in which the resume occurs.
      • Charge prorated amount — The charge amount is scaled according to the portion of the cycle period that the product offer is valid.

    For more information, see the discussion about pricing proration in MATRIXX Pricing and Rating.

  3. Click Suspend Offer.
    The offer's status changes from active to suspended. The updated status is reflected in Status Details.
  4. To resume an offer, click Resume Offer. This option is only available if the offer is in a suspended status.
  5. Define the following as needed:
    • Scheduled Resume Time — Select a date and time for when the offer is resumed. If a scheduled resume time is selected, then Resume Relative Offset and Resume Relative Offset Unit are disabled.
    • Resume Relative Offset — Enter the number of units for when the offer is resumed. For example, to resume the offer in two weeks, enter 2 and for Resume Relative Offset Unit, select weeks. If a resume relative offset is selected, then Scheduled Resume Time is disabled.
    • Resume Relative Offset Unit — Select the time unit that applies to the Resume Relative Offset.
    • Grant Resume Proration Type — Select how a grant amount is determined when the offer is resumed as configured by either Scheduled Resume Time or Resume Relative Offset:
      • Grant full amount — The grant amount is applied in total for the full cycle period in which the resume occurs.
      • Grant no amount — The grant amount is not applied for any of the cycle period in which the resume occurs.
      • Grant prorated amount — The grant amount is scaled according to the portion of the cycle period that the product offer is valid.
    • Charge Resume Proration Type — Select how a charge amount is determined when the offer is resumed as configured by either Scheduled Resume Time or Resume Relative Offset:
      • Charge full amount — The charge amount is applied in total for the full cycle period in which the resume occurs.
      • Charge no amount — The charge amount is not applied for any of the cycle period in which the resume occurs.
      • Charge prorated amount — The charge amount is scaled according to the portion of the cycle period that the product offer is valid.
  6. Click Resume Offer.
    The offer's status changes from suspended to active. The updated status is reflected in Status Details.