Overview


Info: For more information about Subscription see Community / Subscription. If you have any questions regarding Subscription or want to set this service up on your BLOX website contact your Regional Sales Representative.



INFO: A Subscription service allows a reader to gain access to your online content, either through a purchase or other other means. The service types are: APT Falcon, CSV verification, Delimited Verification, Domain, DSI, DTI, Falcon, Free, iServices, Mediaspan, Newzware, Subscription.

NOTE: Falcon is not documented.


This service is called 'Subscription' and allows you to set up different purchase rates for different access time periods at different prices.

Ex: you could set up a purchase rate for 7 day access for $9.99.

The Subscription service will require a payment handler such as PayPal or Authorize.net be set up for the site. The payment handler is used for the credit card processing.  For more information and help setting up Payment Handler see Payment Handlers

Setting up a service

EDIT SERVICE TABS

Each service has three to five tabs, depending on the type of service:

  • Service Information (all service types) – used for declaring service type, naming the service, entering a notification email, giving it a description, and entering in any help text.
  • Configure (all service types) – configuration options for the service, dependent on service type.
  • Domains (Domain service type only) – used for entering the Domain address(es) for which bulk subscription access has been purchased (only applicable for Domain service types).
  • Rule Profile (all service types) – A rule profile is a set of subscription rules such as section restrictions that can be assigned to one or more services. We have created a new rule profile for each of your services as part of the migration to the new rules profile feature. Changing multiple services to use a single profile will streamline your subscription rules workflow. We recommend that you review your profiles and consolidate them if possible. Once you have consolidated them you can delete the ones you aren't using.
  • CSV Viewer (CSV verification service type only) –
  • Purchase Rates (CSV verification, Domain & Subscription service types) – This is where different subscription rates and terms are set up.
  • Analytics (all service types) –

SERVICE INFORMATION

Service Information displays the IDService typeDisplay Priority, NameNotification EmailDescriptionHelp Text, and Service Flags.

  • ID: Once Save or Save and close is selected, the system will automatically assign a unique ID number to the service. This service ID will be referenced in notification emails and in the data/feeds FTP directory.

NOTE: Each service requires different pieces of information to be entered before you can save it. If you try to save the service without the proper information a warning or error popup should tell you what's missing.


  • Permit Linked Accounts: This setting allows the subscriber to share their subscription with family and friends. This box will only be visible if your publication has activated this feature in Community / Subscription / Application settings / Linked Accounts.

INFO: For more information about Linked Accounts see Quick Start Guide: How To Set Up and Use Linked Accounts in Subscription.


  • Require Delivery Addr.: This box should be checked if all subscribers must provide a delivery address. If this box is checked and there is no delivery address associated with the account in the CSV file, the account will not be activated.
  • Service type: This is set automatically when you create the account. There are several available service types in BLOX CMS: APT Falcon, CSV verification, Domain, DSI, Free, iServices, Mediaspan, Subscription.
  • Display Priority: This setting is used to sort the order the services appear on the front end of the site. The higher the display priority number the higher in the list the service will appear. If no display number is entered the services will be listed in alphabetical order.
  • Name: The name for your service is a required field. You want to name your service something that makes sense to the users of your site (examples: Online Subscriber Access, Print Subscriber Access, Free 14 Day Trial). The name of the service will show on the front end to users.

INFO: Service names can be up to 255 characters. Any name over that limit will throw an error.


  • Notification Email: You may enter up to three email addresses (separated by commas) that will receive an email notification when A) a change is made to the CSV file in a CSV Validation service and B) a user subscribes to the service.

INFO: For more information see Notification Email.


  • Description: The description field is not a required field but should generally be used, as it will display for the users of the site. In most cases, you'll want to provide the users with a description of the service they are purchasing.
  • Help Text: The help text field will be displayed on the subscription page after the user logs in and selects the service. This field can give your subscribers more detailed information and instructions on how to sign up for a service. It can be especially useful for CSV verification services if you need to instruct your customers how to reference validation fields. This field does support HTML code.
  • Service Flags
    • Disabled: If checked, the service will be completely disabled. The associated transactions will still remain, but the service will not be visible on the front end, and it will display in the admin with gray text.
    • Hidden: If checked, the service will remain active but not display on the front end. This means that the URLs that are blocked by this service will still continue to be blocked, but users will not be able to sign up for this service to gain access.
    • Notices: When checked, users subscribed to this service will be sent notices that their subscription is about to expire, and when it has expired.
    • Receipts: When checked, users will receive an email receipt on subscription purchase and renewal.

    • Test Mode: If checked, every transaction gets marked as a test transaction in the transactions list. (For more information on the Transaction log, see the Transactions Overview below.) If a payment handler is set up and configured, such as PayPal or Authorize.net, it will run the transaction through the payment handler's test processor but not actually take any money.

CONFIGURATION

Configuration is where you set up the payment handler for this service.

Authorization Only Mode: Only authorize payments instead of also capturing if 'Yes'. This mode is only available for certain payment handlers.

Payment Handler: Payment handler to use when processing subscription payments. You may create or modify handlers in the site settings menu. The Value field will be populated with a drop-down of the payment processors that are set up under Payment handlers

The Subscription service will require a payment handler such as PayPal or Authorize.net be set up for the site. The payment handler is used for the credit card processing.  For more information and help setting up Payment Handler see Payment Handlers

Recurring Payments: This option allows users to enable a recurring payment schedule. This option is only available for Verisign (Payflow Pro) merchant accounts. The Value field will be populated with either "Yes" or "No", based on the selection from the drop-down menu.

Force Recurring Payments: This will remove the user's option to decline a recurring payment schedule. The user will be required to use recurring payments in order to subscribe to the service.

Trial Length: this is the number of free days before the user is charged. This option requires that 'Force Recurring Payments' be set to 'Yes'. The Value field can be populated with a whole number, such as 1, 7, 14, etc.

Comments 1: Text entered in this field will pass through to the Comments 1 field in your gateway credit card processor. It is recommended that you enter your domain in this field.

Comments 2: Text entered in this field will pass through to the Comments 2 field in your gateway credit card processor. It is recommended that you enter the service name or a brief description in this field.

CONFIGURE CUSTOM PROPERTY

Each service has the option to accept custom properties on the bottom of Configure. To add a Custom Property, click the Add button. To delete a custom property, click Remove. There are three additional Custom Properties available:

  • purchase_success_heading: - defines the header text that will display at the top of the service.
  • purchase_success_text: - defines the sub heading text that will display below trial information / above the details.
  • purchase_success_details: - 'true/false' determines whether the print button and tables of details will display (defaults to true on all services except for free which sets to false.

RULE PROFILE

Rule Profile sets which pages are behind a paywall. Readers will not be able to access the URLs covered by that particular rule profile unless they are signed up for a particular service that protects that URL. You can have multiple services covering URLs and the reader will only need purchase access to one service. Simply select the radio button that corresponds to the rule profile you wish to employ. If you hover over a rule profile a bubble will appear that shows you what URLs that profile restricts.


INFO: For more information see To create a new Rule Profile.


PURCHASE RATES

Purchase rates are only applicable for the CSV Verification, Domain and Subscription service types.

To edit an existing purchase rate select the rate and click Edit or double click on the rate.

To delete a purchase rate select the rate and click Remove.

To add a purchase rate click Add.

For more information see Purchase rates.

SUBSCRIPTION SERVICES AVAILABLE

Services Installed by Default with Subscription Pro     Services for Circulation System Integrations    
CSV Verification APT Falcon
Domain DSI
Free DTI iServices
Newzware Mediaspan
Subscription