Subscription Administration

Learn how to manage your users’ subscriptions

ℹ️
Subscription: A purchase made by signed order, as for a periodical for a specified period of time or for a series of performances.

The subscription overview feature provides a centralized hub for managing all subscriptions within Unidy. It allows you to search, view, edit, and delete subscriptions, ensuring streamlined workflows and quick access to essential information. Additionally, you can view the subscription history log in the history section.

Subscription overview

In the Subscription interface, you can view, edit, and delete all subscriptions stored in Unidy. You can search for subscriptions by entering the Subscription ID, title, or the users email address in the search bar. For a more detailed view on the respective subscription data, please click on the respective subscription ID. You can also directly access the editing mode or delete a subscription by clicking on the respective symbol on the right hand side. The user profile can be accessed by clicking on the email address.

Subscriptions overview in Unidy

Detailed subscription view

Detailed subscription view in Unidy

Relevant data fields and descriptions

Field
Description
ID
Unique identifier of the subscription in Unidy. It is required to update or delete the subscription through external systems
Created At
Timestamp of the subscription creation in Unidy
Update At
Timestamp of the last subscription update in Unidy
Starts At
Timestamp when the subscription started / got valid
Ends At
Timestamp when the subscription expires
Next Payment At
Timestamp when the next payment for the subscription is processed/required
State
The status of the subscription: - Active: subscription is valid - Passive: subscription is valid (e.g. used by sports clubs for members, who are not active players) - Inactive: subscription is invalid; Based on the Ends at timestamp, expired Subscriptions are set to invalid automatically
Payment State
States whether a payment was processed successfully - payed = payment processed successfully - not payed = payment still not processed successfully
Payment Frequency
Frequency of payments required for the subscriptions (daily, weekly, monthly, quarterly, six_monthly, yearly, onetime)
Subscription Category
Title
Name of the Subscription
Reference
Reference for the external subscription provider
Price
Recurring price of the subscription
Description
Description of the subscription
User
Connected user to the subscription
Service
External services that are enabled to access the respective subscription information
Wallet Export
Marks subscriptions that can be exported as wallet passes in Unidy
Additional Information
Includes all additional subscription data that can not be stored in the standard unidy data fields

Please note, that subscriptions created or changed in Unidy are not necessarily synced to the subscription management system. Please contact your CSM Team in case of any questions.

History

In the History section, you can view all activity logs for the selected subscription. Use the search bar in the top right corner to find specific logs. For a more optimized view, you can choose to hide entries with no changes (right corner). Clicking on the subscription's title (left corner) will direct you back to the user profile.

Subscription logs in Unidy

Relevant data fields and description

Field
Description
Property
Subscription data field that was changed
New Value
Current value of the data field
Old Value
Value of the data field before the change
Source
• Service: Change was made by a third party service • API: Change was made by a third party API • Admin: Change was made by the administrator
Author
Party that made the change (if known)
Update At
Date and time of the change
Please note, that we can’t provide logs from before September 2023.

How to Guides

The following chapter contains all relevant use cases, you need to know to work with subscriptions.

How to create a subscription

  1. Open the Subscriptions section in Unidy Admin.
  1. Click on the New button in the top right corner.
  1. Enter all the relevant information.
  1. Click on the Create Subscription button at the bottom of the page.
  1. The subscription is created in Unidy

How to edit a subscription

  1. Open the Subscriptions section in Unidy Admin.
  1. Search for the relevant subscription using the corresponding ID, title or user email address.
  1. Ensure that this is the subscription you want to edit.
  1. Click on the pen icon or open the subscription and click on the Edit button in the top right corner.
  1. Update the respective data fields in the subscription.
  1. Save changes by clicking on the Update Subscription button at the bottom of the page.
  1. The subscription is updated in Unidy.

How to delete a subscription

  1. Open the Subscriptions section in Unidy Admin.
  1. Search for the relevant subscription using the corresponding ID, title or user email address.
  1. Ensure that this is the subscription you want to delete.
  1. Click on the trash bin icon or open the subscription by clicking on the ID or title and click on the Destroy button in the top right corner.
  1. Confirm the deletion of the subscription.
  1. The subscription is deleted from Unidy.
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