Activate Agent on Subscription
7 steps
21 seconds
1
Click "Subscriptions"
2
Locate the subscription that you are wanting to add an agent to and click on the action button.
3
Locate the agent and click the Action button
Alert! Start date is NOT the date the subscription will generate. The subscription will follow the subscription run date set for this item
Tip! Set the start date a few days before the subscription run date. ex - If a subscription is set to run on 7/1, and you want agent to begin on that cycle, enter the start date between 6/2-6/30
4
Set the start date for this subsciption to begin triggering for agent
5
Enter an override amount IF the agent will pay a different amount than default setup
6
Enter a term if you will need the recurring charge to end after a certain period of time for the agent
7
Click "Activate"
Activate Agent on Subscription
7 steps
21 seconds
1
Click "Subscriptions"
2
Locate the subscription that you are wanting to add an agent to and click on the action button.
3
Locate the agent and click the Action button
Alert! Start date is NOT the date the subscription will generate. The subscription will follow the subscription run date set for this item
Tip! Set the start date a few days before the subscription run date. ex - If a subscription is set to run on 7/1, and you want agent to begin on that cycle, enter the start date between 6/2-6/30
4
Set the start date for this subsciption to begin triggering for agent
5
Enter an override amount IF the agent will pay a different amount than default setup
6
Enter a term if you will need the recurring charge to end after a certain period of time for the agent
7
Click "Activate"
