Expiry Management with the Customer Self-Serve Portal

You can ask Fusebill to allow your customers to manage their own renewals on expiring subscriptions through the SSP. This is an account setting; contact Fusebill Support to have it enabled and configured.

Note that you will need to configure the Expiry Management settings (see Creating Plans) on your Plans and/or Subscriptions, as well as the Pending Expiry Email Notifications, in order for the SSP renewal to work properly. Be sure to review the notes in these sections to ensure the workflow functions as expected.

Here is the workflow once these items have been configured:

1. When the customer's subscription is nearing expiry, the Pending Expiry email notification will be sent out. This email contains a one-time-use login link which will direct them back to the SSP to renew their subscription.

   Note: You can configure how many days before expiry this email will be sent out, per frequency type (for example, 7 days for a monthly, and 30 days for a yearly).

2. On the SSP, the customer will see a Renew Now button next to the expiring subscription.
   • You can also ask Fusebill to configure whether this Renew Now button is always available, or if it only shows up a certain amount of time before the subscription will expire. Note that if using the latter option, you should ensure that the Renew Now button will always be visible on the SSP by the time the customer receives the Pending Expiry email. The recommendation is to set them to be the same, or, alternatively, set the SSP button to appear before the expiry email will be sent out.
   • Fusebill can also customize the text of the button if desired.

3. When the customer clicks the Renew Now button, the subscription's expiry date is automatically extended by the number of periods specified in the Default Renewal Extension field on the Subscription.

   Note: The value of this field is set as a default at the Plan level but can be overridden on individual subscriptions at the customer level. See Subscribing a Customer to a Plan for more information.