Subscriptions, Plans and Jotform

[RockiesRachel]

Hi,

I have a few questions regarding Subscriptions.

1. Square is linked to Jotform. When a company signs up, they can choose between different options (which would be the equivalent of different plans or even different items that can be added to a plan). It looks like for each sign up, it creates a new plan even if two companies choose the same plan. For example Companies A and B both choose option 1, I end up with two different plans for Option 1 which are totally identical (Plan 1 and Plan 1). Is it possible to have one option in Jotform be linked to one specific plan in Square, so that it doesn't create a new one for each sign up, but instead add new subscribers to a same plan?

2. Do we need the Legacy Plan for Square for that? Or to modify our current plans (it looks like we can only change the name of the plan)?

3. What message are the people in Subscriptions getting when renewal is coming up? It seems like I cannot see or edit any communication they would receive.

4. Do they get a message asking them to update their credit card information when it expires?

Thank you

[frances_a]

Hello @RockiesRachel 👋

I see that this is your first post here in the Community, welcome! 

I am not sure if I am understanding your questions correctly. 

Do you have two separate Square accounts using Jotform and are you trying to share your Jotform plan between the two accounts? Or are you referring to your customers when you mention Companies A and B?

Do you have plans in your point of sale with the Legacy tag? Legacy plans are simply subscription plans not connected to items in your item library.

The emails customers receive are automated and will change a little depending on the specifics of the subscription. If you are charging your customers by generating a new invoice every time the subscription renews, they will receive the new invoice for each renewal. Otherwise, they'll receive a renewal notice. 

When a customer purchases an item subscription, they’ll receive an email stating an invoice has been paid for your subscription plan. Their email confirmation contains a Manage subscription link that enables them to update their payment information, pause or resume the subscription (if you’ve enabled that option), or cancel their subscription. Customers can update expired card information using the Manage subscription link. 

Will keep an eye out for your reply.

Thank you!

[RockiesRachel]

Hi,

I'm sorry I didn't make it clear enough. We have only one Square account. Companies A and B are customers. Every time a new customer subscribe to our Plan 1 in Jotform, it creates a new plan in Square. 

Should I, and can I, create a Plan in Square first and then link my Jotform to that plan instead? If so, is there a tutorial to explain the steps of the integration?

If I need to create the plan first, and then link it to Jotform, should I have only one item per plan? Because I saw we can add different items per plan and then choose a specific item in that plan when we create a new subscription manually. But I am guessing that Jotform wouldn't be able to do that automatically?

Yes, those plans created from Jotform sign ups all have the Legacy tag next to them and the only thing I can change is the name of the plan.

Thank you for the details regarding the messages sent to the customers.

For those who receive a renewal notice, is there a way to change the content? 

Is there a specific email sent to them, to ask them to update their credit card information, when the card on file expires before their renewal date?

Is there a way to share with them that Manage subscription link or is it only available in the emails they receive from Square?

Thank you.

[frances_a · Accepted solution]

Thank you for the clarification! 

For your questions regarding Jotform features, you best resource is the support website for this integration. 

The integration between Square and Jotform is managed by Jotform and support will be handled by them.

Legacy plans are simply subscription plans not connected to items in your item library, but sounds like you are interested in creating plans that are linked to an item or possibly multiple items. This is possible on our end. The plan can have as many items as you need and once you create the subscription, you'll be able to select from those items. 

The content of automated emails cannot be changed, unfortunately. 

We do not notify customers or sellers if a card on file is expiring soon. If the card is not updated, which can be done through the link in our emails or from your dashboard, you and your customer will receive a notice that the payment has declined and will have the option to replace the card.

The link is available in our emails, but there is no option to re-send it on the seller's end. If a customer contacts you regarding making updates to their subscription, you can complete the same actions available through that link on your end.

Thank you! ✨