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Register an Account using an Electronic Check for a Trial Plan with Rollover to a Paid Plan

Description

A trial plan is a type of master plan by which you offer your customers a product or service free of charge for a specified time period. You then automatically transfer (rollover) customers to a paid version of the plan. You can create a trial plan with rollover to a paid plan in two ways:

  • Create two different master plans. The first plan is a free plan with a duration that you specify. This plan automatically rolls over to a paid plan that you specify. The second plan is a paid plan to which the free plan automatically rolls over after the duration that you specified in the free plan. Example: You can create a 30-day trial plan that automatically rolls over to a paid plan on the 31st day.
    OR
  • Create one master plan in which you specify that a particular number of days is free. After the free period is complete, this free plan automatically becomes a paid plan. Example: You can create a plan that offers 14 free days and then  becomes a paid plan on the 15th day.

Best Practices

This is the recommended process to follow to register an account for a customer who is signing up for a trial plan using the electronic check (ACH) payment method:

  1. Create the account.
  2. Validate the bank routing number.
  3.  After the completion of the trial period, Aria automatically does the following:
  • For a plan that is free, then rolls over to a different paid plan, assigns the paid plan to the customer.
  • For a plan that is initially free, then becomes paid:
  1. Updates the account to the rollover status specified in the plan in Aria6.
  2. Sets the account’s billing dates based on the date on which the trial period was completed.
  • For both types of plans mentioned above:
  1. Generates an invoice for the account.
  2. Collects the payment from the customer.
  3. Sends the statement to the customer.

Note: Funds might not be available in the customer’s bank account when the collection transaction is settled.

Assumptions

The process described in the electronic check payment flow for trial plans deals with:

  • Creating an independent account, not a parent-child account.
  • Assigning a master plan to an account.
  • Creating an account with no orders or coupons.  

Preconditions

Create your Trial Plans with the Desired Account Statuses

 

  1. Use Aria6 to create trial plans. For each trial plan, you must do the following:

For a plan that is free, then rolls over to a different paid plan, specify:

  • The number of free months that you are offering in the trial plan.
  • The status that an account should have when a customer registers for the trial plan.

Note: This must be a billable status for the customer to be billed after the trial period is over.

  • The paid plan to which the trial plan will roll over.

For a plan that is initially free, then becomes paid, specify:

  • The number of free days that you are offering.
  • The status that an account should have when a customer registers for the trial plan.
  • The status that an account should have after the trial period is over and the paid plan goes into effect.
  1. Create your Direct-Post Configuration Set

You can use the same configuration set that you created for registering an account for a paid plan with a future billing date. Use the electronic check payment method when proration does not occur.

For more information,see: Registering an Account using an Electronic Check for a Paid Plan with Billing Date in the Future and without a Prorated Invoice.

Postconditions

At the end of the account registration process described in the electronic check payment flow for trial plans, a new account exists with a trial plan assigned.

 After the trial period is over:

  • The billing dates are set.
  • A payment is collected.
  • The customer receives a statement.

Process Flow Diagram

The diagram below illustrates the recommended process for registering an account for a trial plan that automatically rolls over to a paid plan when using the electronic check payment method:

  • The dark grey boxes indicate functions automatically performed by Aria.
  • The light grey boxes indicate functions automatically triggered by Direct-Post based on your configuration set.

UseCase12-ElectronicCheckTrial PlanWithRollover

Registering an Account using an Electronic Check for a Trial Plan with Rollover to a Paid Plan

Follow the steps listed below to register an account for a trial plan that automatically rolls over to a paid plan when using the electronic check payment method:

  1. Use the create_acct_complete call to create an account.

Precondition: A customer visits your website and signs up for a trial plan.

  1. Set the client_no field to your Aria-assigned ID number.
  2. Set the auth_key field to your Aria-assigned authorization key.
  3. Leave the status_cd field blank. The account status is automatically set based on the status specified in the plan that the customer selects.
  4. Set the do_full_invoicing field to false. This prevents the account from being invoiced at this point.
  5. Set the master_plan_no field to the number assigned to the master plan that the customer selects.
  6. Set the userid field to the user ID that the customer enters.
  7. Set the password field to the password that the customer enters.
  8. Set additional fields based on your company’s requirements.

Note: It is not recommended that you set the bank account fields using the create_acct_complete call. It is recommended that you use Direct-Post to set the bank account fields as described in Step 3 below.

Postcondition: The account is created and an account number is returned.

  1. Use the set_session call to obtain an Aria session ID for Direct-Post.

Precondition: An account exists.

  1. Set the client_no field to your Aria-assigned ID number.
  2. Set the auth_key field to your Aria-assigned authorization key.
  3. Set the user_id field to the user ID that the customer entered.

Postcondition: An Aria session ID for Direct-Post is obtained.

  1. Transmit bank account information from your payment information page to Direct-Post.

Preconditions:

  • A Direct-Post configuration set for trial plans exists.
  • An Aria session ID for Direct-Post was obtained.
  • The customer entered bank account information.

Transmit the following fields and values from your payment information page to Direct-Post:

  1. Set the mode field to the suffix of the configuration set that you created. Example:  If you named your configuration set “direct_post_achtrialreg”, then you would set the mode field to “achtrialreg”. The mode field is a hidden field.
  2. Set the inSessionID field to the session ID returned by the set_session call. The inSessionID field is a hidden field.
  3. Set the client_no field to your Aria-assigned client number. The client_no field is a hidden field.
  4. Set the formOfPayment field to ACH.
  5. Set the bank_routing_num field to the bank routing number that the customer entered.
  6. Set the bank_acct_num field to the bank account number that the customer entered.

Postcondition: The session ID is returned.

  1. Direct-Post triggers secure bank account transactions and account changes based on your configuration set.

Precondition: Bank account information was transmitted from your payment information page to Direct-Post.

Direct-Post does the following:

  1. Verifies the validity of the session.
  2. Validates the bank routing number.
  3. Sets the payment method of the account to ACH.

Note: If an error occurs after Steps b or c above, then redisplay the payment information page and repeat the process beginning with Step 3.

Postconditions:

  •  A session ID is returned.
  • The bank routing number  is validated.
  1. After completion of the trial period, Aria automatically does the following:
  •     For a plan that is free, then rolls over to a different paid plan, it assigns the paid plan to the customer.
  •     For a plan that is initially free, then becomes paid:
    •         Updates the account to the status specified in the plan in Aria6.
    •         Sets the account’s billing dates based on the date on which the trial period was completed.
  •     For both types of plans mentioned above:
    •         Generates an invoice for the account.
    •         Collects the payment from the customer.
    •         Sends the statement to the customer.
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