Auto-Renewal Join Process
VIDEO TRANSCRIPT | Recorded: 2024-08-16 | Verify against current system state
Abstract¶
Overview of the auto-renewal enrollment process during join/renew. Members not on auto-renew see an opt-in checkbox during renewal. When selected, an auto-renewal discount is applied to the cart. Upon payment processing, the system creates both a standing order and subscription linked to the order.
Key Procedures¶
- Navigate to renewal process (non-auto-renew member)
- View auto-renewal opt-in question
- Click yes to enroll (opt-in required)
- See discount applied in cart
- Complete payment to create standing order
Notable Statements¶
- 0:00:06 "I am not on auto renew and what I would see is a renew today"
- 0:00:11 "Under my account information, there's nothing related to auto renewal or anything like that"
- 0:00:16 "We don't even show really a promotion to get on auto renew at this point"
- 0:00:41 "Would you like to enroll in auto renewal? If you click yes, you have to opt in"
- 0:01:04 "That's the only thing that changes to the end user. That's the only thing they're going to see different"
- 0:01:25 "You've got the auto renewal discount added to your cart because you're doing auto renew"
- 0:01:27 "They do see that it's a $7.50 savings based on that renewal amount"
- 0:01:37 "When it creates the order and processes the payment... it also creates the standing order and the subscription"
Systems & Configurations¶
Systems Mentioned¶
- Aptify eBusiness (join/renew)
Auto-Renewal Enrollment Flow¶
| Step | Screen | Action |
|---|---|---|
| 1 | Account page | Shows "Renew Today" (no auto-renew info) |
| 2 | Renewal process | "Enroll in auto renewal?" checkbox |
| 3 | Cart | Auto-renewal discount displayed |
| 4 | Payment | Enter payment information |
| 5 | Backend | Standing order + subscription created |
Auto-Renewal Discount¶
| Item | Details |
|---|---|
| Discount amount | $7.50 |
| Applied when | Auto-renewal selected |
| Visible to | End user in cart |
Backend Creation (Post-Payment)¶
| Object | Purpose |
|---|---|
| Order | Payment transaction |
| Standing order | Recurring billing setup |
| Subscription | Membership continuation |
Enrollment Requirements¶
| Requirement | Notes |
|---|---|
| Opt-in | Must explicitly click yes |
| No promotion | Account page doesn't promote auto-renew |
| During renewal | Only option is during join/renew |
Credentials/Access Mentioned¶
- Member account access
- MPI attestation mentioned
Vendor Contacts Mentioned¶
None mentioned in this recording.
Errors & Troubleshooting¶
No errors documented - this is a process overview.
Transcript Gaps & Quality Notes¶
- Brief recording (2 minutes)
- Part 1 of auto-renewal series (notes backend demo to follow)
- End user perspective focus
- PAC donations mentioned (skipped in demo)
- Backend demo mentioned but not included