Renewal Paths allow staff users to define the upgrade options for a particular subscription item during subscription renewal. This works by checking if a member meets certain criteria during renewals and offers them the designated upgrade options.
This is an optional configuration. If the subscription item can only renew into itself, it is not required that a Renewal Path be created. A Renewal Path only needs to be defined when the renewal should present options or a specific new subscription item for the member to renew into. When a Renewal Path is defined, the process checks if a member meets certain criteria during renewals and offers them the designated upgrade options.
For example, a Student Member graduates in May 2016 and is due to renew their subscription. Upon graduation, they will need to upgrade to an Associate Membership. There is a "Graduated" checkbox on their Contact record that will automatically get checked once their graduation date passes. Since they are no longer a student, you can create a renewal path so that when they graduate, the Contact's subscription will need to be upgraded upon renewal to an Associate Membership upon renewal.
Enable Renewal Paths for Subscriptions:
From the top right corner of your screen, click the lightning gear icon and select Setup from the dropdown menu. The Setup page will open in a new tab.
From the Setup page, Click the Objects Manager tab. The Objects Manager will open.
Type Item in the Quick Find search bar at the top right of the page. Results will generate below.
click the Item object. The Item object page will open.
Select Page Layouts from the left-hand menu.
Click Page Layout Assignment to open the Page Layout Assignment page.
Confirm profiles are using the 2018-R2 Item Layout, which has Renewal Paths already enabled.
Using Renewal Paths:
Navigate to the Items tab.
Select a subscription item from the table. The item's record page will open.
From the selected item's record page, click Related to access related lists.
From the Renewal Paths related list, click the Manage Renewal Paths button. You will be taken to the Renewal Path for Subscription Item page.
From the Item Class drop down menu, select the Item Class that users will renew into.
From the Available Items panel, drag and drop the Membership Types into the Renew Into Items panel. These Membership Types will be the renewal options available to users.
If there is more than one renewal option, then set the default Membership Type by using the Select Default dropdown. When the subscription is configured to auto-generate renewal Sales Orders using the Invoice Days to Lapse, the Sales Order will utilize the default renewal path.
Completed Terms: The number of terms the user must complete before the Membership Type is updated.
Custom Rules: Custom rules can be set by Clicking the Add Rule button and Configuring the rule criteria by making selections in the fields below. Only one Renewal Rule Type (Completed Terms or Custom Rules) can be selected.
Object - e.g. Contact
Field - e.g. Graduated
Operator - e.g. equals
Value - e.g. Yes
Underneath the Renewal Rule header, set the Renewal Criteria by Clicking the desired radio button. This will be the criteria that determine when a member is eligible for an upgrade or updated membership. There are 2 options for determining Renewal Criteria:
From the top right corner of the page, click the Save button.
All users that meet the renewal criteria will now be given the upgrade options that were defined by the staff user.