Question
Provider configured a discount by a promo code and assigned plan A to this discount. A customer placed an order to buy a subscription on plan A but forgot to enter the promo code when placing order. How to change the promo code of an existing subscription to make sure it is billed at discounted price further?
Answer
Currently, there is no such functionality in Business Automation. There is a feature request PFR-35 to implement it.
As a workaround, one of the following methods can be used:
Assign a one-time promo code to the subscription. This can be done with API method AssignOneTimePromoCodeToSubscription_API. The difference between one-time promo codes and ordinary promo codes is in the number of times it can be used. A separate promocode for a each subscription has to be created and assigned by the aforementioned API method.
Cancel subscription and then place an order to buy a new subscription on the same service plan, specify the promo code this time. A drawback of this method is that the customer will lose existing services from their old subscription.
Place a renewal order and specify the promo code while doing so: BA > Subscriptions > select subscription > Renew subscription > Enter promo code. A drawback of this workaround is that the subscription has to be extended for 1 more subscription period.
Instead of assigning the promo code, edit subscription prices, set discounted prices, and make "Freeze prices" = Yes. In this case, the subscription will ignore prices set in the corresponding service plan and will be charged according to its own price: BA > Subscriptions > select subscription > Edit. A drawback of this method is that if it is necessary to give discount only for the first year, the prices have to be returned back manually in 1 year. If it is desired that the customer pays, for instance, 60% of the plan price, use this method and later change the plan price - it will be necessary to readjust subscription prices to be 60% of a new plan price.
- Create a separate discount (without a promo code) with same discount rate, give it only to this particular customer and add plan A to this discount, for details please refer to our documentation Giving Discount to Customer , Making Discount Applicable to Service Plan. A drawback of this method is that if this customer buys one more subscription on plan A, it will also be purchased at the discounted price.