Customer Workflows
Customer Portal vs Customer Workflows
Section titled “Customer Portal vs Customer Workflows”The Hosted Pages are a set of interconnected pages generated by ProAbono, created to cover all aspects of your subscription-billing processes. The Hosted Pages are splitted into Customer Portal and Customer Workflows.
The Customer Portal is the ‘billing’ section that exists in all the subscription-based products. It’s where you can see your current plan, download invoices, change billing settings, etc.
The Customer Workflows are the multi-steps forms that allows your customer to subscribe, change plan, pays invoices etc.
All Customer Workflows end with a payment step where the user can, depending on the case:
- pay immediately
- register a payment method
- be notified or a later payment
- be informed that the operation is free
URL Redirection
Section titled “URL Redirection”In some cases, you will need a specific page to be displayed at the end of a customer workflow.
For example, if a customer subscribes, you may want to send them directly to a specific page.
This is handled through URL redirection and can be set up here.
Check this article to know more about URL redirections.
Opening a Customer Workflow
Section titled “Opening a Customer Workflow”Customer Workflows can be opened in three ways:
- When a customer browses the portal and selects a workflow action
- ex: Change plan, Change options, Restart a subscription, Change payment method, …
- When a customer follows a link sent by email
- ex: Pay an invoice, Restart a subscription
- When you opened the hosted pages in a given workflow
- Check this article to see how you can open a specific workflow
Customer Workflows list
Section titled “Customer Workflows list”Here are all the customer workflows and how to access it.
Anonymous user
Section titled “Anonymous user”| Workflow | What it does | How to open |
|---|---|---|
| Anonymous subscription | Anonymous user (not recommended). When an anonymous user clicks a plan in the catalog to subscribe. | Static link in the Catalog |
Authenticated user
Section titled “Authenticated user”| Workflow | What it does | How to open |
|---|---|---|
| Choose a plan | Displays the catalog. The user can choose a plan and subscribe. | - API Live - Customer: rel=insite-collection-offers - Customer Portal - ‘Choose a plan’ button from an ended subscription |
| Subscribe to a plan | Opens the process to subscribe to a given plan. | - API Live - Customer: rel=insite-subscribe - Offer: rel=insite-subscribe |
| Subscribe to a custom subscription | Opens the process to subscribe to a custom subscription. | - API Live - Subscription: rel=insite-subscribe |
| Change plan | Displays the catalog. The user can choose a plan to change the plan of a given subscription. | - API Live - Customer: rel=insite-collection-upgrade - Subscription: rel=insite-collection-upgrade |
| Change to a plan | Opens the process to change the plan of a given subscription to a new plan. | - API Live - Customer: rel=insite-upgrade - Subscription: rel=insite-upgrade - Offer: rel=insite-upgrade - Customer Portal - ‘Change plan’ button from a subscription |
| Change to a subscription | Opens the process to change the plan of a given subscription to a new custom subscription. | - API Live - Subscription: rel=insite-upgrade |
| Restart a subscription | Opens the process to restart a suspended subscription. | - API Live - Subscription: rel=insite-restart - Customer Portal - ‘Restart subscription’ button from a suspended subscription |
| Change option | Opens the process to change the updatable options of a subscription. | - Customer Portal - ‘Change options’ button from a subscription |
| Terminate subscription | Opens the process to terminate a subscription SPECIAL: Not a customer workflow unless termination fees apply. | - Customer Portal - ‘Terminate subscription’ button from an active subscription |
| Register billing info | Opens the process to fill or update the customer’s contact information and payment method. | - API Live - Customer: rel=insite-register - Subscription: rel=insite-register |
| Register payment method | Opens the process to fill or update the customer’s payment method. | - Customer Portal - ‘Change’ button in the Payment tab |
| Pay invoice | Opens the process to pay a due invoice | - API Live - Invoice: rel=insite-charge - Customer Portal - ‘Pay’ button in the Invoices tab |