Subscription management
Hi guys,
We're selling different type of subscription-based service. Unless a client cancels a subscription, the subscription needs to be 'renewed' every first of the month.
So basicly: We're selling design-services on a subscription basis. Clients 'buy' credits every month. The amount of credits needs to be added to the totel op credits in their 'wallet'.
Example:
January:
- Client starts a subscription and receives 1000 credits.
- Client orders 800 credits worth of services
-> 200 credits left.
February:
- Subscription isn't cancelled, so the client receives another 1000 credits.
-> 1200 credits to spend.
How can I build an automation that adds credit every first of the month to my client's account?
Kind regards,
Jim
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Hey Jim - do you have a category field on your "Clients" app that is maintained with the subscription status e.g. "Active" or "Inactive"?
If so, I'd suggest creating a view called "Active Clients" based on the subscription status = Active. Then you can build a "By Date or day" flow that triggers the filter of "Day of Month Equal to 1" in PWA (Globiflow). The flow can include a "Get Podio View" action that gets the items in that view, and then you can have a for/continue loop to go through each item the view to add +1000 credits to the existing value using a "update collected" action.
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Bill Carovano's solution is perfect. The only thing I'd add is the that we have a "ledger" app that we use to track usage and you may find that helpful.
So we have a "clients app" that tracks the level of subscription (in our case their support contract and how many hours they purchase each month). Then we have a "ledger" app that we use to top up (ie add a positive amount of hours) and deduct. That allows us to easily view, sort and control subscription levels.
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