“General Settings” allow users to configure tenant and site-wide settings for each individual tenant or sandbox available. This can include settings for things like Emails, SMS, Storefront, Analytics, Site, and Subscriptions. It’s important to note, however, that not all settings are going to exist in “General Settings”. There may be settings that are set in other menus, or may rely on enablement of a particular feature or function within the tenant. “General Settings” allow users to configure tenant and site-wide settings for each individual tenant or sandbox available. This can include settings for things like Emails, SMS, Storefront, Analytics, Site, and Subscriptions. It’s important to note, however, that not all settings are going to exist in “General Settings”. There may be settings that are set in other menus, or may rely on enablement of a particular feature or function within the tenant. In this video, I’m going to demonstrate the “Subscription” settings section of the “General Settings”.Important Note - Subscriptions is an optional Product offering at KIBO. Therefore, it needs to be enabled on a tenant to get access to the Settings. In this video, I’m going to demonstrate the subscription settings section of the general settings. Important note, subscriptions is an optional product offering at kibo, therefore it needs to be enabled on a tenant to get access to the settings. To navigate to “General Settings”, in the left menu, on the “SYSTEM” tab, click “Settings”, then click “General”. To navigate to “General Settings”, in the left menu, on the “SYSTEM” tab, click “Settings”, then click “General”. This will bring us to the “General Settings” menu page. We discussed the “General”, “Email”, “SMS”, “Storefront”, “Analytics Tools”, and “Site” sections in separate videos.In this video, we’ll discuss the “Subscription” settings section, which, if enabled, is available beneath the “General” section. This will bring us to the “General Settings” menu page. We discussed the “General”, “Email”, “SMS”, “Storefront”, “Analytics Tools”, and “Site” sections in separate videos. In this video, we’ll discuss the “Subscription” settings section, which, if enabled, is available beneath the “General” section. “General Settings” are based on a Parent Catalog and Site combination, as seen here. When Sites are created, they are tied to Child Catalogs, but we can have multiple Sites using the same Catalog. “General Settings” are based on a Parent Catalog and Site combination, as seen here. When Sites are created, they are tied to Child Catalogs, but we can have multiple Sites using the same Catalog. The “Subscriptions” tab, if enabled, is located beneath the “General” section, on the end of all tabs. Clicking it will bring up the “Subscription” settings section. The “Subscriptions” tab, if enabled, is located beneath the “General” section, on the end of all tabs. Clicking it will bring up the “Subscription” settings section. This is the “Subscriptions” settings section. We’ll walk through each setting individually. This is the “Subscriptions” settings section. We’ll walk through each setting individually. The top 3 are settings that are enabled or disabled by clicking the slider buttons next to them. The top 3 are settings that are enabled or disabled by clicking the slider buttons next to them. The remaining settings are fields for a numerical value entry. The remaining settings are fields for a numerical value entry. Some settings have “Tooltips” that a user can hover over, that provide more contextual information about the setting. Some settings have “Tooltips” that a user can hover over, that provide more contextual information about the setting. When the “Apply Latest Item Price on Continuity Order” setting is enabled, the system refreshes the item price for each item on the continuity order, which fetches the latest price list information, along with any applicable discounts and taxes. For example, a continuity order is expected to be 75 (if prices went up) or 50) with the newly calculated continuity order total, and the lower of the two is applied to the order. If the calculated total was 50 would be applied. If the calculated total was 40 would be applied. Apply best price on continuity order allows the system to compare the continuity orders total with the original subscription total and apply whichever is lowest to the order. Using the prior example, apply best price on continuity order would compare the original subscription, total fifty dollars with the newly. Calculated continuity order total and the lower of the two is applied to the order. If the calculated total was 75 dollars, then the original 50 would be applied. If the calculated total was 40 dollars, then 40 would be applied. “Order Now Resets Next Order Date” will reset the next order date based on the current date and frequency whenever the “Order Now” action is performed on a subscription. If disabled, the next order date that already exists will remain unchanged. This is enabled by default. “Order Now Resets Next Order Date” will reset the next order date based on the current date and frequency whenever the “Order Now” action is performed on a subscription. If disabled, the next order date that already exists will remain unchanged. This is enabled by default. Any value entered here will correspond to continuity orders being created that many days before the next order date. If left blank, continuity orders will be created on the next order date. Any value entered here will correspond to continuity orders being created that many days before the next order date. If left blank, continuity orders will be created on the next order date. The “Next Order” cannot be set any further out than the limit entered here when the date is manually updated. For example, if the date is August 24 and the next order date is September 2, and this configuration is set to 7 days, the next order cannot be changed to any date later than September 9. User will not be able to extend the next order date again until the next continuity order is placed, though it can be moved closer. The “Next Order” cannot be set any further out than the limit entered here when the date is manually updated. For example, if the date is August 24 and the next order date is September 2, and this configuration is set to 7 days, the next order cannot be changed to any date later than September 9. User will not be able to extend the next order date again until the next continuity order is placed, though it can be moved closer. A paused subscription will be automatically reactivated after the limit defined here has passed, and cannot be paused again until the next continuity order is placed. It can still be manually reactivated at any point before this limit is reached. If left blank, the subscription will remain paused indefinitely until manually reactivated. A paused subscription will be automatically reactivated after the limit defined here has passed, and cannot be paused again until the next continuity order is placed. It can still be manually reactivated at any point before this limit is reached. If left blank, the subscription will remain paused indefinitely until manually reactivated. The ability to skip a continuity order will be disabled once the amount of skips defined here has been made in a row. When this happens, a continuity order must be placed before the subscription can be skipped again. The ability to skip a continuity order will be disabled once the amount of skips defined here has been made in a row. When this happens, a continuity order must be placed before the subscription can be skipped again. After ordering either “All” or “Partial Items Now”, both of these actions will be restricted for the amount of days defined here. For example, if a full order is created on September 20, and this setting is configured as 10 days, then both the entire order and partial order actions will not be available until September 30. After ordering either all or partial items. Now, both of these actions will be restricted for the amount of days to find here. For example, if a full order is created on September 20th and this setting is configured is 10 days. Then both the entire order and partial, order actions will not be available until September 30th. The “Subscription Order Reminder” email will be sent to customers this many days before their next order. This email template must also be enabled in the “Email” section of the “Site Settings”. We’ll review the “Email” section shortly. The “Subscription Order Reminder” email will be sent to customers this many days before their next order. This email template must also be enabled in the “Email” section of the “Site Settings”. We’ll review the “Email” section shortly. The “Subscription Pause Limit Reached” email will be sent to customers this many days before their paused subscription is automatically re-activated. The “Subscription Pause Limit Reached” email will be sent to customers this many days before their paused subscription is automatically re-activated. The recurring “Subscription Paused Reminder” email will be sent to customers at the interval defined here until the subscription is reactivated. The recurring “Subscription Paused Reminder” email will be sent to customers at the interval defined here until the subscription is reactivated. Clicking the “Email” tab at the top takes us to the “Email Settings” section of the Site Settings. When certain status changes or actions are performed on subscriptions, they trigger customer email notifications. Scrolling down to the “Subscription Emails” section, we can manage the communications that are sent to shoppers when those changes or actions occur. Clicking the “Email” tab at the top takes us to the “Email Settings” section of the Site Settings. When certain status changes or actions are performed on subscriptions, they trigger customer email notifications. Scrolling down to the “Subscription Emails” section, we can manage the communications that are sent to shoppers when those changes or actions occur. When we’ve completed all of our required updates, we’ll click the “Save” button on the top right. When we’ve completed all of our required updates, we’ll click the “Save” button on the top right.
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