How do I add a subscription to a reader's profile?

To add a subscription to a reader's profile on the back-end of your website, follow these instructions. Adding a subscription record to a reader's account will grant that reader immediate access to the subscription product, as long as the Begin Date and Time for the subscription are set correctly.

Open the reader's profile in the User Manager.

To find the reader's profile, click Search & Edit next to User under Sales/Marketing in your dashboard.

Open the reader's profile in the User Manager.

After finding and opening the reader's account, go to Edit > Subscriptions.

After finding and opening the reader's account, go to Edit > Subscriptions.

Set up the subscription under the 'Create a subscription' section.

Click the dropdown to select the subscription type (1). The next field (2), if applicable, will update or disappear based on your selection. For example, if you select Newsletter (shown), all available Newsletters will appear in the dropdown. The Resource (3) dropdown references whether the subscription is online, print or online/print, depending on what's available on your website.

All fields are required EXCEPT the External ID (4). The External ID should be used if your website is integrated with a third-party circulation system or a unified audience database. Put the ID number from that system for that reader in the External ID field. This will allow the systems to remain in sync.

Set the Begin Date and End Date for this subscription. If you want your reader to have immediate access, be sure that the Begin Date reflects the day you set the subscription up. The Begin Time must be in the past for immediate access. The End Date is the subscription's expiration date. (5)

If this is a trial subscription, available for a short period of time for your reader, click the box next to Is Trial? (6)

Then click Create. (7)