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Subscription Basics

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In this video, learn how to sell products as a subscription, to generate recurring revenue.

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1. What does the Recurring Plan field control?
The period length for the subscription (weekly, monthly, yearly, etc.) How many times the subscription will renew before automatically canceling itself. Whether a quotation is a standard sales quotation or a subscription quotation. The billing frequency for the subscription.
2. Subscription pricing is set...
At the time a product is created, and cannot be changed later. In the Product Catalog when accessed through the Subscriptions app. In the “General Information” tab of any product. In the “General Information” tab of a product marked as a Subscriptions product.
3. Where can you view churned subscriptions?
Open the Subscriptions app, click Reporting in the header, then click Retention. Open the Subscriptions app and clear all filters from the search bar. Open the Subscriptions app, click Subscriptions in the header, then click Customers. Open the Subscriptions app, click Subscriptions in the header, then click To Renew.
4. With a Recurring Plan set to Monthly and an Until field left blank, what is the expected behavior from the database?
Without a defined end point, the subscription will end after one recurrence period. Without a defined end point, the subscription will be canceled by the database at the end of the year on December 31st at 11:59pm. Without a defined end point, the customer will receive an automated email encouraging them to extend their subscription. Without a defined end point, the subscription will continue indefinitely so long as the customer keeps paying for it.