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How do I support evergreen subscriptions?

Many subscription businesses, especially those selling to consumers, want to offer evergreen subscriptions. You can think of evergreen subscriptions as "good until canceled" subscriptions, where a subscriber will automatically continue to be charged their recurring subscription fees unless they explicitly cancel their subscription with you. Netflix, Comcast, and SurveyMonkey are well-known examples of businesses that offer evergreen subscriptions.

Evergreen subscriptions are in contrast to termed subscriptions within Zuora; the latter expires after a period of time and must be renewed. Now commonplace in the subscription economy, evergreen subscriptions are worth considering for your business. Because evergreen subscriptions never expire, they can dramatically simplify the interactions between you and your subscribers by eliminating the need to manage a renewal process in addition to reducing your customer churn.

Solution

The following steps describe how to create evergreen subscriptions in Zuora. 

Create a New Evergreen Subscription via the Zuora UI

When creating a new subscription in the Zuora UI, select the Evergreen option as the Term Setting within the Basic Information section.

New Subscription Term Setting.jpg
 

You can also configure a subscription to start as termed but then automatically change to evergreen when it is renewed. The Renewal Setting allows you to do this. See Specifying Basic Information for a Subscription for more information.

Create a New Evergreen Subscription via the Zuora API

When creating a new subscription using the subscribe() call in the Zuora APIs, simply set the TermType field within the Subscription object to EVERGREEN (note: EVERGREEN is case-sensitive).

Change an Existing Subscription via the Zuora UI

If you wish to change existing termed subscriptions into evergreen subscriptions, you can utilize the Terms and Conditions amendment in the UI. Simply create a Terms and Conditions amendment for the subscription you want to change, and in the Term Setting row of the Amendment Detail section, select the radio button for Evergreen.

T&C Amendment UI Evergreen.jpg

Change an Existing Subscription via the Zuora API

If you wish to change existing termed subscriptions into evergreen subscriptions, you can utilize the Terms and Conditions amendment in the API.  Within the Amendment object that is passed in the amend() call, simply set the TermType field to EVERGREEN (note: EVERGREEN is case-sensitive).

Last modified
18:58, 14 Dec 2015

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