ePublishing Knowledge BaseContinuum User Profiles & Registration FormsHow do I add a subscription to a reader's profile?

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 on Users under Marketing in your dashboard and search for the user by name, email address, or ID.

After finding and opening the reader's account by clicking on their name, go to the Subscriptions tab.

Click on Add Subscription.

Click the dropdown to select the subscription type (1). Select the License Type (2) All fields are required EXCEPT the External ID (3). 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. (4)

If this is a trial subscription, available for a short period of time for your reader, click the box next to Is Trial? (5)

Then click Save Subscription. (7)