14. Subscribers

A subscriber here is a person who has opted-in to receive a product or service. 

1. Pre-requisites:

Configure Asseto Plan: 

List page of the Asseto Plan configuration page involves: 

  1. Add Plan: To add a new plan.
  2. List View: To display the existing plans configured in a dynamic table.
  3. Edit Icon: To edit specific plan.
  4. Delete: To delete specific plan.  

  

Add New Plan: 

User with the right permission can create new plan by navigating to Setting >> Asseto Plan >> Add New Plan.

 

  1. Plan Name: To define the Plan name.
  2. Type of Plan: There are 2 types of plans in the drop-down. Custom & Fixed. Custom plan can be customized and Fixed Plan cannot be modified.
  3. Description: To define the description of the Plan. Ex: Features of the plan.
  4. Select Environment: There are 2 environments. Development & Production.
  5. Currency: All countries' currencies are available in the drop down. User can select the Currency in which the cost of the plan to be displayed.
  6. Billing Cycle: The billing cycle options available are: Weekly, Monthly, Quarterly, Half Yearly, Yearly.
  7. Cost: To define the cost of the Plan.
  8. Discount: To specify the percentage of discount if any.
  9. Cancel: To cancel the plan created.
  10. Save: To save the plan created. 

 

Configure Asseto Add-On Plan: 

Add Add-On Module Plans by navigating to Setting >> Asseto Plan >> Add-On Module.

 

  1. Add Ad-On Module: To add new add-on plan.
  2. List View: To display existing add-on module plan and related information.
  3. Edit Icon: To edit specific add-on plan.
  4. Delete Icon: To delete specific add-on plan. 
Add Add-On Module: 

  1. Module Name: To describe the module name.

  2. Description: To define the description of the Module. Ex: Overview of the Module.

  3. Currency: All countries' currencies are available in the drop down. User can select the Currency in which the cost of the module to be displayed.

  4. Cost: To describe the Cost of the Module.

  5. Storage: To describe the Storage limit of the Module.

  6. Cancel: To cancel the add-on module.

  7. Save: To save the add-on module. 

2. Subscriber Module Dashboard

Subscribers Module Dashboard: 

The Subscribers Module Dashboard provides the information below. 

  1. Widget: To display the number of Subscribers against different types of plans and total number of subscribers.

  2. All Plan: To apply filter condition based on different types of plans to display the list of Subscribers in a dynamic table.

  3. All Status: To apply filter condition based on different status to display the list of Subscribers in a dynamic table. The different statuses are: Active, Inactive and Pending payment.

  4. List View: List of Subscribers and related information displayed in a dynamic table.

  5. Search: To search specific Subscriber details.

  6. Filter: To apply additional filter condition with additional parameters to display the list of Subscribers in a dynamic table.

3. Add New Subscribers

Add New Subscribers: 

Add a New Subscriber by navigating to Subscribers >> New Subscriber. 

New Subscriber Page View: 

Creating subscribing is a 5-step process. It includes: 

  1. Select Plan

  2. Subscriber Info

  3. Add-on Module

  4. Quotation

  5. Summary 

Select Plan: 

This page displays all the plans available in the Application. Users can select one-plan at a time. After selecting the Plan User should select the Next option to move on to next step of Subscriber creation. 

Subscriber Info: 

The Subscriber Info page is to key in Subscribers information. 

 

 

  1. Company Information: This section should contain the details of the Company. It should be company logo/image, company name, company code, company type (private / public), industry, description and contact details.

  2. Registrant Details: To fill up Registrant details.

  3. Previous: To navigate to previous page.

  4. Next: To move on to the next step of the Subscriber creation process. 

Add-on Module: 

Add-on modules adding process can be completed on this page. 

  1. Add-on module's view: All add-on modules details configured in Settings will be displayed over here. User can select one among those.

  2. Previous: To navigate to the previous page.

  3. Next: To move on to the next step of the Subscriber creation process.  

Quotation: 

Below details are displayed in the Quotation page.   

 

  1. Quotation: To show the Plan with pricing and other details filled in Subscriber info page.

  2. Payment Details: To describe the Payment method and Account manager details.

  3. Remarks: To update remarks if any.

  4. Previous: To navigate to previous page.

  5. Next: To move on to the next step of the Subscriber creation process.  

Summary: 

The summary page displays plan details the Subscriber opt for, add-on module details with price breakdown details. 

 

  1. Previous: To navigate to previous page.

  2. Submit: “Plan registered successfully” message will pop-up on clicking on to Submit button. 

After the User successfully registers for a Plan, notification will be triggered to the registered email id. Based on the billing cycle the User selected, payment reminder notification also will be triggered to the registered email id.