Subscriptions

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Viewing the list of subscriptions of a specific customer

The “Subscriptions” section of the customer details screen allows you to manager the currently active subscriptions, as well as the customer’s subscription history. To view the subscription history click on the “View X canceled” link in the top-right corner of the section. To hide it, click on “Hide X canceled”. It’s also possible to search and filter subscriptions. Clicking on a specific subscription will provide additional visibility to the subscription details. Subscriptions of plans and add-ons with an outdated (legacy) version will have a proper indication, and migration to the latest plan or add-on version can then take place.

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Subscription statuses

Status	Description	Does customer have access to the subscription’s entitlements?
Scheduled	A subscription that’s planned to start in a future date.	❌
Pending payment	A subscription that’s pending for payment to be completed.	❌
In trial	A paid subscription or subscription with a custom price that’s in a free trial period.	✅
Active	An active subscription. If the subscription is for a paid plan, the payment for the subscription has been completed successfully.	✅
Update scheduled	The subscription is active and also has scheduled updates. The status will usually appear together with an “Active” status.	✅
Cancelation pending	A subscription that’s planned for cancelation, for example: at the end of the billing cycle, or on a future date.	✅
Canceled	A subscription that was canceled.	❌
Expired	A trial or non-recurring subscription that exceeded its end date.	❌
Payment error	Payment for the subscription failed.	❌

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Provisioning subscriptions

For the most part, provisioning of subscriptions should be done by customers in a self-served manner by the customer using the Stigg server SDK; however, it’s also possible to manually create subscriptions from Stigg app. To provision a new subscription, click on the ”+ Add” button under the Subscriptions section of the customer details screen. In the opened screen, enter the required details:

1. Subscription content
   1. Product - relevant when more than one product is defined in the environment; otherwise, automatically preselected.
   2. Resource ID - the ID of the entity that the subscription applies to, for example: website ID, app ID, etc. Relevant for products that allow multiple active subscriptions.
   3. Plan
   4. Billing period - relevant for paid plans, for example: monthly, annual
   5. Plan configuration
      1. The unit quantity of in-advance commitment charges and variable entitlements.
      2. Optionally for paid plans - override the default plan price of the relevant charges.
   6. Optional add-ons that are compatible with the selected plan.
2. Subscription start date
   1. Immediately - default
   2. At the end of the current billing period - relevant when there’s already an active paid subscription.
   3. Specific date - allows for creation of backdated (past) and future subscriptions. When a subscription is created in a past start date, the customer will be charged starting from the next billing period. When a subscription is created with future start date, it will become active on that date.
3. Free trial - relevant for subscription to paid and custom plans. The plan’s default trial configuration is pre-selected by default; however, it can be overridden at the subscription level.
4. Spend management of on-demand charges
   1. Minimum spend - customers will be charged in advance for this amount. On-demand charges will then be deducted from the committed minimum spend. On-demand charges that exceed the committed minimum spend will be added to customers’ upcoming invoice. When a default minimum spend is defined at the plan level, this configuration is pre-selected; however, it can be overridden at the subscription level.
   2. Maximum spend - when the defined spending limit for the subscription is exceeded, additional access to pay-as-you-go charges is denied. With this configuration you can implement a budget cap in your application.
5. Discounts - the discount amount that will be applied to the subscription. Applying discounts is achieved by applying coupons to subscriptions. You can also customize the applied coupon upon subscription provisioning - doing so will generate an ad-hoc subscription-specific coupon that will not appear in the Coupons screen of the Product Catalog.
6. Payment method
   1. Automatically using the payment method on file - when Stigg integrated with a billing solution), a valid payment method is required to provision a subscription for a paid plan. The payment method can be provided by a customer in advance, or during the provisioning of the subscription itself in the Stigg app.
   2. Generate an invoice - useful when customers pay using a wire transfer or in order to collect customer’s payment method using a payment link. More details about billing using invoices can be found here.
   3. Don’t leverage Stigg to manage payments for this subscription - in this case Stigg will only be used for management of the subscription’s entitlements.

Review the subscription summary. Confirm the creation of the subscription by clicking on the Create button.

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Viewing the details of a specific subscription

Clicking on a specific subscription from the table of the “Subscriptions” section of the customer details screen allows you to view the details about the subscription.

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Overview

A high-level summary of the subscription details:

1. Subscription ID
2. Status
3. Resource ID - the ID of the entity that the subscription applies to, for example: website ID, app ID, etc. Relevant for products that allow multiple active subscriptions.
4. Billing ID - relevant when Stigg is integrated with a billing solution.
5. CRM ID - relevant when Stigg is integrated with a CRM solution
6. Plan
7. Billing period - i.e. monthly, annually
8. Subscription start date
9. Last invoice
10. Next billing date
11. Next estimated bill
12. Add-ons
13. When the subscription has scheduled updates (for example: downgrade to a lower tier) - details about what updates are currently scheduled to take effect and when.

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Entitlement usage

Entitlement usage

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Entitlement summary

Entitlement summary

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Storing metadata

It’s possible to store metadata on each subscription. The metadata can then be leveraged by the hosting application and third-party solutions via the Stigg SDKs, API and ../native-integrations/webhooks/index to implement custom functionality. To store metadata on specific product, under the “Metadata” section of selected subscription click on the “Add” (if there’s no metadata) or “Edit” buttons. Enter the relevant keys and values. Click “Add” (if there was previously no metadata) or “Save changes” buttons to apply the changes.

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Updating subscriptions

Active subscriptions can be updated after they’re provisioned, specifically:

1. Billing period (for paid plans) - monthly, annual
2. Plan configuration
3. 1. The unit quantity of in-advance commitment charges and variable entitlements.
   2. Optionally for paid plans - override the default plan price of the relevant charges.
4. Add-ons - adding, removing and updating the quantity of add-ons.
5. Trial period - extending, shortening and removal the trial period.
6. Spend management of on-demand charges - minimum spend, maximum spend.
7. Discounts - adding, removing and updating the ../modeling-your-pricing-in-stigg/coupons that are applied to the subscription.

To update an active subscription, click on the dotted menu icon of the relevant row, and select the “Update subscription” action. Apply the relevant changes. Review the subscription summary. Confirm the update of the subscription by clicking on the “Update” button.

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Canceling subscriptions

To cancel a subscription, click on the dotted menu icon of the relevant row, and select the “Cancel subscription” action. In the opened modal, select when the subscription will be cancelled:

1. At the end of the current billing cycle or trial period - not relevant for plans with a custom price or trial subscriptions.
2. Immediately
3. On a specific date - not relevant for trial periods.

Confirm the action by clicking on the “Cancel subscription” button in the opened modal.

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Canceling scheduled updates

When a subscription has scheduled updates, users that have access to the Stigg app can cancel the scheduled update. To do so, in the subscription details view, click on the “Cancel update” action. Confirm the action by clicking on the “Cancel” button in the opened modal.

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Handling payment errors

When payment for a subscription fails, the subscription will appear with a “Payment error” status, as well as with a description of the error that was encountered. When applicable, Stigg will provide you with a payment link that you can copy and send to the relevant customer, or open directly from the Stigg app to complete the payment for the subscription. In any case, customers will only have access to entitlements that they paid for.

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Payment failure when provisioning new subscriptions

When payment for a new subscription fails, customers will not have access to the entitlements of the new subscription. Once payment is completed successfully, they subscription will become active and the customer will be granted access to the entitlements of the new subscription.

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Payment failure when updating an existing subscription

When payment for an update of an existing subscription fails, customers will still have access to the entitlements of the subscription before the update attempt took place. This is also indicated by the fact the subscription as an “Active” status in addition to the “Payment error” status. In this state, the following flows are supported:

1. Canceling the update, which will keep customers with the same entitlements that they had before the subscription update attempt.
2. Completing the payment, which will cause the subscription update to take effect and grant the customer with the relevant entitlements.

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Failure of a recurring payment

When a recurring payment fails, customers will still have access to the entitlements of their subscription until the subscription is canceled by the billing solution that’s integrated with Stigg. This is also indicated by the fact the subscription as an “Active” status in addition to the “Payment error” status.

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Receiving notifications about failed payments

Receiving notifications about failed payments is possible by leveraging Stigg’s customer.payment_failed webhook. More details about Stigg’s webooks can be found below:

Integrate Stigg with additional applications using webhooks

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Migrating subscriptions to the latest plan or add-on version

When changes to plans and add-ons are rolled out only to new subscriptions, grandfathering takes place. In order to prevent a SKU sprawl, Stigg allows you to manually migrate subscriptions to the latest plan and add-on version on a subscription-by-subscription basis. To do so, in the subscription details view, click on the dotted menu icon of the relevant row, and select the “Migrate to latest” action. Select when the migration will take place - at the end of the current subscription period or immediately. Confirm the action by clicking on the “Migrate” button in the opened modal.